Zoho CRM Connector by Apoth3osis

Name: Zoho CRM Connector
Brand: Apoth3osis
SKU: 6970eda4e496d843bd06cc2a
Price: 0.05 USD
Availability: InStock

Zoho CRM Connector

Connector

Available ActionsEach successful request consumes credits as outlined below.

list_records^5crget_record^5crsearch_records^5crquery_records^5crcreate_records^5crupdate_records^5crdelete_records^5crlist_modules^5crfields_metadata^5crdescribe_action^5cr

Details

The Zoho CRM Connector enables AI agents to seamlessly interact with Zoho CRM data, allowing businesses to automate customer relationship workflows without manual intervention. Agents can retrieve and search leads, contacts, accounts, and deals using flexible query options including COQL queries, email lookups, and criteria-based searches, while also accessing module schemas and field metadata to understand the CRM structure. The connector features a secure permission-gating system that explicitly controls write operations—agents can only create, update, or delete records when specifically authorized with add, edit, or delete permissions—ensuring that automated workflows respect data governance policies. This makes it ideal for building intelligent sales assistants that can look up customer information on demand, automated lead qualification systems that query and analyze prospect data, reporting agents that aggregate CRM metrics, and customer service bots that retrieve account history to provide personalized support.

Use Cases

Automated lead qualification and scoring based on CRM data, Customer support agents retrieving account history and contact details, Sales pipeline reporting and deal stage analysis, Lead enrichment workflows that query and update prospect information, Customer onboarding automation with record creation and status updates, Duplicate contact detection and data cleanup operations, Intelligent meeting prep assistants that pull relevant customer context before calls

Dynamic MCP Setup

Connect once through AgentPMT Dynamic MCP, then use approved tools from the same agent connection.

30 Second Setup

STDIO connector for Claude Code, Codex, Cursor, Zed, and other LLMs that require STDIO or custom connections.

npm install -g @agentpmt/mcp-routeragentpmt-setup

Hosted Streamable HTTPS

MCP endpoint for browser-based apps like ChatGPT, Claude, Grok, or any time you want a streamable connection with no local install.

https://api.agentpmt.com/mcp

Config Example

Use the hosted endpoint directly in clients that support remote MCP. Store your Bearer token in the client config or secret field.

Full connection guide

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

Need client videos, organization controls, audit details, and the full feature overview?

More About Dynamic MCP

Credentials

CRUD permission scopes *

other

Zoho OAuth *

oauth token

Manage credentials in your dashboard.

Actions(10)

list_records^5cr13 params(1 required)

Retrieve records from a CRM module with optional filtering, sorting, and pagination. Maximum 50 fields per request. Use page_token for records beyond page 2000.

module_api_namerequiredstring

Zoho CRM module API name (e.g., Leads, Contacts, Deals)

fieldsarray

Fields to retrieve (max 50). Required unless ids is provided.

Array of: string

idsarray

Specific record IDs to fetch

Array of: string

per_pageinteger

Records per page (1-200)

Range: 1 - 200

pageinteger

Page number (1-based). Cannot be used with page_token.

Range: 1 - ...

page_tokenstring

Page token for records beyond page 2000. Cannot be used with page.

sort_bystring

Field API name to sort by. Cannot be used with cvid.

sort_orderstring

Sort direction

Values:

ascdesc

cvidstring

Custom view ID. Cannot be used with sort_by.

convertedstring

Filter by converted status

Values:

truefalseboth

territory_idstring

Territory ID filter

include_childboolean

Include child territory records when territory_id is set

optionsobject

Additional query parameters to pass through

get_record^5cr4 params(2 required)

Fetch a single CRM record by its ID.

module_api_namerequiredstring

Zoho CRM module API name

record_idrequiredstring

The record ID to fetch

fieldsarray

Specific fields to retrieve

Array of: string

optionsobject

Additional query parameters to pass through

search_records^5cr12 params(1 required)

Search for CRM records using exactly one search method: criteria, email, phone, or word.

