Zoho CRM MCP Server

About

## Zoho CRM MCP Server: Comprehensive CRM Platform The **Zoho CRM MCP Server** integrates Zoho CRM into Google Antigravity, enabling sales automation with lead management, deal tracking, and analytics directly from your development environment. ### Why Zoho CRM MCP? - **All-in-One**: Complete CRM with sales, marketing, and support - **AI Assistant**: Zia AI for predictions and suggestions - **Customization**: Canvas design studio for custom interfaces - **Multichannel**: Email, phone, social, and live chat - **Affordable**: Enterprise features at competitive pricing ### Key Features #### 1. Record Queries ```python # Get records leads = await mcp.get_records( module="Leads", criteria="(Lead_Status:equals:Not Contacted)", sort_by="Created_Time", sort_order="desc", per_page=50 ) for lead in leads["data"]: print(f"Lead: {lead['Full_Name']} - {lead['Company']}") # Search records results = await mcp.search_records( module="Contacts", criteria="(Email:equals:john@acme.com)" ) ``` #### 2. Record Management ```python # Create record lead = await mcp.create_record( module="Leads", data={ "First_Name": "John", "Last_Name": "Smith", "Company": "Acme Corp", "Email": "john@acme.com", "Phone": "555-0123", "Lead_Source": "Web Form" } ) # Update record await mcp.update_record( module="Leads", id=lead["data"][0]["details"]["id"], data={"Lead_Status": "Contacted"} ) # Convert lead await mcp.convert_lead( lead_id=lead["data"][0]["details"]["id"], create_potential=True, potential_name="Acme Deal", amount=50000 ) ``` #### 3. Deal Management ```python # Create deal deal = await mcp.create_record( module="Deals", data={ "Deal_Name": "Enterprise Contract", "Stage": "Qualification", "Amount": 100000, "Closing_Date": "2024-03-15", "Account_Name": "account_id", "Contact_Name": "contact_id" } ) # Update deal stage await mcp.update_record( module="Deals", id=deal["data"][0]["details"]["id"], data={"Stage": "Proposal"} ) ``` #### 4. Analytics ```python # Get analytics analytics = await mcp.get_analytics( report_name="Sales by Stage", from_date="2024-01-01", to_date="2024-01-31" ) # Get dashboard data dashboard = await mcp.get_dashboard( dashboard_name="Sales Overview" ) ``` ### Configuration ```json { "mcpServers": { "zoho-crm": { "command": "npx", "args": ["-y", "@anthropic/mcp-zoho-crm"], "env": { "ZOHO_CLIENT_ID": "your-client-id", "ZOHO_CLIENT_SECRET": "your-client-secret", "ZOHO_REFRESH_TOKEN": "your-refresh-token" } } } } ``` ### Use Cases **Lead Automation**: Automate lead capture and qualification. **Sales Pipeline**: Manage deals through sales stages. **Customer 360**: Build complete customer profiles. **Sales Analytics**: Generate reports and forecasts. The Zoho CRM MCP enables comprehensive CRM within your development environment.

Installation

{
  "mcpServers": {
    "zoho-crm": {
      "mcpServers": {
        "zoho-crm": {
          "env": {
            "ZOHO_CLIENT_ID": "your-client-id",
            "ZOHO_CLIENT_SECRET": "your-secret",
            "ZOHO_REFRESH_TOKEN": "your-token"
          },
          "args": [
            "-y",
            "zoho-crm-mcp-server"
          ],
          "command": "npx"
        }
      }
    }
  }
}

How to Use

1. 1Create Zoho API client
2. 2Generate OAuth tokens
3. 3Configure CRM access