MCP Server for Zoho CRM

Build 24.0.9300

Accounts

Create, update, delete, and query information regarding accounts.

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side. The rest of the filter is executed client-side within the server.

Insert


INSERT INTO Accounts(AccountName) VALUES('my name') 

Required fields: AccountName.

Any field which is not read-only (ReadOnly = false in the table below below) can be inserted.

Delete

You must specify the Id in the WHERE clause when executing a delete against this table.

DELETE FROM Accounts WHERE Id = '3152079000000153079'

Update

You must specify the Id in the WHERE clause when executing an update against this table.

UPDATE Accounts SET Description = 'Updated from API' WHERE Id = '3152079000000153079'

Required fields: Id.

Any field which is not read-only (ReadOnly = false in the table below) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String True

Id

AccountOwner_Id String False

AccountOwner Id

AccountOwner_FirstName String True

AccountOwner FirstName

AccountOwner_LastName String True

AccountOwner LastName

AccountOwner_Email String True

AccountOwner Email

AccountOwner_Name String True

AccountOwner Name

Rating String False

Rating

AccountName String False

AccountName

Phone String False

Phone

Fax String False

Fax

ParentAccount_Id String False

ParentAccount Id

ParentAccount_Name String True

ParentAccount Name

Website String False

Website

TickerSymbol String False

TickerSymbol

AccountType String False

AccountType

Ownership String False

Ownership

Industry String False

Industry

Employees Int False

Employees

AnnualRevenue Decimal False

AnnualRevenue

SICCode Int False

SICCode

CreatedBy_Id String False

CreatedBy Id

CreatedBy_FirstName String True

CreatedBy FirstName

CreatedBy_LastName String True

CreatedBy LastName

CreatedBy_Email String True

CreatedBy Email

CreatedBy_Name String True

CreatedBy Name

ModifiedBy_Id String False

ModifiedBy Id

ModifiedBy_FirstName String True

ModifiedBy FirstName

ModifiedBy_LastName String True

ModifiedBy LastName

ModifiedBy_Email String True

ModifiedBy Email

ModifiedBy_Name String True

ModifiedBy Name

CreatedTime Datetime False

CreatedTime

ModifiedTime Datetime False

ModifiedTime

LastActivityTime Datetime True

LastActivityTime

AccountNumber Long False

AccountNumber

AccountSite String False

AccountSite

Tag String False

Tag

BillingStreet String False

BillingStreet

ShippingStreet String False

ShippingStreet

BillingCity String False

BillingCity

ShippingCity String False

ShippingCity

BillingState String False

BillingState

ShippingState String False

ShippingState

BillingCode String False

BillingCode

ShippingCode String False

ShippingCode

BillingCountry String False

BillingCountry

ShippingCountry String False

ShippingCountry

Description String False

Description

AccountImage String False

AccountImage

ChangeLogTime Datetime True

ChangeLogTime

Locked Bool True

Locked

LastEnrichedTime Datetime True

LastEnrichedTime

EnrichStatus String True

EnrichStatus

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DuplicateCheckFields String

The field(s) to be used for checking duplicate records in an upsert. The REST API allows for more than one field in the duplicate check but the BULK API only allows one field.

Trigger String

To trigger the rule while inserting record into CRM account.

CustomViewId Long

The custom view Id to be used for filtering this record. Will work when useCOQL=false.

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Build 24.0.9300