Provides tools for interacting with Zoho CRM, enabling search and filtering of deals, pipeline summarization by stage and amount, duplicate lead detection, and lead creation.
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 demo summarize my pipeline metrics"
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 small MCP server exposing four Zoho CRM operations (Deals and Leads modules, real Zoho API v8 field names) as tools an LLM/agent can call in plain language:
search_deals(stage=None, min_amount=None) — filter the pipeline by stage/amount
summarize_pipeline() — deal count + total Amount per stage, open vs. closed
find_duplicate_leads() — groups Leads by (Email, Company) to catch the same
contact entering through two different capture channels with slightly
different name spelling (e.g. a Marketplace extension form vs. a webhook)
create_lead(first_name, last_name, company, email, lead_source) — adds a Lead
Built as a short, self-contained proof of concept — not a submission tied to
any specific client work. It runs entirely against the synthetic dataset in
data/seed.json; there is no connection to a real Zoho CRM org and no
CRMOZ or client data involved anywhere.
It mirrors the same pattern as production MCP work already shipped elsewhere (n8n MCP integrations, a GoHighLevel MCP integration for a live client) — applied here to Zoho CRM's schema, to show the pattern fits, not to replace any existing "AI + Zoho" tooling.
Related MCP server: Zoho CRM MCP Server
python3 -m venv .venv && source .venv/bin/activate
pip install -r requirements.txt
python3 server.pyThis starts the server on stdio, ready to be added to any MCP client (Claude Desktop, Claude Code, etc.) config as a local server.
All four tools were exercised directly and through mcp.list_tools() —
search_deals, summarize_pipeline, find_duplicate_leads, and
create_lead all registered and returned correct output against the
seed data, including a deliberately planted duplicate lead
(sam.cutter@bramwellfoods.example, entered once via an "Email to Lead"
style channel and once via a "Google Sheets" style channel with the name
spelled "Sam" vs. "Samuel") that find_duplicate_leads() correctly caught.
This server cannot be deployed
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