Tables
The server models the data in Zoho CRM as a list of tables in a relational database that can be queried using standard SQL statements.
CData MCP Server for Zoho CRM Tables
| Name | Description |
| Accounts | Manages company or customer account records, supporting operations to create, update, delete, and retrieve account data. |
| Activities | Stores CRM activities such as tasks, calls, and events, with support for deletion and retrieval. |
| Attachments | Handles files attached to CRM records, supporting deletion and queries by record or module. |
| Calls | Stores logged call records, enabling full lifecycle management including creation, updates, and deletions. |
| Campaigns | Maintains marketing campaign records and supports linking to leads, contacts, or deals for engagement tracking. |
| Cases | Tracks customer service tickets or support requests, including case creation, updates, and resolution status. |
| ContactRoles | Defines the role a contact plays in relation to a deal or account, with support to create, update, or remove roles. |
| Contacts | Stores contact records representing individuals, with full support for data operations including phone, email, and job role details. |
| Currencies | Manages currency configurations used for pricing, deals, and transactions across modules within your organization. |
| Deals | Stores information about sales opportunities, including stage, expected revenue, and related accounts or contacts. |
| Events | Manages calendar-based records such as meetings or scheduled events, with full create, update, and delete support. |
| Invoices | Stores customer invoice records including itemized charges, taxes, and payment tracking. Not available in free or standard accounts. |
| Leads | Manages unqualified prospect records, allowing conversion into contacts, accounts, or deals after qualification. |
| Notes | Handles note entries linked to CRM records, allowing users to create, edit, delete, or retrieve notes. |
| PriceBooks | Manages price book records for assigning specific product pricing tiers. Not supported in free or standard accounts. |
| Products | Stores product catalog records including item name, SKU, price, and stock information. |
| PurchaseOrders | Stores purchase orders issued to vendors, including product details, terms, and order status. Restricted in free and standard accounts. |
| Quotes | Stores quote records issued to customers with pricing, taxes, and terms. Not supported in free or standard accounts. |
| SalesOrders | Manages sales order transactions including items, billing, and shipping details. Not accessible in free or standard accounts. |
| Solutions | Stores internal solution records such as help articles or knowledge base entries used for case resolution. |
| Tasks | Stores task records linked to CRM entities, including priority, due date, and reminder settings. |
| Vendors | Stores vendor records used in purchase-related transactions such as purchase orders or stock replenishment. |