# monday + Zoho CRM — Pipedream Connect

> Connect a user's monday and Zoho CRM accounts and expose tools for both apps directly in your product or your agent.

- Apps: monday (`monday`) + Zoho CRM (`zoho_crm`)
- This page (HTML): https://pipedream.com/apps/monday/integrations/zoho-crm
- One `external_user_id` owns both connected accounts, and each account stays independently revocable.

## One session, both toolsets (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: monday,zoho_crm`
- `x-pd-app-slug` takes a comma-separated list, so `monday,zoho_crm` is one session on one transport. Both toolsets arrive from a single `listTools()`, and a tool is called exactly as it would be in a single-app session.

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "monday,zoho_crm",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// One list, both toolsets: monday and Zoho CRM tools arrive
// together, each keyed by its own app's slug.

// e.g. run Create an Update:
const result = await mcp.callTool({
  name: "monday-create-update",
  arguments: {
    updateBody: "Update Body",
    boardId: "Board ID",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## Both apps from your backend

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const externalUserId = "{external_user_id}" // any stable ID for this user in your system

const [mondayTools, zohoCrmTools] =
  await Promise.all([
    pd.components.list({ app: "monday" }),
    pd.components.list({ app: "zoho_crm" }),
  ])

// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## monday

- API slug: `monday` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: Productivity
- Website: https://monday.com
- App page (HTML): https://pipedream.com/apps/monday
- Tools: 18 actions · 10 triggers

Full tool list, API proxy, and SDK quickstart: https://pipedream.com/apps/monday.md

### Actions (top 8 of 18)

- [Create an Update](https://pipedream.com/apps/monday/actions/create-update.md) — `monday-create-update`
- [Create Board](https://pipedream.com/apps/monday/actions/create-board.md) — `monday-create-board`
- [Create Column](https://pipedream.com/apps/monday/actions/create-column.md) — `monday-create-column`
- [Create Group](https://pipedream.com/apps/monday/actions/create-group.md) — `monday-create-group`
- [Create Item](https://pipedream.com/apps/monday/actions/create-item.md) — `monday-create-item`
- [Create Subitem](https://pipedream.com/apps/monday/actions/create-subitem.md) — `monday-create-subitem`
- [Get Board Items Page](https://pipedream.com/apps/monday/actions/get-board-items-page.md) — `monday-get-board-items-page`
- [Get Column Values](https://pipedream.com/apps/monday/actions/get-column-values.md) — `monday-get-column-values`

### Triggers (top 4 of 10)

- [Column Value Updated (Instant)](https://pipedream.com/apps/monday/triggers/column-value-updated.md) — `monday-column-value-updated`
- [Name Updated (Instant)](https://pipedream.com/apps/monday/triggers/name-updated.md) — `monday-name-updated`
- [New Board Created](https://pipedream.com/apps/monday/triggers/new-board.md) — `monday-new-board`
- [New Item Created (Instant)](https://pipedream.com/apps/monday/triggers/new-item.md) — `monday-new-item`

## Zoho CRM

- API slug: `zoho_crm` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: CRM
- Website: http://crm.zoho.com/
- Managed OAuth scopes: `ZohoCRM.settings.all` · `ZohoCRM.users.all` · `ZohoCRM.org.all` · `ZohoCRM.modules.all` · `ZohoCRM.bulk.all` · `ZohoCRM.notifications.read` · `ZohoCRM.notifications.create` · `ZohoCRM.notifications.update` · `ZohoCRM.notifications.delete` · `ZohoCRM.coql.READ` · `ZohoCRM.functions.execute.READ` · `ZohoCRM.functions.execute.CREATE` · `ZohoCRM.templates.email.READ` · `ZohoCRM.templates.inventory.READ` · `ZohoCRM.signals.ALL`
- App page (HTML): https://pipedream.com/apps/zoho-crm
- Tools: 12 actions · 9 triggers

Full tool list, API proxy, and SDK quickstart: https://pipedream.com/apps/zoho-crm.md

### Actions (top 8 of 12)

- [Convert Lead](https://pipedream.com/apps/zoho-crm/actions/convert-lead.md) — `zoho_crm-convert-lead`
- [Create Object](https://pipedream.com/apps/zoho-crm/actions/create-object.md) — `zoho_crm-create-object`
- [Download Attachment](https://pipedream.com/apps/zoho-crm/actions/download-attachment.md) — `zoho_crm-download-attachment`
- [Get Object](https://pipedream.com/apps/zoho-crm/actions/get-object.md) — `zoho_crm-get-object`
- [List Attachments](https://pipedream.com/apps/zoho-crm/actions/list-attachments.md) — `zoho_crm-list-attachments`
- [List Fields](https://pipedream.com/apps/zoho-crm/actions/list-fields.md) — `zoho_crm-list-fields`
- [List Modules](https://pipedream.com/apps/zoho-crm/actions/list-modules.md) — `zoho_crm-list-modules`
- [List Objects](https://pipedream.com/apps/zoho-crm/actions/list-objects.md) — `zoho_crm-list-objects`

### Triggers (top 4 of 9)

- [New Contact (Instant)](https://pipedream.com/apps/zoho-crm/triggers/new-contact.md) — `zoho_crm-new-contact`
- [New Event (Instant)](https://pipedream.com/apps/zoho-crm/triggers/new-event.md) — `zoho_crm-new-event`
- [New Lead (Instant)](https://pipedream.com/apps/zoho-crm/triggers/new-lead.md) — `zoho_crm-new-lead`
- [New Module Entry (Instant)](https://pipedream.com/apps/zoho-crm/triggers/new-module-entry.md) — `zoho_crm-new-module-entry`

---

- monday: https://pipedream.com/apps/monday.md · Zoho CRM: https://pipedream.com/apps/zoho-crm.md
- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt