Zoho CRM MCP Server for Cloudflare Workers
126 tools available in the Zoho CRM MCP server. Each tool can be called by AI assistants to perform specific actions.
zoho_remove_tags_from_recordsRemove tags from one or more records in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_get_caseGet a specific case by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The case ID"
}
}
}zoho_get_current_userGet the currently authenticated user in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_list_profilesList all profiles in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_get_profileGet a specific profile by ID from Zoho CRM
{
"type": "object",
"required": [
"profileId"
],
"properties": {
"profileId": {
"type": "string",
"description": "The profile ID"
}
}
}zoho_list_rolesList all roles in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_get_roleGet a specific role by ID from Zoho CRM
{
"type": "object",
"required": [
"roleId"
],
"properties": {
"roleId": {
"type": "string",
"description": "The role ID"
}
}
}zoho_list_vendorsList vendors from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of vendors to return"
},
"offset": {
"type": "number",
"description": "Number of vendors to skip"
}
}
}zoho_get_vendorGet a specific vendor by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The vendor ID"
}
}
}zoho_list_price_booksList price books from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of price books to return"
},
"offset": {
"type": "number",
"description": "Number of price books to skip"
}
}
}zoho_get_price_bookGet a specific price book by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The price book ID"
}
}
}zoho_list_casesList support cases from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of cases to return"
},
"offset": {
"type": "number",
"description": "Number of cases to skip"
}
}
}zoho_list_activitiesList activities (calls, emails, tasks, etc.) from the CRM.
Args:
Returns: Paginated list of activities.
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"cursor": {
"type": "string"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
},
"recordId": {
"type": "string",
"description": "Filter by associated record ID"
}
}
}zoho_log_callLog a phone call in the CRM.
Args:
Returns: The created call activity.
{
"type": "object",
"required": [
"contactId",
"subject"
],
"properties": {
"notes": {
"type": "string",
"description": "Call notes/summary"
},
"subject": {
"type": "string",
"description": "Call subject/title"
},
"contactId": {
"type": "string",
"description": "Contact ID"
},
"durationMinutes": {
"type": "integer",
"description": "Call duration in minutes"
}
}
}zoho_log_emailLog an email in the CRM.
Args:
Returns: The created email activity.
{
"type": "object",
"required": [
"contactId",
"subject",
"body"
],
"properties": {
"body": {
"type": "string",
"description": "Email body content"
},
"subject": {
"type": "string",
"description": "Email subject"
},
"contactId": {
"type": "string",
"description": "Contact ID"
}
}
}zoho_create_taskCreate a task in the CRM.
Args:
Returns: The created task.
{
"type": "object",
"required": [
"subject"
],
"properties": {
"body": {
"type": "string",
"description": "Task description"
},
"dealId": {
"type": "string",
"description": "Associated deal ID"
},
"dueDate": {
"type": "string",
"description": "Due date (ISO 8601)"
},
"subject": {
"type": "string",
"description": "Task subject/title"
},
"companyId": {
"type": "string",
"description": "Associated company ID"
},
"contactIds": {
"type": "array",
"items": {
"type": "string"
},
"description": "Associated contact IDs"
}
}
}zoho_list_leadsList leads from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of leads to return (default: 20, max: 200)"
},
"offset": {
"type": "number",
"description": "Number of leads to skip for pagination"
}
}
}zoho_list_attachmentsList attachments for a specific record in Zoho CRM
{
"type": "object",
"required": [
"module",
"recordId"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of attachments to return"
},
"module": {
"type": "string",
"description": "Module name (Leads, Contacts, Accounts, Deals, etc.)"
},
"offset": {
"type": "number",
"description": "Number of attachments to skip"
},
"recordId": {
"type": "string",
"description": "The record ID"
}
}
}zoho_delete_attachmentDelete an attachment from Zoho CRM
{
"type": "object",
"required": [
"module",
"recordId",
"attachmentId"
],
"properties": {
"module": {
"type": "string",
"description": "Module name"
},
"recordId": {
"type": "string",
"description": "The record ID"
},
"attachmentId": {
"type": "string",
"description": "The attachment ID to delete"
}
}
}zoho_bulk_read_createCreate a bulk read job to export records from Zoho CRM
{
"type": "object",
"required": [
"module"
],
"properties": {
"page": {
"type": "number",
"description": "Page number for pagination"
},
"fields": {
"type": "array",
"items": {
"type": "string"
},
"description": "List of field API names to include"
},
"module": {
"type": "string",
"description": "Module name to export (Leads, Contacts, Accounts, Deals, etc.)"
