Zoho CRM MCP connector

Zoho CRM is a customer relationship management platform for managing sales pipelines, customer interactions, and business data across accounts, contacts, deals, leads, and products. The Zoho CRM MCP connector allows AI agents to manage customer records, track sales opportunities, and maintain contact databases through create, update, and retrieval operations. It also supports upserting records to synchronize data and deleting outdated entries across multiple CRM modules.

Authentication type

• OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the Zoho CRM MCP connector to perform the following actions:

• Track sales pipelines and close deals faster with real-time deal management
• Convert leads into customers by automating lead qualification and assignment
• Build complete customer profiles by centralizing account and contact information
• Maintain accurate product catalogs and pricing across all sales channels
• Streamline account lifecycle from creation through renewal and expansion
• Execute bulk updates across accounts, contacts, and deals in seconds
• Generate sales intelligence by querying accounts and deals by status or owner

Example prompts

Use the following example prompts to invoke Zoho CRM MCP connector tools from your AI assistant or Boomi Connect workflow:

• Show me all deals in Zoho CRM that are in the negotiation stage.
• Create a new contact for John Smith at Acme Corporation in Zoho CRM.
• Update the account status to inactive for all dormant customers in Zoho CRM.
• List all leads assigned to me in Zoho CRM that arrived in the last 30 days.
• Add a new product to our Zoho CRM catalog with pricing information.
• Find all contacts at our top 10 accounts in Zoho CRM.
• Merge duplicate contact records for the same person in Zoho CRM.
• Show me the total pipeline value by sales representative in Zoho CRM.
• Delete the test account we created for training in Zoho CRM.
• Update the deal amount and close date for the Acme contract in Zoho CRM.

Zoho CRM MCP connector tools

The Zoho CRM MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
listAccounts	Retrieves a list of all accounts in the Zoho CRM system.
createAccount	Creates a new account with the provided information.
upsertAccount	Creates or updates an account based on matching criteria.
getAccount	Retrieves detailed information for a specific account.
updateAccount	Modifies the information of an existing account.
deleteAccount	Removes an account from the Zoho CRM system.
listContacts	Retrieves a list of all contacts in the Zoho CRM system.
createContact	Creates a new contact with the provided information.
upsertContact	Creates or updates a contact based on matching criteria.
getContact	Retrieves detailed information for a specific contact.
updateContact	Modifies the information of an existing contact.
deleteContact	Removes a contact from the Zoho CRM system.
listDeals	Retrieves a list of all deals in the Zoho CRM system.
createDeal	Creates a new deal with the provided information.
upsertDeal	Creates or updates a deal based on matching criteria.
getDeal	Retrieves detailed information for a specific deal.
updateDeal	Modifies the information of an existing deal.
deleteDeal	Removes a deal from the Zoho CRM system.
listLeads	Retrieves a list of all leads in the Zoho CRM system.
createLead	Creates a new lead with the provided information.
upsertLead	Creates or updates a lead based on matching criteria.
getLead	Retrieves detailed information for a specific lead.
updateLead	Modifies the information of an existing lead.
deleteLead	Removes a lead from the Zoho CRM system.
listProducts	Retrieves a list of all products in the Zoho CRM system.
createProduct	Creates a new product with the provided information.
upsertProduct	Creates or updates a product based on matching criteria.
getProduct	Retrieves detailed information for a specific product.
updateProduct	Modifies the information of an existing product.
deleteProduct	Removes a product from the Zoho CRM system.
listInvoices	List invoices.
createInvoice	Create an invoice.
upsertInvoice	Upsert an invoice.
getInvoice	Get an invoice.
updateInvoice	Update an invoice.
deleteInvoice	Delete an invoice.
listQuotes	List quotes.
createQuote	Create a quote.
upsertQuote	Upsert a quote.
getQuote	Get a quote.
updateQuote	Update a quote.
deleteQuote	Delete a quote.
listSalesOrders	List sales orders.
createSalesOrder	Create a sales order.
upsertSalesOrder	Upsert a sales order.
getSalesOrder	Get a sales order.
updateSalesOrder	Update a sales order.
deleteSalesOrder	Delete a sales order.
listPurchaseOrders	List purchase orders.
createPurchaseOrder	Create a purchase order.
upsertPurchaseOrder	Upsert a purchase order.
getPurchaseOrder	Get a purchase order.
updatePurchaseOrder	Update a purchase order.
deletePurchaseOrder	Delete a purchase order.
listVendors	List vendors.
createVendor	Create a vendor.
upsertVendor	Upsert a vendor.
getVendor	Get a vendor.
updateVendor	Update a vendor.
deleteVendor	Delete a vendor.
getFields	Get field metadata.