# Zoho CRM MCP for AI Agents | FlyMy.AI

> Zoho CRM MCP for Claude, Codex and Cursor through FlyMy.AI. Zoho CRM: records (leads/contacts/accounts/deals), COQL, notes, users. 332 actions, sign in once.

Page: https://flymy.ai/mcp/zohocrm/

MCP / CRM and sales

# Zoho CRM MCP

Zoho CRM: records (leads/contacts/accounts/deals), COQL, notes, users. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP.

[Connect Zoho CRM](https://flymy.ai/mcp/zohocrm/#connect) [What it can do](https://flymy.ai/mcp/zohocrm/#actions)

Sign in once, 332 actions, CRM and sales

Ask your agent

```
Show up to 10 Zoho CRM call records with their subjects, call types and start times.
```

Paste it into an assistant connected to FlyMy.AI. The agent picks the actions.

## What Zoho CRM MCP can do

332 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs.

| Action | What it does |
|---|---|
| `zohocrm_add_tags` | Add tags to up to 500 records with tags and ids in the body. |
| `zohocrm_apis_list` | List the REST APIs available in this org for API v8 with their methods and OAuth scopes |
| `zohocrm_appointment_preferences_get` | Get the Appointments module preferences (booking rules, job sheet, deal creation) |
| `zohocrm_assignment_rule_associations` | List where an assignment rule is used (workflows, web forms, imports and other features) |
| `zohocrm_assignment_rule_get` | Get one assignment rule with its entries, criteria and assignees |
| `zohocrm_assignment_rules_count` | Count the assignment rules of a module |
| `zohocrm_assignment_rules_list` | List the assignment rules of a module |
| `zohocrm_assignment_threshold_get` | Get one assignment threshold |
| `zohocrm_assignment_threshold_unassigned_users` | List the users not covered by any assignment threshold |
| `zohocrm_assignment_threshold_unassigned_users_search` | Search the users not covered by an assignment threshold |
| `zohocrm_assignment_threshold_users` | List the users an assignment threshold applies to |
| `zohocrm_assignment_threshold_validate` | Check whether a user can take more records of a module under the assignment thresholds |

**Show all 60 actions**

| Action | What it does |
|---|---|
| `zohocrm_assignment_threshold_validate_record` | Check whether a record can be assigned to a user under the assignment thresholds |
| `zohocrm_assignment_thresholds_list` | List the assignment thresholds (per-user record assignment limits) |
| `zohocrm_assignment_thresholds_modules` | List the modules that have assignment thresholds |
| `zohocrm_associate_email` | Associate an email with a record WRITE action |
| `zohocrm_attachment_delete` | Delete an attachment DESTRUCTIVE |
| `zohocrm_attachment_download` | Download a record attachment into a FlyMyAI file. |
| `zohocrm_attachment_upload` | Upload a FlyMyAI file as an attachment of a record (up to 100 MB) (multipart field file). |
| `zohocrm_attachment_upload_url` | Attach a link to a record with the attachmentUrl form field (Zoho stores the URL; to upload file bytes use zohocrm_attachment_upload). |
| `zohocrm_attachments_list` | List attachments on a record |
| `zohocrm_audit_log_export_create` | Schedule an export of the audit log (who did what, when) as CSV/ZIP; poll zohocrm_audit_log_export_get, then zohocrm_audit_log_export_download |
| `zohocrm_audit_log_export_download` | Download an exported audit log (CSV, or ZIP past 100,000 entries) into a FlyMyAI file - GET {download_links[link_index]} of |
| `zohocrm_audit_log_export_get` | Get one audit log export job: status, criteria and download_links when completed |
| `zohocrm_audit_log_exports_list` | List the audit log export jobs and their status |
| `zohocrm_automation_task_get` | Get one automation task action |
| `zohocrm_automation_tasks_list` | List the task actions used by workflow, approval and blueprint automation |
| `zohocrm_blueprint_get` | Get a record's blueprint Shows current process state and available transitions. |
| `zohocrm_blueprint_update` | Advance a record through its blueprint with a transition. |
| `zohocrm_bulk_read_create` | Create a bulk read (export) job Async: poll zohocrm_bulk_read_job, then zohocrm_bulk_read_download. |
| `zohocrm_bulk_read_download` | Download the result of a completed bulk read job (ZIP of CSV or ICS) into a FlyMyAI file (up to 10 downloads per minute). |
| `zohocrm_bulk_read_job` | Get a bulk read job's status When state is COMPLETED, fetch the file with zohocrm_bulk_read_download. |
| `zohocrm_bulk_write_create` | Create a bulk write (import) job Needs a file_id from zohocrm_bulk_write_upload. |
| `zohocrm_bulk_write_download` | Download the result of a completed bulk write job (ZIP with a CSV of status, record id and errors per row) into a FlyMyAI file - GET {result.download_url} of |
| `zohocrm_bulk_write_job` | Get a bulk write job's status When COMPLETED, fetch the result CSV with zohocrm_bulk_write_download. |
| `zohocrm_bulk_write_upload` | Upload a ZIP of CSV files for a bulk write job - POST https://upload.zoho.com/crm/v8/upload (feature: bulk-write, X-CRM-ORG: the org zgid; EU/IN use their upload host). |
| `zohocrm_business_hours_get` | Get the organization's business hours (type, week start, business days, daily/custom timings) |
| `zohocrm_cadence_analytics` | Get a cadence's analytics (enrolled, unenrolled, follow-ups executed, email opens/clicks/replies) |
| `zohocrm_cadence_enroll` | Enroll records into cadences with cadence_ids (<=5) and ids (<=100). |
| `zohocrm_cadence_get` | Get one cadence: module, custom view, follow-ups (emails, calls, tasks), unenroll properties and status |
| `zohocrm_cadence_unenroll` | Unenroll records from cadences with cadence_ids and ids. |
| `zohocrm_cadences_count` | Count the cadences and their follow-up actions of a module |
| `zohocrm_cadences_list` | List cadences |
| `zohocrm_cadences_records_count` | Count the records enrolled in cadences |
| `zohocrm_call_preferences_get` | Get the Calls module preferences (show From/To number fields) |
| `zohocrm_calls_create` | Log a call Subject + call_type required. |
| `zohocrm_calls_delete` | Delete a call DESTRUCTIVE |
| `zohocrm_calls_list` | List calls |
| `zohocrm_calls_update` | Update a call WRITE action |
| `zohocrm_composite` | Run a composite request (up to 5 sub-calls in one) |
| `zohocrm_connected_workflow_actions_count` | Count the actions of rules in a connected workflow |
| `zohocrm_connected_workflow_get` | Get one connected workflow |
| `zohocrm_connected_workflow_rule_get` | Get one rule of a connected workflow |
| `zohocrm_connected_workflow_rules` | List the rules of a connected workflow for a module |
| `zohocrm_connected_workflows_configurations` | Get the limits that apply to connected workflows |
| `zohocrm_connected_workflows_list` | List the connected workflows (multi-module automation chains) |
| `zohocrm_contact_email_link_deal` | Link one email of a contact to a deal |
| `zohocrm_contact_email_unlink_deal` | Unlink one email of a contact from its deal |
| `zohocrm_contact_emails_link_deals` | Link emails of a contact to deals (the emails then show in the deals' Emails related list) |
| `zohocrm_contact_emails_unlink_deals` | Unlink emails of a contact from their deals (the emails stay on the contact) |

