Prerequisites
- Valid authenticated credentials in all target Zoho or third-party services
- AI agent/client with a plan that permits MCP integrations (e.g., Claude Team or higher for Claude)
- Access to the Zoho MCP Console
Step-by-Step: Create and Configure a Zoho MCP Server
Step 1 – Create Server
- Navigate to the Zoho MCP console
- Provide a name → click Create
Step 2 – Configure Tools
- Click Config Tools
- Search or filter for the required service (e.g., Zoho CRM)
- Select desired tools (e.g., Search Records, Get Records, Update Notes)
- Click Add Now
- Repeat for additional services (e.g., Zoho Mail:
sendEmail)
Step 3 – Copy MCP URL
- Click Connect tab in sidebar
- Click the copy button next to the URL
Step 4 – Connect MCP Client (see Section 9 for per-client steps)
Source: Zoho MCP Help Documentation
Example Compound Workflow (from official docs)
Prompt: "Can you send an email with our standard sales completion template to the recently closed deal and attach the relevant access links of the Master Services Agreement document present in the WorkDrive. Also, attach the access link to view the invoice from Zoho Books and CC our accounts admin."
The MCP server autonomously orchestrates: Zoho CRM (deal lookup) → Zoho WorkDrive (document retrieval) → Zoho Books (invoice fetch) → Zoho Mail (send email with attachments and CC).