Zoho Crm

Zoho CRM MCP Server

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)

pip install zoho-crm-mcp-server

From Source

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

Development Installation

pip install -e ".[dev]"

Configuration

1. Set Up Zoho OAuth Credentials

1. Go to Zoho API Console
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:

cp .env.example .env

Edit .env with your credentials:

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

zoho-crm-mcp

In Python Code

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

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

pytest tests/ -v --cov=zoho_crm_mcp

Linting

ruff check src/ tests/
ruff format src/ tests/

Building

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:

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 file for details

Support

For issues, questions, or contributions, please visit:

• GitHub Issues
• GitHub Discussions

Acknowledgments

• Model Context Protocol - MCP specification
• Zoho CRM API - API documentation
• All contributors who help improve this project

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