Zoho CRM MCP Server
Provides tools for interacting with Zoho CRM via API v6, enabling AI agents to manage records (leads, deals, contacts, etc.), perform queries using COQL, search, and manage module metadata.
Click on "Install 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 Serverlist my recent deals from this month"
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.
π Zoho CRM MCP Server & Antigravity Skill
π Overview
zoho-crm-mcp is an enterprise-grade Model Context Protocol (MCP) server and Antigravity Skill designed specifically for Zoho CRM. Inspired by the architecture of googleads/google-ads-mcp, it bridges AI models (Google Antigravity, Claude, ChatGPT, Cursor) with Zoho CRM's API v6.
π€ Presented at the Zoho User & Developer Conference!
This open-source repository was built to give developers and sales engineering teams a turnkey solution for AI-driven CRM automation. Check out our Event Handout & Quick Sheet.
Related MCP server: AI-Assisted CRM MCP Server
ποΈ Architecture
flowchart TD
subgraph Client["π€ AI Host Environment"]
Agent["Antigravity / Claude Agent"]
Skill["Antigravity Skill\n(skills/zoho-crm/SKILL.md)"]
end
subgraph MCP["βοΈ Model Context Protocol"]
Server["zoho-crm-mcp Server\n(FastMCP / Stdio)"]
AuthCLI["Auth CLI Wizard\n(zoho-mcp auth)"]
end
subgraph Zoho["βοΈ Zoho Cloud (Multi-DC)"]
OAuth["Zoho OAuth 2.0 Server"]
CRM["Zoho CRM REST API v6\n(Leads, Deals, COQL Engine)"]
end
Agent <-->|Stdio Protocol| Server
Skill --> Agent
Server <-->|Auto-Refreshed Tokens| CRM
AuthCLI <-->|Grant Code Exchange| OAuth⨠Features & Tools Matrix
Tool | Category | Description |
| π Query | SQL-like query engine (COQL) for filtering and sorting CRM data. |
| π Modules | List records from any standard or custom CRM module. |
| π Records | Retrieve full record details by module and unique ID. |
| π Search | Search by criteria, keyword, email, or phone. |
| β Create | Create single or batch records with workflow triggers. |
| βοΈ Update | Update existing records by ID. |
| π Upsert | Deduplicate automatically based on matching fields (e.g. Email). |
| ποΈ Delete | Move record(s) to trash bin. |
| πΌ Sales | Change deal stage, update amount, closing date, and next step. |
| βοΈ Schema | Inspect field API names, data types, and picklist choices. |
| πΊοΈ Setup | Discover all accessible modules in the Zoho organization. |
π Quick Start (5 Minutes)
1. Installation
macOS / Linux
git clone https://github.com/henriquecaner/zoho-crm-mcp.git
cd zoho-crm-mcp
python3 -m venv .venv
source .venv/bin/activate
pip install .Windows (PowerShell)
git clone https://github.com/henriquecaner/zoho-crm-mcp.git
cd zoho-crm-mcp
py -m venv .venv
.venv\Scripts\Activate.ps1
pip install .Contributors:
pip install -e .works normally on Windows and Linux. On macOS with Python 3.14 only, Hatchling marks its editable.pthfile as hidden and Python 3.14 skips hidden.pthfiles, so the package will not import. There, use the plainpip install .shown above, or clear the flag withchflags nohidden .venv/lib/python3.*/site-packages/_editable_impl_*.pth.
2. Configure Zoho API Credentials
Open the Zoho API Console.
Click Add Client β Server-based Applications.
Set Authorized Redirect URI:
http://localhost:8989/callbackCopy your Client ID and Client Secret.
3. One-Command Interactive Setup Wizard
zoho-mcp setupThe automatic wizard will:
Prompt for your Client ID, Client Secret, and Data Center region.
Launch the OAuth browser flow to generate your Refresh Token.
Auto-detect your AI tools (Antigravity CLI/IDE, Claude Desktop, Cursor) and register
zoho-crminto yourmcp.json.Copy the Antigravity Skill (
skills/zoho-crm) into your local skills directory.
4. Verify Connection
zoho-mcp statusπ€ Antigravity & IDE Integration
Add zoho-crm-mcp to your Antigravity MCP configuration (~/.gemini/config/mcp.json or .antigravity/mcp.json):
{
"mcpServers": {
"zoho-crm": {
"command": "/absolute/path/to/zoho-crm-mcp/.venv/bin/zoho-mcp",
"args": ["server"],
"env": {
"ZOHO_CLIENT_ID": "YOUR_CLIENT_ID",
"ZOHO_CLIENT_SECRET": "YOUR_CLIENT_SECRET",
"ZOHO_REFRESH_TOKEN": "YOUR_REFRESH_TOKEN",
"ZOHO_ACCOUNTS_URL": "https://accounts.zoho.com",
"ZOHO_API_DOMAIN": "https://www.zohoapis.com"
}
}
}
}On Windows, the executable lives in .venv\Scripts\ and ends in .exe. JSON treats \ as an
escape character, so either double every backslash or use forward slashes β both of these work,
a single-backslash path does not:
"command": "C:\\Users\\you\\zoho-crm-mcp\\.venv\\Scripts\\zoho-mcp.exe"
"command": "C:/Users/you/zoho-crm-mcp/.venv/Scripts/zoho-mcp.exe"π Documentation & Resources
π€ Contributing
Contributions are welcome! Please feel free to submit a Pull Request.
π License
This project is licensed under the MIT License - see the LICENSE file for details.
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