Connectors · CRM & sales

Zoho CRM MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Zoho CRM and the rest of your systems. It gives your agent 227 Zoho CRM actions (107 reads, 92 writes and 28 that wait for a confirmation) and holds the Zoho CRM credential itself, so the agent never does. It paces Zoho CRM's limits and records every call. Connecting Zoho CRM needs your own Zoho CRM OAuth app and one admin sign-in.

Connect Zoho CRM free See pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp

227actionsin one signed file
107readlook, never change
92writecreate and update
28wait for a yesdestructive, confirmed first

Set up

Connect Zoho CRM in three steps.

01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp
02
Connect Zoho CRM.
OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Zoho CRM, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.
Before the first sign-in, Zoho CRM needs an OAuth app of your own, registered in its developer portal. actionlake has no Zoho CRM app to lend you.
- access_tokenAccess token from one sign-in with your own OAuth app
- refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
- client_idZoho client id
- client_secretZoho client secret
- api_domainWhere your Zoho CRM lives: your api domain
Found for you at connect: api base.
```
account { op: "connections.requirements", service: "zoho_crm" }
# free: exactly what to paste, and what is found for you
```

Make the first call. Check before a write.

Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

do    { action: "zoho_crm.org.get" }# get the zoho crm organisation · read · 1 upstream callcheck { action: "zoho_crm.contacts.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Zoho CRM at a glance

Sign-in: OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Zoho CRM, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
You provide: access_tokenrefresh_tokenclient_idclient_secret
Setup fields: api_domain
Found for you: api base
Limits we pace to: 100 calls a minute, per connection
API covered: Zoho CRM API 7, at your Zoho CRM instance's API base URL, which you enter when connecting (path /crm)
Built from: Zoho CRM's documentation, read 15 September 2026zoho.com
Service file: Version 1.0.0, signed (Ed25519)
Cached reads: 107 of 107 reads, for up to an hour; a write clears what it affects
Ready-made plans: 9 in the store
Shared entities: 16, so ask can line Zoho CRM up with your other systems
Data: Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Zoho CRM.

227 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest.

107readlook, never change
92writecreate and update
28destructivewait for a confirmation

CRM
227
107 read · 92 write · 28 destructive
List Zoho CRM contacts · List Zoho CRM accounts · List Zoho CRM deals · List Zoho CRM users

Top actions

The Zoho CRM API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 170 of Zoho CRM's 174 action names are shared with at least one other connector, so an agent learns them once.

Action	What it does	Effect	Same name in
`zoho_crm.contacts.list`List Zoho CRM contacts	List contact records from the Contacts module.	read	`crm.contact.list`177 connectors
`zoho_crm.accounts.list`List Zoho CRM accounts	List account records from the Accounts module.	read	`crm.company.list`162 connectors
`zoho_crm.deals.list`List Zoho CRM deals	List deal records from the Deals module.	read	`crm.deal.list`43 connectors
`zoho_crm.users.list`List Zoho CRM users	List the org's CRM users, optionally narrowed to active, admin or deactivated.	read	`identity.user.list`474 connectors
`zoho_crm.notes.list`List Zoho CRM notes	List notes across every module, newest first.	read	`crm.contact_note.list`29 connectors
`zoho_crm.leads.list`List Zoho CRM leads	List lead records from the Leads module.	read	`crm.lead.list`28 connectors
`zoho_crm.vendors.list`List Zoho CRM vendors	List vendor records from the Vendors module.	read	`crm.company.list`162 connectors
`zoho_crm.contacts.create`Create a Zoho CRM contact	Insert one contact into the Contacts module with its named fields.	write	`crm.contact.create`161 connectors
`zoho_crm.invoices.list`List Zoho CRM invoices	List invoice records from the Invoices module.	read	`finance.invoice.list`101 connectors
`zoho_crm.vendors.create`Create a Zoho CRM vendor	Insert one vendor into the Vendors module with its named fields.	write	`crm.company.create`142 connectors
`zoho_crm.accounts.create`Create a Zoho CRM account	Insert one account into the Accounts module with its named fields.	write	`crm.company.create`142 connectors
`zoho_crm.contacts.delete`Delete a Zoho CRM contact	Move one Contacts record to the recycle bin.	destructive	`crm.contact.delete`147 connectors

Try it

Prompts to paste into Claude.

