MCP Server for Zoho CRM

Build 24.0.9300

Tasks

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

Table-Specific Information

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert


INSERT INTO Tasks(Subject, Status) VALUES ('Finish sending emails to potential leads.', 'Created')

INSERT INTO Tasks(Subject, Status, ModuleName) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts')

INSERT INTO Tasks(Subject, Status, ModuleName, RelatedTo_Id) VALUES ('Finish sending emails to potential leads.', 'Created', 'Contacts', '2788704000120533263')

Required fields: Subject, ModuleName if RelatedTo_Id is specified.

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

Delete

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

DELETE FROM Tasks WHERE Id = '3152079000000153079'

Update

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

UPDATE Tasks SET Status = 'In progress' WHERE Id = '3152079000000492026'

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

TaskOwner_Id String False

TaskOwner Id

TaskOwner_FirstName String True

TaskOwner FirstName

TaskOwner_LastName String True

TaskOwner LastName

TaskOwner_Email String True

TaskOwner Email

TaskOwner_Name String True

TaskOwner Name

Subject String False

Subject

DueDate Date False

DueDate

ContactName_Id String False

ContactName Id

ContactName_Name String True

ContactName Name

RelatedTo_Id String False

RelatedTo Id

RelatedTo_Name String True

RelatedTo Name

Status String False

Status

Priority String False

Priority

ClosedTime Datetime True

ClosedTime

SendNotificationEmail Bool False

SendNotificationEmail

Repeat_Id String False

Repeat Id

Repeat_Name String True

Repeat Name

Reminder_Id String False

Reminder Id

Reminder_Name String True

Reminder Name

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

Tag String False

Tag

Description String False

Description

Locked Bool True

Locked

LastActivityTime Datetime False

LastActivityTime

ModuleName String False

ModuleName

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