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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.
Prova a chiedere
Prompt di esempio per Zoho CRM
Clicca su un prompt per copiarlo. Incollalo in Claude, ChatGPT, Cursor, Gemini, Copilot o OpenClaw per eseguirlo contro questo connettore.
Claude è un'AI e può sbagliare. Verifica sempre le risposte.
💡 Niente installazione? Vai direttamente su cloud.anythingmcp.com. Accedi, clicca Connectors → Zoho CRM, inserisci le credenziali, genera una MCP API key — fatto. Niente Docker, niente
git clone, niente server locale.
Zoho CRM + ChatGPT
Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.
Prerequisiti
Le istruzioni di setup complete sono incluse nel connettore stesso (visibili nello store quando lo selezioni). Le variabili d'ambiente richieste sono:
ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN
Step 1 — Ottieni le credenziali
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. - …
Step 2 — Installa l'adapter
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Step 3 — Aggiungi il connettore in ChatGPT
ChatGPT supporta server MCP tramite la funzione Connectors (piani Plus / Pro / Team / Enterprise). Il piano gratuito non supporta connettori personalizzati.
- Apri ChatGPT → Impostazioni → Connectors (o clicca l'icona 🔧 nel composer → Manage connectors).
- Clicca "Add custom connector".
- Compila:
- Name:
Zoho CRM - MCP server URL:
https://cloud.anythingmcp.com/mcp - Authentication: Bearer token → incolla la tua MCP API key (da AnythingMCP → Profile → MCP API Keys → New Key)
- Name:
- Clicca Connect per autorizzare.
Tool disponibili
| 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 |
FAQ
Il piano free di ChatGPT funziona con i Connectors MCP custom? No — servono Plus, Pro, Team o Enterprise.
Prossimi passi
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