Each one names the Zoho CRM actions it will call, so you know what it reads and what it changes before you send it.

Readread
Which Zoho CRM invoices are more than 30 days overdue? Group them by customer with the total owed.
callszoho_crm.invoices.list
Planread
Audit the org's CRM configuration in Zoho CRM.
callszoho_crm.org.getzoho_crm.modules.listzoho_crm.users.listzoho_crm.profiles.listzoho_crm.roles.list+3 more
Planwrite
Escalate a support case and record why in Zoho CRM. Ask me before anything is sent or changed.
callszoho_crm.cases.getzoho_crm.record_notes.listzoho_crm.users.getzoho_crm.cases.updatezoho_crm.record_notes.create+1 more
Writewrite
Create a Zoho CRM contact in Zoho CRM. Show me exactly what you will send before you save it.
callszoho_crm.contacts.create
Across systemsread
For each customer, how many invoices are in Zoho CRM and how many tickets in ConnectWise PSA?
callszoho_crm.invoices.listconnectwise_manage.tickets.list

Across your systems

Zoho CRM, joined to the rest of your business.

One ask fetches from Zoho CRM and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

For each customer, how many invoices are in Zoho CRM and how many tickets in ConnectWise PSA?
zoho_crm.invoices.list + connectwise_manage.tickets.list, on crm.company · ConnectWise PSA
For each customer, how many invoices are in Zoho CRM and how many tickets in ServiceNow?
zoho_crm.invoices.list + servicenow_table.incidents.list, on crm.company · ServiceNow

Also mapped by other connectorsidentity.user 517crm.company 227crm.contact 192commerce.product 109work.task 105finance.invoice 91commerce.order 86service.ticket 62

ask

ask {  intent: "for each customer, how many invoices are in Zoho CRM and how many tickets in ConnectWise PSA",  steps: [    { action: "zoho_crm.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "inv",        right: "tix",        on: "crm.company",        group_by: "inv.company_name",        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]    } }  ]}

Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for Zoho CRM.

9 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

Build a dossier for one account
Use it when Someone needs a complete picture of one account before a call, renewal or escalation.
Effect
read
Steps
6
Needs
account id
Install
zoho_crm-account-contact-dossier
Audit the org's CRM configuration
Use it when Someone needs to understand how this Zoho tenant is configured before building on it or changing it.
Effect
read
Steps
8
Needs
module
Install
zoho_crm-crm-config-audit
Review open deals in a stage and note the stale ones
Use it when Someone wants a stage of the pipeline reviewed and each deal stamped with a review note.
Effect
write
Steps
3 · loops
Needs
select query and note content
Install
zoho_crm-deal-stage-review
Export a module with a bulk read job and wait for it
Use it when A full module needs exporting out of Zoho rather than paging through it record by record.
Effect
write
Steps
4
Needs
module
Install
zoho_crm-bulk-read-export
Triage new leads and tag them for follow up
Use it when A batch of leads needs to be reviewed and marked with a routing tag before anyone works them.
Effect
write
Steps
4 · loops
Needs
criteria and tag name
Install
zoho_crm-lead-triage-and-assign
Convert a qualified lead into an account, contact and deal
Use it when A lead has been qualified and should become an account, contact and deal.
A person decidesConvert lead lead id for company name — duplicate count existing account(s) match that name.
Effect
write
Steps
6
Needs
lead id and company name
Install
zoho_crm-convert-qualified-lead
Escalate a support case and record why
Use it when A support case needs to be handed to someone more senior with the reason recorded.
A person decidesEscalate case case id to owner user id: reason
Effect
write
Steps
7
Needs
case id, owner user id and reason
Install
zoho_crm-case-escalation
Turn an accepted quote into a sales order
Use it when A customer has accepted a quote and the matching sales order should be raised.
A person decidesRaise a sales order 'subject' for account account id from quote quote id.
Effect
write
Steps
7
Needs
quote id, deal id, account id and subject
Install
zoho_crm-quote-to-sales-order
Find duplicate contacts on an email and delete the extras
Use it when The same person exists twice in Contacts and one of the records must be removed.
A person decidesDelete contact remove contact id as a duplicate of email (match count records share that address).
Effect
destructive
Steps
6 · loops
Needs
email and remove contact id
Install
zoho_crm-duplicate-contact-cleanup

