The Zoho MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Zoho account. It provides structured and secure access to your Zoho CRM data, so your agent can create contacts and leads, manage deals, search records, track activities, and draft emails on your behalf.
- Contact and lead management: Have your agent create contacts and leads, find existing records, and review prospect details in Zoho CRM.
- Deal and account tracking: Let the agent create and update deals, review sales opportunities, search accounts, and update account details.
- Tasks, calls, and event coordination: Direct your agent to find tasks, review logged calls, create events, and check upcoming meetings.
- Notes, emails, and attachments: Instruct your agent to add notes to CRM records, review related emails and attachments, and prepare email drafts.
- CRM record discovery: Have your agent search across Zoho CRM modules, list available modules, and retrieve related records for added context.