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.

💡 无需安装? 直接使用 cloud.anythingmcp.com。 登录、点击 Connectors → Zoho CRM、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

Zoho CRM + ChatGPT

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

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN

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.READ and 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_token from the response. Set ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN.
…

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

ChatGPT 通过 Connectors 功能 (Plus / Pro / Team / Enterprise 套餐) 支持 MCP 服务器。免费套餐不支持自定义连接器。

打开 ChatGPT → Settings → Connectors (或点击 composer 中的 🔧 图标 → Manage connectors)。
点击 "Add custom connector"。
填入:
- Name: Zoho CRM
- MCP server URL: https://cloud.anythingmcp.com/mcp
- Authentication: Bearer token → 粘贴 MCP API key
点击 Connect。

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

ChatGPT 免费套餐能用自定义 MCP Connectors 吗? 不能 — 需要 Plus、Pro、Team 或 Enterprise。

如何将 Zoho CRM 连接到 ChatGPT — 通过 MCP