install a plan

account { op: "plans.install", slug: "zoho_crm-account-contact-dossier" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Zoho CRM

Destructive actions wait for a yes.

28 Zoho CRM actions are destructive. These are all of them:

Delete a Zoho CRM contactzoho_crm.contacts.delete
Delete a Zoho CRM vendorzoho_crm.vendors.delete
Delete a Zoho CRM accountzoho_crm.accounts.delete
Delete a Zoho CRM dealzoho_crm.deals.delete
Delete a Zoho CRM notezoho_crm.notes.delete
Delete a Zoho CRM leadzoho_crm.leads.delete
Delete a Zoho CRM invoicezoho_crm.invoices.delete
Delete a Zoho CRM quotezoho_crm.quotes.delete
Delete a Zoho CRM taskzoho_crm.tasks.delete
Delete a Zoho CRM purchase orderzoho_crm.purchase_orders.delete
Delete a Zoho CRM productzoho_crm.products.delete
Delete a Zoho CRM eventzoho_crm.events.delete
Delete a Zoho CRM casezoho_crm.cases.delete
Delete a Zoho CRM userzoho_crm.users.delete
Delete a Zoho CRM sales orderzoho_crm.sales_orders.delete
Delete a Zoho CRM solutionzoho_crm.solutions.delete
Delete a Zoho CRM callzoho_crm.calls.delete
Unlink a Zoho CRM related recordzoho_crm.related_records.delete
Delete a Zoho CRM tagzoho_crm.tags.delete
Delete a Zoho CRM campaignzoho_crm.campaigns.delete
Delete a Zoho CRM price bookzoho_crm.price_books.delete
Unsubscribe from Zoho CRM notificationszoho_crm.notification_channels.delete
Delete a Zoho CRM attachmentzoho_crm.attachments.delete
Delete a record from any Zoho CRM modulezoho_crm.records.delete
Merge two Zoho CRM tagszoho_crm.tags.merge
Mass delete Zoho CRM recordszoho_crm.records.mass_delete
Untag Zoho CRM recordszoho_crm.tags.remove_from_records
Unlock a Zoho CRM recordzoho_crm.record_locks.delete

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

dozoho_crm.contacts.deleteconfirm_policy: human

Delete a Zoho CRM contact?

intent: the user asked me to delete a Zoho CRM contact

run suspended · waiting for a named person · key zoho-crm-agent cannot confirm itself

In the console, or from an emailed signed link.

a key for this connector

account {  op: "keys.create", name: "zoho-crm-agent",  allowed_actions: ["zoho_crm.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "zoho_crm.contacts.delete", approver: "[email protected]" },    { match: "zoho_crm.vendors.delete", approver: "[email protected]" },    { match: "zoho_crm.accounts.delete", approver: "[email protected]" }  ]}

Illustrative. Scoped to Zoho CRM only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Zoho CRM costs on actionlake.

Every Zoho CRM action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Zoho CRM refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

1upstream call per actionall 227 Zoho CRM actions
227actions pageeach page of a long list is one call
107reads can be cacheda cache hit costs nothing
100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Zoho CRM action.

227 actions by area: the id your agent calls, what it does, and its effect.

