Model Context Protocol (MCP) is an open protocol that establishes a standardized way for applications to interact with Large Language Models (LLMs). With an MCP, you can instruct popular AI agents or even custom AI agents to interact with native or third-party applications and complete complex workflows with ease.
Zoho MCP
Zoho MCP is a service from Zoho that allows you to create your own MCP server to perform automated actions across Zoho applications and third-party services. It connects LLMs like GPT or Claude to Zoho's APIs, data models, and actions, so agents gain the context, access, and control they need to turn natural language instructions into real actions across your business apps.
Using Zoho MCP with Zoho Lens, you can trigger actions such as starting and scheduling AR remote sessions, retrieving session reports, managing work instructions, and downloading session files — all through natural language prompts.
Note: MCP server is available in following datacentres:
US, IN, EU, AU, CA, SA, UAE and JP.
Key Features
- Start, schedule, and reschedule AR remote assistance sessions through AI agents
- Access ongoing and completed session lists across your organization.
- Manage departments, organizations, and org members with ease.
- Retrieve session reports, work instructions, and all associated file metadata.
- Download session recordings, screenshots, chats, and notes.
- Compatible with all MCP clients including Claude, Cursor, Windsurf, and VS Code.
Configuring your Zoho Lens MCP server
- Go to Zoho MCP and click Create MCP server.
- Provide a name for your Zoho MCP server and click Create.
- Go to Tools, click Add Tools
- Search for Zoho Lens.
- Choose the required tools and click Add Now to proceed. To select all available tools at once, enable the Tools Name checkbox.
- All the required tools will be added to your Zoho MCP server.
- Go to Connect and copy the MCP URL generated to integrate your Zoho MCP server with your preferred MCP Client (Claude, Cursor, VS Code, or Windsurf).
A unique and secure URL will be generated by the Zoho MCP service each time you create a Zoho MCP server. This MCP URL will serve as the endpoint invoked when a prompt is executed from your MCP Client.
- Complete the authorization process by selecting the Service and the Org.
- Once authorized, go back to your LLM to start asking your queries.
Implementation
Connect Zoho Lens MCP to Claude
Link Claude with Zoho MCP, allowing it to handle real-world workflows through a secure, straightforward setup—all within your conversation window.
Setting Up Zoho MCP in Claude
Note: Only a Claude organization admin can complete these steps. Once connected, the integration will be accessible to everyone in your Claude organization, but only you can manage the tools linked to this Zoho MCP instance.
- Navigate to claude.ai/settings/integrations
- Click on Organization integrations
- Select Add integration
- Enter a name and paste the Integration copied MCP url.
- Click Add
Accessing Zoho MCP Tools in Claude
- Open a new chat
- Choose Search and tools
- Pick the Zoho MCP connection
- Select the tools you’d like to use in the chat
- Ask Claude to perform actions using them!
Connect Zoho Lens MCP to Cursor
Use tools from Zoho MCP directly inside Cursor IDE. Enable your AI assistant to perform real-world actions securely—without leaving your coding workspace.
Setting Up Zoho MCP in Cursor
You can first try clicking the "Add to Cursor" button for automatic setup. If that doesn't work or you need to modify the installation, follow the directions below.
Add Zoho MCP Server
- Open Cursor settings (Mac - ⇧ + ⌘ + J, Windows - Ctrl + Shift + J)
- Go to the MCP Tools tab and click New MCP Server
- Copy and paste the following JSON configuration below, then save it using CMD + S or CTRL + S
Activate Agent Mode
Make sure the chat is set to Agent mode to access Zoho MCP tools within Cursor.
Important: Treat your MCP server key like a password. It can trigger tools connected to your account and access sensitive information.
Connect Zoho Lens MCP to Windsurf
Use Zoho MCP directly within Windsurf IDE. Let your AI assistant handle real-world actions through a secure, simple connection-right from your coding environment.
Configuring Zoho MCP in Windsurf
- Open Windsurf settings (Mac - "⌘ +,"; Windows -" Ctrl + ,")
- Go to the Cascade tab and click Add Server
- Select Add custom server +
- Add the following JSON configuration, replacing the placeholder key with your MCP key from below
Note: Treat your MCP server key like a password! It can trigger tools linked to this server and access your data.
