How to connect Zoho to Cursor

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 Metorial to your MCP config

   Use ~/.cursor/mcp.json for every project, or .cursor/mcp.json for one.

   Copy

   {
     "mcpServers": {
       "metorial": {
         "url": "<your-magic-mcp-url>"
       }
     }
   }

3. 3. Sign in

   Open Customize in the sidebar, find 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.

• Cursor picks MCP tools automatically when they are relevant, including in Plan Mode. Name a Zoho tool to steer it.
• Cursor asks for approval before it uses an MCP tool by default. Click the arrow next to the tool name to check the arguments first.
• Switch the Metorial server off from Customize in the sidebar without removing it.
• Cursor shows each Zoho tool response in chat, with expandable views of the arguments and the result.

Metorial connects but tools are missing or failing

Open the Output panel (Cmd+Shift+U), choose MCP Logs, and look for authentication or connection errors.

Your company blocks the server

Enterprise admins approve remote servers in Team Settings, then MCP Configuration. Ask them to add a URL entry for your Metorial URL.

Cursor asks before every tool call

That is the default. Allowlist the Metorial tools you trust in your Run Mode settings to run them without a prompt.

Based on the Cursor MCP documentation.