Zoho for AI agents

Zoho CRM manages contacts, deals, and sales activity, part of Zoho's suite of cloud business applications used by sales and marketing teams. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Zoho See the 57 actions ↓

CRMOAuth 2.0MCP + RESTzoho.com

AUDIT LOG · ZOHOPOLICY: acme-support

09:41:07 · claude · u_8f2read

zoho.list_calls

List Zoho CRM Calls✓ allowed · 212ms

09:41:08 · claude · u_8f2read

zoho.get_call

Get Call✓ allowed · 164ms

09:41:09 · claude · u_8f2write

zoho.create_deal

Create Deal in Zoho CRM✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

zoho.delete_deal

Delete Zoho CRM Deal✕ blocked · policy: deny

EVERY ZOHO CALL, ON THE RECORD

01 · USE CASES

What agents do in Zoho.

Create a deal in the CRM

Add a new deal record with its stage and value to the pipeline.

Get CRM records

Pull records from a module, like leads or contacts, as a read-only check.

Confirm before deleting a contact

Check with the user before deleting a CRM contact, since its deals and notes go with it.

02 · ACTIONS

57 Zoho actions, graded by risk.

Every Zoho action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

zoho.get_call
Get Call
zoho.get_note
Get Zoho CRM Note
zoho.get_task
Get Zoho CRM Task
zoho.get_user
Get Zoho CRM User
zoho.get_event
Get Zoho Event
zoho.list_calls
List Zoho CRM Calls
zoho.list_deals
List Deals
zoho.list_leads
List Zoho CRM Leads
zoho.list_notes
List Zoho CRM Notes
zoho.list_tasks
List Zoho CRM Tasks
zoho.get_account
Get Zoho CRM Account
zoho.get_contact
Get Zoho CRM Contact
zoho.list_events
List Zoho CRM Events
zoho.list_modules
List Zoho CRM Modules
zoho.search_calls
Search Zoho CRM Calls
zoho.search_deals
Search Deals in Zoho CRM

+ 20 MORE

write

Create and change things. Allow, or ask the user first.

zoho.create_deal
Create Deal in Zoho CRM
zoho.create_lead
Create Lead in Zoho CRM
zoho.create_note
Create Note in Zoho CRM
zoho.update_call
Update Zoho CRM Call
zoho.update_deal
Update Zoho CRM Deal
zoho.update_lead
Update Lead
zoho.update_note
Update Zoho CRM Note
zoho.create_event
Create Zoho Event
zoho.update_event
Update Zoho CRM Event
zoho.create_contact
Create Contact in Zoho CRM
zoho.update_account
Update Zoho CRM Account
zoho.create_zoho_tag
Create Zoho CRM Tag
zoho.create_email_draft
Create Email Draft in Zoho CRM
zoho.create_zoho_record
Create Zoho CRM Record
zoho.update_email_draft
Update Zoho CRM Email Draft
zoho.update_zoho_record
Update Zoho CRM Record

+ 2 MORE

destructive

Delete, cancel or archive. Ask first, or deny outright.

zoho.delete_deal
Delete Zoho CRM Deal
zoho.delete_account
Delete Zoho Account
zoho.delete_contact
Delete Zoho CRM Contact

03 · HOW IT WORKS

Zoho in three steps.

01Your users connect ZohoThey sign in to Zoho on Arc0 Connect, under your brand, and approve the access you ask for.
02You set the rulesReads run, writes like “create Deal in Zoho CRM” can wait for the user, and “delete Zoho CRM Deal” can be denied outright.
03Any agent can actYour agent calls Zoho through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('zoho', {
  read: 'allow',
  write: 'ask',        // create_deal
  destructive: 'deny',  // delete_deal
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How Zoho connects.

Users sign in to Zoho on Arc0 Connect and approve the scopes you request. Build with Arc0’s Zoho OAuth app, or bring your own so the Zoho consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Zoho connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: OAuth 2.0
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use Zoho from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

Zoho and Arc0, answered.

Q01

Can I use Zoho with Claude, ChatGPT or Cursor?

Yes. Connect Zoho to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Zoho actions you allow.

Q02

How do users connect Zoho?

Q03

Which Zoho actions can my agent take?

57 in total: 36 read, 18 write and 3 destructive, such as “create Deal in Zoho CRM”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Zoho?

Yes. Actions like “delete Zoho CRM Deal” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Zoho too?

Yes. The same Zoho connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Zoho into your agent.

Your users connect Zoho once, under your brand. Your agent gets 57 actions behind your policies, with every call on the record.

Connect Zoho Browse all apps →

Free to build · MCP + REST · Audit log on every plan