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Summary
Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.
Try asking
Example prompts for Zoho CRM
Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.
Claude is AI and can make mistakes. Please double-check responses.
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git clone, no local server.
Zoho CRM
Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.
Setup
This connector wraps the Zoho CRM API v8 (www.zohoapis.com/crm/v8).
Setup — OAuth client + refresh token:
- Go to https://api-console.zoho.com → Add Client → Self Client. Generate a 'grant token' with scope
ZohoCRM.modules.ALL,ZohoCRM.settings.READ,ZohoCRM.users.READand copy it. - Exchange it for a refresh token via:
curl -X POST 'https://accounts.zoho.com/oauth/v2/token?grant_type=authorization_code&client_id=CLIENT_ID&client_secret=CLIENT_SECRET&code=GRANT_TOKEN' - Save the
refresh_tokenfrom the response. SetZOHO_CLIENT_ID,ZOHO_CLIENT_SECRET,ZOHO_REFRESH_TOKEN. - …
Prerequisites: ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN
Install the connector locally
curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d
Open http://localhost:3000/connectors/store, pick Zoho CRM and paste in the env vars listed under Prerequisites.
Available tools
| Tool | What it does |
|---|---|
zoho_crm_list_records | List records of any module (Leads, Contacts, Accounts, Deals, Tasks, custom) |
zoho_crm_get_record | Get a single record by ID from any module |
zoho_crm_search_records | Search records using one of three modes: criteria (Zoho's COQL-like criteria syntax), email, phone, or word (text search) |
zoho_crm_create_records | Create one or more records in a module |
zoho_crm_update_records | Update one or more records |
zoho_crm_upsert_records | Insert OR update by duplicate-check fields |
zoho_crm_delete_record | Delete a single record by ID |
zoho_crm_list_notes | List notes attached to a record (works on any module) |
zoho_crm_create_note | Add a note to a record |
zoho_crm_list_modules | List all modules in the org (standard + custom) with their API names, display names, and whether they're CRM-modifiable |
Next steps
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