# Your Zoho CRM. In your agent.

Source: https://corespeed.io/integrations/zoho-crm

Connect Zoho CRM to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent searches leads, contacts and deals, runs read-only COQL queries, and reads a record's notes and related lists. It uses your own Zoho CRM account and permissions. Creating, updating or converting a record is a separate call that approvals can hold.

## Set up an agent

Give your agent this line: `set up https://corespeed.io/SKILL.md (read it raw, e.g. with curl)`

It fetches the skill at https://corespeed.io/SKILL.md, adds the CoreSpeed MCP server, signs you in (or up), and keeps the skill for next time. Connect Zoho CRM after setup. Access follows the connected account and its permissions. Create an account: https://app.corespeed.io/sign-up

## Query the CRM. Call the right lead

Let your agent query the leads, read their notes and owners, and hand back a call list you can work from.

You ask your agent: "In Zoho CRM, find the leads created this week that have no note yet, with their owners. Draft a short call list. Do not convert or change any leads."

It calls CoreSpeed:

- `zoho-crm__query_records`: ok, 447 ms
- `zoho-crm__list_record_notes`: ok, 362 ms
- `zoho-crm__list_users`: ok, 218 ms

It reads from: Zoho CRM.

### Call list: Four leads, one afternoon.

Eleven leads came in this week. Four have no note yet, split across three owners.

**Call today**

- Jessica at Brightwave: event lead, asked for a demo.
- Reid at Alder Studio: referral, no contact yet.

**This week**

- Two web leads: send the intro email first.

_Illustrative org and data · No leads changed_

All connectors: https://corespeed.io/docs/connectors

## Fewer saved views. Faster answers

Requests you can make once Zoho CRM is connected. The data is fictional.

### See the new leads

Leads · this week · Lead review

- New: 11 leads
- No note yet: 4 of them
- From the modules you can see

### Convert a lead, with a check

A conversion, held for you · Approval before the change

- Lead: Dylan at Corvid Labs
- Becomes: A contact, an account and a deal
- Held for approval

### Read the record's history

Corvid Labs · notes · Record notes

- Last call: Pricing questions
- Next: Send the security review
- Read only · Nothing changed

## Keep your agent. Bring your work

One CoreSpeed account, across compatible agents.

1. **Set up CoreSpeed**: Give your agent the setup line. It adds CoreSpeed and signs you in.
2. **Connect Zoho CRM**: Authorize the account and the content you need.
3. **Start with one task**: Ask for a summary, a brief, or a draft. Review the answer.

Setup guides: Claude Code https://corespeed.io/docs/mcp#claude-code · Codex https://corespeed.io/docs/mcp#codex · Cursor https://corespeed.io/docs/mcp#cursor

## Questions

### Can my agent run COQL queries?

Yes. Your agent runs read-only COQL queries across your modules, up to 2,000 rows per call.

### Can my agent convert a lead?

Yes, when you ask. Converting a lead is a separate tool call that approvals can hold, and Zoho does not let the API undo it. How approvals work: https://corespeed.io/docs/approvals

### Does it work with custom modules?

Yes. Your agent lists the modules and fields in your org, custom ones included, and reads or searches their records.

### Do I have to switch agents?

No. CoreSpeed adds tools to the agent you already use: Claude Code, Codex, Cursor, or another MCP client. Each one signs in once.

### Can my agent access every account in our organization?

No. Access follows your CoreSpeed identity, each connection's visibility, and the app's own permissions. Personal connections stay private.

### Does this work without connecting an account?

No. Connect the app's account first; your CoreSpeed workspace shows what each app needs. The examples on this page use fictional data. All connectors: https://corespeed.io/docs/connectors

Every tool and price: https://corespeed.io/catalog/zoho-crm

## Related pages

- [Approval gates for AI agent tool actions](https://corespeed.io/solutions/agent-approvals): Set approval policies for writes through CoreSpeed. Review held tool actions while your team keeps using its preferred agents.
- [Salesforce for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/salesforce): Bring Salesforce accounts, opportunities and reports into your agent. Review the pipeline and draft the next step without leaving it.
- [Bigin by Zoho for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/zoho-bigin): Bring Bigin pipelines, contacts and companies into your agent. See which deals went quiet and draft the follow-up.

## Sources

- Connectors: https://corespeed.io/docs/connectors
- Zoho CRM API v8: https://www.zoho.com/crm/developer/docs/api/v8/
- Zoho CRM COQL overview: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html

Reviewed 2026-11-10.

## Links

- Product overview: https://corespeed.io/ (Markdown: https://corespeed.io/index.md)
- All integrations: https://corespeed.io/integrations (Markdown: https://corespeed.io/integrations.md)
- Documentation: https://corespeed.io/docs
- Pricing: https://corespeed.io/pricing (Markdown: https://corespeed.io/pricing.md)