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productivity

Zoho CRM MCP, CLI, and Lua Integration for AI Agents

Zoho CRM integration docs for AI agents: MCP gateway setup, Zoho CRM CLI commands, Lua API reference, credentials, and function schemas.

15 functions 9 read 6 write Manual OAuth token auth

Zoho CRM for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Machine-Readable Metadata
integration_slug
zoho_crm
route_slug
zoho-crm
package
zoho-crm
auth_strategy
oauth2_manual_token Manual OAuth token
cli_setup_supported
true
cli_runtime_supported
true
mcp_gateway_supported
true
lua_supported
true
supports_multi_account
true

Quick Links

Zoho CRM MCP Client Matrix

Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Zoho CRM.

Zoho CRM CLI Matrix

Use these pages for direct Zoho CRM CLI workflows in scripts, CI, cron, and agent wrappers.

Function Catalog

FunctionTypeParametersDescription
zoho_crm.zoho_crm_create_lead Write write 5 Create a new lead in Zoho CRM. Provide at least a last name or company name. Other fields (first name, email, phone) are optional. Returns the created lead with its Zoho CRM ID.
zoho_crm.zoho_crm_get_lead Read read 1 Retrieve a Zoho CRM lead by its ID. Returns the lead record with all populated fields.
zoho_crm.zoho_crm_update_lead Write write 6 Update an existing lead in Zoho CRM. Provide the lead ID and the fields to update (first_name, last_name, company, email, phone). Returns the update status and modified lead details.
zoho_crm.zoho_crm_search_leads Read read 2 Search Zoho CRM leads by criteria or email. Use "criteria" for structured queries like (Email:equals:[email protected]). Use "email" as a shortcut to search by email address. Returns matching lead records.
zoho_crm.zoho_crm_create_contact Write write 4 Create a new contact in Zoho CRM. Provide at least a last name. Other fields (first name, email, phone) are optional. Returns the created contact with its Zoho CRM ID.
zoho_crm.zoho_crm_get_contact Read read 1 Retrieve a Zoho CRM contact by its ID. Returns the contact record with all populated fields.
zoho_crm.zoho_crm_update_contact Write write 5 Update an existing contact in Zoho CRM. Provide the contact ID and the fields to update (first_name, last_name, email, phone). Returns the update status and modified contact details.
zoho_crm.zoho_crm_search_contacts Read read 2 Search Zoho CRM contacts by criteria or email. Use "criteria" for structured queries like (Email:equals:[email protected]). Use "email" as a shortcut to search by email address. Returns matching contact records.
zoho_crm.zoho_crm_create_account Write write 4 Create a new account (organization) in Zoho CRM. Provide at least an account name. Other fields (website, phone, industry) are optional. Returns the created account with its Zoho CRM ID.
zoho_crm.zoho_crm_get_account Read read 1 Retrieve a Zoho CRM account by its ID. Returns the account record with all populated fields.
zoho_crm.zoho_crm_create_deal Write write 5 Create a new deal (opportunity) in Zoho CRM. Provide at least a deal name and stage. Other fields (amount, closing_date, account_id) are optional. Returns the created deal with its Zoho CRM ID.
zoho_crm.zoho_crm_get_deal Read read 1 Retrieve a Zoho CRM deal by its ID. Returns the deal record with all populated fields.
zoho_crm.zoho_crm_list_deals Read read 2 List deals from Zoho CRM with optional pagination. Use page and per_page to control pagination. Returns deal records.
zoho_crm.zoho_crm_list_users Read read 2 List users from Zoho CRM. Optionally filter by user type (e.g. ActiveUsers, Admins) and paginate results.
zoho_crm.zoho_crm_get_current_user Read read 0 Retrieve the currently authenticated Zoho CRM user's profile. Returns user details including name, email, role, and other profile information.