zoho-crm-automation

Zoho CRM Automation via Rube MCP

Automate Zoho CRM operations through Composio's Zoho toolkit via Rube MCP.

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Zoho CRM connection via RUBE_MANAGE_CONNECTIONS with toolkit zoho
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit zoho
3. If connection is not ACTIVE, follow the returned auth link to complete Zoho OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. Search and Retrieve Records

When to use: User wants to find specific CRM records by criteria

Tool sequence:

1. ZOHO_LIST_MODULES - List available CRM modules [Prerequisite]
2. ZOHO_GET_MODULE_FIELDS - Get field definitions for a module [Optional]
3. ZOHO_SEARCH_ZOHO_RECORDS - Search records by criteria [Required]
4. ZOHO_GET_ZOHO_RECORDS - Get records from a module [Alternative]

Key parameters:

• module: Module name (e.g., 'Leads', 'Contacts', 'Deals', 'Accounts')
• criteria: Search criteria string (e.g., 'Email:equals:john@example.com')
• fields: Comma-