> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pinkfish.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# zoho

> CRM records and modules

**Server path:** `/zoho` | **Type:** Application | **PCID required:** Yes

## Tools

| Tool                                            | Description                                    |
| ----------------------------------------------- | ---------------------------------------------- |
| [`zoho_create_contact`](#zoho_create_contact)   | Create a new contact in Zoho CRM               |
| [`zoho_get_contact`](#zoho_get_contact)         | Retrieve a contact by ID                       |
| [`zoho_search_contacts`](#zoho_search_contacts) | Search for contacts using various criteria     |
| [`zoho_update_contact`](#zoho_update_contact)   | Update an existing contact                     |
| [`zoho_create_lead`](#zoho_create_lead)         | Create a new lead in Zoho CRM                  |
| [`zoho_get_lead`](#zoho_get_lead)               | Retrieve a lead by ID                          |
| [`zoho_convert_lead`](#zoho_convert_lead)       | Convert a lead to contact, account, and deal   |
| [`zoho_create_deal`](#zoho_create_deal)         | Create a new deal in Zoho CRM                  |
| [`zoho_get_deal`](#zoho_get_deal)               | Retrieve a deal by ID                          |
| [`zoho_update_deal`](#zoho_update_deal)         | Update an existing deal                        |
| [`zoho_create_account`](#zoho_create_account)   | Create a new account in Zoho CRM               |
| [`zoho_get_account`](#zoho_get_account)         | Retrieve an account by ID                      |
| [`zoho_create_task`](#zoho_create_task)         | Create a new task in Zoho CRM                  |
| [`zoho_get_task`](#zoho_get_task)               | Retrieve a task by ID                          |
| [`zoho_create_note`](#zoho_create_note)         | Create a note for a record in Zoho CRM         |
| [`zoho_search_records`](#zoho_search_records)   | Search for records across different modules    |
| [`zoho_get_users`](#zoho_get_users)             | Get list of users in the Zoho CRM organization |
| [`zoho_get_fields`](#zoho_get_fields)           | Get field metadata for a specific module       |
| [`zoho_create_event`](#zoho_create_event)       | Create a new event/meeting in Zoho CRM         |
| [`zoho_get_event`](#zoho_get_event)             | Retrieve an event by ID                        |

***

## zoho\_create\_contact

Create a new contact in Zoho CRM

**Parameters:**

| Parameter        | Type   | Required | Default | Description             |
| ---------------- | ------ | -------- | ------- | ----------------------- |
| `firstName`      | string | Yes      | —       | Contact first name      |
| `lastName`       | string | Yes      | —       | Contact last name       |
| `email`          | string | No       | —       | Contact email address   |
| `phone`          | string | No       | —       | Contact phone number    |
| `mobile`         | string | No       | —       | Contact mobile number   |
| `accountName`    | string | No       | —       | Associated account name |
| `title`          | string | No       | —       | Contact job title       |
| `department`     | string | No       | —       | Contact department      |
| `leadSource`     | string | No       | —       | Lead source             |
| `description`    | string | No       | —       | Contact description     |
| `mailingStreet`  | string | No       | —       | Mailing street address  |
| `mailingCity`    | string | No       | —       | Mailing city            |
| `mailingState`   | string | No       | —       | Mailing state           |
| `mailingZip`     | string | No       | —       | Mailing ZIP code        |
| `mailingCountry` | string | No       | —       | Mailing country         |
| `customFields`   | object | No       | —       | Custom field values     |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "firstName": {
        "type": "string",
        "description": "Contact first name"
      },
      "lastName": {
        "type": "string",
        "description": "Contact last name"
      },
      "email": {
        "type": "string",
        "description": "Contact email address"
      },
      "phone": {
        "type": "string",
        "description": "Contact phone number"
      },
      "mobile": {
        "type": "string",
        "description": "Contact mobile number"
      },
      "accountName": {
        "type": "string",
        "description": "Associated account name"
      },
      "title": {
        "type": "string",
        "description": "Contact job title"
      },
      "department": {
        "type": "string",
        "description": "Contact department"
      },
      "leadSource": {
        "type": "string",
        "description": "Lead source"
      },
      "description": {
        "type": "string",
        "description": "Contact description"
      },
      "mailingStreet": {
        "type": "string",
        "description": "Mailing street address"
      },
      "mailingCity": {
        "type": "string",
        "description": "Mailing city"
      },
      "mailingState": {
        "type": "string",
        "description": "Mailing state"
      },
      "mailingZip": {
        "type": "string",
        "description": "Mailing ZIP code"
      },
      "mailingCountry": {
        "type": "string",
        "description": "Mailing country"
      },
      "customFields": {
        "type": "object",
        "additionalProperties": true,
        "description": "Custom field values"
      }
    },
    "required": [
      "PCID",
      "firstName",
      "lastName"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_contact