}
}
}zoho_bulk_read_statusGet the status of a bulk read job in Zoho CRM
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The bulk read job ID"
}
}
}zoho_bulk_write_createCreate a bulk write job to import records into Zoho CRM. Note: You must first upload a file using the Zoho Files API to get a fileId.
{
"type": "object",
"required": [
"module",
"operation",
"fileId"
],
"properties": {
"fileId": {
"type": "string",
"description": "File ID from Zoho Files API"
},
"findBy": {
"type": "string",
"description": "Field API name to use for matching records (for update/upsert)"
},
"module": {
"type": "string",
"description": "Module name to import into (Leads, Contacts, Accounts, Deals, etc.)"
},
"operation": {
"enum": [
"insert",
"update",
"upsert"
],
"type": "string",
"description": "Operation type"
}
}
}zoho_bulk_write_statusGet the status of a bulk write job in Zoho CRM
{
"type": "object",
"required": [
"jobId"
],
"properties": {
"jobId": {
"type": "string",
"description": "The bulk write job ID"
}
}
}zoho_list_campaignsList campaigns from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of campaigns to return"
},
"offset": {
"type": "number",
"description": "Number of campaigns to skip"
}
}
}zoho_get_campaignGet a specific campaign by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The campaign ID"
}
}
}zoho_create_campaignCreate a new campaign in Zoho CRM
{
"type": "object",
"required": [
"campaignName"
],
"properties": {
"type": {
"type": "string",
"description": "Campaign type"
},
"status": {
"type": "string",
"description": "Status"
},
"endDate": {
"type": "string",
"description": "End date (YYYY-MM-DD)"
},
"startDate": {
"type": "string",
"description": "Start date (YYYY-MM-DD)"
},
"description": {
"type": "string",
"description": "Description"
},
"budgetedCost": {
"type": "number",
"description": "Budgeted cost"
},
"campaignName": {
"type": "string",
"description": "Campaign name (required)"
},
"expectedRevenue": {
"type": "number",
"description": "Expected revenue"
}
}
}zoho_update_campaignUpdate an existing campaign in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The campaign ID"
},
"type": {
"type": "string",
"description": "Campaign type"
},
"status": {
"type": "string",
"description": "Status"
},
"endDate": {
"type": "string",
"description": "End date"
},
"startDate": {
"type": "string",
"description": "Start date"
},
"actualCost": {
"type": "number",
"description": "Actual cost"
},
"description": {
"type": "string",
"description": "Description"
},
"budgetedCost": {
"type": "number",
"description": "Budgeted cost"
},
"campaignName": {
"type": "string",
"description": "Campaign name"
},
"expectedRevenue": {
"type": "number",
"description": "Expected revenue"
}
}
}zoho_delete_campaignDelete a campaign from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The campaign ID to delete"
}
}
}zoho_search_campaignsSearch for campaigns in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_create_caseCreate a new support case in Zoho CRM
{
"type": "object",
"required": [
"subject"
],
"properties": {
"type": {
"type": "string",
"description": "Case type"
},
"origin": {
"type": "string",
"description": "Case origin"
},
"status": {
"type": "string",
"description": "Status"
},
"subject": {
"type": "string",
"description": "Case subject (required)"
},
"priority": {
"type": "string",
"description": "Priority"
},
"accountId": {
"type": "string",
"description": "Associated account ID"
},
"contactId": {
"type": "string",
"description": "Associated contact ID"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_update_caseUpdate an existing case in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The case ID"
},
"type": {
"type": "string",
"description": "Case type"
},
"origin": {
"type": "string",
"description": "Case origin"
},
"status": {
"type": "string",
"description": "Status"
},
"subject": {
"type": "string",
"description": "Case subject"
},
"priority": {
"type": "string",
"description": "Priority"
},
"solution": {
"type": "string",
"description": "Solution"
},
"description": {
"type": "string",
"description": "Description"
},
"internalComments": {
"type": "string",
"description": "Internal comments"
}
}
}zoho_delete_caseDelete a case from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The case ID to delete"
}
}
}zoho_search_casesSearch for cases in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_list_companiesList companies from the CRM with pagination.
Args:
Returns: Paginated list of companies.
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"cursor": {
"type": "string"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}zoho_get_companyGet a single company by ID.
