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LokiMCPUniverse

Zoho CRM MCP Server

Zoho CRM MCP Server

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.

Features

  • 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

Requirements

  • Python 3.10+

  • mcp>=1.27,<2

  • httpx>=0.27.1,<1.0.0

  • pydantic>=2.12, pydantic-settings>=2.5.2

Install

python3 -m venv .venv
source .venv/bin/activate
pip install -e ".[dev]"

Configuration

All settings use the ZOHO_ env prefix (or a .env file):

Variable

Default

Description

ZOHO_CLIENT_ID

-

OAuth2 client id

ZOHO_CLIENT_SECRET

-

OAuth2 client secret

ZOHO_REFRESH_TOKEN

-

OAuth2 refresh token

ZOHO_REGION

com

One of com, eu, in, com.au, jp

ZOHO_TIMEOUT

30

HTTP timeout in seconds

Run

zoho-crm-mcp

Or register it in an MCP-capable client with the stdio command above.

Tools

Tool

Zoho CRM endpoint

list_records

GET /crm/v6/{module}

get_record

GET /crm/v6/{module}/{id}

create_record

POST /crm/v6/{module}

update_record

PUT /crm/v6/{module}/{id}

delete_record

DELETE /crm/v6/{module}/{id}

search_records

GET /crm/v6/{module}/search

list_modules

GET /crm/v6/settings/modules

get_module

GET /crm/v6/settings/modules/{module}

list_users

GET /crm/v6/users

coql_query

POST /crm/v6/coql

list_related_records

GET /crm/v6/{module}/{id}/{related_list}

Test

pytest -x --tb=short

License

MIT

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