Retrieve a contact by ID

**Parameters:**

| Parameter   | Type      | Required | Default | Description                 |
| ----------- | --------- | -------- | ------- | --------------------------- |
| `contactId` | string    | Yes      | —       | Contact ID to retrieve      |
| `fields`    | string\[] | No       | —       | Specific fields to retrieve |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "contactId": {
        "type": "string",
        "description": "Contact ID to retrieve"
      },
      "fields": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Specific fields to retrieve"
      }
    },
    "required": [
      "PCID",
      "contactId"
    ]
  }
  ```
</Expandable>

***

## zoho\_search\_contacts

Search for contacts using various criteria

**Parameters:**

| Parameter  | Type      | Required | Default | Description                                                                          |
| ---------- | --------- | -------- | ------- | ------------------------------------------------------------------------------------ |
| `criteria` | string    | Yes      | —       | Search criteria (e.g., "(Email:equals:[john@example.com](mailto:john@example.com))") |
| `fields`   | string\[] | No       | —       | Specific fields to retrieve                                                          |
| `page`     | number    | No       | `1`     | Page number for pagination                                                           |
| `perPage`  | number    | No       | `200`   | Records per page (1-200)                                                             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "criteria": {
        "type": "string",
        "description": "Search criteria (e.g., \"(Email:equals:john@example.com)\")"
      },
      "fields": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Specific fields to retrieve"
      },
      "page": {
        "type": "number",
        "default": 1,
        "description": "Page number for pagination"
      },
      "perPage": {
        "type": "number",
        "default": 200,
        "description": "Records per page (1-200)"
      }
    },
    "required": [
      "PCID",
      "criteria"
    ]
  }
  ```
</Expandable>

