Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.
Automates Zoho CRM operations including record management, lead conversion, and data searches via Rube MCP.
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Automate Zoho CRM operations through Composio's Zoho toolkit via Rube MCP.
Toolkit docs: composio.dev/toolkits/zoho
RUBE_MANAGE_CONNECTIONS with toolkit zohoRUBE_SEARCH_TOOLS first to get current tool schemasGet Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
RUBE_SEARCH_TOOLS respondsRUBE_MANAGE_CONNECTIONS with toolkit zohoWhen to use: User wants to find specific CRM records by criteria
Tool sequence:
ZOHO_LIST_MODULES - List available CRM modules [Prerequisite]ZOHO_GET_MODULE_FIELDS - Get field definitions for a module [Optional]ZOHO_SEARCH_ZOHO_RECORDS - Search records by criteria [Required]ZOHO_GET_ZOHO_RECORDS - Get records from a module [Alternative]Key parameters:
module: Module name (e.g., 'Leads', 'Contacts', 'Deals', 'Accounts')criteria: Search criteria string (e.g., 'Email:equals:john@example.com')fields: Comma-separated list of fields to returnper_page: Number of records per pagepage: Page number for paginationPitfalls:
When to use: User wants to add new leads, contacts, deals, or other CRM records
Tool sequence:
ZOHO_GET_MODULE_FIELDS - Get required fields for the module [Prerequisite]ZOHO_CREATE_ZOHO_RECORD - Create a new record [Required]Key parameters:
module: Target module name (e.g., 'Leads', 'Contacts')data: Record data object with field-value pairsPitfalls:
When to use: User wants to modify existing CRM records
Tool sequence:
ZOHO_SEARCH_ZOHO_RECORDS - Find the record to update [Prerequisite]ZOHO_UPDATE_ZOHO_RECORD - Update the record [Required]Key parameters:
module: Module namerecord_id: ID of the record to updatedata: Object with fields to update (only changed fields needed)Pitfalls:
When to use: User wants to convert a lead into a contact, account, and/or deal
Tool sequence:
ZOHO_SEARCH_ZOHO_RECORDS - Find the lead to convert [Prerequisite]ZOHO_CONVERT_ZOHO_LEAD - Convert the lead [Required]Key parameters:
lead_id: ID of the lead to convertdeal: Deal details if creating a deal during conversionaccount: Account details for the conversioncontact: Contact details for the conversionPitfalls:
When to use: User wants to tag records or manage relationships between records
Tool sequence:
ZOHO_CREATE_ZOHO_TAG - Create a new tag [Optional]ZOHO_UPDATE_RELATED_RECORDS - Update related/linked records [Optional]Key parameters:
module: Module for the tagtag_name: Name of the tagrecord_id: Parent record ID (for related records)related_module: Module of the related recorddata: Related record data to updatePitfalls:
1. Call ZOHO_LIST_MODULES to get all available modules
2. Call ZOHO_GET_MODULE_FIELDS with module name
3. Identify required fields, field types, and picklist values
4. Use field API names (not display labels) in data objects
Simple search:
criteria: '(Email:equals:john@example.com)'
Combined criteria:
criteria: '((Last_Name:equals:Doe)AND(Email:contains:example.com))'
Supported operators:
equals, not_equalstarts_with, containsgreater_than, less_than, greater_equal, less_equalbetween (for dates/numbers)per_page (max 200) and page starting at 1info.more_records flagField Names:
Rate Limits:
Data Formats:
Module Access:
| Task | Tool Slug | Key Params |
|---|---|---|
| List modules | ZOHO_LIST_MODULES | (none) |
| Get module fields | ZOHO_GET_MODULE_FIELDS | module |
| Search records | ZOHO_SEARCH_ZOHO_RECORDS | module, criteria |
| Get records | ZOHO_GET_ZOHO_RECORDS | module, fields, per_page, page |
| Create record | ZOHO_CREATE_ZOHO_RECORD | module, data |
| Update record | ZOHO_UPDATE_ZOHO_RECORD | module, record_id, data |
| Convert lead | ZOHO_CONVERT_ZOHO_LEAD | lead_id, deal, account, contact |
| Create tag | ZOHO_CREATE_ZOHO_TAG | module, tag_name |
| Update related records | ZOHO_UPDATE_RELATED_RECORDS | module, record_id, related_module, data |
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