Zoho CRM MCP server: your CRM in Claude and ChatGPT

“Zoho MCP” is also the name of a Zoho product. Zoho MCP at zoho.com/mcp is built to let agents act across Zoho apps such as CRM, Mail, Calendar, Desk, Cliq, Projects and WorkDrive, plus 500+ third-party integrations. The Ryze AI server is narrower: it covers Zoho CRM and sits next to ad and analytics tools. Community servers on GitHub are a third kind. This page documents the Ryze AI server and compares it with Zoho MCP in section 06.

The tools need workspace when your client connection covers more than one Ryze AI workspace, and all four take an optional connection_id to target one Zoho CRM organization when a workspace holds several. The tool list below comes from the Ryze AI app source; no workspace has Zoho CRM connected yet, so it was not seen live on Nov 8, 2026.

A COQL query, as the agent might write it

select Lead_Source, COUNT(id)
from Leads
where Created_Time >= '2026-10-01T00:00:00+00:00'
group by Lead_Source
limit 200

Leads created since Oct 1, 2026, counted per lead source. COQL is Zoho’s SQL-like language, so the same query shape works for deals, contacts, accounts and custom modules. Before it filters on a field, the agent can confirm the API name with read on the module fields. Ad and analytics tools on the same URL are documented on Google Ads MCP, Meta Ads MCP and Google Analytics MCP.

A CRM can answer which leads became deals, and an ad platform can answer what each campaign cost. The agent joins the two when the CRM carries a source or campaign value on each lead, for example the standard Lead Source field or a field you fill from the ad URL. If that value is empty, no question can match a lead to a campaign, so ask the agent to list unmatched leads next to the matched ones. COQL aggregates and lookup-field joins handle the CRM side; the ad tools handle spend.

Every answer comes from your own CRM and ad accounts, so no sample numbers are shown here. The same approach for another CRM, with Google Ads and Meta Ads prompts, is on the HubSpot MCP server page.

Step 1: link Zoho CRM in Ryze AI

1. 01Open Integrations in Ryze AI and find the Zoho CRM card (the CRM filter narrows the list). Click Connect.
2. 02Sign in to Zoho. Any data center works: US, EU, India, Australia and others.
3. 03Approve access to CRM modules, settings, users and organization details.
4. 04The card shows Connected. Click View to see the organization name, or Add one more account for a second organization.

Screens for each step are in the Ryze AI Zoho CRM guide. Ryze AI can also send a one-time connection link, so Zoho CRM can be connected from inside Claude or ChatGPT.

Claude on the web or desktop

1. 01Go to Customize, Connectors (Settings, Connectors links there).
2. 02Choose + Add, then Add custom connector. Enter Ryze AI as the name and https://connector.get-ryze.ai/mcp as the MCP server URL. No client ID or secret is needed.
3. 03Press Connect, tick the workspace that holds Zoho CRM and press Allow connection.
4. 04Start a fresh chat. If Zoho CRM was connected after the connector, remove the connector, add it again and open a new chat, because Claude keeps the tool list from when the connector was added.

Any Claude plan works, and Free holds one custom connector. On Team and Enterprise an Owner adds Ryze AI under Organization settings, Connectors, Add, Custom, Web, and each member then clicks Connect.

ChatGPT

OpenAI lists custom MCP servers for Business and Enterprise/Edu on ChatGPT web, and read/fetch only on Pro, so Zoho write and delete tools need a Business or Enterprise/Edu workspace. Open Plugins, choose the plus button, then Add custom MCP server, name it Ryze AI, paste the URL, set authentication to OAuth, create the plugin, sign in with Ryze AI and allow the workspace. On Business an admin or owner creates and publishes it. ChatGPT uses a stored tool list; after connecting Zoho CRM later, remove the app and add it again.

Claude Code

claude mcp add --transport http ryze https://connector.get-ryze.ai/mcp --scope user

Type /mcp, choose ryze and finish sign-in in the browser. --scope user loads it in every project; --scope project writes a shared .mcp.json instead. Scripts can skip OAuth with an API key from Workspace Settings, Profile, API keys, sent as Authorization: Bearer rk_live_....

Cursor, Windsurf and VS Code

{ "mcpServers": {
  "ryze": { "url": "https://connector.get-ryze.ai/mcp" }
} }

{ "servers": {
  "ryze": { "type": "http", "url": "https://connector.get-ryze.ai/mcp" }
} }

Windsurf, now Devin Desktop, takes the same url entry under mcpServers in ~/.config/devin/mcp_config.json; run devin mcp login ryze to sign in. Each client opens a sign-in window the first time a tool runs. Setup for more clients is on the developer page.

Grok Bot and other clients

In Grok Bot, Ryze AI is a built-in connector: Connect Apps, search Ryze AI, Add, sign in. Any other client that accepts a remote MCP URL with OAuth can use the same URL.

Scope names from the Ryze AI app source; descriptions are Zoho’s scope naming applied to the tools, and the Ryze AI help center lists the same access areas, checked Nov 8, 2026. The Zoho consent screen is the source of truth.

Removing access

In Zoho, review the connected apps of the signing-in user and revoke Ryze AI there. In Ryze AI, open View on the Zoho CRM card to manage a connection. In Claude, open Customize, Connectors, Ryze AI and click Disconnect, which cuts off every workspace at once.

Three things called Zoho MCP

Zoho describes its MCP product as model-agnostic, with OAuth and user-level permissions. Source: zoho.com/mcp, checked Nov 8, 2026. Zoho’s page does not list a tool set, so this page does not compare tool by tool.

The two hosted options side by side

As published on Nov 8, 2026. Zoho may change its product, so check its page before you decide.

Which to pick: if the agent has to work across Zoho Mail, Desk, Projects or other Zoho apps, Zoho MCP is built for that and the Ryze AI server is not, because it covers Zoho CRM only. Ryze AI fits when the question crosses tools, such as leads by source next to Google Ads or Meta Ads spend, when one agency login has to reach several CRM organizations, or when you want COQL, batch writes and delete in one place with approval settings.

From Zoho’s CRM API limits page and COQL documentation, checked Nov 8, 2026. Ryze AI does not publish which Zoho API version its tools call, so confirm limits against your own edition.

The first five rows are Ryze AI connections and come from the Ryze AI help center. The rest are Zoho responses described in Zoho’s status code and limits documentation. More Ryze AI answers are in the integrations FAQ.