How to connect Zoho to ChatGPT

1. 1. Enable Zoho in Metorial

   In your Metorial portal, enable the Zoho MCP server and sign in with the account that owns the data. Access stays governed by your team policies.

2. 2. Add a custom MCP server

   On ChatGPT web, open Plugins, select +, then Add custom MCP server.

3. 3. Paste your Metorial MCP URL

   Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.

4. 4. Create and install the plugin

   Select Create as a plugin, install it and sign in to load Zoho tools.

• People Manage Employee: List, search, create, or update employee records in Zoho People.
• CRM Get Modules: List all available modules in Zoho CRM along with their metadata.
• Desk Manage Ticket: Create, update, or delete support tickets in Zoho Desk.
• CRM Get Records: Retrieve records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, Tasks, etc.).
• CRM Search Records: Search for records in a Zoho CRM module using criteria, email, phone, or keyword.
• Books Manage Expense: Create, update, delete, or list expenses in Zoho Books.
• Projects Manage Project: Create, update, delete, or list projects in Zoho Projects.
• Books Manage Contact: Create, update, or delete contacts (customers/vendors) in Zoho Books.
• Projects Manage Task: Create, update, delete, or retrieve tasks within a Zoho Projects project.
• Desk Get Tickets: List, search, or retrieve support tickets from Zoho Desk.
• CRM Manage Record: Create, update, or delete records in any Zoho CRM module (Leads, Contacts, Accounts, Deals, etc.).
• Books Manage Invoice: Create, update, delete, or change the status of invoices in Zoho Books.
• Books Get Invoices: List or retrieve invoices from Zoho Books.
• CRM Get Related Records: Retrieve related records for a Zoho CRM record, such as Notes, Attachments, Emails, Deals, Contacts, or custom related lists.
• Desk Manage Contact: List, get, create, update, or delete Zoho Desk contacts.
• And 157 more on the Zoho MCP server page.

• Type @ and pick the plugin. The selection applies to that message only, so @mention it again when a follow-up needs fresh Zoho data.
• For write actions, ChatGPT may ask you to confirm first, depending on the app permissions and the action.
• Once published for a workspace, ChatGPT keeps a snapshot of the tool list. When your team adds Zoho tools in Metorial, an admin refreshes the actions in Workspace settings before they appear.
• You can use several apps in one prompt, for example read Zoho data and then create a ticket in another app.

Add custom MCP server is missing

Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.

The plugin exists but no tools appear

Creating the plugin is not enough: install it from your plugins, then start a new conversation so ChatGPT loads its tools.

ChatGPT answers without using the tools

Pick the plugin with @ in the composer and name the action you want, for example "use Metorial to look up the latest ticket".

Based on the ChatGPT MCP documentation.