Connect Zoho to AI agents

Connect Zoho to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools16Triggers2

people_manage_employee

People Manage Employee

List, search, create, or update employee records in Zoho People. Works with any form in Zoho People (employee, department, etc.). Also supports fetching attendance and leave information.

crm_get_modules

CRM Get Modules

List all available modules in Zoho CRM along with their metadata. Returns module API names, labels, capabilities (creatable, viewable, editable, deletable), and status. Also supports listing CRM users.

desk_manage_ticket

Desk Manage Ticket

Create, update, or delete support tickets in Zoho Desk. Supports setting subject, description, priority, status, assignee, department, and custom fields.

crm_get_records

CRM Get Records

Retrieve records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, Tasks, etc.). Supports pagination, field selection, sorting, and filtering by custom view ID. Can also fetch a single record by ID.

crm_search_records

CRM Search Records

Search for records in a Zoho CRM module using criteria, email, phone, or keyword. Also supports executing COQL (CRM Object Query Language) queries for more complex data retrieval similar to SQL SELECT statements.

books_manage_expense

Books Manage Expense

Create, update, delete, or list expenses in Zoho Books. Track business expenses with account categorization, amounts, dates, vendors, and custom fields.

projects_manage_project

Projects Manage Project

Create, update, delete, or list projects in Zoho Projects. Manage project names, descriptions, status, start/end dates, and owners. Also supports listing tasks and milestones within a project.

books_manage_contact

Books Manage Contact

Create, update, or delete contacts (customers/vendors) in Zoho Books. Manage contact details, billing/shipping addresses, payment terms, and contact persons.

projects_manage_task

Projects Manage Task

Create, update, delete, or retrieve tasks within a Zoho Projects project. Set task names, descriptions, owners, priority, start/end dates, and status.

desk_get_tickets

Desk Get Tickets

List, search, or retrieve support tickets from Zoho Desk. Supports filtering by department, status, and keyword search. Can also list departments for reference.

crm_manage_record

CRM Manage Record

Create, update, or delete records in any Zoho CRM module (Leads, Contacts, Accounts, Deals, etc.). Supports creating single or multiple records, updating fields on existing records, and deleting records by ID.

books_manage_invoice

Books Manage Invoice

Create, update, delete, or change the status of invoices in Zoho Books. Supports setting customer, line items, payment terms, notes, and more. Can also mark invoices as sent, void, or draft.

books_get_invoices

Books Get Invoices

List or retrieve invoices from Zoho Books. Supports filtering by status, customer, and pagination. Can also list organizations to find the organization ID needed for all Books operations.

crm_get_related_records

CRM Get Related Records

Retrieve related records for a Zoho CRM record, such as Notes, Attachments, Emails, Deals, Contacts, or custom related lists. Supports field selection, pagination, sorting, and ID filtering.

desk_manage_contact

Desk Manage Contact

List, get, create, update, or delete Zoho Desk contacts. Useful for managing requesters before creating support tickets.

projects_get_portals

Projects Get Portals

List Zoho Projects portals available to the authenticated user so project and task tools can be called with the correct portalId.

More integrations teams use with Zoho

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Zoho

Manage core Zoho workflows across CRM, Desk, Books, People, and Projects. Retrieve, search, create, update, delete, and inspect related CRM records. Manage Desk tickets and contacts. Work with Books organizations, invoices, contacts, and expenses. List People forms and manage form/employee, leave, and attendance data. Discover Projects portals and manage projects, tasks, and milestones.

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Frequently asked questions

Common questions about connecting Zoho to AI agents with Metorial.

  1. Can Metorial connect Zoho to AI agents?
    Yes. Metorial connects AI agents to Zoho through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.