Who it is for
Sales operations staff and managers on Zoho CRM who want record questions answered without building a report first.
Zoho CRM
Sales record lookups and CRM automation by prompt
Overview
What Zoho CRM does
Zoho CRM is sales software for managing pipeline and customer records, with sales force automation, workflow rules, analytics, and customisation options for businesses of different sizes. Zoho presents this connection as a way to extend what the CRM does by prompting from Codex.
The sample requests lean toward reading and summarising: pulling open deals due to close in the current quarter and identifying which look most at risk, finding contacts at a given account together with their recent activity, or gathering organisation settings and user records for an access audit.
What stands out
The connection runs through Codex, framing CRM work as prompting against an existing account rather than a standalone chat product.
Availability
Where Zoho CRM is listed
Zoho ships this on both marketplaces: Zoho CRM is listed in the Claude connectors directory and in the ChatGPT apps directory, under the same publisher domain.
Only 392 of the 3,150 products in this directory are listed in both marketplaces. One MCP server can serve both surfaces; what differs is each platform's listing and review process.
ChatGPT listing
In the ChatGPT apps directory
- Developer
- Zoho
- Filed under
- Business & Operations
- Listed since
- June 2026
- Authentication
- Authenticates when installed
- Website
- zoho.com
- Policies published
- Privacy policy · Terms of service
- Official listing
- Open in ChatGPT
- Snapshot
- August 2026
Example prompts from the listing
- Search Zoho CRM for open deals closing this quarter and summarize the highest-risk opportunities.
- Find Zoho CRM contacts at an account and summarize recent activities.
- Pull Zoho CRM organization settings and users needed to audit access.
Claude listing
In the Claude connectors directory
Zoho CRM publishes 41 tools to Claude, deeper than 88% of the 1,253 Claude-listed connectors.
The median Claude-listed connector filed under Productivity publishes 12, so this one runs 29 tools above its bucket's median and ranks 57th of 462 by tool count.
It falls in the 21-50 tools band, which holds 20% of the Claude directory.
Zoho CRM's Claude listing does not publish an endpoint URL. 48 of the 1,253 Claude listings are in the same position: real listings with documentation but no URL in the directory record, so the endpoint has to come from the publisher's own docs.
Every connector in the Claude directory is remote, all 1,253 of them, so transport is not a differentiator there.
- Publisher
- Zoho
- Verification
- Verified partner (37.8% of the Claude directory)
- Filed under
- Productivity
- Endpoint
- Not published in the listing
- Documentation
- Publisher setup docs
- Published tools
- 41 · 21-50 tools band
- Depth rank in Productivity
- 57 of 462
- Snapshot
- August 2026
Zoho CRM carries partner verification in the Claude directory, which 474 of 1,253 listings do (37.8%). That is a review step past self-publishing, not an Anthropic-built server.
In the publisher's words
How Zoho describes it
Enable MCP to automate Zoho CRM leads, deals, and contacts using actions.
Quoted from the connector's own Claude directory listing as captured in August 2026. Node8 did not write it and does not vouch for it.
Same company
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Nearby
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This is an independent catalogue entry compiled by Node8 from Zoho CRM's public marketplace listings as they stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Zoho, and inclusion here is not an endorsement.
Want your company reachable inside ChatGPT and Claude?
Node8 builds MCP servers end to end: deciding which tools are worth exposing, the authentication and permission model, the review submissions, and the onboarding that gets them used. One server serves ChatGPT, Claude, and Microsoft Copilot.