Args:
Returns: The company record with all available fields.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Company ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}zoho_create_companyCreate a new company in the CRM.
Args:
Returns: The created company record.
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Company name (required)"
},
"type": {
"type": "string",
"description": "Company type"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"domain": {
"type": "string",
"description": "Company domain/website"
},
"industry": {
"type": "string",
"description": "Industry classification"
},
"description": {
"type": "string",
"description": "Company description"
},
"numberOfEmployees": {
"type": "integer",
"description": "Number of employees"
}
}
}zoho_update_companyUpdate an existing company.
Args:
Returns: The updated company record.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Company ID to update"
},
"name": {
"type": "string"
},
"type": {
"type": "string"
},
"phone": {
"type": "string"
},
"domain": {
"type": "string"
},
"industry": {
"type": "string"
},
"description": {
"type": "string"
},
"numberOfEmployees": {
"type": "integer"
}
}
}zoho_list_contactsList contacts from the CRM with pagination.
Returns a paginated list of contacts. Use the cursor from the response to fetch the next page.
Args:
Returns: JSON format: { items: Contact[], count, total, hasMore, nextCursor } Markdown format: Formatted table of contacts
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1,
"description": "Number of contacts to return"
},
"cursor": {
"type": "string",
"description": "Pagination cursor from previous response"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string",
"default": "json",
"description": "Response format"
}
}
}zoho_get_contactGet a single contact by ID.
Args:
Returns: The contact record with all available fields.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Contact ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}zoho_create_contactCreate a new contact in the CRM.
Args:
Returns: The created contact record.
{
"type": "object",
"required": [
"email"
],
"properties": {
"email": {
"type": "string",
"description": "Email address (required)"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"title": {
"type": "string",
"description": "Job title"
},
"source": {
"type": "string",
"description": "Lead source"
},
"lastName": {
"type": "string",
"description": "Last name"
},
"companyId": {
"type": "string",
"description": "Associated company ID"
},
"firstName": {
"type": "string",
"description": "First name"
}
}
}zoho_list_productsList products from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of products to return (default: 20, max: 200)"
},
"offset": {
"type": "number",
"description": "Number of products to skip for pagination"
}
}
}zoho_update_contactUpdate an existing contact.
Args:
Returns: The updated contact record.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Contact ID to update"
},
"email": {
"type": "string"
},
"phone": {
"type": "string"
},
"title": {
"type": "string"
},
"lastName": {
"type": "string"
},
"companyId": {
"type": "string"
},
"firstName": {
"type": "string"
}
}
}zoho_delete_contactDelete a contact from the CRM.
Args:
Returns: Confirmation of deletion.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Contact ID to delete"
}
}
}zoho_search_contactsSearch for contacts matching criteria.
Args:
Returns: Paginated list of matching contacts.
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"query": {
"type": "string",
"description": "Search query"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}zoho_coql_queryExecute a COQL (CRM Object Query Language) query in Zoho CRM. COQL is SQL-like syntax for querying Zoho CRM data.
{
"type": "object",
"required": [
"selectQuery"
],
"properties": {
"selectQuery": {
"type": "string",
"description": "The COQL SELECT query (e.g., \"select Last_Name, First_Name from Contacts where Last_Name = \\'Smith\\' limit 10"
}
}
}zoho_list_dealsList deals/opportunities from the CRM with pagination.
Args:
Returns: Paginated list of deals.
{
"type": "object",
"properties": {
"limit": {
"type": "integer",
"default": 20,
"maximum": 100,
"minimum": 1
},
"cursor": {
"type": "string"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}zoho_get_dealGet a single deal by ID.
Args:
Returns: The deal record with all available fields.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Deal ID"
},
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}zoho_get_leadGet a specific lead by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The lead ID"
}
}
}zoho_create_dealCreate a new deal in the CRM.
Args:
Returns: The created deal record.
{
"type": "object",
"required": [
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Deal name (required)"
},
"amount": {
"type": "number",
"description": "Deal value"
},
"stageId": {
"type": "string",
"description": "Pipeline stage ID"
},
"currency": {
"type": "string",
"description": "Currency code"
},
"closeDate": {
"type": "string",
"description": "Expected close date (ISO 8601)"
},
"companyId": {
"type": "string",
"description": "Associated company ID"
},
"contactIds": {
"type": "array",
"items": {
"type": "string"
},
"description": "Associated contact IDs"
},
"pipelineId": {
"type": "string",
"description": "Pipeline ID"
}
}
}zoho_update_dealUpdate an existing deal.
