Zoho CRM MCP server for your AI

Create records in a specified module.

Delete a specific record by ID.

Delete records from a specified module.

Find a person, company or deal by name, email address or phone number in one call.

Get a record by ID from a specified module.

Everything around one record in one call: its fields plus its latest notes, open activities, deals, contacts, emails and timeline (at most 6 requests; what does not fit is named with the tool to call).

Module Record Count.

Get records from a specified module.

Update a specific record by ID.

Update records in a specified module.

Create or update records in a specified module.

Get All Custom Views.

Related Notes.

Delink a related record.

List fields metadata.

Related Records.

Get a specific user.

Notes.

Related Notes.

Get users.

Related Note.

Update related records.

Add Tags to Records.

Change Owner.

Convert a Lead.

Create a bulk read job.

A module's fields in compact form (API name, type, required, read-only, picklist values, lookup target), its layouts, and for Deals its pipelines and stages.

Download a specific attachment file.

Download bulk read result.

Get bulk read job details.

Get deleted records from a specified module.

Get from addresses.

Lead Conversion Options.

Get mass update job status.

Retrieve modules.

Get organization details.

Get Blueprint Data.

View Email.

Get Timelines.

Related Lists.

Get related records count.

Retrieve All Attachments.

Email Templates.

Get Emails of a Record.

Tags.

Log a task, call or meeting against a record (a lead, contact, account, deal or any other module).

Mass update records.

Merge Records.

Query records with filters, sorting and paging without writing COQL: give the module, the fields to return, and conditions like { field: "Stage", op: "=", value: "Closed Won" }.

Remove Tags from Records.

Retrieve records using a COQL query.

Search Records by Criteria, Word, Email, or Phone.

Send an email to a record.

Update Blueprint Details.

Upload an Attachment.

Activate Layout.

Activate Kiosk.

Activate Blueprint.

Activate a Connected Workflow.

Activate Cadence.

Create Territories.

Create a Calendar View.

Activate Data Sharing Rule.

Create a workflow rule for a module.

Create Assignment Threshold.

Create a Global Picklist.

Activate a scoring rule.

Clone Assignment Rule.

Create an user group.

Webhooks.

Create Function.

Create variables.

Create Webform.

Pipeline.

Change status of portal users.

Delete a recycle-bin record permanently.

Create Webform A/B Testing.

Create Appointment records.

Create Contact Roles.

Create currencies.

Sort Order by ID.

Create Email Notification.

Create record locking configuration.

Create service records in Zoho CRM.

Create Unsubscribe Link.

Create an Automation Task.

Cancel Scheduled Data Backup.

Deal Contact Roles.

Create Email Drafts for a Record.

Create Field Update.

Create custom fields in a module.

Create Notes.

Create User.

Related Note.

Delink related records.

Record Clone.

Add Tags to a Record.

Clone a Kiosk.

Clone Blueprint.

Create Rule in a Connected Workflow.

Clone a Cadence.

Delete territories.

Delete Calendar Views.

Create Data Sharing Rule.

Delete a workflow rule by ID.

Delete Assignment Threshold.

Delete a Global Picklist by ID.

Clone a scoring rule.

Clone Assignment Rule Entries.

Delete an user group.

Delete a webhook by ID.

Delete a Function.

Specific variable.

Delete Webforms.

Specific Pipeline.

Portal User Status.

Delete recycle-bin records.

Delete Webform A/B Testing.

Delete an Appointment by ID.

Delete a Contact Role.

Enable multi-currency for the organization and set the base currency.

Sort Order.

Delete Email Notifications.

Delete specific record locking configuration.

Delete a service record by ID.

Delete Unsubscribe Link by ID.

Automation Task.

Download Backed up Data.

Deal Contact Roles.

Delete an Email Draft.

Delete Field Update.

Delete a custom field.

Delete a Specific Note.

Delete an user from the organization.

Related Notes.

Get a related record.

Zia Assistant.

Update a Kiosk Execution.

Create Blueprint States.

Create Connected Workflow.

Create cadence.

Delete a territory by ID.

Delete Calendar Views.

Deactivate Data Sharing Rule.

Delete One or More Workflow Rules.

Assignment Threshold APIs.

