KosmoKrator

productivity

Zoho CRM CLI for AI Agents

Use the Zoho CRM CLI from KosmoKrator to call Zoho CRM tools headlessly, return JSON, inspect schemas, and automate workflows from coding agents, scripts, and CI.

Zoho CRM CLI Setup

Zoho CRM can be configured headlessly with `kosmokrator integrations:configure zoho-crm`.

Install, configure, and verify
# Install KosmoKrator first if it is not available on PATH.
curl -fsSL https://raw.githubusercontent.com/OpenCompanyApp/kosmokrator/main/install.sh | bash

# Configure and verify this integration.
kosmokrator integrations:configure zoho-crm --set access_token="$ZOHO_CRM_ACCESS_TOKEN" --enable --read allow --write ask --json
kosmokrator integrations:doctor zoho-crm --json
kosmokrator integrations:status --json

Credentials

Authentication type: Manual OAuth token oauth2_manual_token. Configure credentials once, then reuse the same stored profile from scripts, coding CLIs, Lua, and MCP.

KeyEnv varTypeRequiredLabel
access_token ZOHO_CRM_ACCESS_TOKEN Secret secret yes OAuth2 Access Token

Command Patterns

The generic command is stable across every integration. The provider shortcut is shorter for humans.

Generic CLI call
kosmo integrations:call zoho-crm.zoho_crm_create_lead '{"first_name":"example_first_name","last_name":"example_last_name","company":"example_company","email":"example_email","phone":"example_phone"}' --json
Provider shortcut
kosmo integrations:zoho-crm zoho_crm_create_lead '{"first_name":"example_first_name","last_name":"example_last_name","company":"example_company","email":"example_email","phone":"example_phone"}' --json

Discovery

These commands return structured output for coding agents that need to inspect capabilities before choosing a function.

Discovery commands
kosmo integrations:docs zoho-crm --json
kosmo integrations:docs zoho-crm.zoho_crm_create_lead --json
kosmo integrations:schema zoho-crm.zoho_crm_create_lead --json
kosmo integrations:search "Zoho CRM" --json
kosmo integrations:list --json

Automation Contexts

The same configured command surface works in these environments. The command does not change unless the host wrapper, credentials, or permissions change.

CLI Functions

Every function below can be called headlessly. Commands are highlighted, copyable, and scroll horizontally when payloads are long.

zoho-crm.zoho_crm_create_lead

Create a new lead in Zoho CRM. Provide at least a last name or company name. Other fields (first name, email, phone) are optional. Returns the created lead with its Zoho CRM ID.

Write write
Parameters
first_name, last_name, company, email, phone
Generic call
kosmo integrations:call zoho-crm.zoho_crm_create_lead '{"first_name":"example_first_name","last_name":"example_last_name","company":"example_company","email":"example_email","phone":"example_phone"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_create_lead '{"first_name":"example_first_name","last_name":"example_last_name","company":"example_company","email":"example_email","phone":"example_phone"}' --json

zoho-crm.zoho_crm_get_lead

Retrieve a Zoho CRM lead by its ID. Returns the lead record with all populated fields.

Read read
Parameters
lead_id
Generic call
kosmo integrations:call zoho-crm.zoho_crm_get_lead '{"lead_id":"example_lead_id"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_get_lead '{"lead_id":"example_lead_id"}' --json

zoho-crm.zoho_crm_update_lead

Update an existing lead in Zoho CRM. Provide the lead ID and the fields to update (first_name, last_name, company, email, phone). Returns the update status and modified lead details.

Write write
Parameters
lead_id, first_name, last_name, company, email, phone
Generic call
kosmo integrations:call zoho-crm.zoho_crm_update_lead '{"lead_id":"example_lead_id","first_name":"example_first_name","last_name":"example_last_name","company":"example_company","email":"example_email","phone":"example_phone"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_update_lead '{"lead_id":"example_lead_id","first_name":"example_first_name","last_name":"example_last_name","company":"example_company","email":"example_email","phone":"example_phone"}' --json

zoho-crm.zoho_crm_search_leads

Search Zoho CRM leads by criteria or email. Use "criteria" for structured queries like (Email:equals:john@example.com). Use "email" as a shortcut to search by email address. Returns matching lead records.