Args:
Returns: The updated deal record.
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "Deal ID to update"
},
"name": {
"type": "string"
},
"amount": {
"type": "number"
},
"status": {
"enum": [
"open",
"won",
"lost"
],
"type": "string"
},
"stageId": {
"type": "string"
},
"currency": {
"type": "string"
},
"closeDate": {
"type": "string"
},
"closeReason": {
"type": "string"
}
}
}zoho_move_deal_stageMove a deal to a different pipeline stage.
Args:
Returns: The updated deal record.
{
"type": "object",
"required": [
"id",
"stageId"
],
"properties": {
"id": {
"type": "string",
"description": "Deal ID"
},
"stageId": {
"type": "string",
"description": "Target stage ID"
}
}
}zoho_list_pipelinesList available deal pipelines and their stages.
Returns: Array of pipelines with their stages.
{
"type": "object",
"properties": {
"format": {
"enum": [
"json",
"markdown"
],
"type": "string"
}
}
}zoho_list_eventsList events (meetings) from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of events to return"
},
"offset": {
"type": "number",
"description": "Number of events to skip"
}
}
}zoho_get_eventGet a specific event by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The event ID"
}
}
}zoho_create_eventCreate a new event (meeting) in Zoho CRM
{
"type": "object",
"required": [
"eventTitle",
"startDateTime",
"endDateTime"
],
"properties": {
"whoId": {
"type": "string",
"description": "Related to (Contact/Lead) ID"
},
"allDay": {
"type": "boolean",
"description": "Is all day event"
},
"whatId": {
"type": "string",
"description": "Related to (Account/Deal) ID"
},
"location": {
"type": "string",
"description": "Location"
},
"remindAt": {
"type": "string",
"description": "Reminder time"
},
"eventTitle": {
"type": "string",
"description": "Event title (required)"
},
"description": {
"type": "string",
"description": "Description"
},
"endDateTime": {
"type": "string",
"description": "End date/time in ISO format (required)"
},
"startDateTime": {
"type": "string",
"description": "Start date/time in ISO format (required)"
}
}
}zoho_update_eventUpdate an existing event in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The event ID"
},
"whoId": {
"type": "string",
"description": "Related to (Contact/Lead) ID"
},
"allDay": {
"type": "boolean",
"description": "Is all day event"
},
"whatId": {
"type": "string",
"description": "Related to (Account/Deal) ID"
},
"location": {
"type": "string",
"description": "Location"
},
"remindAt": {
"type": "string",
"description": "Reminder time"
},
"eventTitle": {
"type": "string",
"description": "Event title"
},
"description": {
"type": "string",
"description": "Description"
},
"endDateTime": {
"type": "string",
"description": "End date/time"
},
"startDateTime": {
"type": "string",
"description": "Start date/time"
}
}
}zoho_delete_eventDelete an event from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The event ID to delete"
}
}
}zoho_search_eventsSearch for events in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_list_invoicesList invoices from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of invoices to return"
},
"offset": {
"type": "number",
"description": "Number of invoices to skip"
}
}
}zoho_get_invoiceGet a specific invoice by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The invoice ID"
}
}
}zoho_create_invoiceCreate a new invoice in Zoho CRM
{
"type": "object",
"required": [
"subject"
],
"properties": {
"dealId": {
"type": "string",
"description": "Associated deal ID"
},
"status": {
"type": "string",
"description": "Status"
},
"dueDate": {
"type": "string",
"description": "Due date (YYYY-MM-DD)"
},
"subject": {
"type": "string",
"description": "Invoice subject (required)"
},
"accountId": {
"type": "string",
"description": "Associated account ID"
},
"contactId": {
"type": "string",
"description": "Associated contact ID"
},
"description": {
"type": "string",
"description": "Description"
},
"invoiceDate": {
"type": "string",
"description": "Invoice date (YYYY-MM-DD)"
},
"salesOrderId": {
"type": "string",
"description": "Associated sales order ID"
}
}
}zoho_update_invoiceUpdate an existing invoice in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The invoice ID"
},
"status": {
"type": "string",
"description": "Status"
},
"dueDate": {
"type": "string",
"description": "Due date"
},
"subject": {
"type": "string",
"description": "Invoice subject"
},
"description": {
"type": "string",
"description": "Description"
},
"invoiceDate": {
"type": "string",
"description": "Invoice date"
}
}
}zoho_delete_invoiceDelete an invoice from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The invoice ID to delete"
}
}
}zoho_search_invoicesSearch for invoices in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_create_leadCreate a new lead in Zoho CRM
{
"type": "object",
