Zoho Developer Hangout 25 | AI-Powered Sales Automation: Zoho CRM + Claude + MCP Server

Welcome to the Zoho Developer Hangout (ZDH), our dedicated space where developers share tech insights and practical solutions to real-world business challenges.

In this milestone 25th episode, we’re joined by Kuzhalan Samydurai (Sam K) – CEO & Chief Solutions Architect, and Manickaraj S – Zoho Consultant at Officehub Tech, as they showcase a cutting-edge integration of Zoho CRM with Claude AI using a custom MCP Server.

You’ll see how this integration enables:

Smart, AI-powered insights from CRM data
Natural language queries directly inside Zoho CRM
Automated follow-ups that supercharge sales productivity

Whether you’re a Zoho developer, consultant, or business owner, this session will inspire you to build smarter, AI-driven workflows.

Don’t forget to like, share, and subscribe for more sessions like this!

CHAPTERS

02:09 - About the session
02:51 - What is MCP Server
04:44 - Project Vision
07:14 - Business Benefits
08:41 - Pre-Requisites (Before Integration)
10:31 - Technology Stack
11:29 - MCP Server Setup and Run
13:43 - Code Snap
14:21 - Connect MCP Server with Claude
14:39 - MCP Server Custom Tools
15:00 - MCP Server Flow
18:20 - Claude Token Limit per Request
20:26 - Zoho API Limitations
21:08 - Backend Process
21:49 - Get Records
23:33 - Create New Record
24:38 - Update Record
26:07 - Delete Record
26:38 - Smart Questions Claude Can Answer
28:12 - Demo Links to Connecting Claude 4 with Zoho CRM
https://drive.google.com/file/d/1lZxM...
https://drive.google.com/file/d/1XxJL...
28:42 - Road Map
30:14 - Details about the MCP Server along with the installation details
https://officehubtech.com/ai-integrat...
31:28 - Step by step installation demo

For all those who missed the previous episodes, please visit the ZDH playlist link below:

   • Zoho Developer Hangout  

For more such developer-centric events, visit:
https://community.zoho.com/developer/...

If you're not part of the Zoho Community, and would like to network with others and benefit from all that the community has to offer, visit our platform mentioned below. Sign in using your existing Zoho credentials or create a new account through the Sign Up form.

https://www.zohocommunity.com/

Drop an email to developer(hyphen)community(at)zohocorp(dot)com for further information.



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