# How to connect Zoho to Claude Cowork

```json
{
  "title": "How to connect Zoho to Claude Cowork",
  "toolkit": "Zoho",
  "toolkit_slug": "zoho",
  "framework": "Claude Cowork",
  "framework_slug": "claude-cowork",
  "url": "https://composio.dev/toolkits/zoho/framework/claude-cowork",
  "markdown_url": "https://composio.dev/toolkits/zoho/framework/claude-cowork.md",
  "updated_at": "2026-05-12T10:31:17.110Z"
}
```

## Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.
This guide walks you through the easiest and most secure way to connect your Zoho account to Cowork via Composio Connect, enabling it to convert new leads to contacts in CRM, add a note to an existing Zoho deal, list all contacts added this week, and more such actions on your behalf without compromising your account security.

## Also integrate Zoho with

- [OpenAI Agents SDK](https://composio.dev/toolkits/zoho/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/zoho/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/zoho/framework/claude-code)
- [Codex](https://composio.dev/toolkits/zoho/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/zoho/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/zoho/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/zoho/framework/cli)
- [Google ADK](https://composio.dev/toolkits/zoho/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/zoho/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/zoho/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/zoho/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/zoho/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/zoho/framework/crew-ai)

## Connect Zoho to Claude Cowork

### Connecting Zoho to Claude Cowork
1. Open Customize
In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.
2. Add the Composio MCP server
Click Add custom connector and paste in the Composio MCP server URL:

```bash
https://connect.composio.dev/mcp
```

## What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.
With Composio Connect, Cowork can securely access apps like Zoho through MCP without you sharing account credentials directly with the agent.

## 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 perform actions like creating leads, updating records, tagging entries, and managing relationships between your contacts and accounts automatically.
- Automated lead conversion: Instantly convert Zoho CRM leads into contacts, accounts, and even deals without manual effort.
- Effortless CRM record creation: Direct your agent to add new records to any Zoho CRM module—like leads, contacts, or deals—in seconds.
- Bulk record retrieval and updates: Let your agent fetch lists of records or update details across multiple modules to keep your CRM up to date.
- Tag and organize CRM data: Have your agent create and apply new tags for streamlined segmentation and easier tracking of customers or activities.
- Manage cross-module relationships: Enable your agent to associate or update related records between contacts, accounts, and other CRM modules for richer data connections.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `ZOHO_CONVERT_ZOHO_LEAD` | Convert Zoho CRM Lead | Converts a lead into a contact, account, and optionally a deal in Zoho CRM. |
| `ZOHO_CREATE_ZOHO_RECORD` | Create Zoho CRM Record | Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail. |
| `ZOHO_CREATE_ZOHO_TAG` | Create Zoho CRM Tag | Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Creating a tag does not apply it to any records; use separate update actions to assign the tag to records. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow. |
| `ZOHO_GET_MODULE_FIELDS` | Get Zoho CRM Module Fields Metadata | Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records, avoiding INVALID_DATA errors. Returns information about standard fields, custom fields, lookup fields, picklist options, and field-level permissions. |
| `ZOHO_GET_RELATED_LISTS` | Get Zoho CRM Related Lists Metadata | Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, display_label, href, and other details for each related list available in the module. |
| `ZOHO_GET_RELATED_RECORDS` | Get Zoho CRM Related Records | Fetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name. Use ZOHO_GET_RELATED_LISTS first to discover the correct api_name for the related list you want to access. Supports pagination for large result sets (up to 2,000 records with page/per_page, unlimited with page_token). |
| `ZOHO_GET_ZOHO_RECORDS` | Get Zoho CRM Records | Retrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination via page_token from the previous response's info.next_page_token. - Do not use page together with page_token. - You cannot use cvid together with sort_by. |
| `ZOHO_GET_ZOHO_USERS` | Get Zoho CRM Users | Tool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM workflows. |
| `ZOHO_LIST_MODULES` | List Zoho CRM Modules | Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection and avoid INVALID_MODULE errors. Particularly useful for discovering custom modules and their exact API names. |
| `ZOHO_LIST_RECORD_ATTACHMENTS` | List Attachments for Zoho CRM Record | Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This returns metadata only, not the actual file content. |
| `ZOHO_SEARCH_ZOHO_RECORDS` | Search Zoho CRM Records | Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagination limits and performs efficient server-side filtering. |
| `ZOHO_UPDATE_RELATED_RECORDS` | Update Related Records in Zoho CRM | Associates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: - Associate Leads/Contacts with Campaigns (with member status) - Link Products to Deals/Quotes/Accounts - Connect Contacts to Accounts - Associate Services with Appointments Use ZOHO_GET_RELATED_LISTS to discover valid related_list_api_name values for your module. Maximum 100 related records can be updated per API call. If module_api_name, record_id, related_list_api_name, or child record IDs in data do not match Zoho CRM's related-list configuration exactly, associations may silently succeed (no error returned) but the relationship will not be created. |
| `ZOHO_UPDATE_ZOHO_RECORD` | Update Zoho CRM Record | Updates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each record. |
| `ZOHO_UPLOAD_ATTACHMENT` | Upload Attachment to Zoho CRM Record | Tool to upload a file or attach a URL as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) or link external URLs in a record's Attachments section. Either upload a file via multipart/form-data or provide an attachmentUrl, but not both in a single request. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Zoho MCP server connects Claude Cowork to your Zoho account through Composio. Once connected, Cowork can use the available Zoho tools and triggers to complete tasks on your behalf.