Connect Zoho Lens MCP to Visual Studio Code
Use tools directly inside Visual Studio Code with Zoho MCP. Allow your AI assistant to perform real-world actions through a secure, simple connection, without leaving your coding workspace.
Important: You must have GitHub Copilot enabled and set to Agent mode in Visual Studio Code for Zoho MCP to function correctly.
Configuring Zoho MCP in Visual Studio Code
- Open the Visual Studio Code Command Palette (⇧ + ⌘ + P on Mac, Ctrl + Shift + P on Windows)
- Type "MCP: Add Server..." and press Enter
- Choose "HTTP (HTTP or Server-Sent Events)" and press Enter
- Paste your MCP key from below into the "Server Key" field and press Enter
- Provide a server name and press Enter
- Make sure GitHub Copilot is set to Agent mode.
- Ask GitHub Copilot to use tools from your Zoho MCP server
Caution: Treat your MCP server key like a password! It can trigger tools linked to your server and access sensitive data.
The MCP integration provides access to the core capabilities of Zoho Lens. The table below lists all available tools along with their descriptions.
Tool Name
| Description
|
startSession
| Initiates a new Zoho Lens AR remote assistance session and generates both a technician URL and a customer URL to begin the live session immediately.
|
scheduleSession
| Schedules an AR remote assistance session with details such as title, customer email, scheduled date and time, and department, with options to notify participants in advance.
|
rescheduleSession
| Reschedules an scheduled session to a new date and time, updating participant notifications accordingly.
|
fetchScheduledSessionDetail
| Retrieves the full details of a specific scheduled session, including title, participants, scheduled time, and department information.
|
fetchOngoingSessionsList
| Returns a list of all ongoing and scheduled sessions of the current user. For super admins and admins, returns the list of ongoing and scheduled sessions of all members in the organization.
|
fetchCompletedSessionsList
| Returns a list of all completed sessions of the current user. For super admins and admins, returns the list of all completed sessions of all members in the organization.
|
fetchDepartmentsList
| Retrieves details about all the departments in which the current user is a member.
|
fetchOrganizationsList
| Returns a list of all organizations associated with your Zoho Lens account.
|
fetchOrgMembersList
| Retrieves a list of all members belonging to a specific organization in your Zoho Lens account.
|
fetchMyUserDetails
| Retrieves the profile and account details of the currently authenticated Zoho Lens user.
|
fetchSessionReports
| Retrieves detailed reports for past sessions, including session duration, technician details, and session status. For super admins and admins, returns reports across all members in the organization.
|
fetchAllSessionsFilesMetadata
| Returns file details (recordings, screenshots, chats, notes) across all sessions created by the current user or other members, based on the user's role.
|
fetchSpecificSessionFilesMetadata
| Returns metadata for all files associated with a specific completed session.
|
fetchWorkInstructionsList
| Retrieves a list of all work instructions in your Zoho Lens account, including title, description, created time, created by, and instruction count details.
|
fetchWorkInstructionDetails
| Retrieves a detailed view of a specific work instruction, including its instructions, attachments, comments, and evaluation mandatory details.
|
setDefaultOrganization
| Sets a specified organization as the default for subsequent Zoho Lens operations and session creation.
|
setPreferredDepartment
| Sets a specified department as the preferred default for new session creation and management.
|
downloadSpecificSessionAllFiles
| Downloads all available files (recordings, screenshots, chats, and notes) from a specific completed session.
Note: Additionally enable getSysIdForSessionId tool to fetch this data.
|
downloadSessionChats
| Downloads the full chat transcript from a completed Zoho Lens remote assistance session.
Note: Additionally enable getSysIdForSessionId tool to fetch this data.
|
downloadSessionNotes
| Downloads the notes recorded by the technician during a Zoho Lens remote session.
Note: Additionally enable getSysIdForSessionId tool to fetch this data.
|
downloadSessionScreenshots
| Downloads all screenshots captured during a specific Zoho Lens remote session.
Note: Additionally enable getSysIdForSessionId tool to fetch this data.
|
downloadSessionRecordings
| Downloads the full session recording of a completed Zoho Lens remote session.
Note: Additionally enable getSysIdForSessionId tool to fetch this data.
|
Note: In need of our assistance kindly contact us support@zoholens.com.