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Zoho CRM を MCP に — あらゆる AI エージェントから Zoho CRM を操作

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

No credit card · 7-day trial · Self-host alternative available

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

Required env vars

ZOHO_CLIENT_IDZOHO_CLIENT_SECRETZOHO_REFRESH_TOKEN
Install in one click on Cloud

7-day free trial · No credit card

  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the Zoho CRM in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

💡 インストール不要? cloud.anythingmcp.com を直接利用してください。 サインインし、Connectors → Zoho CRM をクリック、認証情報を貼り付け、MCP API キーを発行 — 完了です。Docker も git clone もローカルサーバーも不要。

Zoho CRM

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

セットアップ

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.comAdd 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.

前提条件: ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN

ローカルでコネクタをインストール

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

http://localhost:3000/connectors/store を開き、 Zoho CRM を選択し、前提条件に記載された環境変数を入力します。

利用可能なツール

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

次のステップ

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