## Complete Code

None listed.

## How to build Zoho MCP Agent with another framework

- [OpenAI Agents SDK](https://composio.dev/toolkits/zoho/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/zoho/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/zoho/framework/claude-code)
- [Codex](https://composio.dev/toolkits/zoho/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/zoho/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/zoho/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/zoho/framework/cli)
- [Google ADK](https://composio.dev/toolkits/zoho/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/zoho/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/zoho/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/zoho/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/zoho/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/zoho/framework/crew-ai)

## Related Toolkits

- [Hubspot](https://composio.dev/toolkits/hubspot) - HubSpot is an all-in-one marketing, sales, and customer service platform. It lets teams nurture leads, automate outreach, and track every customer interaction in one place.
- [Pipedrive](https://composio.dev/toolkits/pipedrive) - Pipedrive is a sales management platform offering pipeline visualization, lead tracking, and workflow automation. It helps sales teams keep deals moving forward efficiently and never miss a follow-up.
- [Salesforce](https://composio.dev/toolkits/salesforce) - Salesforce is a leading CRM platform that helps businesses manage sales, service, and marketing. It centralizes customer data, enabling teams to drive growth and build strong relationships.
- [Apollo](https://composio.dev/toolkits/apollo) - Apollo is a CRM and lead generation platform that helps businesses discover contacts and manage sales pipelines. Use it to streamline customer outreach and track your deals from one place.
- [Attio](https://composio.dev/toolkits/attio) - Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.
- [Acculynx](https://composio.dev/toolkits/acculynx) - AccuLynx is a cloud-based roofing business management software for contractors. It streamlines project tracking, lead management, and document sharing.
- [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time.
- [Affinity](https://composio.dev/toolkits/affinity) - Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.
- [Agencyzoom](https://composio.dev/toolkits/agencyzoom) - AgencyZoom is a sales and performance platform built for P&C insurance agencies. It helps agents boost sales, retain clients, and analyze producer results in one place.
- [Bettercontact](https://composio.dev/toolkits/bettercontact) - Bettercontact is a smart contact enrichment tool for finding emails and phone numbers. It helps boost lead generation with automated, waterfall search across multiple sources.
- [Blackbaud](https://composio.dev/toolkits/blackbaud) - Blackbaud provides cloud-based software for nonprofits, schools, and healthcare institutions. It streamlines fundraising, donor management, and mission-driven operations.
- [Brilliant directories](https://composio.dev/toolkits/brilliant_directories) - Brilliant Directories is an all-in-one platform for building and managing online membership communities and business directories. It streamlines listings, member management, and engagement tools into a single, easy interface.
- [Capsule crm](https://composio.dev/toolkits/capsule_crm) - Capsule CRM is a user-friendly CRM platform for managing contacts and sales pipelines. It helps businesses organize relationships and streamline their sales process efficiently.
- [Centralstationcrm](https://composio.dev/toolkits/centralstationcrm) - CentralStationCRM is an easy-to-use CRM software focused on collaboration and long-term customer relationships. It helps teams manage contacts, deals, and communications all in one place.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Close](https://composio.dev/toolkits/close) - Close is a CRM platform built for sales teams, combining calling, email automation, and predictive dialers. It streamlines sales workflows and boosts productivity with all-in-one communication tools.
- [Dropcontact](https://composio.dev/toolkits/dropcontact) - Dropcontact is a B2B email finder and data enrichment service for professionals. It delivers verified email addresses and enriches contact info with up-to-date data.
- [Dynamics365](https://composio.dev/toolkits/dynamics365) - Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.
- [Espocrm](https://composio.dev/toolkits/espocrm) - EspoCRM is an open-source web application for managing customer relationships. It helps businesses organize contacts, track leads, and streamline their sales process.
- [Fireberry](https://composio.dev/toolkits/fireberry) - Fireberry is a CRM platform that streamlines customer and sales management. It helps businesses organize contacts, automate sales, and integrate with other business tools.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Zoho MCP?

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.

### Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork 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.

### Can I manage the permissions and scopes for Zoho while using Tool Router?

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.

### How safe is my data with Composio Tool Router?

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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