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Come collegare Zoho CRM a Claude — via MCP

Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.

HCBy HelpCode teamUpdated 2 min read Open source on GitHub
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Zoho CRM

MCP connector

Zoho CRM

Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.

Tools

10

Region

INTL

Category

CRM

Authentication

OAuth 2.0

Required env vars

ZOHO_CLIENT_IDZOHO_CLIENT_SECRETZOHO_REFRESH_TOKEN
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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

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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.

Zoho CRM · live via MCP
Condividi
Opus 4.7

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 + Claude

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:

  1. 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.READ and copy it.
  2. 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'
  3. Save the refresh_token from the response. Set ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN.
  4. …

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 Claude

Percorso consigliato — funziona su claude.ai web senza toccare alcun file di configurazione.

  1. Apri claude.ai/customize/connectors.
  2. Clicca "Add custom connector".
  3. Compila:
    • Name: Zoho CRM
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → incolla la tua MCP API key (da AnythingMCP → Profile → MCP API Keys → New Key)
  4. Clicca Connect per autorizzare.

Tutti i tool sotto compaiono nella tua chat — inizia a scrivere prompt.

Tool disponibili

ToolWhat it does
zoho_crm_list_recordsList records of any module (Leads, Contacts, Accounts, Deals, Tasks, custom)
zoho_crm_get_recordGet a single record by ID from any module
zoho_crm_search_recordsSearch records using one of three modes: criteria (Zoho's COQL-like criteria syntax), email, phone, or word (text search)
zoho_crm_create_recordsCreate one or more records in a module
zoho_crm_update_recordsUpdate one or more records
zoho_crm_upsert_recordsInsert OR update by duplicate-check fields
zoho_crm_delete_recordDelete a single record by ID
zoho_crm_list_notesList notes attached to a record (works on any module)
zoho_crm_create_noteAdd a note to a record
zoho_crm_list_modulesList all modules in the org (standard + custom) with their API names, display names, and whether they're CRM-modifiable

FAQ

Funziona con Claude Code come con Claude Desktop? Sì — punta entrambi a https://cloud.anythingmcp.com/mcp.

Prossimi passi

Questa guida ti è stata utile?

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