Read read
Parameters
criteria, email
Generic call
kosmo integrations:call zoho-crm.zoho_crm_search_leads '{"criteria":"example_criteria","email":"example_email"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_search_leads '{"criteria":"example_criteria","email":"example_email"}' --json

zoho-crm.zoho_crm_create_contact

Create a new contact in Zoho CRM. Provide at least a last name. Other fields (first name, email, phone) are optional. Returns the created contact with its Zoho CRM ID.

Write write
Parameters
first_name, last_name, email, phone
Generic call
kosmo integrations:call zoho-crm.zoho_crm_create_contact '{"first_name":"example_first_name","last_name":"example_last_name","email":"example_email","phone":"example_phone"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_create_contact '{"first_name":"example_first_name","last_name":"example_last_name","email":"example_email","phone":"example_phone"}' --json

zoho-crm.zoho_crm_get_contact

Retrieve a Zoho CRM contact by its ID. Returns the contact record with all populated fields.

Read read
Parameters
contact_id
Generic call
kosmo integrations:call zoho-crm.zoho_crm_get_contact '{"contact_id":"example_contact_id"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_get_contact '{"contact_id":"example_contact_id"}' --json

zoho-crm.zoho_crm_update_contact

Update an existing contact in Zoho CRM. Provide the contact ID and the fields to update (first_name, last_name, email, phone). Returns the update status and modified contact details.

Write write
Parameters
contact_id, first_name, last_name, email, phone
Generic call
kosmo integrations:call zoho-crm.zoho_crm_update_contact '{"contact_id":"example_contact_id","first_name":"example_first_name","last_name":"example_last_name","email":"example_email","phone":"example_phone"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_update_contact '{"contact_id":"example_contact_id","first_name":"example_first_name","last_name":"example_last_name","email":"example_email","phone":"example_phone"}' --json

zoho-crm.zoho_crm_search_contacts

Search Zoho CRM contacts by criteria or email. Use "criteria" for structured queries like (Email:equals:john@example.com). Use "email" as a shortcut to search by email address. Returns matching contact records.

Read read
Parameters
criteria, email
Generic call
kosmo integrations:call zoho-crm.zoho_crm_search_contacts '{"criteria":"example_criteria","email":"example_email"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_search_contacts '{"criteria":"example_criteria","email":"example_email"}' --json

zoho-crm.zoho_crm_create_account

Create a new account (organization) in Zoho CRM. Provide at least an account name. Other fields (website, phone, industry) are optional. Returns the created account with its Zoho CRM ID.

Write write
Parameters
account_name, website, phone, industry
Generic call
kosmo integrations:call zoho-crm.zoho_crm_create_account '{"account_name":"example_account_name","website":"example_website","phone":"example_phone","industry":"example_industry"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_create_account '{"account_name":"example_account_name","website":"example_website","phone":"example_phone","industry":"example_industry"}' --json

zoho-crm.zoho_crm_get_account

Retrieve a Zoho CRM account by its ID. Returns the account record with all populated fields.

Read read
Parameters
account_id
Generic call
kosmo integrations:call zoho-crm.zoho_crm_get_account '{"account_id":"example_account_id"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_get_account '{"account_id":"example_account_id"}' --json

zoho-crm.zoho_crm_create_deal

Create a new deal (opportunity) in Zoho CRM. Provide at least a deal name and stage. Other fields (amount, closing_date, account_id) are optional. Returns the created deal with its Zoho CRM ID.

Write write
Parameters
deal_name, amount, stage, closing_date, account_id
Generic call
kosmo integrations:call zoho-crm.zoho_crm_create_deal '{"deal_name":"example_deal_name","amount":1,"stage":"example_stage","closing_date":"example_closing_date","account_id":"example_account_id"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_create_deal '{"deal_name":"example_deal_name","amount":1,"stage":"example_stage","closing_date":"example_closing_date","account_id":"example_account_id"}' --json

zoho-crm.zoho_crm_get_deal

Retrieve a Zoho CRM deal by its ID. Returns the deal record with all populated fields.

Read read
Parameters
deal_id
Generic call
kosmo integrations:call zoho-crm.zoho_crm_get_deal '{"deal_id":"example_deal_id"}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_get_deal '{"deal_id":"example_deal_id"}' --json

zoho-crm.zoho_crm_list_deals

List deals from Zoho CRM with optional pagination. Use page and per_page to control pagination. Returns deal records.

Read read
Parameters
page, per_page
Generic call
kosmo integrations:call zoho-crm.zoho_crm_list_deals '{"page":1,"per_page":1}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_list_deals '{"page":1,"per_page":1}' --json

zoho-crm.zoho_crm_list_users

List users from Zoho CRM. Optionally filter by user type (e.g. ActiveUsers, Admins) and paginate results.

