How to integrate Zoho MCP with Codex

Connect Codex 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.

57 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Zoho MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or the app, whichever you prefer.

Also integrate Zoho with

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 1500+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Zoho MCP in Codex

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

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.

Conclusion

You've successfully integrated Zoho with Codex using Composio's MCP server. Now you can interact with Zoho directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Zoho operations
  • Managed authentication through Composio
  • Access to 20,000+ tools across 1500+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Zoho operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities
TOOLS

Supported Tools

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

Convert Zoho CRM Lead

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

Create Contact in Zoho CRM

Creates a new contact record in Zoho CRM.

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 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 Record

Creates new records in a specified module in Zoho CRM.

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.

Delete Zoho CRM Deal

Deletes a deal record from Zoho CRM.

Get Zoho CRM Account

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

Get Call

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

Get Zoho CRM Contact

Retrieves a single contact record by ID from Zoho CRM.

Get Email Drafts for Zoho CRM Record

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

Get Zoho Event

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

Get From Addresses

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

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 note by its unique identifier from Zoho CRM.

Get Zoho CRM Record Emails

Retrieves all emails associated with a specific record in Zoho CRM.

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 task record by its ID from Zoho CRM.

Get Zoho CRM User

Retrieves a specific user from Zoho CRM by their user ID.

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 Accounts

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

List Zoho CRM Calls

Retrieves Call activity records from Zoho CRM with pagination support.

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 events (meetings) from Zoho CRM with pagination and filtering support.

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 a list of notes from Zoho CRM across all modules.

List Attachments for Zoho CRM Record

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

List Zoho CRM Tasks

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

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 including subject, status, priority, or due date.

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 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 Lead

Updates existing lead records in Zoho CRM.

Update Zoho CRM Note

Updates an existing note in Zoho CRM.

Update Related Records in Zoho CRM

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

Update Zoho CRM Record

Updates existing records in a specified module in Zoho CRM.

Upload Attachment to Zoho CRM Record

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

Validate Zoho CRM Credentials

Validates Zoho CRM credentials by retrieving current user information.

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. Codex 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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