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.
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 lists every one.
Ask your agent
Requests to paste as they are. Each one runs on the actions named under it.
zohocrm_calls_listzohocrm_blueprint_getzohocrm_business_hours_getConnect Zoho CRM in a minute
One MCP for every integration. Add it once, then every MCP in the catalog is a request away.
- 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.
- 02
Sign in to Zoho CRM
Open the Zoho CRM connection settings and sign in once. Your agent then works as your account; the token stays with FlyMy.AI, never in a prompt or a chat.
- 03
Ask
Paste a request from this page. Every run shows what it cost.
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
Then run /mcp in Claude Code and sign in.
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
Then run codex mcp login flymy to sign in.
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.
Go to the source
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.