Delete a Global Picklist.

Scoring Rules.

Create an Assignment Rule.

Get associated groups for an user.

Delete one or more webhooks.

Download Function Code.

Delete variables.

Delete Webforms.

Pipelines.

delete portal users.

Empty the Recycle Bin.

Get a specific Webform A/B Testing.

Delete one or more appointment records.

Delete Contact Roles.

Specific Currency.

CustomView creation.

Delete Email Notifications.

Delete record locking configuration.

Delete one or more service records.

Get Unsubscribe Link by ID.

Delete automation task definitions by IDs (bulk).

Get Data Backup History.

Deal Contact Roles.

Get an Email Draft.

To delete multiple field update actions.

Get field metadata by ID.

Notes.

Users Count.

Specific Related Note.

List deleted related records.

Assign territories to a record.

Create Kiosk GetRecords.

Create Blueprint Transitions.

Deactivate a Connected Workflow.

Deactivate a Cadence.

Get territory by ID.

Get Calendar Activities.

Delete Data Sharing Rule.

Get Active and Total Workflow Rule Counts by Module.

Get Configured Users.

Get a Single Global Picklist by ID.

Deactivate a scoring rule.

Delete an Assignment Rule.

Get an user group.

Get webhook by ID.

Get a specific Function.

Generate API Name.

Get a specific Webform.

Pipeline.

Invite portal users.

Get recycle-bin record count.

Get A/B Testing Form Preview.

Get an Appointment Record by ID.

Get a Contact Role.

List currencies.

Delete Custom Views.

Actions - Email Notifications.

Get specific record locking configuration.

Retrieve a specific service record by ID.

Get Unsubscribe Link Associations.

Automation Task.

Get Data Backup Details.

Deal Contact Roles.

List Email Drafts for a Record.

Get Field Update By Id.

Get scheduled jobs for a field.

Get a Specific Note.

Update a single user by user ID.

Related Notes.

Update a related record.

Assign territories to multiple records.

Create a Kiosk State.

Create Blueprint.

Delete Connected Workflow.

Delete a Cadence.

Get territory-associated user counts.

Get Calendar Preferences.

Data Sharing Rules Summary Filter.

Retrieve Workflow Rule by ID.

Get Assignment Threshold Modules.

Get Field Associations.

Delete a scoring rules by ID.

Specific Assignment Rule details.

Get associated users count per user group.

Get webhook-associated modules.

List Function Categories.

specific variable.

Webform Associations.

Pipeline.

List portal users.

Get a recycle-bin record.

Get Webform A/B Testing Visitors Count.

Get Appointment Records.

List Contact Roles.

Update base currency.

Get Custom View By Id.

Get Email Notification Actions Usage Report.

Get record locking configuration.

Get services.

Get Unsubscribe Links.

List automation task definitions with optional filters.

Get Data Backup Download URLs.

Deal Contact Roles.

Update an Email Draft.

Get Field Updates.

Update a custom field.

Update a Specific Note.

Update users.

Associate Email.

Create a Kiosk.

Deactivate Blueprint.

Delete a Rule from a Connected Workflow.

Get a Cadence.

Get scheduled territory run rule job status.

Get Calendar Users.

Data Sharing APIs.

Retrieve Action Usage for a Workflow Rule.

Assignment Threshold APIs.

Get Replaced Picklist Values.

Scoring Rules.

Assignment Rule Associations.

Get associations for an user group.

Get webhook execution failure records.

List Function Runtime.

Variable Associations.

Webform Differences.

Transfer Pipeline.

Invite portal users.

Get recycle-bin records.

Get Webform A/B Testing Visitors Count.

Update an Appointment Record by ID.

Update a Contact Role.

Update currencies.

CustomView update.

Actions - Email Notifications.

Update specific record locking configuration.

Update a specific service record by ID.

Update Unsubscribe Link by ID.

Automation Task.

Schedule Data Backup.

Deal Contact Roles.

Update Email Drafts for a Record.

Update Field Update.

Update custom fields.

Update Notes.

Add territories to an user.

Deactivate Kiosk.

Delete Blueprints.

Get a Specific Connected Workflow.

Get Cadence module actions count.

Get child territories by parent territory ID.

