zoho-crm-mcp-server

aloky786/zoho-crm-mcp-server

3.2

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The Zoho CRM MCP Server is a comprehensive solution for integrating Zoho CRM features using the Model Context Protocol, enhancing customer relationship management through automation and AI.

🛠️ Zoho CRM MCP Server

Welcome to the Zoho CRM MCP Server repository! This project provides a robust server solution for integrating the complete suite of Zoho CRM features. Our aim is to enhance customer relationship management through automation and advanced AI capabilities.

Download Releases

Table of Contents

  1. Overview
  2. Features
  3. Technologies Used
  4. Installation
  5. Usage
  6. Contributing
  7. License
  8. Contact

Overview

The Zoho CRM MCP Server is designed to streamline the integration of Zoho CRM with various applications. By using the Model Context Protocol (MCP), this server facilitates seamless communication between AI agents and the CRM platform. This integration allows businesses to automate processes, manage customer data effectively, and enhance sales strategies.

Features

  • Complete CRM Suite Integration: Connects all features of Zoho CRM.
  • AI Agents: Utilizes AI to provide insights and automate tasks.
  • Automation: Reduces manual effort through automated workflows.
  • Model Context Protocol: Ensures efficient data exchange between systems.
  • User-Friendly Interface: Simple setup and easy navigation.
  • Enterprise Ready: Scalable solution for businesses of all sizes.

Technologies Used

  • Node.js: For server-side development.
  • Express.js: To build the RESTful API.
  • MongoDB: For database management.
  • Docker: To containerize the application.
  • GitHub Actions: For CI/CD pipelines.

Installation

To get started with the Zoho CRM MCP Server, follow these steps:

  1. Clone the Repository:

    git clone https://github.com/aloky786/zoho-crm-mcp-server.git

  2. Navigate to the Project Directory:

    cd zoho-crm-mcp-server

  3. Install Dependencies:

    npm install

  4. Configure Environment Variables: Create a .env file in the root directory and add your Zoho CRM credentials.

  5. Run the Server:

    npm start

Now, you can access the server at http://localhost:3000.

Usage

After installation, you can use the API endpoints to interact with Zoho CRM. Here are some examples:

Get Customer Data

To fetch customer data, send a GET request to:

GET /api/customers

Add a New Customer

To add a new customer, send a POST request with the customer details:

POST /api/customers

Request Body:

{
  "name": "John Doe",
  "email": "john.doe@example.com",
  "phone": "1234567890"
}

Automate Sales Tasks

You can set up automation rules to trigger actions based on customer interactions. Refer to the API documentation for detailed instructions.

Contributing

We welcome contributions! If you would like to contribute, please follow these steps:

  1. Fork the repository.
  2. Create a new branch (git checkout -b feature/YourFeature).
  3. Make your changes.
  4. Commit your changes (git commit -m 'Add some feature').
  5. Push to the branch (git push origin feature/YourFeature).
  6. Open a Pull Request.

License

This project is licensed under the MIT License. See the file for details.

Contact

For any questions or feedback, please reach out:

For updates and releases, check the Releases section.

Thank you for your interest in the Zoho CRM MCP Server! We hope this tool helps you streamline your customer management processes.