***

## zoho\_update\_contact

Update an existing contact

**Parameters:**

| Parameter      | Type   | Required | Default | Description                 |
| -------------- | ------ | -------- | ------- | --------------------------- |
| `contactId`    | string | Yes      | —       | Contact ID to update        |
| `firstName`    | string | No       | —       | Updated first name          |
| `lastName`     | string | No       | —       | Updated last name           |
| `email`        | string | No       | —       | Updated email address       |
| `phone`        | string | No       | —       | Updated phone number        |
| `mobile`       | string | No       | —       | Updated mobile number       |
| `title`        | string | No       | —       | Updated job title           |
| `department`   | string | No       | —       | Updated department          |
| `customFields` | object | No       | —       | Updated custom field values |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "contactId": {
        "type": "string",
        "description": "Contact ID to update"
      },
      "firstName": {
        "type": "string",
        "description": "Updated first name"
      },
      "lastName": {
        "type": "string",
        "description": "Updated last name"
      },
      "email": {
        "type": "string",
        "description": "Updated email address"
      },
      "phone": {
        "type": "string",
        "description": "Updated phone number"
      },
      "mobile": {
        "type": "string",
        "description": "Updated mobile number"
      },
      "title": {
        "type": "string",
        "description": "Updated job title"
      },
      "department": {
        "type": "string",
        "description": "Updated department"
      },
      "customFields": {
        "type": "object",
        "additionalProperties": true,
        "description": "Updated custom field values"
      }
    },
    "required": [
      "PCID",
      "contactId"
    ]
  }
  ```
</Expandable>

***

## zoho\_create\_lead

Create a new lead in Zoho CRM

**Parameters:**

| Parameter      | Type   | Required | Default | Description         |
| -------------- | ------ | -------- | ------- | ------------------- |
| `firstName`    | string | Yes      | —       | Lead first name     |
| `lastName`     | string | Yes      | —       | Lead last name      |
| `email`        | string | No       | —       | Lead email address  |
| `phone`        | string | No       | —       | Lead phone number   |
| `mobile`       | string | No       | —       | Lead mobile number  |
| `company`      | string | No       | —       | Lead company        |
| `title`        | string | No       | —       | Lead job title      |
| `leadSource`   | string | No       | —       | Lead source         |
| `leadStatus`   | string | No       | —       | Lead status         |
| `industry`     | string | No       | —       | Industry            |
| `website`      | string | No       | —       | Company website     |
| `description`  | string | No       | —       | Lead description    |
| `street`       | string | No       | —       | Street address      |
| `city`         | string | No       | —       | City                |
| `state`        | string | No       | —       | State               |
| `zipCode`      | string | No       | —       | ZIP code            |
| `country`      | string | No       | —       | Country             |
| `customFields` | object | No       | —       | Custom field values |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "firstName": {
        "type": "string",
        "description": "Lead first name"
      },
      "lastName": {
        "type": "string",
        "description": "Lead last name"
      },
      "email": {
        "type": "string",
        "description": "Lead email address"
      },
      "phone": {
        "type": "string",
        "description": "Lead phone number"
      },
      "mobile": {
        "type": "string",
        "description": "Lead mobile number"
      },
      "company": {
        "type": "string",
        "description": "Lead company"
      },
      "title": {
        "type": "string",
        "description": "Lead job title"
      },
      "leadSource": {
        "type": "string",
        "description": "Lead source"
      },
      "leadStatus": {
        "type": "string",
        "description": "Lead status"
      },
      "industry": {
        "type": "string",
        "description": "Industry"
      },
      "website": {
        "type": "string",
        "description": "Company website"
      },
      "description": {
        "type": "string",
        "description": "Lead description"
      },
      "street": {
        "type": "string",
        "description": "Street address"
      },
      "city": {
        "type": "string",
        "description": "City"
      },
      "state": {
        "type": "string",
        "description": "State"
      },
      "zipCode": {
        "type": "string",
        "description": "ZIP code"
      },
      "country": {
        "type": "string",
        "description": "Country"
      },
      "customFields": {
        "type": "object",
        "additionalProperties": true,
        "description": "Custom field values"
      }
    },
    "required": [
      "PCID",
      "firstName",
      "lastName"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_lead

Retrieve a lead by ID

**Parameters:**

| Parameter | Type      | Required | Default | Description                 |
| --------- | --------- | -------- | ------- | --------------------------- |
| `leadId`  | string    | Yes      | —       | Lead ID to retrieve         |
| `fields`  | string\[] | No       | —       | Specific fields to retrieve |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "leadId": {
        "type": "string",
        "description": "Lead ID to retrieve"
      },
      "fields": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Specific fields to retrieve"
      }
    },
    "required": [
      "PCID",
      "leadId"
    ]
  }
  ```
</Expandable>

