Zoho CRM

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

在 Cloud 上安装 Zoho API 文档

7 天免费 · 无需信用卡 · EU 托管

问 Zoho 任何事

通过 AnythingMCP 对 Zoho CRM 试一个真实提示 — Claude 调用工具并返回答案。在你的消息上按 Enter 即可在 Cloud 安装。

在 Cloud 上安装 Zoho

Zoho CRM · 通过 MCP 实时

Claude 是 AI，可能会出错。请核对回答。

2 分钟设置

1在 cloud.anythingmcp.com 开始免费试用。
2在连接器商店点击 Zoho CRM。提示时粘贴凭据。
3生成 MCP API 密钥，将 AI 客户端指向生成的 MCP URL。

立即安装 Zoho CRM

Zoho 指南

面向主流 AI 客户端的逐步设置。

配置 Zoho CRM

直接来自连接器定义：在哪里获取凭据、需要哪些权限，以及该适配器调用的是哪个 API。由连接器作者以英文提供。

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/callback on AnythingMCP Cloud, or <your AnythingMCP server URL>/api/mcp-oauth/callback when you host AnythingMCP yourself.
Enter the client's Client ID as ZOHO_CLIENT_ID and its Client Secret as ZOHO_CLIENT_SECRET, leave ZOHO_REFRESH_TOKEN empty, 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 returns INVALID_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.

你的 AI 距离 Zoho CRM 仅两次点击。

安装连接器、粘贴凭据、向 AI 提问。7 天免费，无需信用卡。

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