@mcp-india/zoho-crm

MCP server for Zoho CRM — search contacts, manage deals, log calls, create tasks, and get pipeline analytics through AI assistants like Claude.

Installation

npx -y @mcp-india/zoho-crm

Configuration

Add to your Claude Desktop claude_desktop_config.json:

{
  "mcpServers": {
    "zoho-crm": {
      "command": "npx",
      "args": ["-y", "@mcp-india/zoho-crm"],
      "env": {
        "ZOHO_CLIENT_ID": "your_client_id",
        "ZOHO_CLIENT_SECRET": "your_client_secret",
        "ZOHO_REFRESH_TOKEN": "your_refresh_token"
      }
    }
  }
}

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | ZOHO_CLIENT_ID | Yes | OAuth2 Client ID from Zoho API Console | | ZOHO_CLIENT_SECRET | Yes | OAuth2 Client Secret | | ZOHO_REFRESH_TOKEN | Yes | OAuth2 Refresh Token | | ZOHO_API_DOMAIN | No | API domain (default: zohoapis.com, use zohoapis.in for India, zohoapis.eu for EU) | | ZOHO_ACCOUNTS_DOMAIN | No | Accounts domain (default: accounts.zoho.com, use accounts.zoho.in for India) |

OAuth2 Setup (Getting Your Credentials)

1. Go to Zoho API Console and create a Self Client
2. Note down your Client ID and Client Secret
3. Generate a grant token with these scopes:

   ZohoCRM.modules.ALL,ZohoCRM.settings.ALL

4. Exchange the grant token for a refresh token:

   curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
     -d "grant_type=authorization_code" \
     -d "client_id=YOUR_CLIENT_ID" \
     -d "client_secret=YOUR_CLIENT_SECRET" \
     -d "code=YOUR_GRANT_TOKEN"

5. Copy the refresh_token from the response — this is your ZOHO_REFRESH_TOKEN

India users: Replace accounts.zoho.com with accounts.zoho.in in step 4, and set ZOHO_API_DOMAIN=zohoapis.in and ZOHO_ACCOUNTS_DOMAIN=accounts.zoho.in in your config.

Available Tools

Contacts

| Tool | Description | |------|-------------| | zoho_search_contacts | Search contacts by email, phone, or keyword | | zoho_create_contact | Create a new contact | | zoho_update_contact | Update fields on an existing contact | | zoho_get_contact | Get a contact by ID |

Deals

| Tool | Description | |------|-------------| | zoho_list_deals | List deals with sorting and pagination | | zoho_create_deal | Create a new deal | | zoho_update_deal_stage | Move a deal to a new stage | | zoho_get_deal | Get a deal by ID |

Activities

| Tool | Description | |------|-------------| | zoho_create_task | Create a follow-up task linked to a contact or deal | | zoho_list_tasks | List tasks with pagination | | zoho_log_call | Log a call activity | | zoho_create_note | Add a note to a contact, deal, or other record |

Reports

| Tool | Description | |------|-------------| | zoho_sales_pipeline_summary | Pipeline summary grouped by stage with weighted values | | zoho_revenue_forecast | Revenue forecast for deals closing before a given date |

Example Conversations

Find a contact by email:

"Find Priya Sharma's contact details in Zoho CRM"

Check the sales pipeline:

"What does our sales pipeline look like? Break it down by stage."

Forecast Q2 revenue:

"What revenue can we expect from deals closing before July 2026 with at least 50% probability?"

Troubleshooting

Server fails to start / Missing environment variables Ensure ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, and ZOHO_REFRESH_TOKEN are all set in your MCP configuration.

401 Authentication errors Your refresh token may have expired. Regenerate it from the Zoho API Console using the Self Client flow above.

Wrong data returned / Empty results If you're using Zoho's India data center (.zoho.in), set ZOHO_API_DOMAIN=zohoapis.in and ZOHO_ACCOUNTS_DOMAIN=accounts.zoho.in.

Rate limiting errors Zoho CRM has daily API limits (5,000/day on free plan). The server includes built-in rate limiting, but high-volume usage may still hit daily caps.

License

MIT