***

## zoho\_convert\_lead

Convert a lead to contact, account, and deal

**Parameters:**

| Parameter              | Type    | Required | Default | Description                            |
| ---------------------- | ------- | -------- | ------- | -------------------------------------- |
| `leadId`               | string  | Yes      | —       | Lead ID to convert                     |
| `accountName`          | string  | No       | —       | Account name for conversion            |
| `dealName`             | string  | No       | —       | Deal name for conversion               |
| `contactRole`          | string  | No       | —       | Contact role after conversion          |
| `notifyLeadOwner`      | boolean | No       | `false` | Notify lead owner of conversion        |
| `notifyNewEntityOwner` | boolean | No       | `false` | Notify new entity owner                |
| `assignTo`             | string  | No       | —       | User ID to assign converted records to |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "leadId": {
        "type": "string",
        "description": "Lead ID to convert"
      },
      "accountName": {
        "type": "string",
        "description": "Account name for conversion"
      },
      "dealName": {
        "type": "string",
        "description": "Deal name for conversion"
      },
      "contactRole": {
        "type": "string",
        "description": "Contact role after conversion"
      },
      "notifyLeadOwner": {
        "type": "boolean",
        "default": false,
        "description": "Notify lead owner of conversion"
      },
      "notifyNewEntityOwner": {
        "type": "boolean",
        "default": false,
        "description": "Notify new entity owner"
      },
      "assignTo": {
        "type": "string",
        "description": "User ID to assign converted records to"
      }
    },
    "required": [
      "PCID",
      "leadId"
    ]
  }
  ```
</Expandable>

***

## zoho\_create\_deal

Create a new deal in Zoho CRM

**Parameters:**

| Parameter      | Type   | Required | Default | Description                        |
| -------------- | ------ | -------- | ------- | ---------------------------------- |
| `dealName`     | string | Yes      | —       | Deal name                          |
| `accountName`  | string | No       | —       | Associated account name            |
| `contactName`  | string | No       | —       | Associated contact name            |
| `amount`       | number | No       | —       | Deal amount                        |
| `closingDate`  | string | No       | —       | Expected closing date (YYYY-MM-DD) |
| `stage`        | string | No       | —       | Deal stage                         |
| `probability`  | number | No       | —       | Deal probability (0-100)           |
| `leadSource`   | string | No       | —       | Lead source                        |
| `description`  | string | No       | —       | Deal description                   |
| `customFields` | object | No       | —       | Custom field values                |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "dealName": {
        "type": "string",
        "description": "Deal name"
      },
      "accountName": {
        "type": "string",
        "description": "Associated account name"
      },
      "contactName": {
        "type": "string",
        "description": "Associated contact name"
      },
      "amount": {
        "type": "number",
        "description": "Deal amount"
      },
      "closingDate": {
        "type": "string",
        "description": "Expected closing date (YYYY-MM-DD)"
      },
      "stage": {
        "type": "string",
        "description": "Deal stage"
      },
      "probability": {
        "type": "number",
        "description": "Deal probability (0-100)"
      },
      "leadSource": {
        "type": "string",
        "description": "Lead source"
      },
      "description": {
        "type": "string",
        "description": "Deal description"
      },
      "customFields": {
        "type": "object",
        "additionalProperties": true,
        "description": "Custom field values"
      }
    },
    "required": [
      "PCID",
      "dealName"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_deal

Retrieve a deal by ID

**Parameters:**

| Parameter | Type      | Required | Default | Description                 |
| --------- | --------- | -------- | ------- | --------------------------- |
| `dealId`  | string    | Yes      | —       | Deal ID to retrieve         |
| `fields`  | string\[] | No       | —       | Specific fields to retrieve |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "dealId": {
        "type": "string",
        "description": "Deal ID to retrieve"
      },
      "fields": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Specific fields to retrieve"
      }
    },
    "required": [
      "PCID",
      "dealId"
    ]
  }
  ```
</Expandable>

