# Zoho — how to use (mcp.ai)

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_zoho?ms=1781542140000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `zoho_convert_zoho_lead`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/zoho`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/zoho/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/zoho/convert/zoho/lead` — Converts a lead into a contact, account, and optionally a deal in zoho crm.
  - body: { lead_id: string, assign_to?: string, overwrite?: boolean, account_id?: string, contact_id?: string, notify_lead_owner?: boolean, notify_new_entity_owner?: boolean }
- `POST https://api.mcp.ai/api/zoho/create/zoho/record` — Creates new records in a specified module in zoho crm.
  - body: { data: object[], lar_id?: string, trigger?: string[], module_api_name: string }
- `POST https://api.mcp.ai/api/zoho/create/zoho/tag` — Creates new tags in zoho crm.
  - body: { name: string, color_code?: string, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho/get/zoho/records` — Retrieves records from a specified module in zoho crm.
  - body: { ids?: string, cvid?: integer, page?: integer, fields?: string, sort_by?: string, per_page?: integer, sort_order?: string, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho/update/related/records` — Associates or updates relationships between records across different modules in zoho crm.
  - body: { data: object[], record_id: string, module_api_name: string, related_list_api_name: string }
- `POST https://api.mcp.ai/api/zoho/update/zoho/record` — Updates existing records in a specified module in zoho crm.
  - body: { data: object[], lar_id?: string, trigger?: string, wf_trigger?: boolean, module_api_name: string }

## More
- Page: https://mcp.ai/zoho
- Agent spec (llms.txt): https://mcp.ai/zoho/llms.txt
- Postman collection: https://mcp.ai/zoho/postman.json