Create a Zoho MCP Server

1. Go to Zoho MCP Console.
   
2. Click Create MCP Server.
   
3. Provide a name for your MCP Server, and click Create.
   

Create a Pre-configured Server

1. Click Create Server.
   
2. Click your required Pre-configured Server.
   
3. You will be able to view the name of the server, the service implemented, a description of the workflow and a list of MCP Tools that will be configured in the MCP server.
   
4. Click Create.
   

Configure Tools to Your MCP Server

Add Native Zoho Service Tools to Zoho MCP Server

1. Once you're MCP server is created, you will be able to access the Tools section in the console.
   
2. Click Add Tools.
   
3. You can either scroll through the list of services or use the filter and search field to search for your required Zoho product. (In this demonstration, we are going to configure tools from Zoho CRM).
   
4. Search for your required tool or find a tool that matches your required action, and click the check-box next to the tool name.
   
5. Once, you've added all the required tools, click Add Now.
   
6. If you wish to add MCP Tools from other services, click Add More Tools, and repeat steps 3-5.
   

Add Third-party Services Tools to Your Zoho MCP Server

1. Once you're MCP server is created, you will be able to access the Tools section in the console.
   
2. Click Add Tools.
   
3. You can either scroll through the list of services or use the filter and search field to search for your required third-party services. (In this demonstration, we are going to configure tools from Textit).
   
4. Search for your required tool or find a tool that matches your required action, and click the check-box next to the tool name.
   
5. Once, you've added all the required tools, click Add Now.
   
6. If you wish to add MCP Tools from other services, click Add More Tools, and repeat steps 3-5.
   

Connect your MCP Server to an MCP Client

1. Claude.ai
   
2. ChatGPT
   
3. Cursor
   
4. Windsurf
   
5. VS Code
   

Connect Your MCP Server to Claude

1. Navigate to the Connect section present in the MCP Console.
   
2. Copy the MCP URL.
   
3. Go to http://claude.ai/settings/integrations
   
4. Click Customize.
   
5. Click Connectors.
   
6. Add  a new web connector. Provide a name for the MCP server, and paste the copied MCP URL. The MCP server is now added to your MCP Client. To complete the connection, you need to authorize the MCP Server connection to Claude.
   
7. Access your MCP server from the Connectors list and click Connect.
   
8. Follow the authorization process, and your MCP server will be connected and ready to use.
   

Connect Your MCP Server to ChatGPT

1. Navigate to the Profile > Settings > Apps section in Cursor, and click Create App.
   
2. Provide a name and description for you server.
   
3. Paste your MCP Server URL.
   
4. Select OAuth as the authentication type.
   
5. Click Create.
   
6. You will be directed to the Zoho MCP authorization screen in your local host. Click Allow.
   

Connect Your MCP Server to Cursor

Connect Your MCP Server to Cursor Using Automatic Configuration

1. Navigate to the Connect section present in the MCP console.
   
2. Select Cursor from the list of MCP Clients.
   
3. Click Add to Cursor.
   

Connect Your MCP Server to Cursor Manually

1. Navigate to the Tools & Integrations tab in the Settings section in Cursor, and click Add Custom MCP.
   
2. You will be directed to the mcp_config.json file. Paste the following code snippet in the file:
   

Connect Your MCP Server to Windsurf

1. Navigate to Windsurf's Settings.
   
2. Now search for "mcp" in the Settings search bar, and click Manage Plugins.
   
3. Click View Raw Config.
   
4. You will be directed to the mcp_config.json file. Copy and paste the following code snippet in this file and provide your MCP URL as the value for the mcp-remote json key.
   

1. {
2.   "mcpServers": {
3.     "ZohoMCP": {
4.       "command": "npx",
5.       "args": [
6.         "mcp-remote",
7.         "YOUR-MCP-URL",   //Replace with your MCP URL
8.         "--transport",
9.         "http-only"
10.       ]
11.     }
12.   }
    

Tip: If you copy the JSON snippet from the Connect section in the console, the value for MCP URL will be automatically added to the JSON snippet when you paste it in your MCP Client.

Once you click Save, you will be directed to the Zoho MCP authorization screen in your local host. Click Allow.

Now, you will be able to leverage Windsurf's artificial intelligence to execute workflows permitted by the MCP Tools configured in the Zoho MCP server.

Connect Your MCP Server to VS Code

Connect your MCP Server to VS Code Using Automatic Configuration

Unlike other MCP Clients that require manual steps to add MCP servers, VS Code offers you automatic configuration.

To connect your MCP server to VS Code using automatic configuration:

1. Navigate to the Connect section present in the MCP console.
   
2. Select VS Code from the list of MCP Clients.
   
3. Click Add to VS Code.
   

The required configurations to add your MCP server to VS Code will be automatically handled.

However, for VS Code to access your MCP server and the tools configured in it, you need to connect and provide the required authorizations.

Now, you will be able to leverage Copilot's artificial intelligence to execute workflows in VS Code, permitted by the MCP Tools configured in the Zoho MCP server.

Connect Your MCP Server to VS Code Manually

To connect your MCP Server to VS Code:

1. Ensure GitHub Copilot is installed, active, and set to Agent mode.
   
2. Access the VS Code Command Palette.
   
1. On Mac: ⇧ + ⌘ + P
   
2. On Windows: Ctrl + Shift + P
   
3. Search "MCP:Add Server...".
   
4. Choose the "HTTP (HTTP or Server-Sent Events)", and press Enter.
   
5. In the Server Key input field, paste your MCP Server URL, and press Enter.
   
6. Provide a name for your MCP server and press Enter.
   
7. Follow the necessary authentication steps to authorize connection
   

Now, you will be able to leverage Copilot's artificial intelligence to execute workflows in VS Code, permitted by the MCP Tools configured in the Zoho MCP server.