Get Calendar Views.

Data Sharing Rules Summary.

Get Workflow Rule Action Counts.

Get Unassigned Users.

Get Picklist Value Associations.

Get scoring rule by ID.

Assignment Rules Count.

Get sources for an user group.

Get webhook action usage reports.

Get the list of Functions.

Retrieve all variables.

Webform Preview.

Pipeline.

Invite portal users.

Restore a Recycle Bin record.

Webform A/B Testing.

Update appointment records.

Update Contact Roles.

Currency.

Custom Views.

Update Email Notification.

Update record locking configuration.

Update service records.

Update Unsubscribe Links.

Update an automation task definition by ID (full replacement).

Territory User.

Delete Kiosks.

Delete Blueprints States.

Get Connected Workflow Configurations.

Get Cadence analytics.

Get all territories.

Get Calendar Users.

Data Sharing APIs.

Get Workflow Rule Quota and Usage Counts.

Search Unassigned Users.

Get All Global Picklists.

Scoring Rules.

Assignment Rules.

Get source counts for an user group.

Get webhooks.

Publish Function.

Specific variable.

Webforms.

Pipeline.

Transfer portal users from one user group to another.

Restore multiple Recycle Bin records.

Update Webform A/B Testing.

Territory Users.

Delete a Kiosk GetRecord.

Delete Blueprints States.

Get a specific Rule of a Connected Workflow.

Get Cadence records count.

Run territory assignment rules.

Get Calendar Views.

Rerun Data Sharing Rules.

List Workflow Rules in your Zoho CRM Organization.

Update Assignment Threshold.

Replace Picklist Values.

Execute Scoring Rules.

Reorder Assignment Rule entries.

Get user groups.

Update webhook by ID.

Update Function.

Update variables.

Update Webform.

Bulk Search Records by Criteria, Word, Email, or Phone.

Delete a Kiosk State.

Delete Blueprints Transitions.

Get Rules Actions Count in a Connected Workflow.

List Cadences.

Transfer and delete territories.

Update Calendar Preferences.

Search Data Sharing Rules API.

Update Workflow Rule Execution Order for Module.

Validate User Threshold.

Update a Global Picklist by ID.

Update a scoring rules by ID.

Update a Specific Assignment Rule.

Update an user group.

Update webhooks.

Cancel a Meeting.

Delete Kiosks.

Delete Blueprints Transitions.

Get the Rules of a Connected Workflow.

Publish a Cadence.

Transfer and delete a specific territory by ID.

Update a Calendar View.

Update Data Sharing Rule.

Update Workflow Rule by ID.

Validate User Threshold for Record.

Update a Global Picklist.

Scoring Rules.

Change Owner.

Execute a Kiosk.

Delete Blueprints.

Get Connected Workflows.

Cadence.

Update territories.

Update a Calendar View.

Update Data Sharing Rule.

Update workflow rules by ID in the request body.

Clone a CRM profile.

Get a Specific Kiosk.

Get a Specific Blueprint.

Update a Connected Workflow.

Update multiple Cadences (bulk form).

Update a specific territory by its ID.

Convert Inventory Record.

Kiosk Associations.

Get Blueprints Process Configurations.

Update a Rule in a Connected Workflow.

Create an audit log export job.

Kiosk CurrentRecords Associations.

Get Blueprints Records Count.

Create a bulk write job.

Get Specific Execution of a Kiosk.

Get Blueprint States.

Business Hours Configuration.

Kiosk GetRecords.

Get Blueprint Transitions.

Create Duplicate Check Preference.

GetRecords Associations.

Get Blueprints Usage Configurations.

Holidays.

Get Preview of a Kiosk.

Get Blueprint States.

Create a field dependency for a layout.

Get a Kiosk State.

Get Blueprint Transitions.

Create a custom module.

Get Executions of a Kiosk.

Blueprints.

Portal.

Kiosk GetRecords.

Reorder Blueprint Sequence.

Portal User Type.

Get States of a Kiosk.

Update Blueprints.

Create a role.

Get All Kiosks.

Update Blueprint States.

Add shift hours.

Test Run a Kiosk.

Update Blueprint States.

Tags.

Update a Kiosk.

Update Blueprint Transitions.

