Zoho CRM Integration

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

1. Go to Zoho API Console
2. Create a new OAuth application
3. Configure your redirect URI
4. 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

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

zoho_crm_get_record

Crm get record

zoho_crm_create_records

Crm create records

zoho_crm_update_record

Crm update record

zoho_crm_search_records

Crm search records

zoho_crm_coql_query

Crm coql query

zoho_crm_list_users

Crm list users

zoho_crm_get_org

Crm get org

No parameters.

Notes

• Category: Business
• Authentication mode: OAuth