Connect Your MCP Server to a Custom MCP Client

If your custom AI Model, LLM, AI-compatible IDE, or tool is compatible to accept MCP servers, and it supports connection through HTTP or Streamable Transport, then you can add your Zoho MCP server to using the following steps:

1. Ensure Agent mode or its equivalent mode is enabled in your tool.
   
2. Create a mcp_config.json file or search and find the appropriate file in your automation tool.
   
3. Paste the following code snippet in the file.
   

1. {
2.   "mcpServers": {
3.     "ZohoMCP": {
4.       "command": "npx",
5.       "args": [
6.         "mcp-remote",
7.         "YOUR_MCP_URL",  // Replace with your MCP URL
8.         "--transport",
9.         "http-only"
10.       ]
11.     }
12.   }
13. }
    

Tip: If you copy the JSON snippet from the Connect section in the console, the value for MCP URL will be automatically added to the JSON snippet when you paste it in your MCP Client.

Once you perform these steps, your MCP server should be added to your tool. If you are facing further difficulties, reach us at MCP support.

Manage MCP Tools

In the Zoho MCP console, you have the option to delete configured tools. You can delete tools and re-configure MCP Tools in both custom MCP Servers and Pre-configured Servers.

To delete a MCP Tool:

1. You can find a list of your configured tools in the Tools section of the MCP console.
   
2. Click the ellipsis icon next to the required tool, and click the Delete option.
   
3. Click Delete in the pop-up to delete the tool.
   

The tool will be deleted.

Use Collaborators

Collaborators is a Zoho MCP service feature that allows you to send out email invites to trusted members and add them as part of your organization. This will allow your Collaborators to access the MCP resources instead of having to individually create MCP servers.

Invite a Collaborator

You can send out email invites from the Zoho MCP console, to your trusted members and add them as collaborators to your organization.

To invite a team member:

1. Click your user profile, and click Collaborators.

2. Click Invite User.

3. Provide the team members email address, and assign them with the required role using the Role dropdown.

4. Click Invite.

The team member is now a Collaborator. Their status will be active once they verify their access using the email invite sent to them.

Edit a Collaborator's Role

To change a collaborator's role:

1. Click the ellipsis icon next to the required Collaborator, and click Edit.

2. Make the required change, and click Save.

The role will be edited.

Remove Collaborator

To remove a collaborator from your organization:

1. Click the ellipsis icon next to the required Collaborator, and click Remove.

2. Click Remove in pop up to confirm your decision.

The collaborator will be removed from your organization.

Delete Organization

Only a Super Admin can delete the organization. Before deleting your organization, you need to ensure you have removed all your collaborators.

To delete an organization:

1. Click the ellipsis icon, and click Delete Org.

2. Click Delete Org to confirm your choice.

The organization will be deleted.

Use Logs

Logs is a feature in Zoho MCP that indexes all accesses made through the MCP Tools configured in your Zoho MCP server.

To access and use Logs:

1. Navigate to the Logs section present in the Zoho MCP console.
   
2. Using the filter options, choose your required:
   
1. Time Zone
   
2. Status (Success/Failure)
   
3. Required MCP Tool
3. If you have the required ZUID and Execution ID, you can provide them as well.
   
4. Click Search.
   

Your required logs will be listed.

Note: The shelf life of the logs is 30days beyond which they will continue to be deleted.

Manage Authorizations

Switch Authorization Type

The Zoho MCP service, to authorize MCP Tools of Zoho services, you have the option to choose between two authorization types, Authorize on Demand, and Authorize via Connections. Authorize on Demand is the default authorization type. For third-party services, we only offer Authorize via Connections.

Learn more about authorization types in Zoho MCP.

To switch authorization types:

1. Navigate to the Connections section, and select Zoho Services.
   
2. Click Edit, and select your required authorization type.
   
3. Click Update.
   
4. To apply the changed authorization type, click the ellipsis icon next to the Connection, and click Authorize.
   

The selected authorization type will be implemented.

Revoke Authorization

Zoho MCP service offers you the option to revoke a user's MCP tool authorization.

Revoke Native Zoho Services Authorization

To revoke authorization:

1. Click the ellipsis icon next to the required user detail and click Revoke.
   
2. Click Revoke, to confirm your action.
   

The authorization will be revoked.

You can always re-authorize again, by clicking the ellipsis icon next to the Not Yet Connected Connection and click Authorize.

Manage Connections with Third-party Services

Every connection created with a third-party service will be listed under the Third-party Services tab in the Connections section.

Similar operations, such as Revoke and Authorize, which are available in Zoho services' tools, are also available with your connections with third-party services. Additionally, you can also delete a connection with a third-party service.

To delete a third-party service connection:

1. Click the ellipsis icon next to the required user detail and click Delete.
   
2. Click Delete, to confirm your action.
   

The connection will be deleted.

Manage Zoho MCP Servers

You can always find the list of all the servers, and pre-configured servers you created in the homepage of the Zoho MCP console.

Once you've created your Zoho MCP server, you can modify its configuration, disable it temporarily, or delete it entirely.

Disable / Re-Enable a Zoho MCP Server

To disable a Zoho MCP Server:

1. Click the ellipsis icon next to the required server and click Disable.
   
2. Click Disable, to confirm your choice.
   

The MCP Server will be disabled. To re-enable a disabled Zoho MCP server, follow the same steps above and click Enable instead.

Delete a Zoho MCP Server

To delete a Zoho MCP server:

1. Click the ellipsis icon next to the required server and click Delete.
   
2. Click Delete, to confirm your choice.
   

The Zoho MCP server will be permanently deleted.