Quick Start Guide

Quick Start Guide

In this section, we are going to accomplish an example workflow of inviting uncontacted users via email to try out your service.

Example Requirement

Required Workflow

The following list details the workflow we are going to accomplish using Zoho MCP:
  1. Scan your leads, and check Lead Status field for customers who have not been contacted.
  2. We acquire the email IDs of the uncontacted customers, and send an email to them inviting them to try our service.

The Zoho MCP Optimization

Cold emails play a crucial part in ensuring brand awareness and customer presales operations.Typically, you would engineer an automated workflow, that would still require manual triggers, and lack personalization or context and send out a generic invite email that has more chances of landing in the customer's Spam than does it have of providing meaningful and much needed information to your customers.

Using Zoho MCP improves the entire workflow in the following manner:
  1. No configuration or manual input beyond the prompt is required, everything is done without any errors from beginning to end autonomously.
  2. Leveraging AI to accomplish your workflow ensures that every action is context-aware. This is especially important, to always account for edge cases.
  3. In the event of an error, the workflow wont have to wait for manual intervention, the MCP Client, by nature, will try several workarounds or achieve the closest possible output and provide context over why it was not able to accomplish the required task.

Tools Used

We will be using the following MCP tools to accomplish the required workflow.

MCP Client: Claude.ai
Services: Zoho CRM, Zoho Mail
MCP Tools:

Service Name
Tool Name
Definition
Zoho CRM
getLeadsRecords
updateLeadsRecords
  1. Get the list of records from the Leads module.
  2. Update multiple records in the Leads module.
Zoho MailgetMailAccounts
sendEmail
  1. Retrieve all mail account details for the authenticated user.
  2. To send an email to the required personnel.

Prerequisites

Before we begin creating our MCP server, it is important that you satisfy the following prerequisites:
  1. Have a functioning account in Claude.ai (MCP Client) and be part of a plan that allows you add MCP servers as custom connectors.
  2. Have functioning accounts in Zoho CRM, and Zoho Mail.

Implement the Workflow

Step 1: Create an MCP server

To create your required MCP server:
  1. Go to the Zoho MCP console.
  2. Click Create MCP Server.
  3. Provide a name for your MCP server and click Create.

The MCP server has been created.

Step 2: Configure the required MCP Tools

For our example use case, we need to add tools from two services; Zoho CRM, and Zoho Mail.

To add the required MCP Tools:
  1. Navigate to the Tools section, click Add Tools.
  2. Search and select your required service (Zoho CRM).
  3. Search for your required tool either by describing its functionality, or by its name.
  4. Select the tool once you've found it.
  5. Click Add Now to add the tool to your server.
  6. Click Add More Tools, to add tools from the next service.
  7. Search for your required service (Zoho Mail).
  8. Search for your required tool either by describing its functionality or by its name.
  9. Select the tool and click Add Now, to add the required tools.


The required tools have been added to your server.

Step 3: Copy your MCP URL

The MCP Client requires an MCP URL is used to access and connect to the required MCP server.

To acquire your MCP URL:
  1. Navigate to the Connect section present in the side-panel.
  2. Click the copy button to copy the MCP URL.

Step 4: Connect your MCP Server to your MCP Client

For this demonstration, we are using Claude.ai as the MCP Client.
To connect your Zoho MCP server to Claude:
  1. Click Customize.
  2. Click Connectors, and click Add Custom Connector.
  3. Provide a name for your MCP server, and paste the copied MCP URL.
  4. Next, to authorize the MCP server connection, you need to search for your added MCP server in the list of Connectors and then click Connect.
  5. Follow the OAuth steps and your MCP server is now added and connected to your MCP Client.
Now, with a single prompt your workflow will be carried out autonomously.

Step 5: Provide a prompt

For this demonstration, I am going to provide the following prompt:
"Search my leads module in Zoho CRM for any with Lead Status set as Not Contacted, and then find their email address in their lead information and send them invite emails using Zoho Mail. Ensure the email is a polite and and welcoming and ecnouraging for them to try out Zylker Service."

Note: You can add up to 300 MCP Tools per MCP server.