"required": [
"lastName"
],
"properties": {
"email": {
"type": "string",
"description": "Email address"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"title": {
"type": "string",
"description": "Job title"
},
"company": {
"type": "string",
"description": "Company name"
},
"website": {
"type": "string",
"description": "Website URL"
},
"industry": {
"type": "string",
"description": "Industry"
},
"lastName": {
"type": "string",
"description": "Last name of the lead (required)"
},
"firstName": {
"type": "string",
"description": "First name of the lead"
},
"leadSource": {
"type": "string",
"description": "Lead source"
},
"leadStatus": {
"type": "string",
"description": "Lead status"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_update_leadUpdate an existing lead in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The lead ID"
},
"email": {
"type": "string",
"description": "Email address"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"title": {
"type": "string",
"description": "Job title"
},
"company": {
"type": "string",
"description": "Company name"
},
"website": {
"type": "string",
"description": "Website URL"
},
"industry": {
"type": "string",
"description": "Industry"
},
"lastName": {
"type": "string",
"description": "Last name"
},
"firstName": {
"type": "string",
"description": "First name"
},
"leadSource": {
"type": "string",
"description": "Lead source"
},
"leadStatus": {
"type": "string",
"description": "Lead status"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_delete_leadDelete a lead from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The lead ID to delete"
}
}
}zoho_search_leadsSearch for leads in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_get_productGet a specific product by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The product ID"
}
}
}zoho_search_quotesSearch for quotes in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_convert_leadConvert a lead to contact, account, and optionally a deal
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The lead ID to convert"
},
"dealName": {
"type": "string",
"description": "Name for the new deal"
},
"dealStage": {
"type": "string",
"description": "Stage for the new deal"
},
"dealAmount": {
"type": "number",
"description": "Amount for the deal"
},
"accountName": {
"type": "string",
"description": "Name for the account"
},
"carryOverTags": {
"type": "boolean",
"description": "Carry over tags to new records"
},
"contactLastName": {
"type": "string",
"description": "Last name for the contact"
},
"dealClosingDate": {
"type": "string",
"description": "Closing date for the deal (YYYY-MM-DD)"
},
"notifyLeadOwner": {
"type": "boolean",
"description": "Notify the lead owner"
},
"contactFirstName": {
"type": "string",
"description": "First name for the contact"
},
"notifyNewEntityOwner": {
"type": "boolean",
"description": "Notify new entity owners"
}
}
}zoho_list_modulesList all modules available in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_get_moduleGet detailed metadata for a specific module in Zoho CRM
{
"type": "object",
"required": [
"module"
],
"properties": {
"module": {
"type": "string",
"description": "Module API name (e.g., Leads, Contacts, Accounts, Deals)"
}
}
}zoho_get_fieldsGet all fields for a specific module in Zoho CRM
{
"type": "object",
"required": [
"module"
],
"properties": {
"module": {
"type": "string",
"description": "Module API name"
}
}
}zoho_get_layoutsGet all layouts for a specific module in Zoho CRM
{
"type": "object",
"required": [
"module"
],
"properties": {
"module": {
"type": "string",
"description": "Module API name"
}
}
}zoho_get_custom_viewsGet all custom views for a specific module in Zoho CRM
{
"type": "object",
"required": [
"module"
],
"properties": {
"module": {
"type": "string",
"description": "Module API name"
}
}
}zoho_get_related_listsGet all related lists for a specific module in Zoho CRM
{
"type": "object",
"required": [
"module"
],
"properties": {
"module": {
"type": "string",
"description": "Module API name"
}
}
}zoho_list_notesList notes from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of notes to return"
},
"offset": {
"type": "number",
"description": "Number of notes to skip"
}
}
}zoho_get_noteGet a specific note by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The note ID"
}
}
}zoho_create_noteCreate a new note in Zoho CRM
{
"type": "object",
"required": [
"noteTitle",
"noteContent",
"parentModule",
"parentId"
],
"properties": {
"parentId": {
"type": "string",
"description": "Parent record ID"
},
"noteTitle": {
"type": "string",
"description": "Note title (required)"
},
"noteContent": {
"type": "string",
"description": "Note content (required)"
},
"parentModule": {
"type": "string",
"description": "Parent module (Leads, Contacts, Accounts, Deals, etc.)"
