# Zoho CRM tools in Cogny 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. - **Read** (10): only reads data. - **Write** (5): creates or changes something. - **Destructive** (0): deletes, 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. ## 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. ## All tools | Tool | Kind | What it does | |---|---|---| | `get_org_info` | Read | Show the connected Zoho CRM organisation (name, edition, currency, time zone) and the signed-in user. | | `list_users` | Read | List the organisation's Zoho CRM users, for record owners and assignments. | | `list_module_fields` | Read | List a module's fields with their API names, types, whether they're required, and picklist values. | | `list_deal_stages` | Read | List the deal stages your Zoho CRM uses, in order, for filtering and moving deals. | | `list_records` | Read | List records of a module — leads, contacts, accounts, deals, tasks, calls or meetings — newest change first. | | `get_record` | Read | Get one record with all its fields. | | `search_records` | Read | Find records in a module by email, phone, a word, or Zoho search criteria. | | `run_coql_query` | Read | Run a read-only COQL query (Zoho's SQL-like SELECT) across CRM modules, including aggregates like COUNT and SUM. | | `get_deal_pipeline_summary` | Read | Count and total the amount of open deals per stage, optionally for one pipeline. | | `list_notes` | Read | List the notes on a lead, contact, account or deal, newest first. | | `create_record` | Write | Create a lead, contact or deal from field API names and values. | | `update_record` | Write | Update fields on an existing lead, contact or deal; fields you don't pass are left as they are. | | `upsert_record` | Write | Create a lead, contact or deal, or update the existing one that matches on a unique field such as Email. | | `update_deal_stage` | Write | Move a deal to another stage, optionally with a new closing date (YYYY-MM-DD). | | `add_note` | Write | Add 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`. --- All integrations: https://cogny.com/integrations/tools/index.md Plans, approvals, limits and data protection: https://cogny.com/buying-guide.md What Cogny is: https://cogny.com/llms.txt