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zoho-crm

MCP server for Zoho CRM - Complete CRM suite integration

Installation
Run this command in your terminal to add the MCP server to Claude Code.
Run in terminal:
Command
claude mcp add --transport stdio lokimcpuniverse-zoho-crm-mcp-server python -m zoho_crm_mcp \
  --env EXTRA_CONFIG="optional or placeholder for additional config" \
  --env ZOHO_CLIENT_ID="Zoho client ID" \
  --env ZOHO_REDIRECT_URI="OAuth redirect URI" \
  --env ZOHO_CLIENT_SECRET="Zoho client secret" \
  --env ZOHO_REFRESH_TOKEN="Zoho refresh token"

How to use

This MCP server provides an integration layer between Zoho CRM and GenAI applications using the MCP (Model Context Protocol). It exposes a server that handles Zoho CRM API interactions, authentication, rate limiting, and robust error handling with retry logic. The server is implemented in Python and is started by running the module zoho_crm_mcp. You can customize authentication via environment variables and use the included ZohoCrmMCPServer class to manage lifecycle and requests. The server supports asynchronous operations to improve performance when handling multiple requests from GenAI-powered clients. To use, configure the required Zoho credentials, start the server, and point your MCP clients to the running endpoint to exchange context-aware requests with Zoho CRM data.

How to install

Prerequisites:

  • Python 3.8+ installed on your system
  • pip available on the command line
  • Internet access to install packages
  1. Create a virtual environment (optional but recommended):

    python -m venv venv source venv/bin/activate # On Windows use: venv\Scripts\activate

  2. Install the MCP server package from PyPI:

    pip install zoho-crm-mcp-server

  3. (Optional) Install from source:

    git clone https://github.com/LokiMCPUniverse/zoho-crm-mcp-server.git cd zoho-crm-mcp-server pip install -e .

  4. Prepare configuration: Create a .env file or export environment variables as described in the README (see Zoho integration requirements).

  5. Run the MCP server:

    python -m zoho_crm_mcp

  6. Verify the server is running and accessible by your MCP clients.

Additional notes

Environment variables required for Zoho authentication include: ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN, and ZOHO_REDIRECT_URI. The server includes multiple authentication methods and rate limiting, so be mindful of Zoho API usage quotas. If you encounter connection errors, check network access, verify credentials, and ensure the OAuth tokens are valid. For development, you can enable verbose logging by setting an appropriate log level via environment variables or config, and consult the MCP protocol docs for structuring requests and responses.

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