Zoho CRM
Manage Zoho CRM (leads, contacts, accounts, deals, tasks, notes, custom modules) from any AI agent. 10 tools, OAuth refresh-token auth.
7 日間無料 · クレジットカード不要 · EU ホスト
Zoho に何でも聞ける
AnythingMCP 経由で Zoho CRM に実際のプロンプトを試そう — Claude がツールを呼び出し、回答します。あなたのメッセージで Enter を押すと Cloud にインストールします。
Zoho を Cloud にインストールClaude は AI のため誤ることがあります。回答をご確認ください。
2 分でセットアップ
- 1cloud.anythingmcp.com で無料トライアル開始。
- 2コネクターストアで Zoho CRM をクリック。資格情報を貼り付け。
- 3MCP API キーを発行し、AI クライアントを MCP URL に向ける。
Zoho のガイド
主要 AI クライアント向けのステップバイステップセットアップ。
Zoho CRM のセットアップ
コネクタ定義そのものから:認証情報の入手先、必要な権限、このアダプタが呼び出す API。 コネクタ作者により英語で提供されています。
This connector wraps the Zoho CRM API v8 (www.zohoapis.com/crm/v8). You authorize it once, in AnythingMCP; access tokens are then renewed automatically.
Setup:
- Go to https://api-console.zoho.com → Add Client → Server-based Applications. Set the homepage URL to your AnythingMCP URL and the authorized redirect URI to
https://cloud.anythingmcp.com/api/mcp-oauth/callbackon AnythingMCP Cloud, or<your AnythingMCP server URL>/api/mcp-oauth/callbackwhen you host AnythingMCP yourself. - Enter the client's Client ID as
ZOHO_CLIENT_IDand its Client Secret asZOHO_CLIENT_SECRET, leaveZOHO_REFRESH_TOKENempty, and install. - Open the connector and click Authorize with Provider. Sign in with a Zoho CRM user, accept, and you land back on the connector page with the tools ready.
- Data centre matters: Zoho hosts data in regional clusters:
.com(US, default),.eu(EU),.in(India),.com.au(AU),.jp(Japan). If your org is on a non-US DC, change baseUrl, and the authorization URL and token URL in the connector's OAuth settings, to that domain (e.g.https://accounts.zoho.eu/oauth/v2/auth) before you authorize. Wrong DC returnsINVALID_TOKEN.
Scopes: ZohoCRM.modules.ALL,ZohoCRM.settings.READ,ZohoCRM.users.READ (comma-separated, as Zoho expects). The authorization URL carries access_type=offline&prompt=consent, so Zoho returns a refresh token every time you authorize.
Already have a refresh token? You can paste it into ZOHO_REFRESH_TOKEN instead of step 3. With a Self Client, generate a grant token with the scopes above and exchange it:
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'
The client id and secret must then be the Self Client's.
Authentication: the engine handles the OAuth2 refresh flow — every call exchanges the refresh token for a short-lived (1h) access token and sends it as Authorization: Zoho-oauthtoken ACCESS_TOKEN. Zoho uses Zoho-oauthtoken instead of Bearer — non-standard but documented.
Module API: every record type (Leads/Contacts/Accounts/Deals/Tasks/...) lives at /crm/v8/{module}. Custom modules use their API name (Cf__Custom_Module1). List of module API names is exposed via the modules metadata endpoint.
Bulk writes: insert/update endpoints expect {data: [{...}, {...}], trigger: ['approval','workflow','blueprint']} shape — wrap a single record in an array.
Pagination: page + per_page (max 200). Response has info: {more_records: bool, page: N, per_page: N}.
Rate limits: 50 req/min per OAuth client + daily credits (5k on free, 25k on Standard, 250k on Enterprise). 429 → exponential backoff.
Out of scope here: bulk import (CSV upload + polling), territory rules CRUD, workflow execution, Sandbox switching.
あなたの AI は Zoho CRM から 2 クリック先。
コネクターをインストール、資格情報を貼り付け、AI に質問。7 日間無料、クレジットカード不要。