module_api_namerequiredstring

Zoho CRM module API name

criteriastring

Search criteria string (e.g., ((Stage:equals:Closed Won)and(Amount:greater_than:10000)))

emailstring

Search by email address

phonestring

Search by phone number

wordstring

Search by keyword across fields

fieldsarray

Fields to retrieve (max 50)

Array of: string

per_pageinteger

Records per page (1-200)

Range: 1 - 200

pageinteger

Page number (1-based)

Range: 1 - ...

convertedstring

Filter by converted status

Values:

truefalseboth

approvedstring

Filter by approved status

Values:

truefalseboth

record_typestring

Users module type filter (e.g., AllUsers, ActiveUsers)

optionsobject

Additional query parameters to pass through

query_records^5cr2 params(1 required)

Run a COQL (CRM Object Query Language) query for advanced record retrieval. Follows SQL-like syntax: select Field1, Field2 from Module where condition limit N.

select_queryrequiredstring

COQL select query string

optionsobject

Additional body parameters to pass through

create_records^5cr7 params(1 required)

Create one or more records in a CRM module. Provide either record (single) or records (batch, max 100). Requires 'add' permission.

module_api_namerequiredstring

Zoho CRM module API name

recordobject

Single record payload with field name/value pairs

recordsarray

List of record payloads (max 100)

Array of: object

triggerarray

Workflow/automation triggers to fire (e.g., workflow, approval)

Array of: string

lar_idstring

Assignment rule ID

apply_feature_executionarray

Feature execution keys to apply (e.g., layout_rules)

Array of: string

optionsobject

Additional body parameters to pass through

update_records^5cr9 params(1 required)

Update one or more existing CRM records. Provide record or records (max 100). Use record_id for single-record updates. Requires 'edit' permission.

module_api_namerequiredstring

Zoho CRM module API name

record_idstring

Record ID for single-record update. When provided, only one record is allowed.

recordobject

Single record payload with field name/value pairs

recordsarray

List of record payloads (max 100). Each must include its 'id' for batch updates.

Array of: object

triggerarray

Workflow/automation triggers to fire

Array of: string

lar_idstring

Assignment rule ID

apply_feature_executionarray

Feature execution keys to apply (e.g., layout_rules)

Array of: string

append_valuesobject

Append values for multi-select picklist fields. Keys are field names, values are boolean true.

optionsobject

Additional body parameters to pass through

delete_records^5cr5 params(1 required)

Delete one or more CRM records. Provide exactly one of record_id (single) or record_ids (bulk, max 100). Requires 'delete' permission.

module_api_namerequiredstring

Zoho CRM module API name

record_idstring

Single record ID to delete

record_idsarray

List of record IDs for bulk delete (max 100)

Array of: string

wf_triggerboolean

Whether to trigger workflows on delete (defaults to true in Zoho)

optionsobject

Additional query parameters to pass through

list_modules^5cr1 param

List all available modules in the Zoho CRM account.

optionsobject

Additional query parameters to pass through

fields_metadata^5cr3 params(1 required)

Retrieve field definitions for a CRM module, or a single field by ID.

module_api_namerequiredstring

Zoho CRM module API name

field_idstring

Specific field ID for metadata lookup. Omit to get all fields.

optionsobject

Additional query parameters to pass through

describe_action^5cr1 param

Get the parameter schema for any action. Useful for discovering required and optional fields before calling an action.

action_to_describestring

The action name to describe. Omit to get schemas for all actions.

Values:

list_recordsget_recordsearch_recordsquery_recordscreate_recordsupdate_recordsdelete_recordslist_modulesfields_metadata

curl -X POST "https://api.agentpmt.com/products/purchase" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer ********" \
  -d '{
    "product_id": "6970eda4e496d843bd06cc2a",
    "parameters": {
      "action": "list_records",
      "module_api_name": "example_module_api_name"
    }
  }'

import requests
import json

url = "https://api.agentpmt.com/products/purchase"

headers = {
    "Content-Type": "application/json",
    "Authorization": "Bearer ********"
}

data = {
    "product_id": "6970eda4e496d843bd06cc2a",
    "parameters": {
        "action": "list_records",
        "module_api_name": "example_module_api_name"
    }
}

response = requests.post(url, headers=headers, json=data)
print(response.status_code)
print(response.json())

