Merge Unified's Zoho CRM integration Merge Agent Handler's Zoho CRM MCP server

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Zoho CRM

Learn more about Merge Agent Handler

Available tools

create_account

Create a new account in Zoho CRM representing a company or organization with comprehensive business information including name, industry, revenue, and contact details

get_account

Retrieve a specific account from Zoho CRM by its unique ID with all business and contact information

update_account

Update an existing account in Zoho CRM with new or modified business information

delete_account

Delete an account from Zoho CRM permanently by its unique ID

list_accounts

List all accounts in Zoho CRM with pagination support to retrieve account records in batches

search_accounts

Search for accounts in Zoho CRM using flexible criteria including company name, industry, or revenue to find matching account records

create_call

Create a new call record in Zoho CRM to track phone conversations with leads, contacts, and customers including call details, duration, and outcomes

get_call

Retrieve a specific call record from Zoho CRM by its unique ID with all call details and conversation information

update_call

Update an existing call record in Zoho CRM to change status, result, duration, or other call details

delete_call

Delete a call record from Zoho CRM permanently by its unique ID

list_calls

List all call records in Zoho CRM with pagination support to retrieve call history for communication tracking

search_calls

Search for call records in Zoho CRM using flexible criteria including subject, type, result, or related records

create_case

Create a new support case in Zoho CRM to track customer issues, requests, and support tickets with priority and status management

get_case

Retrieve a specific support case from Zoho CRM by its unique ID with all case details and support history

update_case

Update an existing support case in Zoho CRM to modify status, priority, solution, or other case information

delete_case

Delete a support case from Zoho CRM permanently by its unique ID

list_cases

List all support cases in Zoho CRM with pagination support and sorting to retrieve case records for support management and reporting

search_cases

Search for support cases in Zoho CRM using flexible criteria including subject, status, priority, or customer to find matching case records

create_contact

Create a new contact in Zoho CRM with comprehensive personal and professional information including name, email, phone, account association, and contact details

get_contact

Retrieve a specific contact from Zoho CRM by its unique ID with all personal and professional contact information

update_contact

Update an existing contact in Zoho CRM with new or modified personal, professional, or contact information

delete_contact

Delete a contact from Zoho CRM permanently by its unique ID

list_contacts

List all contacts in Zoho CRM with pagination support to retrieve contact records for relationship management and communication

search_contacts

Search for contacts in Zoho CRM using flexible criteria including name, email, phone, account, or title to find matching contact records

create_deal

Create a new deal in Zoho CRM representing a sales opportunity with deal name, amount, closing date, stage, and account association

get_deal

Retrieve a specific deal from Zoho CRM by its unique ID with all sales opportunity details and status information

update_deal

Update an existing deal in Zoho CRM to change amount, stage, closing date, or other deal details

delete_deal

Delete a deal from Zoho CRM permanently by its unique ID

list_deals

List all deals in Zoho CRM with pagination support to retrieve deal records for sales pipeline management

search_deals

Search for deals in Zoho CRM using flexible criteria including deal name, amount, stage, or account to find matching deal records

send_email

Send an email from a Zoho CRM record. Requires the module and record ID the mail is sent from - use listleads, listcontacts or the matching list* tool to find one. The sender must be an address getfrom_addresses returns, or Zoho rejects the call.

get_emails_of_record

Retrieve all emails associated with a specific record in Zoho CRM including sent and received emails

associate_email_with_record

Record an email that happened outside Zoho CRM against a record, so it appears in that record's history. Takes the email's full content, not an ID - Zoho has no endpoint for linking an existing email. Use the matching list_* tool to find the record ID.

get_from_addresses

Get the list of email addresses that can be used as sender addresses in Zoho CRM

create_email_draft

Create an unsent email draft on a Zoho CRM record. Requires the module and record ID the draft belongs to - use listleads, listcontacts or the matching list* tool. The sender must be an address getfrom_addresses returns.

get_email_drafts

List the unsent email drafts on a Zoho CRM record, or read one by ID. Use the matching list_* tool to find the record ID.

update_email_draft

Update an unsent email draft on a Zoho CRM record. Requires the draft ID from getemaildrafts. Replaces the draft's fields with those given.

delete_email_draft

Delete an unsent email draft from a Zoho CRM record. Requires the draft ID from getemaildrafts.

create_event

Create a new event record in Zoho CRM to schedule meetings, appointments, and activities with leads, contacts, and customers

get_event

Retrieve a specific event record from Zoho CRM by its unique ID with all event details and scheduling information

update_event

Update an existing event record in Zoho CRM to modify event details, timing, location, or participant information

delete_event

Delete an event record from Zoho CRM permanently by its unique ID

list_events

List all events in Zoho CRM with pagination support and sorting to retrieve event records for calendar management and reporting

search_events

Search for events in Zoho CRM using flexible criteria including title, date range, location, or participant to find matching event records

create_lead

Create a new lead in Zoho CRM with comprehensive contact and company information including name, email, phone, company details, and lead tracking data

get_lead

Retrieve a specific lead from Zoho CRM by its unique ID with all associated contact, company, and tracking information

update_lead

Update an existing lead in Zoho CRM with new or modified contact, company, status, or custom field information

delete_lead

Delete a lead from Zoho CRM permanently by its unique ID

list_leads

List all leads in Zoho CRM with pagination support to retrieve lead records for prospecting and sales management

search_leads

Search for leads in Zoho CRM using flexible criteria including name, company, email, or status to find matching lead records

create_note

Create a new note in Zoho CRM to document information on leads, contacts, deals, or accounts with title and content

get_note

Retrieve a specific note from Zoho CRM by its unique ID with all note content and details

update_note

Update an existing note in Zoho CRM to change title, content, or other note details

delete_note

Delete a note from Zoho CRM permanently by its unique ID

list_notes

List all notes in Zoho CRM with pagination support to retrieve note records for documentation and reference

search_notes

Search for notes in Zoho CRM using flexible criteria including title, content, or parent record to find matching note records

create_task

Create a new task in Zoho CRM for activity tracking with subject, due date, status, priority, and related record associations

get_task

Retrieve a specific task from Zoho CRM by its unique ID with all task details and status information

update_task

Update an existing task in Zoho CRM to change status, due date, priority, or other task details

delete_task

Delete a task from Zoho CRM permanently by its unique ID

list_tasks

List all tasks in Zoho CRM with pagination support to retrieve task records for activity management and reporting

search_tasks

Search for tasks in Zoho CRM using flexible criteria including subject, status, priority, or due date to find matching task records

get_current_user

Get information about the currently authenticated user in Zoho CRM including name, email, role, profile, and permissions

list_users

List all users in the Zoho CRM organization with pagination support to retrieve user records for team management and assignment

get_user

Retrieve a specific user from Zoho CRM by their unique user ID with complete profile and permission information

validate_credential

Validate Zoho CRM credentials. Verifies credentials during setup.

View all tools by creating a free account See more tools

How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11

Copy Code

Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}

Copy Code

Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }

Copy Code

In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}