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Zoho CRM MCP server for your Slack AI agent

Integrate Zoho CRM MCP server into your Slack workspace for instant access to your AI agent.

Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.

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Documentation

Categories

CRM

Available Tools

Tools that your AI agent can use through this MCP server to interact with Zoho CRM

  • Upsert Records

    Inserts new records or updates existing ones based on duplicate check field values. See the documentation

  • List Attachments

    Gets the list of attachments for a record in Zoho CRM. Use List Modules to find the module API name and List Objects to find the recordId. Results are paginated 200 per page (page is 0-indexed). See the documentation

  • Upload Attachment

    Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

  • Update Object

    Updates existing entities in the module. See the documentation

  • Search Objects

    Retrieves the records that match your search criteria.

  • List Objects

    Gets the list of available records from a module.

  • List Modules

    Retrieves a list of all the modules available in your CRM account.

  • List Fields

    Gets the field metadata for the specified module

  • Get Object

    Gets record data given its id.

  • Download Attachment

    Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

  • Create Object

    Create a new object/module entry. See the documentation

  • Convert Lead

    Converts a Lead into a Contact or an Account. See the documentation