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How to integrate Zoho MCP with Autogen

Connect Autogen to Zoho MCP. Convert new leads to contacts in crm, add a note to an existing zoho deal, and more using natural language, with authentication handled for you.

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Zoho is a suite of cloud business apps for CRM, email marketing, and collaboration. It helps teams automate workflows and scale operations effortlessly.

108 Tools

Introduction

This guide walks you through connecting Zoho to AutoGen using the Composio tool router. By the end, you'll have a working Zoho agent that can create and convert leads, track deals, manage contacts and accounts, add notes and events, and search your CRM records through natural language commands.

This guide will help you understand how to give your AutoGen agent real control over a Zoho account through Composio's Zoho MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Zoho with

Claude CodeClaude CoworkOpenAI Agents SDKClaude Agent SDKMuseCodexKimi CodeOpenClawHermesAtomic AgentCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AI

TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the required dependencies for Autogen and Composio
  • Initialize Composio and create a Tool Router session for Zoho
  • Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
  • Configure an Autogen AssistantAgent that can call Zoho tools
  • Run a live chat loop where you ask the agent to perform Zoho operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

  • Multi-Agent Systems: Build collaborative agent workflows
  • MCP Workbench: Native support for Model Context Protocol tools
  • Streaming HTTP: Connect to external services through streamable HTTP
  • AssistantAgent: Pre-built agent class for tool-using assistants

What is the Zoho MCP server, and what's possible with it?

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.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

You will need:

  • A Composio API key
  • An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
  • A Zoho account you can connect to Composio
  • Some basic familiarity with Autogen and Python async
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

  • composio connects your agent to Zoho via MCP
  • autogen-agentchat provides the AssistantAgent class
  • autogen-ext-openai provides the OpenAI model client
  • autogen-ext-tools provides MCP workbench support

4

Set up environment variables

bash
COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

  • COMPOSIO_API_KEY is required to talk to Composio
  • OPENAI_API_KEY is used by Autogen's OpenAI client
  • USER_ID is how Composio identifies which user's Zoho connections to use
5

Import dependencies and create Tool Router session

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Zoho session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["zoho"]
    )
    url = session.mcp.url
What's happening:
  • load_dotenv() reads your .env file
  • Composio(api_key=...) initializes the SDK
  • create(...) creates a Tool Router session that exposes Zoho tools
  • session.mcp.url is the MCP endpoint that Autogen will connect to
6

Configure MCP parameters for Autogen

python
# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

  • url points to the Tool Router MCP endpoint from Composio
  • timeout is the HTTP timeout for requests
  • sse_read_timeout controls how long to wait when streaming responses
  • terminate_on_close=True cleans up the MCP server process when the workbench is closed
7

Create the model client and agent

python
# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Zoho assistant agent with MCP tools
    agent = AssistantAgent(
        name="zoho_assistant",
        description="An AI assistant that helps with Zoho operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

  • OpenAIChatCompletionClient wraps the OpenAI model for Autogen
  • McpWorkbench connects the agent to the MCP tools
  • AssistantAgent is configured with the Zoho tools from the workbench
8

Run the interactive chat loop

python
print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Zoho related question or task to the agent.\n")

# Conversation loop
while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    print("\nAgent is thinking...\n")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")
What's happening:
  • The script prompts you in a loop with You:
  • Autogen passes your input to the model, which decides which Zoho tools to call via MCP
  • agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
  • Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Zoho and AutoGen:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Zoho session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["zoho"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Zoho assistant agent with MCP tools
        agent = AssistantAgent(
            name="zoho_assistant",
            description="An AI assistant that helps with Zoho operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Zoho related question or task to the agent.\n")

        # Conversation loop
        while True:
            user_input = input("You: ").strip()

            if user_input.lower() in ['exit', 'quit', 'bye']:
                print("\nGoodbye!")
                break

            if not user_input:
                continue

            print("\nAgent is thinking...\n")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You now have an Autogen assistant wired into Zoho through Composio's Tool Router and MCP. From here you can:
  • Add more toolkits to the toolkits list, for example notion or hubspot
  • Refine the agent description to point it at specific workflows
  • Wrap this script behind a UI, Slack bot, or internal tool
Once the pattern is clear for Zoho, you can reuse the same structure for other MCP-enabled apps with minimal code changes.
TOOLS

Supported Tools

Every Zoho action and event your agent gets out of the box.

