How to connect Zoho to Claude Code

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 the server over HTTP

   Add --scope user to use it in every project.

   Copy

   claude mcp add --transport http metorial <your-magic-mcp-url>

3. 3. Sign in

   Run /mcp, select Metorial 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.

• Zoho tools appear as mcp__metorial__<tool>. Use that name in permission rules to allow or deny a tool.
• Run /mcp to see whether Metorial is connected and to sign in again.
• Claude Code warns when a tool result passes 10,000 tokens and caps it at 25,000 by default. Raise the cap with MAX_MCP_OUTPUT_TOKENS.
• Pre-approve trusted Zoho tools with allow rules in your settings so Claude Code stops asking each time.

claude mcp list shows "Needs authentication"

Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.

A teammate sees "Pending approval"

Servers shared through a project .mcp.json need approval. Run claude in the project and approve Metorial when asked.

Large tool results are cut off

Claude Code limits MCP tool output to 25,000 tokens by default. Raise it with the MAX_MCP_OUTPUT_TOKENS environment variable.

Based on the Claude Code MCP documentation.