Connect Zero CRM with Claude to manage companies, contacts, and deals.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Zero MCP Server" yet — see the docs or source repo.
In Zero CRM, filter companies created in the last 30 days and return each company's primary contact, email, and current status, sorted by creation time in descending order with pagination.
A paginated list of companies and contacts with filtered results, key fields, and sorting details.
Create a new deal for contact 'Zhang Min' named 'Enterprise Annual Renewal' with an amount of 120000 CNY and stage 'Proposal'; if a deal with the same name already exists, update the amount and add the note 'Customer requested a quote this week.'
A created or updated deal record with the operation result, deal details, and note information.
Check Zero CRM for contacts without email addresses and deals not updated in the last 90 days; list the records needing completion or follow-up and generate an action list sorted by priority.
A list of contacts and deals requiring action, along with a prioritized cleanup and follow-up plan.
Set up and extend MCP servers for Claude and Zoho CRM integrations.
Connect Claude to logged-in accounts for cross-platform messaging and workflow automation.
Query and manage CRM data using natural language in Claude Desktop.
Manage ZeroDrive cloud files and folders through a standard MCP interface.
Automatically classify, search, and organize local Markdown notes and knowledge bases.
Manage leads, pipeline stages, client interactions, and reports for freelance sales workflows.