Zoho CRM Integration

Manage Zoho CRM modules, records, users, org settings, search, and COQL

The Zoho CRM integration provides access to manage Zoho CRM modules, records, users, org settings, search, and COQL through the Integrate MCP server.

Installation

The Zoho CRM integration is included with the SDK:

import { zohoCrmIntegration } from "integrate-sdk/server";

Setup

1. Create a Zoho CRM OAuth App

Go to Zoho API Console
Create a new OAuth application
Configure your redirect URI
Note your Client ID and Client Secret

2. Configure the Integration on Your Server

Add the Zoho CRM integration to your server configuration. The integration automatically reads ZOHO_CRM_CLIENT_ID and ZOHO_CRM_CLIENT_SECRET from your environment variables:

import { createMCPServer, zohoCrmIntegration } from "integrate-sdk/server";
 
export const { client: serverClient } = createMCPServer({
  apiKey: process.env.INTEGRATE_API_KEY,
  integrations: [
    zohoCrmIntegration({
      scopes: ["ZohoCRM.modules.ALL", "ZohoCRM.settings.ALL", "ZohoCRM.users.ALL"], // Optional
    }),
  ],
});

You can override the environment variables by passing explicit values:

zohoCrmIntegration({
  clientId: process.env.CUSTOM_ZOHO_CRM_ID,
  clientSecret: process.env.CUSTOM_ZOHO_CRM_SECRET,
      scopes: ["ZohoCRM.modules.ALL", "ZohoCRM.settings.ALL", "ZohoCRM.users.ALL"], // Optional
});

3. Client-Side Usage

The default client automatically includes all integrations. You can use it directly:

import { client } from "integrate-sdk";
 
await client.authorize("zoho_crm");
const result = await client.zoho_crm.listModules({});
 
console.log(result);

If you're using a custom client, add the integration to the integrations array:

import { createMCPClient, zohoCrmIntegration } from "integrate-sdk";
 
const customClient = createMCPClient({
  integrations: [zohoCrmIntegration()],
});

Configuration Options

export interface ZohoCrmIntegrationConfig {
  clientId?: string;

Default Scopes

These defaults are applied unless you override scopes in the integration config:

ZohoCRM.modules.ALL
ZohoCRM.settings.ALL
ZohoCRM.users.ALL

Tools

`zoho_crm_list_modules`

Crm list modules

No parameters.

`zoho_crm_list_records`

Crm list records

export interface ZohoCrmListRecordsParams { module_api_name: string;

`zoho_crm_get_record`

Crm get record

export interface ZohoCrmGetRecordParams { module_api_name: string;

`zoho_crm_create_records`

Crm create records

export interface ZohoCrmCreateRecordsParams { module_api_name: string;

`zoho_crm_update_record`

Crm update record

export interface ZohoCrmUpdateRecordParams { module_api_name: string;

`zoho_crm_search_records`

Crm search records

export interface ZohoCrmSearchRecordsParams { module_api_name: string;

`zoho_crm_coql_query`

Crm coql query

export interface ZohoCrmCoqlQueryParams { query_json: string }

`zoho_crm_list_users`

Crm list users

export interface ZohoCrmListUsersParams { type?: string;

`zoho_crm_get_org`

Crm get org

No parameters.

Notes

Category: Business
Authentication mode: OAuth