Example Requirement

Required Workflow

1. Scan your leads. Check Lead Status field for customers who have not been contacted.
2. We acquire the email addresses of uncontacted customers, then send an email to them inviting them to try our service.

The Zoho MCP Optimization

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

Service Name	Tool Name	Definition
Zoho CRM	getLeadsRecords updateLeadsRecords	Get the list of records from the Leads module. Update multiple records in the Leads module.
Zoho Mail	getMailAccounts sendEmail	Retrieve all mail account details for the authenticated user. 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.
   
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.
   

Step 3: Copy 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

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.
   

Step 5: Provide a prompt

Note: It is good practice to add up to 300 MCP Tools per MCP server. This ensures that the MCP Client does not hallucinate and completes the required task in the most precise manner possible.