MCP Server for Zoho CRM

Build 24.0.9300

Deals

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

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 Deals (DealName, Stage) VALUES ('Converting company XYZ into our client.', 'Qualification')

Required fields: DealName.

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 Deals WHERE Id = '3152079000000153079'

Update

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

UPDATE Deals 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

DealOwner_Id String False

DealOwner Id

DealOwner_FirstName String True

DealOwner FirstName

DealOwner_LastName String True

DealOwner LastName

DealOwner_Email String True

DealOwner Email

DealOwner_Name String True

DealOwner Name

Amount Decimal False

Amount

DealName String False

DealName

ClosingDate Date False

ClosingDate

AccountName_Id String False

AccountName Id

AccountName_Name String True

AccountName Name

Stage String False

Stage

Type String False

Type

Probability(%) Int False

Probability(%)

ExpectedRevenue Decimal True

ExpectedRevenue

NextStep String False

NextStep

LeadSource String False

LeadSource

CampaignSource_Id String False

CampaignSource Id

CampaignSource_Name String True

CampaignSource Name

ContactName_Id String False

ContactName Id

ContactName_Name String True

ContactName 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

LastActivityTime Datetime True

LastActivityTime

LeadConversionTime Int True

LeadConversionTime

SalesCycleDuration Int True

SalesCycleDuration

OverallSalesDuration Int True

OverallSalesDuration

Tag String False

Tag

Description String False

Description

RecordId Long True

RecordId

ChangeLogTime Datetime True

ChangeLogTime

Locked Bool True

Locked

ReasonForLoss String False

ReasonForLoss

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