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Zoho CRM MCP Integration for Codex

Connect Zoho CRM to Codex through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

15 functions 9 read 6 write Manual OAuth token auth
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Connect Zoho CRM to Codex

Use KosmoKrator as a local MCP proxy for Codex so coding sessions can reach selected integrations with explicit write policy.

Register kosmo mcp:serve as a local stdio server and choose the integration allowlist. The gateway is local, scoped to this integration, and starts with --write=deny so Codex can inspect read-capable tools without receiving write access by default.

Zoho CRM MCP Config for Codex

Keep write access denied or ask-based unless the workspace is trusted.

{
  "mcpServers": {
    "kosmokrator-zoho_crm": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=zoho_crm",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=zoho_crm --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only Zoho CRM instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

Zoho CRM Tools Visible to Codex

Codex sees stable MCP tool names generated from the Zoho CRM integration catalog.

MCP toolSource functionTypeDescription
integration__zoho_crm__zoho_crm_create_lead zoho_crm.zoho_crm_create_lead Write 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.
integration__zoho_crm__zoho_crm_get_lead zoho_crm.zoho_crm_get_lead Read Retrieve a Zoho CRM lead by its ID. Returns the lead record with all populated fields.
integration__zoho_crm__zoho_crm_update_lead zoho_crm.zoho_crm_update_lead Write 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.
integration__zoho_crm__zoho_crm_search_leads zoho_crm.zoho_crm_search_leads Read 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.
integration__zoho_crm__zoho_crm_create_contact zoho_crm.zoho_crm_create_contact Write 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.
integration__zoho_crm__zoho_crm_get_contact zoho_crm.zoho_crm_get_contact Read Retrieve a Zoho CRM contact by its ID. Returns the contact record with all populated fields.
integration__zoho_crm__zoho_crm_update_contact zoho_crm.zoho_crm_update_contact Write 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.
integration__zoho_crm__zoho_crm_search_contacts zoho_crm.zoho_crm_search_contacts Read 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.
integration__zoho_crm__zoho_crm_create_account zoho_crm.zoho_crm_create_account Write 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.
integration__zoho_crm__zoho_crm_get_account zoho_crm.zoho_crm_get_account Read Retrieve a Zoho CRM account by its ID. Returns the account record with all populated fields.
integration__zoho_crm__zoho_crm_create_deal zoho_crm.zoho_crm_create_deal Write 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.
integration__zoho_crm__zoho_crm_get_deal zoho_crm.zoho_crm_get_deal Read Retrieve a Zoho CRM deal by its ID. Returns the deal record with all populated fields.
integration__zoho_crm__zoho_crm_list_deals zoho_crm.zoho_crm_list_deals Read List deals from Zoho CRM with optional pagination. Use page and per_page to control pagination. Returns deal records.
integration__zoho_crm__zoho_crm_list_users zoho_crm.zoho_crm_list_users Read List users from Zoho CRM. Optionally filter by user type (e.g. ActiveUsers, Admins) and paginate results.
integration__zoho_crm__zoho_crm_get_current_user zoho_crm.zoho_crm_get_current_user Read Retrieve the currently authenticated Zoho CRM user's profile. Returns user details including name, email, role, and other profile information.

Related Zoho CRM Pages

Zoho CRM CLIUse direct JSON commands instead of MCP discovery. Zoho CRM MCPFull gateway reference and MCP tool names. KosmoKrator for CodexClient-level gateway setup.