Zoho MCP - WorkDrive Integration

Zoho MCP + WorkDrive Integration

Overview

Zoho WorkDrive is now part of Zoho MCP (Model Context Protocol), a new service from Zoho that connects your favorite apps and AI agents to automate complex workflows effortlessly.

With Zoho MCP, you can set up your own MCP server and connect it with 950+ Zoho and third-party applications. This allows your preferred AI agent, such as Claude, OpenAI, Copilot, or Cursor, to perform multi-step actions across applications like WorkDrive, CRM, Books, and Mail through a single prompt.

MCP vs. Traditional APIs

Traditional APIs automate tasks, but they still need manual setup, triggers, and maintenance. Zoho MCP takes this a step further by enabling autonomous, AI-driven workflows that run on context, not code.
With MCP, your AI agent understands what needs to be done and connects multiple apps to complete the entire process seamlessly — no manual inputs, repeated logins, or complex configurations.

In short, APIs automate. MCP thinks and executes.

Prerequisites

Zoho MCP is designed for users who want to streamline and automate operational workflows. No programming knowledge is required.

Before you begin, make sure the following requirements are met:
  1. You have valid, authenticated access to all Zoho services, third-party apps, or custom services you plan to use as tools in Zoho MCP.
  2. Your AI agent is on a plan that supports integrations and allows you to configure external tools or endpoints.

Configure Zoho MCP with WorkDrive


Once the required prerequisites have been fulfilled, you can configure your Zoho MCP server with Zoho WorkDrive.
  1. Follow the steps in the Zoho MCP help documentation to configure your MCP server with WorkDrive.
  2. Once configured, copy the MCP Endpoint URL.
  3. Use this endpoint URL to connect your MCP server to your MCP client (your preferred AI agent, such as Claude).
After the MCP server and MCP client are connected, you can start triggering workflows directly from your AI agent using natural-language prompts.

How It Works

Once configured, Zoho MCP enables your AI agent to understand the context of your request and automatically execute a complete workflow.

For example, by typing a prompt like:

"Move ‘Finalised Presentation.ppt’ to the Approved Presentations folder in WorkDrive and share it with alicia@zylkerclients.com with a natural language message."

Your agent will move the file to the specified folder in WorkDrive, share it with the intended recipient, and include a natural language message, all triggered by a single instruction. No manual steps, no app switching, and no coding required.

Supported WorkDrive Tools in the MCP Server

The WorkDrive MCP server provides the following tools to help you manage files, folders, team spaces, sharing, and user information in Zoho WorkDrive.

Tool

Description

Abort_Workflow_For_A_File_Folder

Aborts an active workflow instance. Use this API when you want to terminate a workflow that is currently in progress. Once aborted, the instance cannot be resumed.

Add_Member_In_Group

Adds group members to a specific group and returns the created member details.

Add_Resource_Labels

Adds the specified label to one or more files or folders.

Allow_User_Document_Conversion

Enables or disables automatic file conversion for the specified team member’s private folder (My Folders), allowing uploaded files to be edited in Zoho’s native document formats.

Breadcrumbs_Of_File

Fetches the location and folder hierarchy of a file or folder.

Copy_Multiple_files_folders

Supports Copy Multiple Files/Folders and Copy File/Folder.

Create_Comments

Supports Create Reply and Create Comment.

Create_Custom_Field

This API helps in creating a custom field within a data template.

Create_Customized_Folder

Creates a new folder with custom attributes and settings applied.

Create_Data_Template

Creates a new data template for the specified team.

Create_External_Share

Supports Create External Share Custom Link and Create External Share Download Link.

Create_Files_Folders_Share

Supports Generate Embed Code for a Files/Folders, Share Files/Folders to Group Members, Share Files/Folders to everyone on the Internet, Share Files/Folders with Team and Share Files/Folders to Individual Team Members.

Create_Folder

Creates a new folder in the specified parent folder.

Create_Group

Creates a new group within the specified team or organization.

Create_Label

Creates a new label for the specified user context.

Create_Link_File

Lets you save web URLs and organize frequently used files and folders in one central location for easy access.

Create_Multiple_custommetadata

Supports Associate Multiple Files/Folders to Data Template and Associate File/Folder to Data Template.

Create_New_File

This API enables the creation of Zoho-formatted files, including documents using Zoho Writer, spreadsheets using Zoho Sheet, and presentations using Zoho Show.