CRM227

zoho_crm.accounts.createCreate a Zoho CRM accountwrite
zoho_crm.accounts.create_rawCreate a Zoho CRM account with arbitrary fieldswrite
zoho_crm.accounts.deleteDelete a Zoho CRM accountdestructive
zoho_crm.accounts.getGet a Zoho CRM accountread
zoho_crm.accounts.listList Zoho CRM accountsread
zoho_crm.accounts.searchSearch Zoho CRM accountsread
zoho_crm.accounts.updateUpdate a Zoho CRM accountwrite
zoho_crm.accounts.update_rawUpdate a Zoho CRM account with arbitrary fieldswrite
zoho_crm.assignment_rules.getGet a Zoho CRM assignment ruleread
zoho_crm.assignment_rules.listList Zoho CRM assignment rulesread
zoho_crm.attachments.createAttach a link to a Zoho CRM recordwrite
zoho_crm.attachments.deleteDelete a Zoho CRM attachmentdestructive
zoho_crm.attachments.downloadDownload a Zoho CRM attachmentread
zoho_crm.attachments.listList a Zoho CRM record's attachmentsread
zoho_crm.blueprint.getGet a Zoho CRM record's blueprintread
zoho_crm.blueprint.updateAdvance a Zoho CRM record's blueprintwrite
zoho_crm.bulk_read.createCreate a Zoho CRM bulk read jobwrite
zoho_crm.bulk_read.downloadDownload a Zoho CRM bulk read resultread
zoho_crm.bulk_read.getGet a Zoho CRM bulk read job's statusread
zoho_crm.bulk_write.createCreate a Zoho CRM bulk write jobwrite
zoho_crm.bulk_write.getGet a Zoho CRM bulk write job's statusread
zoho_crm.bulk_write.upload_fileUpload a CSV for a Zoho CRM bulk writewrite
zoho_crm.calls.createCreate a Zoho CRM callwrite
zoho_crm.calls.create_rawCreate a Zoho CRM call with arbitrary fieldswrite
zoho_crm.calls.deleteDelete a Zoho CRM calldestructive
zoho_crm.calls.getGet a Zoho CRM callread
zoho_crm.calls.listList Zoho CRM callsread
zoho_crm.calls.searchSearch Zoho CRM callsread
zoho_crm.calls.updateUpdate a Zoho CRM callwrite
zoho_crm.calls.update_rawUpdate a Zoho CRM call with arbitrary fieldswrite
zoho_crm.campaigns.createCreate a Zoho CRM campaignwrite
zoho_crm.campaigns.create_rawCreate a Zoho CRM campaign with arbitrary fieldswrite
zoho_crm.campaigns.deleteDelete a Zoho CRM campaigndestructive
zoho_crm.campaigns.getGet a Zoho CRM campaignread
zoho_crm.campaigns.listList Zoho CRM campaignsread
zoho_crm.campaigns.searchSearch Zoho CRM campaignsread
zoho_crm.campaigns.updateUpdate a Zoho CRM campaignwrite
zoho_crm.campaigns.update_rawUpdate a Zoho CRM campaign with arbitrary fieldswrite
zoho_crm.cases.createCreate a Zoho CRM casewrite
zoho_crm.cases.create_rawCreate a Zoho CRM case with arbitrary fieldswrite
zoho_crm.cases.deleteDelete a Zoho CRM casedestructive
zoho_crm.cases.getGet a Zoho CRM caseread
zoho_crm.cases.listList Zoho CRM casesread
zoho_crm.cases.searchSearch Zoho CRM casesread
zoho_crm.cases.updateUpdate a Zoho CRM casewrite
zoho_crm.cases.update_rawUpdate a Zoho CRM case with arbitrary fieldswrite
zoho_crm.contacts.createCreate a Zoho CRM contactwrite
zoho_crm.contacts.create_rawCreate a Zoho CRM contact with arbitrary fieldswrite
zoho_crm.contacts.deleteDelete a Zoho CRM contactdestructive
zoho_crm.contacts.getGet a Zoho CRM contactread
zoho_crm.contacts.listList Zoho CRM contactsread
zoho_crm.contacts.searchSearch Zoho CRM contactsread
zoho_crm.contacts.updateUpdate a Zoho CRM contactwrite
zoho_crm.contacts.update_rawUpdate a Zoho CRM contact with arbitrary fieldswrite
zoho_crm.coql.queryRun a Zoho CRM COQL queryread
zoho_crm.currencies.getGet a Zoho CRM currencyread
zoho_crm.currencies.listList Zoho CRM currenciesread
