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 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.
| Key | Env var | Type | Required | Label |
|---|---|---|---|---|
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.
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 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.
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 - Parameters
- first_name, last_name, company, email, phone
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 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 - Parameters
- lead_id
kosmo integrations:call zoho-crm.zoho_crm_get_lead '{"lead_id":"example_lead_id"}' --json 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 - Parameters
- lead_id, first_name, last_name, company, email, phone
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 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 - Parameters
- criteria, email
kosmo integrations:call zoho-crm.zoho_crm_search_leads '{"criteria":"example_criteria","email":"example_email"}' --json 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 - Parameters
- first_name, last_name, email, phone
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 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 - Parameters
- contact_id
kosmo integrations:call zoho-crm.zoho_crm_get_contact '{"contact_id":"example_contact_id"}' --json 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 - Parameters
- contact_id, first_name, last_name, email, phone
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 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 - Parameters
- criteria, email
kosmo integrations:call zoho-crm.zoho_crm_search_contacts '{"criteria":"example_criteria","email":"example_email"}' --json 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 - Parameters
- account_name, website, phone, industry
kosmo integrations:call zoho-crm.zoho_crm_create_account '{"account_name":"example_account_name","website":"example_website","phone":"example_phone","industry":"example_industry"}' --json 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 - Parameters
- account_id
kosmo integrations:call zoho-crm.zoho_crm_get_account '{"account_id":"example_account_id"}' --json 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 - Parameters
- deal_name, amount, stage, closing_date, account_id
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 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 - Parameters
- deal_id
kosmo integrations:call zoho-crm.zoho_crm_get_deal '{"deal_id":"example_deal_id"}' --json 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 - Parameters
- page, per_page
kosmo integrations:call zoho-crm.zoho_crm_list_deals '{"page":1,"per_page":1}' --json 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 - Parameters
- type, page
kosmo integrations:call zoho-crm.zoho_crm_list_users '{"type":"example_type","page":1}' --json 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 - Parameters
- none
kosmo integrations:call zoho-crm.zoho_crm_get_current_user '{}' --json 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
kosmo integrations:schema zoho-crm.zoho_crm_create_lead --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_get_lead --json | Parameter | Type | Required | Description |
|---|---|---|---|
lead_id | string | yes | Zoho CRM lead ID. |
zoho-crm.zoho_crm_update_lead 6 parameters
kosmo integrations:schema zoho-crm.zoho_crm_update_lead --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_search_leads --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_create_contact --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_get_contact --json | Parameter | Type | Required | Description |
|---|---|---|---|
contact_id | string | yes | Zoho CRM contact ID. |
zoho-crm.zoho_crm_update_contact 5 parameters
kosmo integrations:schema zoho-crm.zoho_crm_update_contact --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_search_contacts --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_create_account --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_get_account --json | Parameter | Type | Required | Description |
|---|---|---|---|
account_id | string | yes | Zoho CRM account ID. |
zoho-crm.zoho_crm_create_deal 5 parameters
kosmo integrations:schema zoho-crm.zoho_crm_create_deal --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_get_deal --json | Parameter | Type | Required | Description |
|---|---|---|---|
deal_id | string | yes | Zoho CRM deal ID. |
zoho-crm.zoho_crm_list_deals 2 parameters
kosmo integrations:schema zoho-crm.zoho_crm_list_deals --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_list_users --json | Parameter | Type | Required | Description |
|---|---|---|---|
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
kosmo integrations:schema zoho-crm.zoho_crm_get_current_user --json | Parameter | Type | Required | Description |
|---|---|---|---|
| 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.