***

## zoho\_update\_deal

Update an existing deal

**Parameters:**

| Parameter      | Type   | Required | Default | Description                       |
| -------------- | ------ | -------- | ------- | --------------------------------- |
| `dealId`       | string | Yes      | —       | Deal ID to update                 |
| `dealName`     | string | No       | —       | Updated deal name                 |
| `amount`       | number | No       | —       | Updated deal amount               |
| `closingDate`  | string | No       | —       | Updated closing date (YYYY-MM-DD) |
| `stage`        | string | No       | —       | Updated deal stage                |
| `probability`  | number | No       | —       | Updated deal probability (0-100)  |
| `description`  | string | No       | —       | Updated deal description          |
| `customFields` | object | No       | —       | Updated custom field values       |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "dealId": {
        "type": "string",
        "description": "Deal ID to update"
      },
      "dealName": {
        "type": "string",
        "description": "Updated deal name"
      },
      "amount": {
        "type": "number",
        "description": "Updated deal amount"
      },
      "closingDate": {
        "type": "string",
        "description": "Updated closing date (YYYY-MM-DD)"
      },
      "stage": {
        "type": "string",
        "description": "Updated deal stage"
      },
      "probability": {
        "type": "number",
        "description": "Updated deal probability (0-100)"
      },
      "description": {
        "type": "string",
        "description": "Updated deal description"
      },
      "customFields": {
        "type": "object",
        "additionalProperties": true,
        "description": "Updated custom field values"
      }
    },
    "required": [
      "PCID",
      "dealId"
    ]
  }
  ```
</Expandable>

***

## zoho\_create\_account

Create a new account in Zoho CRM

**Parameters:**

| Parameter        | Type   | Required | Default | Description            |
| ---------------- | ------ | -------- | ------- | ---------------------- |
| `accountName`    | string | Yes      | —       | Account name           |
| `website`        | string | No       | —       | Account website        |
| `phone`          | string | No       | —       | Account phone number   |
| `industry`       | string | No       | —       | Account industry       |
| `accountType`    | string | No       | —       | Account type           |
| `employees`      | number | No       | —       | Number of employees    |
| `annualRevenue`  | number | No       | —       | Annual revenue         |
| `billingStreet`  | string | No       | —       | Billing street address |
| `billingCity`    | string | No       | —       | Billing city           |
| `billingState`   | string | No       | —       | Billing state          |
| `billingCode`    | string | No       | —       | Billing ZIP code       |
| `billingCountry` | string | No       | —       | Billing country        |
| `description`    | string | No       | —       | Account description    |
| `customFields`   | object | No       | —       | Custom field values    |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "accountName": {
        "type": "string",
        "description": "Account name"
      },
      "website": {
        "type": "string",
        "description": "Account website"
      },
      "phone": {
        "type": "string",
        "description": "Account phone number"
      },
      "industry": {
        "type": "string",
        "description": "Account industry"
      },
      "accountType": {
        "type": "string",
        "description": "Account type"
      },
      "employees": {
        "type": "number",
        "description": "Number of employees"
      },
      "annualRevenue": {
        "type": "number",
        "description": "Annual revenue"
      },
      "billingStreet": {
        "type": "string",
        "description": "Billing street address"
      },
      "billingCity": {
        "type": "string",
        "description": "Billing city"
      },
      "billingState": {
        "type": "string",
        "description": "Billing state"
      },
      "billingCode": {
        "type": "string",
        "description": "Billing ZIP code"
      },
      "billingCountry": {
        "type": "string",
        "description": "Billing country"
      },
      "description": {
        "type": "string",
        "description": "Account description"
      },
      "customFields": {
        "type": "object",
        "additionalProperties": true,
        "description": "Custom field values"
      }
    },
    "required": [
      "PCID",
      "accountName"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_account

Retrieve an account by ID

**Parameters:**

| Parameter   | Type      | Required | Default | Description                 |
| ----------- | --------- | -------- | ------- | --------------------------- |
| `accountId` | string    | Yes      | —       | Account ID to retrieve      |
| `fields`    | string\[] | No       | —       | Specific fields to retrieve |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "accountId": {
        "type": "string",
        "description": "Account ID to retrieve"
      },
      "fields": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Specific fields to retrieve"
      }
    },
    "required": [
      "PCID",
      "accountId"
    ]
  }
  ```
</Expandable>

***

## zoho\_create\_task

Create a new task in Zoho CRM

**Parameters:**

| Parameter          | Type   | Required | Default         | Description                                  |
| ------------------ | ------ | -------- | --------------- | -------------------------------------------- |
| `subject`          | string | Yes      | —               | Task subject                                 |
| `dueDate`          | string | Yes      | —               | Due date (YYYY-MM-DD)                        |
| `status`           | string | No       | `"Not Started"` | Task status                                  |
| `priority`         | string | No       | `"Normal"`      | Task priority                                |
| `whoId`            | string | No       | —               | Related contact or lead ID                   |
| `whatId`           | string | No       | —               | Related account or deal ID                   |
| `description`      | string | No       | —               | Task description                             |
| `reminderDateTime` | string | No       | —               | Reminder date and time (YYYY-MM-DD HH:MM:SS) |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "subject": {
        "type": "string",
        "description": "Task subject"
      },
      "dueDate": {
        "type": "string",
        "description": "Due date (YYYY-MM-DD)"
      },
      "status": {
        "type": "string",
        "enum": [
          "Not Started",
          "In Progress",
          "Completed",
          "Pending Input",
          "Deferred"
        ],
        "default": "Not Started",
        "description": "Task status"
      },
      "priority": {
        "type": "string",
        "enum": [
          "High",
          "Highest",
          "Low",
          "Lowest",
          "Normal"
        ],
        "default": "Normal",
        "description": "Task priority"
      },
      "whoId": {
        "type": "string",
        "description": "Related contact or lead ID"
      },
      "whatId": {
        "type": "string",
        "description": "Related account or deal ID"
      },
      "description": {
        "type": "string",
        "description": "Task description"
      },
      "reminderDateTime": {
        "type": "string",
        "description": "Reminder date and time (YYYY-MM-DD HH:MM:SS)"
      }
    },
    "required": [
      "PCID",
      "subject",
      "dueDate"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_task