Add Tags to Zoho CRM Records

Apply one or more existing tags to up to 500 records in a Zoho CRM module, optionally replacing each record's existing tags.

Associate Email with Zoho CRM Record

Add an existing sent or received email to a Zoho CRM record's history.

Convert Zoho CRM Lead

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

Count Zoho CRM Records

Count all records or records matching one filter in a Zoho CRM module.

Create Zoho CRM Automation Task

Create an automation task with typed static, merge, date, or datetime mappings.

Create Contact in Zoho CRM

Creates a new contact record in Zoho CRM.

Create Zoho CRM Custom Fields

Create one to five custom fields in a Zoho CRM module.

Create Zoho CRM Custom View

Create one custom view for a Zoho CRM module.

Create Deal in Zoho CRM

Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date.

Create Email Draft in Zoho CRM

Creates email drafts for a specific record in Zoho CRM.

Create Zoho Event

Creates a new Event record in Zoho CRM.

Create Zoho CRM Function

Create a Zoho CRM function.

Create Lead in Zoho CRM

Creates a new lead record in Zoho CRM with the specified details.

Create Note in Zoho CRM

Creates a new note attached to a specific record in Zoho CRM.

Create Zoho CRM Workflow Rule

Create one Zoho CRM workflow rule with typed triggers, criteria, and actions.

Create Zoho CRM Record

Creates new records in a specified Zoho CRM module.

Create Zoho CRM Tag

Creates a new tag in Zoho CRM for a specific module.

Delete Zoho Account

Deletes an existing account record from Zoho CRM.

Delete Zoho CRM Contact

Deletes a contact from Zoho CRM by its ID, with an optional workflow trigger setting.

Delete Zoho CRM Deal

Deletes a deal record from Zoho CRM.

Delete Zoho CRM Email Draft

Delete one unsent email draft associated with a Zoho CRM record.

Delete Zoho CRM Event

Move one Zoho CRM Event record to the recycle bin.

Delete Zoho CRM Lead

Move one Zoho CRM Lead record to the recycle bin.

Delete Zoho CRM Note

Move one Zoho CRM note to the recycle bin.

Delete Zoho CRM Records

Move up to 100 records from a Zoho CRM module to the recycle bin.

Delete Zoho CRM Tag

Delete one Zoho CRM tag definition by its tag ID.

Download Zoho CRM Record Attachment

Download one attachment from a Zoho CRM record as a file.

Download Zoho CRM Record Email Attachment

Download one attachment from an email associated with a CRM record.

Download Zoho CRM Record Photo

Download the binary profile photo attached to a supported CRM record.

Export Zoho CRM Audit Logs

Export Zoho CRM audit logs and return the completed CSV or ZIP file.

Get Zoho CRM Account

Retrieves a specific Zoho CRM Account record by its unique identifier, with optional field selection.

Get Zoho CRM Assignment Rule

Retrieve one assignment rule and its module-specific configuration.

Get Zoho CRM Automation Task

Retrieve one configured Zoho CRM automation task and its field mappings.

Get Zoho CRM Blueprint

Retrieve one Zoho CRM blueprint and optional configuration details.

Get Zoho CRM Blueprint Transition

Retrieve one Zoho CRM blueprint transition and its configuration.

Get Call

Retrieves a specific Call record by its unique identifier from Zoho CRM.

Get Zoho CRM Contact

Retrieves a single Zoho CRM contact record by ID, optionally selecting fields by their API names.