Mark a User Unavailable.

Update Kiosk Associations.

Update Blueprint Transitions.

Zia Data Enrichment Configuration.

Update Kiosk GetRecords.

Update Blueprints.

Deactivate Layout.

Update a Kiosk State.

Territory User.

Territory Users.

Delete Link Attachment.

Delete Duplicate Check Preference.

Delete a picklist field option.

Holiday.

Delete a custom layout.

Delete a field dependency.

Delete the organization photo.

Delete user type.

Profile.

Delete a record photo.

Delete a role.

Delete a shift hour.

Delete tag by ID.

Delete User's Unavailability.

Delete Zia Enrichment Configuration for a specific module.

Disable notification channels.

Download Export Audit Log Result.

Download an email attachment.

Download an inline image from an email.

Download Field Attachments.

Retrieve a file from ZFS.

Download mail merge document.

Create notification channels.

Enroll Records to Cadences.

Rich text field content for a specific record.

Rich text field content for multiple records.

Generate web-tab link for a module.

Generate API Name.

Get Appointment Preferences.

Get the Status of the Export Audit Log Job.

Get bulk write job details.

Business Hours Configuration.

Call Preferences.

Data Sharing Settings.

Get Duplicate Check Preference.

Get email sharing details for a record.

Specific Feature.

get a picklist field option.

Get Fiscal Year Settings.

A specific holiday.

Inventory Template.

Get layout by ID.

Get a field dependency by ID.

Get mass change owner job status.

Get mass convert job status.

Retrieve mass delete job status.

Mass Delete Tags Status.

Get Merge Job Status.

Get module metadata by API name.

Organization photo.

Specific Portal.

Portal User Type.

Portal User Types.

Portals.

Profile.

Profiles.

Get Mass Inventory Conversion Status.

Get record locking information by ID.

Get a record photo.

Share Records.

Get a role.

Get all roles.

Get Mass Inventory Conversion Status.

Get service preferences.

Get a shift hour.

Specific territory of an user.

Get Tag Records Count.

Territory Users.

Specific Territory User.

User Licenses Feature.

Get transfer and delete status.

Get user transfer status.

Get Users' Unavailability.

Get variable group by ID.

Get wizard details.

Workflow Configuration.

Get Zia Enrichment Configuration for a specific module.

Data Enrichment Fields Metadata.

Org Enrichment Details.

Link Deal Email.

Link Emails to Deals.

Get audit log export jobs.

List available REST APIs.

Features.

Picklist Values for a Field.

Holidays.

Inventory templates.

Get layouts metadata.

Get field dependencies for a layout.

List active notification channels.

Get record locking information.

Get shift hours.

Get Signals.

Get territories of an user.

Get Users' Unavailability.

Variable Groups.

Get all wizard configurations.

Data Enrichment.

Get Zia Org Enrichment.

Lock a record.

Submit mass change owner job.

Submit mass convert job for leads.

Mass Convert Inventory Records.

Mass Convert Inventory Records.

Delete records in bulk by record IDs or Custom View.

Mass delete tags.

Merge Tags.

Update notification channel information.

Profile.

Remove Tags from a Record.

Remove territories from a record.

Remove territories from multiple records.

Remove territories from an user.

Remove territory from an user.

Replace Pick list values.

Trigger organization-level enrichment for a CRM record.

Revoke sharing on a record.

Process multiple API requests in a single call.

Send mail merge email.

Share Record Emails.

Share Record Emails.

Share a record.

Send mail merge document for signing.

Transfer and delete an user.

Transfer and delete an user.

Transfer an user.

Unblock email for a single record.

Unblock emails for multiple records in a module.

Un-enroll Records from Cadences.

Unlink Deal Email.

Unlink Emails from Deals.

Remove lock from a locked record.

Unshare emails in bulk.

Unshare Record Emails.

Update Appointment Preferences.

Business Hours Configuration.

Call Preferences.

Data Sharing Settings.

Update Duplicate Check Preference API is used to update duplicate check settings for a specific module in the CRM system.

Update Fiscal Year Settings.

A specific holiday.

Multiple Holidays.

Update a custom layout.

Update an existing field dependency.

Update Module Labels and Profiles.

Update CRM modules.