Retrieve a task by ID

**Parameters:**

| Parameter | Type   | Required | Default | Description         |
| --------- | ------ | -------- | ------- | ------------------- |
| `taskId`  | string | Yes      | —       | Task ID to retrieve |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "taskId": {
        "type": "string",
        "description": "Task ID to retrieve"
      }
    },
    "required": [
      "PCID",
      "taskId"
    ]
  }
  ```
</Expandable>

***

## zoho\_create\_note

Create a note for a record in Zoho CRM

**Parameters:**

| Parameter     | Type   | Required | Default | Description                                  |
| ------------- | ------ | -------- | ------- | -------------------------------------------- |
| `noteTitle`   | string | Yes      | —       | Note title                                   |
| `noteContent` | string | Yes      | —       | Note content                                 |
| `parentId`    | string | Yes      | —       | Parent record ID (contact, lead, deal, etc.) |
| `seModule`    | string | Yes      | —       | Module the parent record belongs to          |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "noteTitle": {
        "type": "string",
        "description": "Note title"
      },
      "noteContent": {
        "type": "string",
        "description": "Note content"
      },
      "parentId": {
        "type": "string",
        "description": "Parent record ID (contact, lead, deal, etc.)"
      },
      "seModule": {
        "type": "string",
        "enum": [
          "Contacts",
          "Leads",
          "Deals",
          "Accounts",
          "Tasks",
          "Events"
        ],
        "description": "Module the parent record belongs to"
      }
    },
    "required": [
      "PCID",
      "noteTitle",
      "noteContent",
      "parentId",
      "seModule"
    ]
  }
  ```
</Expandable>

***

## zoho\_search\_records

Search for records across different modules

**Parameters:**

| Parameter  | Type      | Required | Default | Description                                                                          |
| ---------- | --------- | -------- | ------- | ------------------------------------------------------------------------------------ |
| `module`   | string    | Yes      | —       | Module to search in                                                                  |
| `criteria` | string    | Yes      | —       | Search criteria (e.g., "(Email:equals:[john@example.com](mailto:john@example.com))") |
| `fields`   | string\[] | No       | —       | Specific fields to retrieve                                                          |
| `page`     | number    | No       | `1`     | Page number for pagination                                                           |
| `perPage`  | number    | No       | `200`   | Records per page (1-200)                                                             |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "module": {
        "type": "string",
        "enum": [
          "Contacts",
          "Leads",
          "Deals",
          "Accounts",
          "Tasks",
          "Events"
        ],
        "description": "Module to search in"
      },
      "criteria": {
        "type": "string",
        "description": "Search criteria (e.g., \"(Email:equals:john@example.com)\")"
      },
      "fields": {
        "type": "array",
        "items": {
          "type": "string"
        },
        "description": "Specific fields to retrieve"
      },
      "page": {
        "type": "number",
        "default": 1,
        "description": "Page number for pagination"
      },
      "perPage": {
        "type": "number",
        "default": 200,
        "description": "Records per page (1-200)"
      }
    },
    "required": [
      "PCID",
      "module",
      "criteria"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_users