Get Zoho CRM Custom Views

List custom views for a Zoho CRM module or inspect one view by ID.

Get Zoho CRM Deal

Retrieve one Zoho CRM Deal by record ID without a field projection.

Get Email Drafts for Zoho CRM Record

Retrieves email drafts associated with a specific record in Zoho CRM.

Get Zoho Event

Retrieves a specific Zoho CRM event or meeting by its unique identifier, optionally selecting fields.

Get From Addresses

Retrieves the list of from addresses configured for email operations in Zoho CRM.

Get Zoho CRM Kiosk States

List a kiosk's states or retrieve one state and its associated elements.

Get Zoho CRM Layouts

List layouts for a CRM module or retrieve one complete layout definition.

Get Zoho CRM Module Fields Metadata

Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details.

Get Zoho CRM Note

Retrieves a single Zoho CRM note by its unique identifier, with a selectable set of fields.

Get Zoho CRM Organization Details

Retrieve identity, locale, currency, contact, and license metadata for the connected Zoho CRM organization.

Get Zoho CRM Pipelines

Retrieve pipeline and stage configuration for a Zoho CRM Deals layout.

Get Zoho CRM Product

Retrieve one Zoho CRM Product by record ID.

Get Zoho CRM Profile

Retrieve one Zoho CRM permission profile and its expanded permissions.

Get Zoho CRM Record

Retrieve one record from a standard or custom Zoho CRM module by ID.

Get Zoho CRM Record Email

Retrieve one email associated with a Zoho CRM record, including its body.

Get Zoho CRM Record Emails

Retrieves a page of emails associated with a specific record in Zoho CRM.

Get Zoho CRM Record Timeline

Retrieve chronological field and related-record history for a Zoho CRM record.

Get Zoho CRM Related Lists Metadata

Retrieves related list metadata for a Zoho CRM module to discover correct api_name values.

Get Zoho CRM Related Records

Fetch related-list records (e.

Get Zoho CRM Task

Retrieves a specific Zoho CRM task by its unique record ID, with an optional selection of fields.

Get Zoho CRM User

Retrieves a Zoho CRM user by ID, including name, email, role, profile, status, and preferences.

Get Zoho CRM Webform

Retrieve one configured Zoho CRM webform by ID.

Get Zoho CRM Workflow Rule

Retrieve one Zoho CRM workflow rule and its complete configuration.

Get Zoho CRM Records

Retrieves records from a specified module in Zoho CRM.

Get Zoho CRM Users

Tool to retrieve users from Zoho CRM.

List Zoho CRM Access Settings

List roles or permission profiles configured in Zoho CRM.

List Zoho CRM Accounts

Retrieves a list of account records from Zoho CRM with pagination and filtering support.

List Zoho CRM Cadences

List Zoho CRM cadence definitions using optional filters.

List Zoho CRM Calls

Retrieves Call activity records from Zoho CRM with pagination support.

List Zoho CRM Connected Workflow Rules

List trigger conditions for a module's rules in a connected workflow.

List Contacts

Retrieves contact records from Zoho CRM with support for pagination, filtering, and sorting.

List Deals

Retrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination.

List Zoho CRM Events

Lists Zoho CRM Events (displayed as Meetings in the UI), with pagination and filtering.

List Zoho CRM Functions

List configured Zoho CRM functions and their metadata.

List Zoho CRM Leads

Retrieves lead records from Zoho CRM's Leads module with pagination support.

List Zoho CRM Modules

Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations.

List Zoho CRM Notes

Retrieves one paginated list of notes across all Zoho CRM modules, with fields selected by the caller; notes are returned in chronological order (oldest first by default).

List Attachments for Zoho CRM Record

Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.

List Zoho CRM Tags

List the tags available for a Zoho CRM module.

List Zoho CRM Tasks

Retrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting.

List Zoho CRM Variables

List Zoho CRM configuration variables and their current values.

List Zoho CRM Workflow Rules

List and filter workflow rules configured in Zoho CRM.

