Provides tools for interacting with Zoho CRM, enabling CRUD operations on modules, search, COQL queries, user listing, module metadata, and related-list traversal.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Zoho CRM MCP Server list the 10 most recent leads"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
A Model Context Protocol (MCP) server that exposes the Zoho CRM v6 REST API as structured tools for LLM agents. Built on FastMCP with async httpx, pydantic v2 configuration, and an OAuth2 refresh-token flow.
OAuth2 refresh-token exchange with in-memory access-token caching (1 hour TTL)
Automatic retry once on HTTP 401 after forcing a token refresh
Typed errors (AuthenticationError, NotFoundError, RateLimitError, APIError)
Region-aware endpoints: com, eu, in, com.au, jp
Full CRUD for any CRM module, plus search, COQL, module metadata, user listing, and related-list traversal
Related MCP server: zoho-crm-mcp
Python 3.10+
mcp>=1.27,<2
httpx>=0.27.1,<1.0.0
pydantic>=2.12, pydantic-settings>=2.5.2
python3 -m venv .venv
source .venv/bin/activate
pip install -e ".[dev]"All settings use the ZOHO_ env prefix (or a .env file):
Variable | Default | Description |
| - | OAuth2 client id |
| - | OAuth2 client secret |
| - | OAuth2 refresh token |
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| One of |
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| HTTP timeout in seconds |
zoho-crm-mcpOr register it in an MCP-capable client with the stdio command above.
Tool | Zoho CRM endpoint |
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pytest -x --tb=shortMIT
Run a COQL SELECT query against Zoho CRM.
Inputs: query (required). Returns: object
Create one or more records in the given module.
Inputs: module (required), data (required). Returns: object
Delete a single record by id.
Inputs: module (required), record_id (required). Returns: object
Fetch metadata for a single module.
Inputs: module (required). Returns: object
Fetch a single record by id from the given module.
Inputs: module (required), record_id (required). Returns: object
List every available module in the connected Zoho CRM org.
Inputs: no named parameters. Returns: object
List records from a Zoho CRM module.
Args:
module: API name of the module (e.g. Leads, Contacts).
fields: Optional subset of API field names to return.
page: Page number, 1-indexed.
per_page: Page size (max 200 per Zoho CRM v6).
Inputs: module (required), fields, page, per_page. Returns: object
List users visible to the authenticated principal.
Args:
type: Zoho user filter, e.g. AllUsers, ActiveUsers,
DeactiveUsers, AdminUsers.
Inputs: type. Returns: object
Search records by criteria, email, phone, or word.
Exactly one of the four search parameters must be supplied.
Inputs: module (required), criteria, email, phone, +3 more. Returns: object
Update a single record with a partial payload.
Inputs: module (required), record_id (required), data (required). Returns: object
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Scored across 11 tools
Each tool targets a distinct operation (e.g., query vs. create vs. search vs. list), with no overlap. Even similar tools like list_records and search_records have clearly different parameters and purposes.
All tool names follow a consistent verb_noun pattern with snake_case (e.g., create_record, list_modules, coql_query). The acronym 'coql' is the only minor deviation but still readable.
11 tools cover CRUD, listing, search, related records, users, and metadata. This is well-scoped for a CRM server—enough functionality without being overwhelming.
Full CRUD and search operations are present. Minor gaps include no bulk operations or advanced CRM workflows (e.g., lead conversion), but the core record management lifecycle is well covered.
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