const url = "https://api.agentpmt.com/products/purchase";

const headers = {
  "Content-Type": "application/json",
  "Authorization": "Bearer ********"
};

const data = {
  product_id: "6970eda4e496d843bd06cc2a",
  parameters: {
    "action": "list_records",
    "module_api_name": "example_module_api_name"
  }
};

fetch(url, {
  method: "POST",
  headers,
  body: JSON.stringify(data)
})
  .then(response => response.json())
  .then(data => console.log(data))
  .catch(error => console.error("Error:", error));

const axios = require('axios');

const url = "https://api.agentpmt.com/products/purchase";

const headers = {
  "Content-Type": "application/json",
  "Authorization": "Bearer ********"
};

const data = {
  product_id: "6970eda4e496d843bd06cc2a",
  parameters: {
    "action": "list_records",
    "module_api_name": "example_module_api_name"
  }
};

axios.post(url, data, { headers })
  .then(response => {
    console.log(response.status);
    console.log(response.data);
  })
  .catch(error => {
    console.error("Error:", error.message);
  });

Login to view your API and budget keys. The example above uses placeholder values. Sign in to see personalized code with your bearer token.

Usage Instructions

Usage guidance provided directly by the developer for this product.

Zoho CRM Connector

Manage records, search, query, and explore metadata in Zoho CRM.

Permissions

permissions is a multi-select array of exact scopes: read, add, edit, delete.
Include every scope the agent is allowed to use.
list_records, get_record, search_records, query_records, list_modules, and fields_metadata require read.
create_records requires add.
update_records requires edit.
delete_records requires delete.
If permissions is omitted, the tool allows read-only actions.

Actions

list_records

Retrieve records from a module with optional filtering, sorting, and pagination.

Required: module_api_name, fields (unless ids is provided) Optional: ids, per_page (1-200), page, page_token, sort_by, sort_order (asc/desc), cvid, converted (true/false/both), territory_id, include_child

get_record

Fetch a single record by its ID.

Required: module_api_name, record_id Optional: fields

search_records

Search for records using exactly one search method: criteria, email, phone, or word.

Required: module_api_name, and exactly one of: criteria, email, phone, word Optional: fields (max 50), per_page (1-200), page, converted (true/false/both), approved (true/false/both), type

query_records

Run a COQL query for advanced record retrieval.

Required: select_query

create_records

Create one or more records in a module.

Required: module_api_name, and one of: record, records

update_records

Update one or more existing records.

Required: module_api_name, and one of: record, records

delete_records

Delete one or more records.

Required: module_api_name, and exactly one of: record_id, record_ids

list_modules

List all available modules in the Zoho CRM account.

fields_metadata

Retrieve field definitions for a module, or a single field by ID.

Required: module_api_name

describe_action

Get the parameter schema for any action.

{
  "action": "describe_action",
  "action_to_describe": "search_records"
}

Frequently Asked Questions

How do I connect this tool to an external agent?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How does an external agent use this tool?

After the external agent is connected to an Agent Group that can use this tool, paste this prompt into the agent:

Agent prompt

Use the AgentPMT-Tool-Search-and-Execution tool. First call action 'get_instructions' so you know how to use the tool search interface. Then call action 'get_schema' with tool_id 6970eda4e496d843bd06cc2a ("Zoho CRM Connector"). After reading the schema and any returned instructions, tell me what this tool can do, we are going to be using it

The agent should fetch the tool schema first, collect the required parameters for your request, and then call the tool through AgentPMT.

Zoho CRM Connector

Available ActionsEach successful request consumes credits as outlined below.

Details

Use Cases

Dynamic MCP Setup

30 Second Setup

Hosted Streamable HTTPS

Config Example

Credentials

Actions(10)

Credit-Based Access Using AgentAddress

Direct x402 Payment

Usage Instructions

Zoho CRM Connector

Permissions

Actions

list_records

get_record

search_records

query_records

create_records

update_records

delete_records

list_modules

fields_metadata

describe_action

Frequently Asked Questions

How do I connect this tool to an external agent?

How does an external agent use this tool?

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