Read read
Parameters
type, page
Generic call
kosmo integrations:call zoho-crm.zoho_crm_list_users '{"type":"example_type","page":1}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_list_users '{"type":"example_type","page":1}' --json

zoho-crm.zoho_crm_get_current_user

Retrieve the currently authenticated Zoho CRM user's profile. Returns user details including name, email, role, and other profile information.

Read read
Parameters
none
Generic call
kosmo integrations:call zoho-crm.zoho_crm_get_current_user '{}' --json
Shortcut
kosmo integrations:zoho-crm zoho_crm_get_current_user '{}' --json

Function Schemas

Use these parameter tables when building CLI payloads without calling integrations:schema first.

zoho-crm.zoho_crm_create_lead 5 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_create_lead --json
ParameterTypeRequiredDescription
first_name string no Lead first name.
last_name string no Lead last name.
company string no Lead company name.
email string no Lead email address.
phone string no Lead phone number.
zoho-crm.zoho_crm_get_lead 1 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_get_lead --json
ParameterTypeRequiredDescription
lead_id string yes Zoho CRM lead ID.
zoho-crm.zoho_crm_update_lead 6 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_update_lead --json
ParameterTypeRequiredDescription
lead_id string yes Zoho CRM lead ID.
first_name string no Updated first name.
last_name string no Updated last name.
company string no Updated company name.
email string no Updated email address.
phone string no Updated phone number.
zoho-crm.zoho_crm_search_leads 2 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_search_leads --json
ParameterTypeRequiredDescription
criteria string no Search criteria expression, e.g. (Email:equals:john@example.com).
email string no Email address to search for (shortcut for criteria).
zoho-crm.zoho_crm_create_contact 4 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_create_contact --json
ParameterTypeRequiredDescription
first_name string no Contact first name.
last_name string no Contact last name.
email string no Contact email address.
phone string no Contact phone number.
zoho-crm.zoho_crm_get_contact 1 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_get_contact --json
ParameterTypeRequiredDescription
contact_id string yes Zoho CRM contact ID.
zoho-crm.zoho_crm_update_contact 5 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_update_contact --json
ParameterTypeRequiredDescription
contact_id string yes Zoho CRM contact ID.
first_name string no Updated first name.
last_name string no Updated last name.
email string no Updated email address.
phone string no Updated phone number.
zoho-crm.zoho_crm_search_contacts 2 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_search_contacts --json
ParameterTypeRequiredDescription
criteria string no Search criteria expression, e.g. (Email:equals:john@example.com).
email string no Email address to search for (shortcut for criteria).
zoho-crm.zoho_crm_create_account 4 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_create_account --json
ParameterTypeRequiredDescription
account_name string no Account (company) name.
website string no Account website URL.
phone string no Account phone number.
industry string no Industry type (e.g. Technology, Finance).
zoho-crm.zoho_crm_get_account 1 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_get_account --json
ParameterTypeRequiredDescription
account_id string yes Zoho CRM account ID.
zoho-crm.zoho_crm_create_deal 5 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_create_deal --json
ParameterTypeRequiredDescription
deal_name string no Deal name.
amount number no Deal amount.
stage string no Deal stage (e.g. Qualification, Negotiation, Closed Won).
closing_date string no Expected closing date (YYYY-MM-DD).
account_id string no Zoho CRM account ID to associate with the deal.
zoho-crm.zoho_crm_get_deal 1 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_get_deal --json
ParameterTypeRequiredDescription
deal_id string yes Zoho CRM deal ID.
zoho-crm.zoho_crm_list_deals 2 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_list_deals --json
ParameterTypeRequiredDescription
page integer no Page number (default 1).
per_page integer no Number of records per page (default 20, max 200).
zoho-crm.zoho_crm_list_users 2 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_list_users --json
ParameterTypeRequiredDescription
type string no User type filter (e.g. ActiveUsers, Admins, ActiveConfirmedAdmins).
page integer no Page number (default 1).
zoho-crm.zoho_crm_get_current_user 0 parameters
Schema command
kosmo integrations:schema zoho-crm.zoho_crm_get_current_user --json
ParameterTypeRequiredDescription
No parameters.

Permissions

Headless calls still follow the integration read/write permission policy. Configure read/write defaults with integrations:configure. Add --force only for trusted automation that should bypass that policy.