zoho_crm.custom_views.getGet a Zoho CRM custom viewread
zoho_crm.custom_views.listList a Zoho CRM module's custom viewsread
zoho_crm.deals.createCreate a Zoho CRM dealwrite
zoho_crm.deals.create_rawCreate a Zoho CRM deal with arbitrary fieldswrite
zoho_crm.deals.deleteDelete a Zoho CRM dealdestructive
zoho_crm.deals.getGet a Zoho CRM dealread
zoho_crm.deals.listList Zoho CRM dealsread
zoho_crm.deals.searchSearch Zoho CRM dealsread
zoho_crm.deals.updateUpdate a Zoho CRM dealwrite
zoho_crm.deals.update_rawUpdate a Zoho CRM deal with arbitrary fieldswrite
zoho_crm.events.createCreate a Zoho CRM eventwrite
zoho_crm.events.create_rawCreate a Zoho CRM event with arbitrary fieldswrite
zoho_crm.events.deleteDelete a Zoho CRM eventdestructive
zoho_crm.events.getGet a Zoho CRM eventread
zoho_crm.events.listList Zoho CRM eventsread
zoho_crm.events.searchSearch Zoho CRM eventsread
zoho_crm.events.updateUpdate a Zoho CRM eventwrite
zoho_crm.events.update_rawUpdate a Zoho CRM event with arbitrary fieldswrite
zoho_crm.features.listList Zoho CRM featuresread
zoho_crm.fields.getGet a Zoho CRM field's metadataread
zoho_crm.fields.listList a Zoho CRM module's fieldsread
zoho_crm.files.downloadDownload a Zoho CRM fileread
zoho_crm.files.uploadUpload a file to Zoho CRMwrite
zoho_crm.invoices.createCreate a Zoho CRM invoicewrite
zoho_crm.invoices.create_rawCreate a Zoho CRM invoice with arbitrary fieldswrite
zoho_crm.invoices.deleteDelete a Zoho CRM invoicedestructive
zoho_crm.invoices.getGet a Zoho CRM invoiceread
zoho_crm.invoices.listList Zoho CRM invoicesread
zoho_crm.invoices.searchSearch Zoho CRM invoicesread
zoho_crm.invoices.updateUpdate a Zoho CRM invoicewrite
zoho_crm.invoices.update_rawUpdate a Zoho CRM invoice with arbitrary fieldswrite
zoho_crm.layouts.getGet a Zoho CRM layoutread
zoho_crm.layouts.listList a Zoho CRM module's layoutsread
zoho_crm.leads.createCreate a Zoho CRM leadwrite
zoho_crm.leads.create_rawCreate a Zoho CRM lead with arbitrary fieldswrite
zoho_crm.leads.deleteDelete a Zoho CRM leaddestructive
zoho_crm.leads.getGet a Zoho CRM leadread
zoho_crm.leads.listList Zoho CRM leadsread
zoho_crm.leads.searchSearch Zoho CRM leadsread
zoho_crm.leads.updateUpdate a Zoho CRM leadwrite
zoho_crm.leads.update_rawUpdate a Zoho CRM lead with arbitrary fieldswrite
zoho_crm.modules.getGet a Zoho CRM module's metadataread
zoho_crm.modules.listList Zoho CRM modulesread
zoho_crm.notes.createCreate a Zoho CRM notewrite
zoho_crm.notes.deleteDelete a Zoho CRM notedestructive
zoho_crm.notes.getGet a Zoho CRM noteread
zoho_crm.notes.listList Zoho CRM notesread
zoho_crm.notes.updateUpdate a Zoho CRM notewrite
zoho_crm.notification_channels.createSubscribe to Zoho CRM change notificationswrite
zoho_crm.notification_channels.deleteUnsubscribe from Zoho CRM notificationsdestructive
zoho_crm.notification_channels.listList Zoho CRM notification subscriptionsread
zoho_crm.notification_channels.updateUpdate a Zoho CRM notification subscriptionwrite
zoho_crm.org.getGet the Zoho CRM organisationread
zoho_crm.pipelines.getGet a Zoho CRM pipelineread
zoho_crm.pipelines.listList Zoho CRM deal pipelinesread
zoho_crm.price_books.createCreate a Zoho CRM price bookwrite
zoho_crm.price_books.create_rawCreate a Zoho CRM price book with arbitrary fieldswrite
zoho_crm.price_books.deleteDelete a Zoho CRM price bookdestructive
zoho_crm.price_books.getGet a Zoho CRM price bookread
