integrations tools zoho-crm
Zoho CRM MCP for your AI agent
Cogny's Zoho CRM integration exposes 15 tools (10 read, 5 write) to an AI agent over MCP. The same tools are available on every plan, from your own AI client or inside the Cogny app.
New connections open once Cogny's Zoho app is set up for every Zoho data center.
- 10readonly reads data.
- 5writecreates or changes something.
- 0destructivedeletes, removes or replaces something.
Over MCP your own AI client asks before it runs a write. To take a tool away from your agent, block it in Settings → Integrations. Plans, approvals and limits
set it up.
Add Cogny to your AI client once, then connect Zoho CRM in Cogny. Every Zoho CRM tool below appears in the client.
- Claude CodeRun
claude mcp add --transport http cogny https://app.cogny.com/mcp, then authorise in the browser. - Claude.aiSettings → Connectors → Add custom connector, URL
https://app.cogny.com/mcp, then log in and pick your workspace. - ChatGPTSettings → Apps → Advanced settings → Developer mode → Create app, URL
https://app.cogny.com/mcp, authentication OAuth. - CursorIn Cogny, Settings → Data & Integrations → Connect AI Clients shows the block to paste into
.mcp.json, with an API key. - CodexRun
codex mcp add cogny --url https://app.cogny.com/mcp.
Notes
Zoho CRM connects by signing in with Zoho (OAuth). It works with every Zoho data center (US, EU, India, Australia, Japan, UK, Canada, Saudi Arabia and China); Cogny talks to the one your organisation is in.
The connection asks Zoho for: read, create and update on leads, contacts, deals and notes; read on accounts, tasks, calls and meetings; read on users, organisation details, field settings and COQL queries. It never asks for delete. Within that, the Zoho user you sign in with decides what is visible and editable: their Zoho profile and role permissions apply to every tool.
Zoho meters API calls per organisation per day, by edition and number of licences. Cogny's calls count toward that limit; if it is reached, tools say so until Zoho's 24-hour window rolls over.
Lists return up to 200 records per page. run_coql_query returns up to 2,000 rows per query and needs a WHERE clause.
Writes stay ask-first until you allow them in Settings. Zoho workflow rules, assignment rules and blueprints run on records Cogny creates or updates, the same as on a change made in Zoho, so a write can send email or reassign a record if your Zoho setup does that.
Known gaps
- Connections are not open yet; the tools are built.
- No deletes, and leads can't be converted into contacts and deals.
- Accounts, tasks, calls and meetings are read only.
- Custom modules, products, quotes, invoices, campaigns and attachments aren't exposed.
- Deal amounts are summed as Zoho stores them; amounts in different currencies aren't converted.
what each tool does.
Read 10 · only reads data
get_org_infoReadShow the connected Zoho CRM organisation (name, edition, currency, time zone) and the signed-in user.list_usersReadList the organisation's Zoho CRM users, for record owners and assignments.list_module_fieldsReadList a module's fields with their API names, types, whether they're required, and picklist values.list_deal_stagesReadList the deal stages your Zoho CRM uses, in order, for filtering and moving deals.list_recordsReadList records of a module — leads, contacts, accounts, deals, tasks, calls or meetings — newest change first.get_recordReadGet one record with all its fields.search_recordsReadFind records in a module by email, phone, a word, or Zoho search criteria.run_coql_queryReadRun a read-only COQL query (Zoho's SQL-like SELECT) across CRM modules, including aggregates like COUNT and SUM.get_deal_pipeline_summaryReadCount and total the amount of open deals per stage, optionally for one pipeline.list_notesReadList the notes on a lead, contact, account or deal, newest first.
Write 5 · creates or changes something
create_recordWriteCreate a lead, contact or deal from field API names and values.update_recordWriteUpdate fields on an existing lead, contact or deal; fields you don't pass are left as they are.upsert_recordWriteCreate a lead, contact or deal, or update the existing one that matches on a unique field such as Email.update_deal_stageWriteMove a deal to another stage, optionally with a new closing date (YYYY-MM-DD).add_noteWriteAdd a note to a lead, contact, account or deal, visible to everyone who can see the record.
Exact input schemas come from tools/list once Zoho CRM is connected; the free plan is enough to check. Missing something? Your agent can ask for it with request_feature.