HeyMetra Zoho CRM MCP Server
AvailableConnect Zoho CRM once, then use it from Claude, ChatGPT, Cursor or Codex.
The Zoho CRM MCP server is a connector on HeyMetra, a remote MCP server for marketing and revenue data. You authorise Zoho CRM once with OAuth, and it becomes available as tools to Claude, ChatGPT, Cursor or Codex. It is read-only: nothing here can change your Zoho CRM account. Zoho CRM is available today, and it sits alongside 13 other sources behind the same connection.
At a glance
| Category | Revenue & CRM |
|---|---|
| How you connect | OAuth |
| Available today | Yes |
| Tools | Read-only |
| Clients | Claude, ChatGPT, Cursor and Codex |
What Zoho CRM is
Zoho CRM manages your leads, contacts, and deals across the sales cycle. It’s the system of record for your pipeline and sales activity.
Prompts that work once it is connected
You type these into your own client. HeyMetra never sees the conversation — only the tool calls the client decides to make.
- How many leads came in this week, and where did they come from?
- Which owner took the most leads last month?
- What is the open pipeline worth by stage?
- How many open deals carry no amount at all?
Setting it up
Two steps, in this order: authorise Zoho CRM in HeyMetra — you sign in on Zoho CRM's own screen, so no password reaches us — then add HeyMetra as a remote MCP server in the client you use. The second step is the one that differs.
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Claude
Claude calls remote MCP servers "connectors" and adds them from its own settings, under Connectors.
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ChatGPT
ChatGPT adds remote MCP servers from its settings; the option is account- and plan-dependent and OpenAI has moved it more than once.
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Cursor
Cursor reads MCP servers from an `mcp.json` file — one per project under `.cursor/`, or a global one in your home directory.
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Codex
Codex reads MCP servers from its own config file, under an `mcp_servers` section.
Frequently asked
Is the Zoho CRM connector available yet?
Yes. Zoho CRM works today, alongside 6 of the other 13 sources.
Does Zoho CRM have an official MCP server?
Yes — the vendor publishes one, and it is the first result for that search (zoho.com, checked September 2026). It covers Zoho CRM and nothing else. This connector sits next to 13 others behind one connection, which is the difference: one server that reads the account you spent in and the account you earned in.
What can I ask about Zoho CRM once it is connected?
Whatever the tools can answer — you type the question into your own client, not into anything of ours. For example: “How many leads came in this week, and where did they come from?” or “Which owner took the most leads last month?”
Can HeyMetra change my Zoho CRM account?
No. This connector is read-only: none of the 6 writing tools touch Zoho CRM.
How do I connect Zoho CRM to Claude or ChatGPT?
You connect Zoho CRM to HeyMetra once — by signing in on Zoho CRM, so no password reaches us — and then add HeyMetra as a remote MCP server in whichever client you use. The four client pages carry the step for each one.
What does the Zoho CRM connector cost?
Nothing on its own. Plans are priced by how many connectors and seats you get, not per connector or per tool call, and every plan can reach every connector that is live. The pricing page carries the current figures.
Connectors next to this one
The other half of the question lives in a different category: Google Search Console data sits behind the same connection, which is what lets one answer cover both.