Zoho CRM

You can integrate Zoho CRM with your AI assistants and MCP-compatible clients using this MCP server. It exposes Zoho CRM functionality as MCP tools, handling OAuth2 authentication, token management, and contact/deal operations so you can search, create, and update records directly from your assistant workflows.

How to use

Start by configuring an MCP client to connect to the Zoho CRM MCP Server. You will run the MCP server locally in stdio mode and then point your MCP client to the running process. The server provides tools to search for and create contacts and deals, fetch current user details, and update records. Use the available tools to automate CRM tasks within your AI assistant workflows.

How to install

Prerequisites must be in place before you start the server.

Install the MCP server using one of the provided runtime options.

# Option 1: Install from PyPI (recommended)
# Install using uvx (recommended for CLI tools)
uvx zoho-crm-mcp

# Or install using pip
pip install zoho-crm-mcp

# Option 2: Install from source
# Clone the repository and install dependencies
git clone <repository-url>
cd zoho-crm-mcp

# Install dependencies with uvx or pip
uv sync
# or
pip install -e .

Setup

Step-by-step setup to prepare authentication and credentials.

Step 1. Create Zoho Developer App

1. Go to Zoho Developer Console
2. Create a new “Server-based Applications” app
3. Note down your Client ID and Client Secret
4. Set redirect URI to http://localhost:8080/callback

Step 2. Configure Environment Variables Create a .env file in your working directory and populate it with your Zoho credentials and tokens as shown below.

ZOHO_CLIENT_ID=your_actual_client_id
ZOHO_CLIENT_SECRET=your_actual_client_secret
ZOHO_REDIRECT_URI=http://localhost:8080/callback
ZOHO_API_DOMAIN=https://www.zohoapis.com
ZOHO_SCOPE=ZohoCRM.modules.ALL,ZohoCRM.users.READ
ZOHO_ACCESS_TOKEN=your_generated_access_token
ZOHO_REFRESH_TOKEN=your_generated_refresh_token

Authentication and tokens

Before running the MCP server, generate authentication tokens following the guided OAuth flow. You will obtain an authorization code and exchange it for access and refresh tokens, then place those tokens into your .env file.

Then you will have tokens ready for the server to use.

Tip: Keep tokens secure and do not commit them to version control.

Running the MCP server

Start the server in stdio mode using one of the runtime commands shown.

If you installed via uvx, start with this command:

uvx --from zoho-crm-mcp zoho-mcp

If you installed locally via pip, start with this command:

zoho-mcp

If you are running from the source flow, you can use the uv runtime:

uv run zoho-mcp

MCP server configurations (stdio)

You can run the server using multiple stdio commands. Each entry starts the same MCP server locally in different ways.

Troubleshooting

If you encounter authentication errors, verify that your .env file contains valid credentials (ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_ACCESS_TOKEN, ZOHO_REFRESH_TOKEN) and that ZOHO_REDIRECT_URI matches your Zoho app configuration.

Security considerations

Store refresh tokens securely and rotate tokens as needed. Use environment variables for sensitive configuration and enable audit logging where supported.

Notes on extending

To add new tools, implement the function in the internal tools module, create a corresponding MCP wrapper, and document the new endpoints for users.

Support

For issues related to Zoho CRM API, MCP protocol, or server behavior, review error messages and logs to identify the root cause and apply the recommended remediation.

Available tools

get_contact_by_email_tool

Search for a contact by email address and return contact details such as ID, name, phone, and timestamps.

create_contact_tool

Create a new contact in Zoho CRM using first name, last name, email, and phone, returning the created contact ID.

get_deal_by_name_tool

Search for a deal by name and return deal details including ID, amount, stage, and associated contacts.

create_deal_tool

Create a new deal with a name, associated contact, stage, and amount, returning the created deal ID.

update_contact_tool

Update a specific field of an existing contact by giving the contact ID, field name, and new value.

list_open_deals_tool

List all open (non-closed) deals with their details.

get_user_info_tool

Return information about the currently authenticated Zoho user.