integration-zoho-crm

What problem does it solve?

This Skill connects Zoho CRM to a self-hosted Hermes agent so an AI coding agent can access CRM data and run integrations without manual reconfiguration on every machine.

Core Features & Use Cases

• SSH-first deployment: Writes configuration on the VPS, validates the Hermes runtime, and reloads the gateway in the correct sequence.
• Two supported auth paths: Uses Zoho's hosted MCP connection flow when available, or a refresh-token OAuth bridge when MCP is not an option.
• Region-aware validation: Detects the Zoho data center and prevents mismatched .com, .eu, .in, .com.au, or .jp setups from breaking silently.
• Safety and rollback: Stores secrets in the Hermes env file, enforces permissions, verifies the integration live, and removes partial config if anything fails.
• Use case: A team can wire leads, contacts, deals, and custom modules into Hermes once, then let the agent query CRM data or operate integrations repeatedly without rebuilding the setup.

Quick Start

Ask the AI to connect Zoho CRM to your Hermes VPS using either the Zoho MCP URL or OAuth credentials and verify the integration end to end.