> **Building with AI coding agents?** Install the authstack plugin with one command. This equips your agent with accurate Scalekit implementation patterns.
>
> **Recommended**:
> ```bash
> npx @scalekit-inc/cli setup
> ```
>
> Global:
> ```bash
> npm install -g @scalekit-inc/cli
> scalekit setup
> ```
>
> Supports Claude Code, Cursor, GitHub Copilot, Codex + skills for 40+ agents.
> Features: full-stack-auth, agent-auth, mcp-auth, modular-sso, modular-scim.
> [Full setup guide](https://docs.scalekit.com/dev-kit/build-with-ai/)

---

# Zoho CRM connector

1. ### Install the SDK

   ```bash frame="terminal"
       npm install @scalekit-sdk/node
       ```
     ```bash frame="terminal"
       pip install scalekit
       ```
     Full SDK reference: [Node.js](/agentkit/sdks/node/) | [Python](/agentkit/sdks/python/)

2. ### Set your credentials

   <AgentKitCredentials />

3. ### Set up the connector

   Register your Zoho CRM credentials with Scalekit so it handles the token lifecycle. You do this once per environment.

   <details>
   <summary>Dashboard setup steps</summary>

   <SetupZohocrmSection />

   </details>

4. ### Authorize and make your first call

   <QuickstartGenericOauthSection connector="zohocrm" toolName="zohocrm_v8_accounts_list" providerName="Zoho CRM" />

## What you can do

Connect this agent connector to let your agent:

- **List v8 users, v8 tasks, v8 tag** — List users in the Zoho CRM organization, optionally filtered by user status type
- **Get v8 user, v8 picklist values, v8 org** — Get details for a single user in the Zoho CRM organization by user ID
- **Create v8 task, v8 tag, v8 note** — Create a new task in Zoho CRM
- **Query v8 records** — Run a SELECT-only Zoho CRM Object Query Language (COQL) query across one or more modules
- **Upsert v8 record** — Insert a new record or update an existing one in any Zoho CRM module, matching on the given duplicate-check fields
- **Remove v8 record tags, v8 deal contact role** — Remove one or more tags from a single Zoho CRM record

## Tool list

Use the exact tool names from the **Tool list** below when you call `execute_tool`. If you're not sure which name to use, list the tools available for the current user first.

<ToolList tools={tools} />

---

## More Scalekit documentation

| Resource | What it contains | When to use it |
|----------|-----------------|----------------|
| [/llms.txt](/llms.txt) | Structured index with routing hints per product area | Start here — find which documentation set covers your topic before loading full content |
| [/llms-full.txt](/llms-full.txt) | Complete documentation for all Scalekit products in one file | Use when you need exhaustive context across multiple products or when the topic spans several areas |
| [sitemap-0.xml](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of every documentation page | Use to discover specific page URLs you can fetch for targeted, page-level answers |