zoho_crm.price_books.listList Zoho CRM price booksread
zoho_crm.price_books.searchSearch Zoho CRM price booksread
zoho_crm.price_books.updateUpdate a Zoho CRM price bookwrite
zoho_crm.price_books.update_rawUpdate a Zoho CRM price book with arbitrary fieldswrite
zoho_crm.products.createCreate a Zoho CRM productwrite
zoho_crm.products.create_rawCreate a Zoho CRM product with arbitrary fieldswrite
zoho_crm.products.deleteDelete a Zoho CRM productdestructive
zoho_crm.products.getGet a Zoho CRM productread
zoho_crm.products.listList Zoho CRM productsread
zoho_crm.products.searchSearch Zoho CRM productsread
zoho_crm.products.updateUpdate a Zoho CRM productwrite
zoho_crm.products.update_rawUpdate a Zoho CRM product with arbitrary fieldswrite
zoho_crm.profiles.getGet a Zoho CRM profileread
zoho_crm.profiles.listList Zoho CRM profilesread
zoho_crm.purchase_orders.createCreate a Zoho CRM purchase orderwrite
zoho_crm.purchase_orders.create_rawCreate a Zoho CRM purchase order with arbitrary fieldswrite
zoho_crm.purchase_orders.deleteDelete a Zoho CRM purchase orderdestructive
zoho_crm.purchase_orders.getGet a Zoho CRM purchase orderread
zoho_crm.purchase_orders.listList Zoho CRM purchase ordersread
zoho_crm.purchase_orders.searchSearch Zoho CRM purchase ordersread
zoho_crm.purchase_orders.updateUpdate a Zoho CRM purchase orderwrite
zoho_crm.purchase_orders.update_rawUpdate a Zoho CRM purchase order with arbitrary fieldswrite
zoho_crm.quotes.createCreate a Zoho CRM quotewrite
zoho_crm.quotes.create_rawCreate a Zoho CRM quote with arbitrary fieldswrite
zoho_crm.quotes.deleteDelete a Zoho CRM quotedestructive
zoho_crm.quotes.getGet a Zoho CRM quoteread
zoho_crm.quotes.listList Zoho CRM quotesread
zoho_crm.quotes.searchSearch Zoho CRM quotesread
zoho_crm.quotes.updateUpdate a Zoho CRM quotewrite
zoho_crm.quotes.update_rawUpdate a Zoho CRM quote with arbitrary fieldswrite
zoho_crm.record_locks.createLock a Zoho CRM recordwrite
zoho_crm.record_locks.deleteUnlock a Zoho CRM recorddestructive
zoho_crm.record_locks.getGet a Zoho CRM record's lock stateread
zoho_crm.record_notes.createAdd a note to a Zoho CRM recordwrite
zoho_crm.record_notes.listList a Zoho CRM record's notesread
zoho_crm.records.convert_leadConvert a Zoho CRM leadwrite
zoho_crm.records.countCount records in a Zoho CRM moduleread
zoho_crm.records.createCreate records in any Zoho CRM modulewrite
zoho_crm.records.deleteDelete a record from any Zoho CRM moduledestructive
zoho_crm.records.getGet one record from any Zoho CRM moduleread
zoho_crm.records.get_mass_convert_statusGet a Zoho CRM mass-convert job's statusread
zoho_crm.records.get_mass_delete_statusGet a Zoho CRM mass-delete job's statusread
zoho_crm.records.get_mass_update_statusGet a Zoho CRM mass-update job's statusread
zoho_crm.records.get_rich_textGet a Zoho CRM record's rich-text fieldsread
zoho_crm.records.get_timelineList a Zoho CRM record's timelineread
zoho_crm.records.listList records in any Zoho CRM moduleread
zoho_crm.records.list_deletedList deleted Zoho CRM recordsread
zoho_crm.records.mass_convert_leadsMass convert Zoho CRM leadswrite
zoho_crm.records.mass_deleteMass delete Zoho CRM recordsdestructive
zoho_crm.records.mass_updateMass update a Zoho CRM fieldwrite
zoho_crm.records.searchSearch records in any Zoho CRM moduleread
zoho_crm.records.updateUpdate records in any Zoho CRM modulewrite