}
}
}zoho_update_noteUpdate an existing note in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The note ID"
},
"noteTitle": {
"type": "string",
"description": "Note title"
},
"noteContent": {
"type": "string",
"description": "Note content"
}
}
}zoho_delete_noteDelete a note from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The note ID to delete"
}
}
}zoho_get_record_notesGet all notes for a specific record in Zoho CRM
{
"type": "object",
"required": [
"module",
"recordId"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of notes to return"
},
"module": {
"type": "string",
"description": "Module name (Leads, Contacts, Accounts, Deals, etc.)"
},
"offset": {
"type": "number",
"description": "Number of notes to skip"
},
"recordId": {
"type": "string",
"description": "The record ID"
}
}
}zoho_enable_notificationsEnable notifications (webhook) for specific events in Zoho CRM
{
"type": "object",
"required": [
"channelId",
"notifyUrl",
"events"
],
"properties": {
"token": {
"type": "string",
"description": "Token to include in notification payload for verification"
},
"events": {
"type": "array",
"items": {
"type": "string"
},
"description": "Events to subscribe to (e.g., [\"Contacts.create\", \"Contacts.edit\", \"Deals.delete\"])"
},
"channelId": {
"type": "string",
"description": "Unique channel identifier"
},
"notifyUrl": {
"type": "string",
"description": "Webhook URL to receive notifications"
},
"channelExpiry": {
"type": "string",
"description": "Channel expiry time in ISO format"
}
}
}zoho_disable_notificationsDisable a notification channel in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_create_price_bookCreate a new price book in Zoho CRM
{
"type": "object",
"required": [
"priceBookName"
],
"properties": {
"active": {
"type": "boolean",
"description": "Is active"
},
"description": {
"type": "string",
"description": "Description"
},
"pricingModel": {
"enum": [
"Flat",
"Differential"
],
"type": "string",
"description": "Pricing model"
},
"priceBookName": {
"type": "string",
"description": "Price book name (required)"
}
}
}zoho_update_price_bookUpdate an existing price book in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The price book ID"
},
"active": {
"type": "boolean",
"description": "Is active"
},
"description": {
"type": "string",
"description": "Description"
},
"pricingModel": {
"enum": [
"Flat",
"Differential"
],
"type": "string",
"description": "Pricing model"
},
"priceBookName": {
"type": "string",
"description": "Price book name"
}
}
}zoho_delete_price_bookDelete a price book from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The price book ID to delete"
}
}
}zoho_delete_quoteDelete a quote from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The quote ID to delete"
}
}
}zoho_create_productCreate a new product in Zoho CRM
{
"type": "object",
"required": [
"productName"
],
"properties": {
"taxable": {
"type": "boolean",
"description": "Is taxable"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
},
"usageUnit": {
"type": "string",
"description": "Usage unit"
},
"description": {
"type": "string",
"description": "Description"
},
"productCode": {
"type": "string",
"description": "Product code"
},
"productName": {
"type": "string",
"description": "Product name (required)"
},
"manufacturer": {
"type": "string",
"description": "Manufacturer"
},
"productActive": {
"type": "boolean",
"description": "Is product active"
},
"productCategory": {
"type": "string",
"description": "Product category"
}
}
}zoho_update_productUpdate an existing product in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The product ID"
},
"taxable": {
"type": "boolean",
"description": "Is taxable"
},
"unitPrice": {
"type": "number",
"description": "Unit price"
},
"usageUnit": {
"type": "string",
"description": "Usage unit"
},
"description": {
"type": "string",
"description": "Description"
},
"productCode": {
"type": "string",
"description": "Product code"
},
"productName": {
"type": "string",
"description": "Product name"
},
"manufacturer": {
"type": "string",
"description": "Manufacturer"
},
"productActive": {
"type": "boolean",
"description": "Is product active"
},
"productCategory": {
"type": "string",
"description": "Product category"
}
}
}zoho_delete_productDelete a product from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The product ID to delete"
}
}
}zoho_search_productsSearch for products in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_list_purchase_ordersList purchase orders from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of purchase orders to return"
},
"offset": {
"type": "number",
"description": "Number of purchase orders to skip"
}
}
}zoho_get_purchase_orderGet a specific purchase order by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The purchase order ID"
