# Zoho CRM + Zoho WorkDrive — Pipedream Connect

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

- Apps: Zoho CRM (`zoho_crm`) + Zoho WorkDrive (`zoho_workdrive`)
- This page (HTML): https://pipedream.com/apps/zoho-crm/integrations/zoho-workdrive
- 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: zoho_crm,zoho_workdrive`
- `x-pd-app-slug` takes a comma-separated list, so `zoho_crm,zoho_workdrive` 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": "zoho_crm,zoho_workdrive",
      },
    },
  },
)

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

const { tools } = await mcp.listTools()

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

// e.g. run Convert Lead:
const result = await mcp.callTool({
  name: "zoho_crm-convert-lead",
  arguments: {
    lead: "Lead",
    account: "Account",
  },
})
```

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

// 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)

## 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`

## Zoho WorkDrive

- API slug: `zoho_workdrive` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: File Storage
- Website: https://zoho.com/workdrive
- Managed OAuth scopes: `WorkDrive.files.CREATE` · `WorkDrive.files.READ` · `WorkDrive.files.UPDATE` · `WorkDrive.files.DELETE` · `WorkDrive.team.READ` · `WorkDrive.teamfolders.READ` · `WorkDrive.workspace.CREATE` · `WorkDrive.workspace.UPDATE` · `WorkDrive.workspace.DELETE` · `ZohoSearch.securesearch.READ` · `ZohoFiles.files.READ`
- App page (HTML): https://pipedream.com/apps/zoho-workdrive
- Tools: 4 actions · 2 triggers

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

### Actions (4)

- [Download File to Tmp Direcory](https://pipedream.com/apps/zoho-workdrive/actions/download-file.md) — `zoho_workdrive-download-file`
- [List Folder Type Options](https://pipedream.com/apps/zoho-workdrive/actions/list-folder-type-options.md) — `zoho_workdrive-list-folder-type-options`
- [List Team ID Options](https://pipedream.com/apps/zoho-workdrive/actions/list-team-id-options.md) — `zoho_workdrive-list-team-id-options`
- [Upload File](https://pipedream.com/apps/zoho-workdrive/actions/upload-file.md) — `zoho_workdrive-upload-file`

### Triggers (2)

- [New File In Folder](https://pipedream.com/apps/zoho-workdrive/triggers/new-file-in-folder.md) — `zoho_workdrive-new-file-in-folder`
- [New Folder](https://pipedream.com/apps/zoho-workdrive/triggers/new-folder.md) — `zoho_workdrive-new-folder`

---

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