Zoho CRM MCP

Zoho CRM MCP

Connect your agent to Zoho CRM through the Model Context Protocol (MCP). This skill provides everything you need to search, read, and manage CRM data using mcporter.

Source Repository

GitHub source: sprintberlin/openclaw-zoho-crm-mcp-skill

Requirements

Environment Variable Setup

This skill requires the ZOHO_MCP_URL environment variable. Without it, the Python scripts will not work.

Add this to your shell profile (e.g. ~/.bashrc or ~/.zshrc):

export ZOHO_MCP_URL="https://your-org-zoho-crm-xxxxx.zohomcp.eu/mcp/YOUR_TOKEN/message"

Or set it per session:

ZOHO_MCP_URL="https://your-org-zoho-crm-xxxxx.zohomcp.eu/mcp/YOUR_TOKEN/message" python3 scripts/list_contacts.py

To verify it's set:

echo $ZOHO_MCP_URL

How to Get Your MCP URL

1. Go to mcp.zoho.eu and sign in with your Zoho account.
2. Click "Add Connection" (or "New Connection").
3. Select Zoho CRM from the list of available apps.
4. Choose the data center matching your Zoho account (EU, US, IN, AU, JP, CN).
5. Grant the requested OAuth scopes (at minimum: read access to the modules you want to query).
6. After authorization, copy the generated MCP endpoint URL. It looks like:

   https://your-org-zoho-crm-xxxxx.zohomcp.eu/mcp/abc123def456/message
   

7. Set it as ZOHO_MCP_URL as shown above.

Multiple Organizations

If you manage multiple Zoho CRM orgs, each gets its own MCP endpoint. You can:

• Set one default via ZOHO_MCP_URL
• Pass others explicitly in scripts or mcporter calls
• Use a wrapper script or .env file per project

Quick Start

List available tools on your MCP server

mcporter list $ZOHO_MCP_URL

Search for a contact by name

cat << 'EOF' > /tmp/zoho_search.json
{
  "path_variables": {"module": "Contacts"},
  "query_params": {"criteria": "(Last_Name:equals:Smith)"}
}
EOF
mcporter call "$ZOHO_MCP_URL.ZohoCRM_searchRecords" --args "$(< /tmp/zoho_search.json)"

Get a single record by ID

cat << 'EOF' > /tmp/zoho_record.json
{
  "path_variables": {"module": "Accounts", "recordID": "1234567890"}
}
EOF
mcporter call "$ZOHO_MCP_URL.ZohoCRM_getRecord" --args "$(< /tmp/zoho_record.json)"

Run a COQL query (SQL-like)

cat << 'EOF' > /tmp/zoho_coql.json
{
  "body": {"select_query": "SELECT Id, Account_Name, Website FROM Accounts WHERE Website != '' ORDER BY Account_Name LIMIT 50"}
}
EOF
mcporter call "$ZOHO_MCP_URL.ZohoCRM_executeCOQLQuery" --args "$(< /tmp/zoho_coql.json)"

Python Scripts

Ready-to-use scripts for common CRM operations. All scripts require ZOHO_MCP_URL to be set.

The bundled Python scripts call mcporter directly through subprocess.run([...]) and do not invoke a shell. This avoids shell expansion of the credential-bearing ZOHO_MCP_URL.

list_contacts.py and list_accounts.py paginate automatically (they follow more_records until the full result set is retrieved) and normalize the different Zoho CRM MCP response shapes, so large modules are never silently truncated.

Custom fields and filters

Every Zoho org has different custom fields. Instead of hard-coding them, the list scripts accept:

• --fields F1,F2,... — request any Zoho field API names (comma-separated), including org-specific custom fields (e.g. Google_Drive_URL, Trello_URL). Unknown fields appear under their API name in the table header.
• --where "" (list_accounts.py only) — override the default WHERE filter, e.g. --where "Google_Drive_URL != ''".

