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_tokenManual OAuth token- cli_setup_supported
true- cli_runtime_supported
true- mcp_gateway_supported
true- lua_supported
true- supports_multi_account
true
Quick Links
Lua APIAgent-facing namespace and function reference. Zoho CRM CLIHeadless setup and direct function calls. Zoho CRM MCPMCP gateway setup for external clients. Submit feedbackReport missing tools, auth problems, wrong docs, or runtime issues. ContributeAdd tools or improve metadata in the integrations repo.
Zoho CRM MCP Client Matrix
Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Zoho CRM.
Claude Code Zoho CRM MCP setup for Claude Code. Cursor Zoho CRM MCP setup for Cursor. Codex Zoho CRM MCP setup for Codex. OpenAI Agents Zoho CRM MCP setup for OpenAI Agents SDK. Claude Agent SDK Zoho CRM MCP setup for Claude Agent SDK. Vercel AI SDK Zoho CRM MCP setup for Vercel AI SDK. LangChain Zoho CRM MCP setup for LangChain. LangGraph Zoho CRM MCP setup for LangGraph. CrewAI Zoho CRM MCP setup for CrewAI. MCP clients Zoho CRM MCP setup for Generic MCP Clients.
Zoho CRM CLI Matrix
Use these pages for direct Zoho CRM CLI workflows in scripts, CI, cron, and agent wrappers.
CI Zoho CRM CLI for CI. Cron Jobs Zoho CRM CLI for cron jobs. Shell Scripts Zoho CRM CLI for shell scripts. Headless Automation Zoho CRM CLI for headless automation. Coding Agents Zoho CRM CLI for coding agents.
Function Catalog
| Function | Type | Parameters | Description |
|---|---|---|---|
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. |