And 272 more actions; [the docs](https://docs.flymy.ai/mcp/zohocrm) lists every one.

## Ask your agent

Requests to paste as they are. Each one runs on the actions named under it.

**“Show up to 10 Zoho CRM call records with their subjects, call types and start times.”** uses `zohocrm_calls_list`

**“Read the blueprint for this Zoho CRM deal and summarize its current state and available transitions.”** uses `zohocrm_blueprint_get`

**“Read my Zoho CRM organization business hours and summarize its working days and daily schedule.”** uses `zohocrm_business_hours_get`

## Connect Zoho CRM in a minute

One MCP for every integration. Add it once, then every MCP in the catalog is a request away.

1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy.
2. 02 ### Sign in to Zoho CRM Open the Zoho CRM [connection settings](https://app.flymy.ai/mcp-configs#zohocrm) and sign in once. Your agent then works as your account; the token stays with FlyMy.AI, never in a prompt or a chat.
3. 03 ### Ask Paste a request from this page. Every run shows what it cost.

Claude Code

```
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
```

Then run /mcp in Claude Code and sign in.

Codex

```
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
```

Then run codex mcp login flymy to sign in.

claude.ai and Claude Desktop

```
https://mcp-agents.flymy.ai/mcp
```

Settings, Connectors, Add custom connector: paste this URL.

## Pay per run

FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Zoho CRM account, under its plan and limits. No seats and no minimum.

[See usage pricing →](https://flymy.ai/pricing/)

## More CRM and sales MCPs

Contacts, companies, deals and prospecting.

### HubSpot

HubSpot contacts/deals/tasks

22 actions / your API key

Link: https://flymy.ai/mcp/hubspot/

### Apollo hosted MCP

Apollo.io people/companies search & enrich

57 actions / sign in

Link: https://flymy.ai/mcp/apollo-mcp/

### Acculynx

AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business

8 actions / your API key

Link: https://docs.flymy.ai/mcp/apps/acculynx

### ActiveCampaign

ActiveCampaign CRM and marketing automation: contacts, lists, tags, custom fields, deals, pipelines and automations

47 actions / your API key

Link: https://flymy.ai/mcp/activecampaign/

### Aeroleads

AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects

1 action / your API key

Link: https://docs.flymy.ai/mcp/apps/aeroleads

### Affinity

Affinity relationship CRM: persons, organizations, opportunities, lists, fields, notes, interactions

14 actions / your API key

Link: https://flymy.ai/mcp/affinity/

## Go to the source

[Zoho CRM in the docs →](https://docs.flymy.ai/mcp/zohocrm), [Zoho CRM connection settings →](https://app.flymy.ai/mcp-configs#zohocrm), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/)

From the FlyMy.AI platform catalog of 2026-10-31: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs.

---

For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.