}
}
}zoho_create_purchase_orderCreate a new purchase order in Zoho CRM
{
"type": "object",
"required": [
"subject",
"vendorId"
],
"properties": {
"status": {
"type": "string",
"description": "Status"
},
"dueDate": {
"type": "string",
"description": "Due date (YYYY-MM-DD)"
},
"subject": {
"type": "string",
"description": "Purchase order subject (required)"
},
"vendorId": {
"type": "string",
"description": "Vendor ID (required)"
},
"contactId": {
"type": "string",
"description": "Associated contact ID"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_update_purchase_orderUpdate an existing purchase order in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The purchase order ID"
},
"status": {
"type": "string",
"description": "Status"
},
"dueDate": {
"type": "string",
"description": "Due date"
},
"subject": {
"type": "string",
"description": "Purchase order subject"
},
"vendorId": {
"type": "string",
"description": "Vendor ID"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_delete_purchase_orderDelete a purchase order from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The purchase order ID to delete"
}
}
}zoho_list_quotesList quotes from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of quotes to return"
},
"offset": {
"type": "number",
"description": "Number of quotes to skip"
}
}
}zoho_get_quoteGet a specific quote by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The quote ID"
}
}
}zoho_create_quoteCreate a new quote in Zoho CRM
{
"type": "object",
"required": [
"subject"
],
"properties": {
"dealId": {
"type": "string",
"description": "Associated deal ID"
},
"subject": {
"type": "string",
"description": "Quote subject (required)"
},
"accountId": {
"type": "string",
"description": "Associated account ID"
},
"contactId": {
"type": "string",
"description": "Associated contact ID"
},
"quoteStage": {
"type": "string",
"description": "Quote stage"
},
"validUntil": {
"type": "string",
"description": "Valid until date (YYYY-MM-DD)"
},
"description": {
"type": "string",
"description": "Description"
},
"termsAndConditions": {
"type": "string",
"description": "Terms and conditions"
}
}
}zoho_list_usersList all users in Zoho CRM
{
"type": "object",
"properties": {
"type": {
"enum": [
"AllUsers",
"ActiveUsers",
"DeactiveUsers",
"ConfirmedUsers",
"NotConfirmedUsers",
"DeletedUsers",
"ActiveConfirmedUsers",
"AdminUsers",
"ActiveConfirmedAdmins",
"CurrentUser"
],
"type": "string",
"description": "Filter users by type"
}
}
}zoho_get_userGet a specific user by ID from Zoho CRM
{
"type": "object",
"required": [
"userId"
],
"properties": {
"userId": {
"type": "string",
"description": "The user ID"
}
}
}zoho_update_quoteUpdate an existing quote in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The quote ID"
},
"dealId": {
"type": "string",
"description": "Associated deal ID"
},
"subject": {
"type": "string",
"description": "Quote subject"
},
"accountId": {
"type": "string",
"description": "Associated account ID"
},
"contactId": {
"type": "string",
"description": "Associated contact ID"
},
"quoteStage": {
"type": "string",
"description": "Quote stage"
},
"validUntil": {
"type": "string",
"description": "Valid until date"
},
"description": {
"type": "string",
"description": "Description"
},
"termsAndConditions": {
"type": "string",
"description": "Terms and conditions"
}
}
}zoho_get_related_recordsGet related records for a specific record in Zoho CRM
{
"type": "object",
"required": [
"module",
"recordId",
"relatedModule"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of related records to return"
},
"module": {
"type": "string",
"description": "Parent module name (e.g., Accounts, Contacts, Deals)"
},
"offset": {
"type": "number",
"description": "Number of related records to skip"
},
"recordId": {
"type": "string",
"description": "Parent record ID"
},
"relatedModule": {
"type": "string",
"description": "Related module name (e.g., Contacts, Deals, Notes)"
}
}
}zoho_add_related_recordLink a related record to a parent record in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_remove_related_recordUnlink a related record from a parent record in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_list_sales_ordersList sales orders from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of sales orders to return"
},
"offset": {
"type": "number",
"description": "Number of sales orders to skip"
}
}
}zoho_get_sales_orderGet a specific sales order by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The sales order ID"
}
}
}zoho_create_sales_orderCreate a new sales order in Zoho CRM
{
"type": "object",
"required": [
"subject"
],
"properties": {
"dealId": {
"type": "string",
"description": "Associated deal ID"
},
"status": {
"type": "string",
"description": "Status"
},
"dueDate": {
