Zoho CRM MCP: Documentation
Updated:
Connection
At zoho.com/crm/developer/mcp.html you pick the servers you need (one or several of the four), install and add them to your MCP client (Cursor, Claude Desktop, VS Code, Windsurf), then complete OAuth authorization with your Zoho account. The entry point is specific to each Zoho data center (.com/.eu/.in etc.).
Tools
Four servers with different access levels:
- Data Insights — read-only, safe for analytics and reporting on CRM data.
- Data Operations — full CRUD: create, read, update, delete records in any module.
- Module Customization — CRM structure: adding and changing fields and modules.
- Workflow Automation — configuring processes, rules and automations.
Agent flow
"Find Negotiation-stage deals over $5,000" (Data Insights only — zero risk of changes), "add a field to the Leads module and create a record" (Module Customization + Data Operations), "set up a rule to auto-assign leads by region" (Workflow Automation).
Pricing
The MCP servers themselves are free for Zoho CRM accounts; every call consumes API credits under the account's regular Zoho subscription limits.