Create_Team_Folder

Creates a new team folder in the specified parent location.

Create_Team_Folder_Members

Supports Add Members To Team Folder and Add Groups to Team Folder.

Create_Template_Category

Creates a new template category in the specified template library.

Create_Zip_File

Compresses multiple files/folders into a ZIP file and saves it to the specified destination folder.

Create_collections

Supports Create External Collection and Create Internal Collection.

Delete_Collection

Permanently deletes the specified collection.

Delete_Comment

Deletes an existing comment or reply.

Delete_Custom_Field

Deletes the specified custom field from its data template.

Delete_Data_Template

Deletes the specified data template.

Delete_Group

Deletes a group and removes all associated members.

Delete_Label

Deletes the specified label.

Delete_Member

Removes a member from the specified group.

Delete_Permission

Removes access for a shared file or folder.

Delete_Shared_Link

Revokes an existing external share link for a resource.

Delete_Team_Folder_Member

Removes the specified user or group from the team folder collaboration list.

Delete_Teamfolder

Deletes the specified team folder and updates related workspace state.

Delete_Version

Deletes a specific version of a file. Version ID is created when a user creates a new version of the file.

Disassociate_Files_Folders_From_Data_Template

Removes an existing file/folder and data template association.

Download_Progress

Uses the WMS key generated from the Download Multiple Files/Folders as ZIP API to fetch the ZIP download progress.

Download_Server_File

Downloads file content in binary format using a common API for all file types.

Download_Server_File_Version

Downloads a specific version of a file in binary format.

Empty_My_Folder_Trash

Permanently removes all items from the trash of the specified My Folders space.

Empty_Trash

Permanently removes all items from the trash of the specified team folder.

Favorite_Files

Returns a list of files marked as favorites by the specified team member.

Fetch_Category_Files_List

Retrieves the list of template files under the specified template category.

Fetch_Files_Folders

Supports Get File/Folder Info and Get File Thumbnail URL.

Fetch_Libraries_Info

Retrieves the details of a specific template library using its library ID.

Fetch_Library_Categories_List

Retrieves the list of template categories available in the specified template library.

Fetch_Library_Files_List

Retrieves the list of template files from the specified template library based on the provided filters.

Fetch_Library_Permissions

Retrieves the sharing permissions configured for a specific template library.

Fetch_Public_Libraries

Retrieves public template libraries based on the requested filter criteria.

Fetch_Team_Libraries

Retrieves template library details for the specified team.

Fetch_User_Libraries

Retrieves template library details for the specified team member.

File_Property

Fetches additional file properties.

File_Query

Query uploaded file content with Zia and get contextual answers from the file data. On the first request for a file, Zia starts indexing before answers can be generated. Indexing time depends on file size and content. Track progress using status in the API response: 1 = Indexing completed and answers are ready, 2 = Indexing in progress, >=3 = Indexing failed due to an error.

Generate_File_Summary

Generates an AI-based summary for the specified file.

Get_Actions_For_A_Transition

Fetches actions available for a workflow transition.

Get_All_Team_Folders

Returns all team folders in the specified team with optional type filtering and pagination.

Get_All_Teams_Of_User

Fetches all teams associated with a user.

Get_Collaboration_Info

Returns collaboration details for the given permission ID.

Get_Collection_Info

Retrieves the details of a specific collection.

Get_Comment_Info

Retrieves detailed information about a specific comment.

Get_Comments

Fetches all comments for a file.

Get_Current_Team_User

Returns the current authenticated user’s membership details for the specified team.

Get_DT_Assoc_With_File_Folder

Fetches all data templates linked to a file or folder.

Get_During_Actions_For_An_Instance_Transition

Retrieves the during-actions configured for the specified transition in a workflow instance.

Get_File_List

Lists all files and folders inside a specified folder.

Get_File_Preview

Retrieves preview metadata of a file, including URLs and size.

Get_File_Statistics

Fetches detailed access stats of a file or folder, including user activity like views and downloads.

Get_File_Summary

Returns the summary status of a specified file (available, generating, or not created).

Get_Group_Info

Retrieves detailed information about a specific group.

Get_Group_Member_Info

Retrieves detailed information about a specific group member.

Get_Group_Members

Retrieves a list of all members in a specific group.

Get_Label

Retrieves the details of a specific label.