"type": "string",
"description": "Due date (YYYY-MM-DD)"
},
"quoteId": {
"type": "string",
"description": "Associated quote ID"
},
"subject": {
"type": "string",
"description": "Sales order subject (required)"
},
"accountId": {
"type": "string",
"description": "Associated account ID"
},
"contactId": {
"type": "string",
"description": "Associated contact ID"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_update_sales_orderUpdate an existing sales order in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The sales order ID"
},
"status": {
"type": "string",
"description": "Status"
},
"dueDate": {
"type": "string",
"description": "Due date"
},
"subject": {
"type": "string",
"description": "Sales order subject"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_delete_sales_orderDelete a sales order from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The sales order ID to delete"
}
}
}zoho_list_solutionsList solutions from Zoho CRM with pagination
{
"type": "object",
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of solutions to return"
},
"offset": {
"type": "number",
"description": "Number of solutions to skip"
}
}
}zoho_get_solutionGet a specific solution by ID from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The solution ID"
}
}
}zoho_create_solutionCreate a new solution in Zoho CRM
{
"type": "object",
"required": [
"solutionTitle"
],
"properties": {
"answer": {
"type": "string",
"description": "Answer"
},
"status": {
"type": "string",
"description": "Status"
},
"question": {
"type": "string",
"description": "Question"
},
"productId": {
"type": "string",
"description": "Associated product ID"
},
"solutionTitle": {
"type": "string",
"description": "Solution title (required)"
},
"addToKnowledgeBase": {
"type": "boolean",
"description": "Add to knowledge base"
}
}
}zoho_update_solutionUpdate an existing solution in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The solution ID"
},
"answer": {
"type": "string",
"description": "Answer"
},
"status": {
"type": "string",
"description": "Status"
},
"question": {
"type": "string",
"description": "Question"
},
"solutionTitle": {
"type": "string",
"description": "Solution title"
},
"addToKnowledgeBase": {
"type": "boolean",
"description": "Add to knowledge base"
}
}
}zoho_delete_solutionDelete a solution from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The solution ID to delete"
}
}
}zoho_search_solutionsSearch for solutions in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}zoho_list_tagsList all tags for a specific module in Zoho CRM
{
"type": "object",
"required": [
"module"
],
"properties": {
"module": {
"type": "string",
"description": "Module API name (e.g., Leads, Contacts, Accounts, Deals)"
}
}
}zoho_create_tagCreate a new tag in Zoho CRM
{
"type": "object",
"required": [
"module",
"name"
],
"properties": {
"name": {
"type": "string",
"description": "Tag name"
},
"module": {
"type": "string",
"description": "Module API name"
},
"colorCode": {
"type": "string",
"description": "Color code for the tag (e.g., #FF5733)"
}
}
}zoho_delete_tagDelete a tag from Zoho CRM
{
"type": "object",
"required": [
"tagId"
],
"properties": {
"tagId": {
"type": "string",
"description": "Tag ID to delete"
}
}
}zoho_add_tags_to_recordsAdd tags to one or more records in Zoho CRM
{
"type": "object",
"properties": {}
}zoho_create_vendorCreate a new vendor in Zoho CRM
{
"type": "object",
"required": [
"vendorName"
],
"properties": {
"email": {
"type": "string",
"description": "Email address"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"website": {
"type": "string",
"description": "Website"
},
"category": {
"type": "string",
"description": "Category"
},
"vendorName": {
"type": "string",
"description": "Vendor name (required)"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_update_vendorUpdate an existing vendor in Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The vendor ID"
},
"email": {
"type": "string",
"description": "Email address"
},
"phone": {
"type": "string",
"description": "Phone number"
},
"website": {
"type": "string",
"description": "Website"
},
"category": {
"type": "string",
"description": "Category"
},
"vendorName": {
"type": "string",
"description": "Vendor name"
},
"description": {
"type": "string",
"description": "Description"
}
}
}zoho_delete_vendorDelete a vendor from Zoho CRM
{
"type": "object",
"required": [
"id"
],
"properties": {
"id": {
"type": "string",
"description": "The vendor ID to delete"
}
}
}zoho_search_vendorsSearch for vendors in Zoho CRM
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "number",
"description": "Maximum number of results"
},
"query": {
"type": "string",
"description": "Search query"
},
"offset": {
"type": "number",
"description": "Number of results to skip"
}
}
}