Zoho CRM MCP Server

Run a report

Reports compile to COQL and run against live CRM data. Save one from your MCP client with create_report(..., pinned=true) to pin it below.

Attaching a function to a workflow

functions is a first-class workflow action type, so a function authored here can be wired straight into a rule:

create_function(name="Flag big deal", api_name="flag_big_deal",
                category="Automation", code="void automation.flag_big_deal(Map deal) { }")

attach_function_to_workflow(workflow_id="...", function="flag_big_deal",
                            module="Deals")           # instant action
attach_function_to_workflow(workflow_id="...", function="flag_big_deal",
                            module="Deals",
                            scheduled_after={"period": "days", "unit": 2})

Role and reporting hierarchy

Teamspaces

Teamspaces group modules and people. Zoho's REST API has no teamspaces endpoint, so the roster lives on this server and can be projected into a real CRM user group for sharing and assignment.

Activity

Connect an MCP client

Streamable HTTP

Point the client at /mcp on this origin.

MCP client config (stdio)

{
  "mcpServers": {
    "zoho-crm": {
      "command": "python",
      "args": ["server.py", "--stdio"],
      "cwd": "/path/to/zoho-mcp"
    }
  }
}

REST surface

• GET /api/dashboard/summary - the whole dashboard as JSON
• POST /api/reports/run - run an ad-hoc report definition
• GET /api/reports - saved report definitions
• GET /api/hierarchy/roles, GET /api/hierarchy/users
• GET /api/teamspaces