Get_Labels

Retrieves all labels associated with the specified team member.

Get_Link_Info

Retrieves detailed information for a specific external share link.

Get_List_Of_All_Collection_Links

Returns a list of all collection links for the specified team.

Get_List_Of_All_Collection_Submissions

This API fetches all data submissions made through a collection link.

Get_List_Of_All_The_Submitted_Files

This API fetches the list of all files submitted by a user using a given link.

Get_List_Of_Custom_Fields_Of_Data_Template

Retrieves the list of custom fields for the specified data template.

Get_List_Of_Data_Templates_In_A_Team

Returns data templates available in the specified team with support for filtering, sorting, search, and pagination.

Get_List_Of_Recent_Changes

Returns the list of recent changes using the provided page token.

Get_List_Of_Workflows_In_A_Team

Retrieves the list of workflows configured for the specified team.

Get_Member_Info

Returns profile and role information for the specified team member, identified by their unique team-member-id.

Get_My_Draft_Files

Returns draft files created by the current user in the specified team folder.

Get_My_Folder_Id

Returns the My Folders ID for the specified team member.

Get_Shared_Links

Fetches all external share links of a file or folder.

Get_Shared_Users

Fetches all shared users of a file or folder.

Get_Start_Token

This API is used to generate the starting point token, which is required to check the changes in the WorkDrive account. You can choose the time from the current time up to the last 31 days.

Get_Team_Folder_Files

Returns files and folders in the specified team folder with filtering, sorting, field selection, and pagination support.

Get_Team_Folder_Folders

Returns subfolders available within the specified team folder with pagination and sorting support.

Get_Team_Folder_Links

Returns shared links created for resources in the specified team folder, with type filtering and pagination support.

Get_Team_Folder_Setting

Retrieves the current settings for the specified team folder, including external sharing, file conversion, viewer download permissions, and device access configurations.

Get_Team_Folder_Shared_Users

Returns members and groups shared to the specified team folder, with support for filters, search, and pagination.

Get_Team_Folders_Info

Returns detailed metadata for the specified team folder, including sharing settings, workspace attributes, and current configuration status.

Get_Team_Info

Returns profile and configuration details for the specified team, including name, description, member count, and sharing settings.

Get_Team_Setting

Retrieves the administrator-level settings for the specified team, including permissions, sharing policies, storage restrictions, and feature configurations.

Get_Team_Users

Returns members of the specified team with optional filters and search support.

Get_Template_Category_Info

Retrieves information for a specific template category using the category ID.

Get_Trashed_Files

Returns trashed files from the specified team folder for administrators with trash access.

Get_Unread_Files

Returns unread files for the specified team folder with optional resource-type filtering.

Get_User_Collaborators

Returns the list of users and groups the specified team member has shared files or folders with.

Get_User_Groups

Returns all groups the specified team member belongs to within the team.

Get_User_Info

Get current user details.

Get_Users_For_An_Instance_Transition

Retrieves the list of pending and completed users for a specific transition within a workflow instance. Use this API to identify assignees or approvers for the selected transition.

Get_Version

Retrieves all available versions of a file.

Get_Workflow_Instance

Retrieves the complete details of a specific workflow instance, including its current state, associated transitions, and metadata.

Get_Workflow_Instances_For_A_File_Folder

Lists all workflow instances associated with a specific file or folder. Use this API to check workflows started on the resource, along with their current statuses.

Get_Workflow_Instances_For_A_User

Retrieves all workflow instances that were either initiated by a specific user or assigned to them. Use this API to track workflows a user created, workflows awaiting their action, and to filter instances by execution type, status, resource type, or initiation time.

Get_Workflow_Instances_For_A_Workflow

Retrieves all workflow instances created using a specific workflow. Use this API to track the progress, status, and lifecycle of instances originating from that workflow, with support for time-based and state-based filtering.

Import_To_Native

This API converts supported non-Zoho files into Zoho Office formats, such as Writer, Sheet, and Show.

Invite_New_Users

Invites one or more users to join the team by email address.

Labeled_Files

Returns a list of labeled files for the specified team member.

List_Team_Groups

Returns all groups belonging to the specified team. Supports filtering by group type and pagination.

Multi_Download

Compresses multiple files/folders as a ZIP and returns a WMS key to track the ZIP metadata.

My_Folder_Files

This API retrieves files from your My Folders.

