MCP Server for Zoho CRM

Build 24.0.9300

Cases

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

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 Cases (Email, Priority, Subject) VALUES ('[email protected]', 'Medium', 'A simple test case')

Required fields: Subject.

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 Cases WHERE Id = '3152079000000153079'

Update

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

UPDATE Cases SET Priority = 'Low' WHERE Id = '3152079000000473022'

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

CaseReason String False

CaseReason

CaseNumber String True

CaseNumber

CaseOwner_Id String False

CaseOwner Id

CaseOwner_FirstName String True

CaseOwner FirstName

CaseOwner_LastName String True

CaseOwner LastName

CaseOwner_Email String True

CaseOwner Email

CaseOwner_Name String True

CaseOwner Name

Status String False

Status

ProductName_Id String False

ProductName Id

ProductName_Name String True

ProductName Name

Priority String False

Priority

Type String False

Type

CaseOrigin String False

CaseOrigin

Subject String False

Subject

RelatedTo_Id String False

RelatedTo Id

RelatedTo_Name String True

RelatedTo Name

AccountName_Id String False

AccountName Id

AccountName_Name String True

AccountName Name

DealName_Id String False

DealName Id

DealName_Name String True

DealName Name

No.ofcomments Int True

No.ofcomments

ReportedBy String False

ReportedBy

Email String False

Email

Phone String False

Phone

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

InternalComments String False

InternalComments

Solution String False

Solution

AddComment String False

AddComment

Comments String True

Comments

RecordId Long True

RecordId

Locked Bool True

Locked

LastActivityTime Datetime False

LastActivityTime

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.

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 24.0.9300