zoho_crm.records.upsertUpsert records in any Zoho CRM modulewrite
zoho_crm.related_lists.listList a Zoho CRM module's related listsread
zoho_crm.related_records.deleteUnlink a Zoho CRM related recorddestructive
zoho_crm.related_records.listList a Zoho CRM record's related recordsread
zoho_crm.related_records.updateLink Zoho CRM records through a related listwrite
zoho_crm.roles.getGet a Zoho CRM roleread
zoho_crm.roles.listList Zoho CRM rolesread
zoho_crm.sales_orders.createCreate a Zoho CRM sales orderwrite
zoho_crm.sales_orders.create_rawCreate a Zoho CRM sales order with arbitrary fieldswrite
zoho_crm.sales_orders.deleteDelete a Zoho CRM sales orderdestructive
zoho_crm.sales_orders.getGet a Zoho CRM sales orderread
zoho_crm.sales_orders.listList Zoho CRM sales ordersread
zoho_crm.sales_orders.searchSearch Zoho CRM sales ordersread
zoho_crm.sales_orders.updateUpdate a Zoho CRM sales orderwrite
zoho_crm.sales_orders.update_rawUpdate a Zoho CRM sales order with arbitrary fieldswrite
zoho_crm.solutions.createCreate a Zoho CRM solutionwrite
zoho_crm.solutions.create_rawCreate a Zoho CRM solution with arbitrary fieldswrite
zoho_crm.solutions.deleteDelete a Zoho CRM solutiondestructive
zoho_crm.solutions.getGet a Zoho CRM solutionread
zoho_crm.solutions.listList Zoho CRM solutionsread
zoho_crm.solutions.searchSearch Zoho CRM solutionsread
zoho_crm.solutions.updateUpdate a Zoho CRM solutionwrite
zoho_crm.solutions.update_rawUpdate a Zoho CRM solution with arbitrary fieldswrite
zoho_crm.tags.add_to_recordsTag Zoho CRM recordswrite
zoho_crm.tags.createCreate Zoho CRM tagswrite
zoho_crm.tags.deleteDelete a Zoho CRM tagdestructive
zoho_crm.tags.listList Zoho CRM tagsread
zoho_crm.tags.mergeMerge two Zoho CRM tagsdestructive
zoho_crm.tags.record_countCount records carrying a Zoho CRM tagread
zoho_crm.tags.remove_from_recordsUntag Zoho CRM recordsdestructive
zoho_crm.tags.updateRename a Zoho CRM tagwrite
zoho_crm.tasks.createCreate a Zoho CRM taskwrite
zoho_crm.tasks.create_rawCreate a Zoho CRM task with arbitrary fieldswrite
zoho_crm.tasks.deleteDelete a Zoho CRM taskdestructive
zoho_crm.tasks.getGet a Zoho CRM taskread
zoho_crm.tasks.listList Zoho CRM tasksread
zoho_crm.tasks.searchSearch Zoho CRM tasksread
zoho_crm.tasks.updateUpdate a Zoho CRM taskwrite
zoho_crm.tasks.update_rawUpdate a Zoho CRM task with arbitrary fieldswrite
zoho_crm.taxes.getGet a Zoho CRM taxread
zoho_crm.taxes.listList Zoho CRM taxesread
zoho_crm.territories.getGet a Zoho CRM territoryread
zoho_crm.territories.listList Zoho CRM territoriesread
zoho_crm.users.createCreate a Zoho CRM userwrite
zoho_crm.users.deleteDelete a Zoho CRM userdestructive
zoho_crm.users.getGet a Zoho CRM userread
zoho_crm.users.listList Zoho CRM usersread
zoho_crm.users.updateUpdate a Zoho CRM userwrite
zoho_crm.variable_groups.listList Zoho CRM variable groupsread
zoho_crm.variables.getGet a Zoho CRM variableread
zoho_crm.variables.listList Zoho CRM variablesread
zoho_crm.vendors.createCreate a Zoho CRM vendorwrite
zoho_crm.vendors.create_rawCreate a Zoho CRM vendor with arbitrary fieldswrite
zoho_crm.vendors.deleteDelete a Zoho CRM vendordestructive
zoho_crm.vendors.getGet a Zoho CRM vendorread
zoho_crm.vendors.listList Zoho CRM vendorsread
zoho_crm.vendors.searchSearch Zoho CRM vendorsread
zoho_crm.vendors.updateUpdate a Zoho CRM vendorwrite
zoho_crm.vendors.update_rawUpdate a Zoho CRM vendor with arbitrary fieldswrite