My_Folder_Links

Returns a list of shared links for the specified My Folders resource.

My_Trashed_Files

Returns a list of trashed files in the specified My Folders resource.

Perform_Transition_For_A_Workflow_Instance

Performs the specified transition for the given workflow instance.

Recent_Files

Returns a list of recently accessed files for the specified team member.

Remove_Resource_Labels

Removes the specified label from one or more files or folders.

Remove_Template_Category

Removes the specified template files from the given template category.

Restore_To_Version

Restores a selected file version as the latest top version.

Save_Resource_As_Template

Saves a file as a reusable template in the specified template library.

Search_Records

Supports Search in My Folders, Search across Team Folder, Search across Folder, Search across Team, Search based on Data Template and Search in Shared with Me.

Shared_With_Me_Files

The Shared with me tab displays all files that are shared with the user by other team members.

Shared_With_Me_Folders

Returns a list of folders shared with the specified team member.

Start_Workflow_For_A_File_Folder

Starts a workflow instance for the specified file or folder resource.

Sub_Folders

This API retrieves folders from your My Folders.

Suggested_Files

Returns a list of file suggestions for the specified team member.

Un_Zip_File

Extracts ZIP content to a specified folder in WorkDrive.

Update_Comments

Supports Resolve Comment, Edit Comment and Reopen Comment.

Update_Custom_Field

Updates an existing custom field’s definition and properties.

Update_External_Share

Supports Change Download Link Settings, Change Expiration Settings and Change Password Link Settings.

Update_Files_Folders

Supports Move File/Folder, Remove a File from the Index View, Rename File/Folder, Permanent Delete File/Folder, Mark File/Folder as Favorites, Remove File/Folder from Favorites, Restore File/Folder, Move File/Folder to Trash, Enable Editing for File, Check out File, Check in File, Mark File as Final, Add a File to the Index View, Update Link file and Mark File as Ready.

Update_Files_Folders_Share

Supports Update File/Folder Share Permissions and Update File/Folder Share Expiration.

Update_Folder_Customization

Supports Customize an existing folder and Remove Folder Customization.

Update_Groups

Supports Rename Group and Update Group Description.

Update_Labels

Supports Change Label Color and Rename Label.

Update_Library_User_View_Preference

Updates the user-specific view preference settings for the specified template library.

Update_Member_Role

Updates the role of an existing group member.

Update_Multiple_Follow_Updates

Supports Follow File/Folder and Unfollow File/Folder.

Update_Multiple_files_folders

Supports Move Multiple Files/Folders to Trash, Mark Multiple Files/Folders as Favorites, Move Multiple Files/Folders, Remove Multiple Files/Folders from Favorites, Restore Multiple Files/Folders and Permanent Delete Multiple Files/Folders.

Update_Org_Template_Admin_Role

Assigns or removes template admin privileges for the specified team member.

Update_Team_Folder

Supports Pin Team Folder, UnArchive Team Folder, Change Team Folder Description, Change Team Folder Name, Archive Team Folder and Unpin Team Folder.

Update_Team_Folder_Member

Updates the access role of a shared member in the specified team folder.

Update_Teams

Supports Change Team Name, Change Team Description and Change Preferred Team.

Update_Template_Category

Associates the specified template files with the given template category.

Update_Values_Of_Associated_Files_Folders

Updates custom metadata values for an existing file/folder and data template association.

Update_category

Supports Rename Category and Delete Category.

Update_collections

Supports Convert Internal Collection into External Collection, Disable Collection, Update Collection Link Settings, Enable Collection and Convert External Collection into Internal Collection.

Update_datatemplates

Supports Change Data Template Description, Enable/Disable Data Template and Rename Data Template.

Update_settings

Supports Enable File Conversion, Allow Viewer to Download and Enable External Sharing.

Update_users

Supports Delete Team Member, Suspend Team Member and Change Team Member’s role.

Upload_File

Uploads a text-format file only to a team folder or folder in WorkDrive.

Upload_New_Version

Uploads a new version of an existing text-format file only.

Upload_Status

Use this API to check whether a stream upload is in progress or completed, and to fetch proper upload error responses using the upload-id value.

Zip_Progress_File

Uses the WMS key returned from the Create Multiple Files/Folders as ZIP API to fetch the metadata of the compressed ZIP file.

 

Useful links:
  1. Zoho MCP official help documentation