Zoho Crm
MCP server for Zoho CRM API integration
Open source Open in the app JSON README (API)
About
MCP server for Zoho CRM API integration
Details
- Kind
- MCP servers
- Topic
- Productivity
- Publisher
- asklokesh
- Origin
- official
- Category
- ferramentas
- Transport
- local
- Version
- 0.1.0
- Last push
- 2025-12-31T01:07:43Z
- Repository state
- ativo
- Language
- Python
- License
- MIT
- Added
- 2026-08-29 03:02:27
- Updated
- 2026-08-29 03:02:27
- Origin id
io.github.asklokesh/zoho-crm-mcp-server
README
# Zoho CRM MCP Server
<!-- mcp-name: io.github.asklokesh/zoho-crm-mcp-server -->
<div align="center">
# Zoho Crm Mcp Server
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[](https://modelcontextprotocol.io)
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A Model Context Protocol (MCP) server for integrating Zoho CRM with GenAI applications.
## Overview
This MCP server provides seamless integration with Zoho CRM, enabling AI assistants and applications to interact with your CRM data through a standardized interface.
## Features
- 🔐 **OAuth 2.0 Authentication** - Secure authentication with automatic token refresh
- 📊 **Comprehensive CRM Operations** - Full support for Leads, Contacts, Deals, and more
- ⚡ **Rate Limiting** - Built-in rate limiting to respect API quotas
- 🔄 **Automatic Retry Logic** - Intelligent retry mechanism with exponential backoff
- 🛡️ **Error Handling** - Robust error handling and logging
- 🎯 **MCP Protocol Compliance** - Full compliance with Model Context Protocol specification
- 🚀 **Async Support** - Asynchronous operations for better performance
## Available Tools
The server exposes the following MCP tools:
1. **get_leads** - Retrieve leads from Zoho CRM with pagination
2. **create_lead** - Create new leads in Zoho CRM
3. **get_contacts** - Fetch contacts with pagination support
4. **get_deals** - Get deals from Zoho CRM
5. **search_records** - Search across any module with custom criteria
## Installation
### From PyPI (when published)
```bash
pip install zoho-crm-mcp-server
```
### From Source
```bash
git clone https://github.com/asklokesh/zoho-crm-mcp-server.git
cd zoho-crm-mcp-server
pip install -e .
```
### Development Installation
```bash
pip install -e ".[dev]"
```
## Configuration
### 1. Set Up Zoho OAuth Credentials
1. Go to [Zoho API Console](https://api-console.zoho.com/)
2. Create a new Self Client application
3. Note your Client ID and Client Secret
4. Generate a refresh token with required scopes:
- `ZohoCRM.modules.ALL`
- `ZohoCRM.settings.ALL`
### 2. Create Environment Configuration
Copy the example configuration:
```bash
cp .env.example .env
```
Edit `.env` with your credentials:
```env
ZOHO_CLIENT_ID=your_client_id_here
ZOHO_CLIENT_SECRET=your_client_secret_here
ZOHO_REFRESH_TOKEN=your_refresh_token_here
# Optional configurations
ZOHO_API_DOMAIN=https://www.zohoapis.com
RATE_LIMIT_REQUESTS=100
RATE_LIMIT_PERIOD=60
MAX_RETRIES=3
LOG_LEVEL=INFO
```
## Usage
### As a Standalone Server
```bash
zoho-crm-mcp
```
### In Python Code
```python
from zoho_crm_mcp import ZohoCRMMCPServer
import asyncio
async def main():
server = ZohoCRMMCPServer()
await server.run()
if __name__ == "__main__":
asyncio.run(main())
```
### Using the Zoho CRM Client
```python
from zoho_crm_mcp import ZohoCRMClient, Config
import asyncio
async def main():
config = Config()
client = ZohoCRMClient(config)
await client.initialize()
# Get leads
leads = await client.get_leads(page=1, per_page=50)
print(f"Found {len(leads['data'])} leads")
# Create a new lead
new_lead = await client.create_lead({
"Last_Name": "Doe",
"First_Name": "John",
"Email": "john.doe@example.com",
"Company": "Acme Corp"
})
# Search for records
results = await client.search_records(
"Leads",
"(Email:equals:john.doe@example.com)"
)
await client.close()
if __name__ == "__main__":
asyncio.run(main())
```
## Development
### Running Tests
```bash
pytest tests/ -v --cov=zoho_crm_mcp
```
### Linting
```bash
ruff check src/ tests/
ruff format src/ tests/
```
### Building
```bash
python -m build
```
## CI/CD
This project includes GitHub Actions workflows for:
- ✅ Automated testing across Python 3.8-3.12
- 🔍 Code quality checks with Ruff
- 📦 Package building and validation
- 📊 Code coverage reporting
## Architecture
```
zoho-crm-mcp-server/
├── src/zoho_crm_mcp/
│ ├── __init__.py # Package initialization
│ ├── server.py # MCP server implementation
│ ├── zoho_client.py # Zoho CRM API client
│ └── config.py # Configuration management
├── tests/ # Comprehensive test suite
├── .github/workflows/ # CI/CD pipelines
└── pyproject.toml # Project configuration
```
## Error Handling
The server includes comprehensive error handling:
- **Token Expiry**: Automatic token refresh when tokens expire
- **Rate Limiting**: Respects API rate limits with intelligent backoff
- **Network Errors**: Automatic retry with exponential backoff
- **Validation Errors**: Clear error messages for invalid configurations
## Logging
The server uses Python's built-in logging module. Configure log level via environment variable:
```bash
export LOG_LEVEL=DEBUG # Options: DEBUG, INFO, WARNING, ERROR, CRITICAL
```
## Contributing
Contributions are welcome! Please feel free to submit a Pull Request.
1. Fork the repository
2. Create your feature branch (`git checkout -b feature/AmazingFeature`)
3. Commit your changes (`git commit -m 'Add some AmazingFeature'`)
4. Push to the branch (`git push origin feature/AmazingFeature`)
5. Open a Pull Request
## Troubleshooting
### Common Issues
**Issue**: `ModuleNotFoundError: No module named 'mcp'`
**Solution**: Install the MCP SDK: `pip install mcp`
**Issue**: Token refresh fails
**Solution**: Verify your refresh token is valid and has the required scopes
**Issue**: Rate limit errors
**Solution**: Adjust `RATE_LIMIT_REQUESTS` and `RATE_LIMIT_PERIOD` in your `.env` file
## Requirements
- Python 3.8+
- requests >= 2.25.0
- mcp >= 1.0.0
- python-dotenv >= 0.19.0
## License
MIT License - see [LICENSE](LICENSE) file for details
## Support
For issues, questions, or contributions, please visit:
- [GitHub Issues](https://github.com/asklokesh/zoho-crm-mcp-server/issues)
- [GitHub Discussions](https://github.com/asklokesh/zoho-crm-mcp-server/discussions)
## Acknowledgments
- [Model Context Protocol](https://modelcontextprotocol.io) - MCP specification
- [Zoho CRM API](https://www.zoho.com/crm/developer/docs/api/) - API documentation
- All contributors who help improve this project
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