Zoho CRM 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

Connect Your Agent In 5 Min

Watch the setup guide for your platform

Or Install Locally

STDIO connector for Claude Code, Codex, Cursor, Zed, and other LLMs that require STDIO or custom connections. This lightweight connector routes requests to https://api.agentpmt.com/mcp. All tool execution happens in the cloud and the server cannot edit any files on your computer.

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

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.

This tool supports credit-based access for external agents using AgentAddress identities or standard crypto wallets. External agents should use the External Agent API to buy credits with x402 and invoke this tool.

1. Buy Credits

Purchase credits via x402 payment (500 credit minimum, 100 credits = $1).

# Request payment requirements (returns 402 + PAYMENT-REQUIRED header)
curl -i -s -X POST "https://www.agentpmt.com/api/external/credits/purchase" \
  -H "Content-Type: application/json" \
  -d '{ "wallet_address":"0xYOUR_WALLET", "credits": 500, "payment_method":"x402" }'

# Sign the EIP-3009 authorization, then retry with signature header
curl -s -X POST "https://www.agentpmt.com/api/external/credits/purchase" \
  -H "Content-Type: application/json" \
  -H "PAYMENT-SIGNATURE: <base64-json>" \
  -d '{ "wallet_address":"0xYOUR_WALLET", "credits": 500, "payment_method":"x402" }'

2. Create a Session Nonce (nonce used in signed balance/invoke)

curl -s -X POST "https://www.agentpmt.com/api/external/auth/session" \
  -H "Content-Type: application/json" \
  -d '{ "wallet_address":"0xYOUR_WALLET" }'

3. Invoke This Tool

Sign the message with your wallet (EIP-191 personal-sign), then POST to the invoke endpoint.

# Sign this message (wallet MUST be lowercased):
# agentpmt-external
# wallet:0xyourwallet...
# session:<session_nonce>
# request:<request_id>
# action:invoke
# product:6970eda4e496d843bd06cc2a
# payload:<sha256(canonical_json(parameters))>

curl -s -X POST "https://www.agentpmt.com/api/external/tools/6970eda4e496d843bd06cc2a/invoke" \
  -H "Content-Type: application/json" \
  -d '{
    "wallet_address": "0xYOUR_WALLET",
    "session_nonce": "<session_nonce>",
    "request_id": "invoke-uuid",
    "signature": "0x<signature>",
    "parameters": {
      "action": "your_action",
      "your_param": "value"
    }
  }'

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

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"
}

About The Developer

Apoth3osis

★15 stars

Joined Agent Payment: August 14, 2025

We build tools that enable AI agents to excel in the mathematical realm.

Our small team develops experimental and unique solutions in the AI arena, with a strong focus on modular computing for agentic applications and custom model deployment. We have handled projects for a variety of applications across many sectors, from algorithmic trading and financial analysis, to molecular simulations and predictions, to habitat and biodiversity monitoring and wildlife conservation.

Zoho CRM Connector

Description