docs/ai-agents/connectors/zoho-crm/README.md
The Zoho-Crm agent connector is a Python package that equips AI agents to interact with Zoho-Crm through strongly typed, well-documented tools. It's ready to use directly in your Python app, in an agent framework, or exposed through an MCP.
Connector for the Zoho CRM API, providing access to CRM modules including leads, contacts, accounts, deals, campaigns, tasks, events, calls, products, quotes, and invoices. Supports OAuth 2.0 authentication with regional data center support (US, EU, AU, IN, CN, JP). Read-only operations (list and get) are supported for all entities.
The Zoho-Crm connector is optimized to handle prompts like these.
The Zoho-Crm connector isn't currently able to handle prompts like these.
uv pip install airbyte-agent-zoho-crm
Connectors can run in open source or hosted mode.
In open source mode, you provide API credentials directly to the connector.
from airbyte_agent_zoho_crm import ZohoCrmConnector
from airbyte_agent_zoho_crm.models import ZohoCrmAuthConfig
connector = ZohoCrmConnector(
auth_config=ZohoCrmAuthConfig(
client_id="<OAuth 2.0 Client ID from Zoho Developer Console>",
client_secret="<OAuth 2.0 Client Secret from Zoho Developer Console>",
refresh_token="<OAuth 2.0 Refresh Token (does not expire)>"
)
)
@agent.tool_plain # assumes you're using Pydantic AI
@ZohoCrmConnector.tool_utils
async def zoho_crm_execute(entity: str, action: str, params: dict | None = None):
return await connector.execute(entity, action, params or {})
In hosted mode, API credentials are stored securely in Airbyte Cloud. You provide your Airbyte credentials instead.
If your Airbyte client can access multiple organizations, also set organization_id.
This example assumes you've already authenticated your connector with Airbyte. See Authentication to learn more about authenticating. If you need a step-by-step guide, see the hosted execution tutorial.
from airbyte_agent_zoho_crm import ZohoCrmConnector, AirbyteAuthConfig
connector = ZohoCrmConnector(
auth_config=AirbyteAuthConfig(
customer_name="<your_customer_name>",
organization_id="<your_organization_id>", # Optional for multi-org clients
airbyte_client_id="<your-client-id>",
airbyte_client_secret="<your-client-secret>"
)
)
@agent.tool_plain # assumes you're using Pydantic AI
@ZohoCrmConnector.tool_utils
async def zoho_crm_execute(entity: str, action: str, params: dict | None = None):
return await connector.execute(entity, action, params or {})
This connector supports the following entities and actions. For more details, see this connector's full reference documentation.
| Entity | Actions |
|---|---|
| Leads | List, Get, Search |
| Contacts | List, Get, Search |
| Accounts | List, Get, Search |
| Deals | List, Get, Search |
| Campaigns | List, Get, Search |
| Tasks | List, Get, Search |
| Events | List, Get, Search |
| Calls | List, Get, Search |
| Products | List, Get, Search |
| Quotes | List, Get, Search |
| Invoices | List, Get, Search |
For all authentication options, see the connector's authentication documentation.
See the official Zoho-Crm API reference.