Connect Your AI Agent with Zoho CRM for Slack

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

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

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

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

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

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