Merge Zoho CRM Leads

Merge duplicate leads into a retained master lead and delete the child leads.

Search Zoho CRM Accounts

Search for Account records within Zoho CRM using server-side queries.

Search Zoho CRM Calls

Search for Call records in Zoho CRM using server-side queries.

Search Zoho CRM Contacts

Search for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword.

Search Deals in Zoho CRM

Search for Deal records in Zoho CRM using server-side queries.

Search Events

Search for Events in Zoho CRM using server-side queries.

Search Leads

Search for lead records in Zoho CRM using server-side queries.

Search Notes

Search for notes in Zoho CRM using server-side queries.

Search Zoho CRM Tasks

Search for tasks in Zoho CRM using flexible criteria.

Search Zoho CRM Records

Search for records within a Zoho CRM module using server-side queries.

Update Zoho CRM Account

Updates an existing Account record in Zoho CRM with the specified field values.

Update Zoho CRM Call

Updates existing call records in the Calls module in Zoho CRM.

Update Zoho CRM Custom Fields

Update custom-field definitions; some changes can alter existing record values.

Update Zoho CRM Custom View

Update the configuration of one Zoho CRM custom view.

Update Zoho CRM Deal

Updates an existing deal in Zoho CRM.

Update Zoho CRM Email Draft

Updates an existing email draft associated with a record in Zoho CRM.

Update Zoho CRM Event

Updates existing events in Zoho CRM.

Update Zoho CRM Layout

Update a custom layout's metadata, profile access, sections, or fields.

Update Lead

Updates existing lead records in Zoho CRM.

Update Zoho CRM Note

Updates an existing Zoho CRM note by ID, including its title, content, or portal-user sharing setting.

Update Related Records in Zoho CRM

Associates or updates relationships between records across different modules in Zoho CRM.

Update Zoho CRM User

Update a Zoho CRM user's name, email, contact details, locale, time preferences, role, profile, or status by ID.

Update Zoho CRM Webform

Replace one Zoho CRM webform configuration using the V8 path-ID route.

Update Zoho CRM Workflow Rule

Update a Zoho CRM workflow rule's name, description, or activation status by ID.

Update Zoho CRM Record

Updates up to 100 existing records in a specified Zoho CRM module using field API names and an ID for each record.

Upload Attachment to Zoho CRM Record

Tool to upload a file as an Attachment to a specific Zoho CRM record.

Upload Zoho CRM Record Photo

Set or replace the photo on a supported Zoho CRM record.

Upsert Zoho CRM Records

Insert or update up to 100 records using Zoho CRM duplicate matching.

Validate Zoho CRM Credentials

Validates Zoho CRM credentials by retrieving current user information.

FRAMEWORKS

How to build Zoho MCP Agent with another framework

Claude Code logo

Claude Code

Use Zoho MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Zoho MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Zoho MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Zoho MCP with Claude Agent SDK

Muse logo

Muse

Use Zoho MCP with Muse

Codex logo

Codex

Use Zoho MCP with Codex

Kimi Code logo

Kimi Code

Use Zoho MCP with Kimi Code

OpenClaw logo

OpenClaw

Use Zoho MCP with OpenClaw

Hermes logo

Hermes

Use Zoho MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Zoho MCP with Atomic Agent

CLI logo

CLI

Use Zoho MCP with CLI

Google ADK logo

Google ADK

Use Zoho MCP with Google ADK

LangChain logo

LangChain

Use Zoho MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Zoho MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Zoho MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Zoho MCP with LlamaIndex

CrewAI logo

CrewAI

Use Zoho MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Zoho MCP with Pydantic AI

FAQ

Frequently asked questions

With a standalone Zoho MCP server, the agents and LLMs can only access a fixed set of Zoho tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Zoho and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Autogen fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Zoho tools.

Yes, absolutely. You can configure which Zoho scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Zoho data and credentials are handled as safely as possible.

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