Get list of users in the Zoho CRM organization

**Parameters:**

| Parameter | Type   | Required | Default         | Description                |
| --------- | ------ | -------- | --------------- | -------------------------- |
| `type`    | string | No       | `"ActiveUsers"` | Type of users to retrieve  |
| `page`    | number | No       | `1`             | Page number for pagination |
| `perPage` | number | No       | `200`           | Records per page (1-200)   |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "type": {
        "type": "string",
        "enum": [
          "ActiveUsers",
          "DeactiveUsers",
          "ConfirmedUsers",
          "NotConfirmedUsers",
          "DeletedUsers",
          "ActiveConfirmedUsers"
        ],
        "default": "ActiveUsers",
        "description": "Type of users to retrieve"
      },
      "page": {
        "type": "number",
        "default": 1,
        "description": "Page number for pagination"
      },
      "perPage": {
        "type": "number",
        "default": 200,
        "description": "Records per page (1-200)"
      }
    },
    "required": [
      "PCID"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_fields

Get field metadata for a specific module

**Parameters:**

| Parameter | Type   | Required | Default | Description                |
| --------- | ------ | -------- | ------- | -------------------------- |
| `module`  | string | Yes      | —       | Module to get fields for   |
| `type`    | string | No       | `"all"` | Type of fields to retrieve |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "module": {
        "type": "string",
        "enum": [
          "Contacts",
          "Leads",
          "Deals",
          "Accounts",
          "Tasks",
          "Events"
        ],
        "description": "Module to get fields for"
      },
      "type": {
        "type": "string",
        "enum": [
          "all",
          "unused"
        ],
        "default": "all",
        "description": "Type of fields to retrieve"
      }
    },
    "required": [
      "PCID",
      "module"
    ]
  }
  ```
</Expandable>

***

## zoho\_create\_event

Create a new event/meeting in Zoho CRM

**Parameters:**

| Parameter       | Type      | Required | Default | Description                                     |
| --------------- | --------- | -------- | ------- | ----------------------------------------------- |
| `eventTitle`    | string    | Yes      | —       | Event title                                     |
| `startDateTime` | string    | Yes      | —       | Start date and time (YYYY-MM-DD HH:MM:SS)       |
| `endDateTime`   | string    | Yes      | —       | End date and time (YYYY-MM-DD HH:MM:SS)         |
| `location`      | string    | No       | —       | Event location                                  |
| `description`   | string    | No       | —       | Event description                               |
| `participants`  | object\[] | No       | —       | Event participants                              |
| `reminderTime`  | string    | No       | —       | Reminder time before event (e.g., "15 minutes") |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "eventTitle": {
        "type": "string",
        "description": "Event title"
      },
      "startDateTime": {
        "type": "string",
        "description": "Start date and time (YYYY-MM-DD HH:MM:SS)"
      },
      "endDateTime": {
        "type": "string",
        "description": "End date and time (YYYY-MM-DD HH:MM:SS)"
      },
      "location": {
        "type": "string",
        "description": "Event location"
      },
      "description": {
        "type": "string",
        "description": "Event description"
      },
      "participants": {
        "type": "array",
        "items": {
          "type": "object",
          "properties": {
            "type": {
              "type": "string",
              "enum": [
                "contact",
                "lead"
              ],
              "description": "Participant type"
            },
            "participant": {
              "type": "string",
              "description": "Participant ID"
            }
          }
        },
        "description": "Event participants"
      },
      "reminderTime": {
        "type": "string",
        "description": "Reminder time before event (e.g., \"15 minutes\")"
      }
    },
    "required": [
      "PCID",
      "eventTitle",
      "startDateTime",
      "endDateTime"
    ]
  }
  ```
</Expandable>

***

## zoho\_get\_event

Retrieve an event by ID

**Parameters:**

| Parameter | Type   | Required | Default | Description          |
| --------- | ------ | -------- | ------- | -------------------- |
| `eventId` | string | Yes      | —       | Event ID to retrieve |

<Expandable title="inputSchema">
  ```json theme={null}
  {
    "type": "object",
    "properties": {
      "PCID": {
        "type": "string",
        "description": "Pink Connect ID"
      },
      "eventId": {
        "type": "string",
        "description": "Event ID to retrieve"
      }
    },
    "required": [
      "PCID",
      "eventId"
    ]
  }
  ```
</Expandable>