Questions

The Zoho CRM MCP server, answered.

Is there a Zoho CRM MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 227 Zoho CRM actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Zoho CRM.

What do I need to connect Zoho CRM?

Your own Zoho CRM OAuth app, registered with Zoho CRM (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Zoho CRM app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your api domain. actionlake finds api base for you when you connect. The free call account { op: "connections.requirements", service: "zoho_crm" } lists exactly what to paste.

Can an AI agent delete or change things in Zoho CRM?

Only if its key allows it, and only with an explicit confirmation. 28 Zoho CRM actions are destructive, including delete a Zoho CRM contact, delete a Zoho CRM vendor and delete a Zoho CRM account. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Zoho CRM API limit?

actionlake paces every call to the limits in the Zoho CRM service file: 100 calls a minute per connection. Repeated reads are answered from cache (107 Zoho CRM actions can be), which never reaches Zoho CRM.

What does a Zoho CRM action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (227 Zoho CRM actions page). Cache hits, searches, dry runs and calls Zoho CRM refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Zoho CRM API does it cover?

The Zoho CRM API 7 at your Zoho CRM instance's API base URL, which you enter when connecting (path /crm). It is built from Zoho CRM's documentation as read on 15 September 2026. 227 actions in 1 area, each one in the signed service file (version 1.0.0).

Can I combine Zoho CRM with my other systems?

Yes. ask joins Zoho CRM to ConnectWise PSA or ServiceNow on the same customer and returns the answer rather than every row. Zoho CRM maps crm.company, which 227 other connectors also map.

Does actionlake keep my Zoho CRM data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Zoho CRM credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

Give your agent Zoho CRM today.

Connect Zoho CRM free See pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

Zoho CRM MCP server for AI agents.

Connect Zoho CRM in three steps.

Add actionlake to Claude.

Connect Zoho CRM.

Make the first call. Check before a write.

What an AI agent can do in Zoho CRM.

CRM

The Zoho CRM API, shaped for agents.

Prompts to paste into Claude.

Zoho CRM, joined to the rest of your business.

Ready-made plans for Zoho CRM.

Build a dossier for one account

Audit the org's CRM configuration

Review open deals in a stage and note the stale ones

Export a module with a bulk read job and wait for it

Triage new leads and tag them for follow up

Convert a qualified lead into an account, contact and deal

Escalate a support case and record why

Turn an accepted quote into a sales order

Find duplicate contacts on an email and delete the extras

Destructive actions wait for a yes.

What Zoho CRM costs on actionlake.

Every Zoho CRM action.

The Zoho CRM MCP server, answered.

More connectors like Zoho CRM

Give your agent Zoho CRM today.