Claude Desktop connects to Zoho CRM through the CData MCP Server for Zoho CRM using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Zoho CRM via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Zoho CRM.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "List all leads created in the past 30 days along with their lead source."
• "Which leads haven't been contacted yet?"
• "Who is handling the most deals in the pipeline right now?"
• "List all contacts linked to accounts in the Healthcare industry."
• "Show contacts added by Jane Doe in the last week."
• "How many leads were generated from the 'Summer Promo' campaign?"
• "List email campaigns with an open rate above 50%."
• "Which campaigns have resulted in the most converted leads?"
• "Which sales reps have the most completed meetings this month?"
• "Show all overdue tasks related to high-value deals."

Claude securely executes the query using the MCP Server and responds using the live results from Zoho CRM.