# Contacts with custom columns
python3 scripts/list_contacts.py --fields First_Name,Last_Name,Email,Designation

# Accounts filtered on a custom field, showing custom columns
python3 scripts/list_accounts.py \
  --where "Google_Drive_URL != ''" \
  --fields Account_Name,Website,Google_Drive_URL,Trello_URL,Trello_ID

Use getFields (see below) to discover the exact API names of your custom fields.

list_contacts.py - Search and list contacts

# All contacts as table
python3 scripts/list_contacts.py

# Search by last name
python3 scripts/list_contacts.py --search "Smith"

# Raw JSON output
python3 scripts/list_contacts.py --json

# Full record data
python3 scripts/list_contacts.py --search "Smith" --json --full

list_accounts.py - List companies/accounts

# All accounts with website
python3 scripts/list_accounts.py

# Search by company name
python3 scripts/list_accounts.py --search "Acme"

# All accounts (including those without website)
python3 scripts/list_accounts.py --all

# JSON output
python3 scripts/list_accounts.py --json

search_records.py - Generic module search

# Search any module by name
python3 scripts/search_records.py Contacts "Smith"
python3 scripts/search_records.py Accounts "Acme Corp"
python3 scripts/search_records.py Deals "Project X"

# COQL query on any module
python3 scripts/search_records.py Contacts --coql "Email != ''" --json

mcporter Usage Patterns

Use temp files for shell-based JSON arguments

When calling mcporter directly from a shell, escaping can break inline JSON. Write arguments to a temp file:

cat << 'EOF' > /tmp/args.json
{
  "path_variables": {"module": "Contacts"},
  "query_params": {"criteria": "(Email:equals:test@example.com)"}
}
EOF
mcporter call "$ZOHO_MCP_URL.ZohoCRM_searchRecords" --args "$(< /tmp/args.json)"

Pagination

For large result sets, use page and per_page:

{
  "path_variables": {"module": "Contacts"},
  "query_params": {"page": 2, "per_page": 200}
}

Field metadata

Get all field names for a module (useful before writing scripts or Deluge code):

cat << 'EOF' > /tmp/args.json
{
  "query_params": {"module": "Contacts", "include": "allowed_permissions_to_update"}
}
EOF
mcporter call "$ZOHO_MCP_URL.ZohoCRM_getFields" --args "$(< /tmp/args.json)"

Recommended CRM Actions

For a fully capable CRM agent, enable these actions on your Zoho MCP server at mcp.zoho.eu:

Read-only (safe starting point)

• getModules - List all CRM modules
• getFields - Get field definitions for any module
• getRecord / getRecords - Read individual or lists of records
• searchRecords - Search by criteria (email, name, etc.)
• executeCOQLQuery - SQL-like queries across modules
• getRecordCount - Count records per module
• getRelatedRecords - Read linked records (e.g., contacts of an account)
• getPickListValues - Get dropdown options for fields

Read-write (for agents that create/update data)

• createRecords - Create new records in any module
• updateRecord - Update a single record by ID
• upsertRecords - Insert or update (upsert)
• createNotes - Add notes to records
• createEventsRecords - Create calendar events
• createTags / postRemoveTags - Manage tags

Avoid enabling by default

• deleteRecord / deleteRecords - Only enable when specifically needed

COQL Reference

COQL (Zoho's SQL-like query language) differs from standard SQL in several ways:

• No JOINs - query one module at a time
• Use single quotes for strings: WHERE Last_Name = 'Smith'
• DateTime format: 2026-01-01T00:00:00+01:00
• LIMIT format: LIMIT 20 OFFSET 0
• Boolean: true / false (lowercase)

Common COQL examples

-- All contacts with email
SELECT Id, Full_Name, Email FROM Contacts WHERE Email != '' LIMIT 100

-- Deals from last 3 months
SELECT Id, Deal_Name, Amount, Stage FROM Deals WHERE Created_Time >= '2026-04-01T00:00:00+01:00'

-- Accounts by city
SELECT Id, Account_Name, Billing_City FROM Accounts WHERE Billing_City = 'Berlin'

Troubleshooting

"ZOHO_MCP_URL not set"

Set the environment variable with your MCP endpoint URL. See "Environment Variable Setup" above.

"Mandatory query param module is not present"

Use the temp-file approach with --args "$(< /tmp/args.json)" instead of inline JSON.

"Invalid oauth scope to access this URL"

The MCP connection token may have expired. Go to mcp.zoho.eu, revoke and reconnect the affected app to get a fresh token.

Field API name vs UI label

Zoho CRM shows display labels in the UI, but the API uses api_name values (e.g., Account_Name not "Account Name"). Always check field names with getFields before writing scripts or Deluge code.