Skill: shreefentsar/zoho (version 2.0.2)

--- name: zoho description: Interact with Zoho CRM, Projects, and Meeting APIs. Use when managing deals, contacts, leads, tasks, projects, milestones, meeting recordings, or any Zoho workspace data. Triggers on mentions of Zoho, CRM, deals, pipeline, projects, tasks, milestones, meetings, recordings, standups. author: Zone 99 team homepage: https://99.zone repository: https://github.com/shreefentsar/clawdbot-zoho --- # Zoho Integration (CRM + Projects + Meeting) Made by [Zone 99](https://99.zone) · [GitHub](https://github.com/shreefentsar/clawdbot-zoho) · [Contribute](https://github.com/shreefentsar/clawdbot-zoho/issues) ## Quick Start Use the `zoho` CLI wrapper — it handles OAuth token refresh and caching automatically. ```bash zoho help # Show all commands zoho token # Print current access token (auto-refreshes) ``` ## Authentication Setup ### Step 1: Register Your Application 1. Go to [Zoho API Console](https://api-console.zoho.com/) 2. Click **Add Client** → choose **Server-based Applications** 3. Fill in: - **Client Name**: your app name (e.g. "Clawdbot Zoho Integration") - **Homepage URL**: your domain or `https://localhost` - **Redirect URI**: `https://localhost/callback` (or any URL you control — you only need it once to grab the code) 4. Click **Create** 5. Note down the **Client ID** and **Client Secret** ### Step 2: Generate Authorization Code (Grant Token) Build this URL and open it in your browser (replace the placeholders): ``` https://accounts.zoho.com/oauth/v2/auth ?response_type=code &client_id=YOUR_CLIENT_ID &scope=ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoProjects.projects.ALL,ZohoProjects.tasks.ALL,ZohoMeeting.recording.READ,ZohoMeeting.meeting.READ,ZohoMeeting.meetinguds.READ,ZohoFiles.files.READ &redirect_uri=https://localhost/callback &access_type=offline &prompt=consent ``` > **Important:** Use the accounts URL matching your datacenter: > | Region | Accounts URL | > |--------|-------------| > | US | `https://accounts.zoho.com` | > | EU | `https://accounts.zoho.eu` | > | IN | `https://accounts.zoho.in` | > | AU | `https://accounts.zoho.com.au` | > | JP | `https://accounts.zoho.jp` | > | UK | `https://accounts.zoho.uk` | > | CA | `https://accounts.zohocloud.ca` | > | SA | `https://accounts.zoho.sa` | After granting access, you'll be redirected to something like: ``` https://localhost/callback?code=1000.abc123...&location=us&accounts-server=https://accounts.zoho.com ``` Copy the `code` parameter value. **This code expires in 2 minutes** — move to Step 3 immediately. ### Step 3: Exchange Code for Refresh Token Run this curl command (replace placeholders): ```bash curl -X POST "https://accounts.zoho.com/oauth/v2/token" \ -d "client_id=YOUR_CLIENT_ID" \ -d [REDACTED_SECRET] \ -d "grant_type=authorization_code" \ -d "redirect_uri=https://localhost/callback" \ -d "code=PASTE_CODE_FROM_STEP_2" ``` Response: ```json { "access_token": "1000.xxxx.yyyy", "refresh_token": "1000.xxxx.zzzz", "api_domain": "https://www.zohoapis.com", "token_type": "Bearer", "expires_in": 3600 } ``` Save the **refresh_token** — this is your long-lived credential. The access token expires in 1 hour, but the CLI auto-refreshes it using the refresh token. ### Step 4: Find Your Org IDs **CRM/Projects Org ID:** ```bash # After setting up .env with client_id, client_secret, refresh_token: zoho raw GET /crm/v7/org | jq '.org[0].id' ``` **Meeting Org ID:** Log into [Zoho Meeting](https://meeting.zoho.com) → Admin Settings → look for the Organization ID in the URL or settings page. It's different from the CRM org ID. ### Step 5: Configure .env Create `.env` in the skill directory: ```bash ZOHO_CLIENT_ID=1000.XXXXXXXXXXXXXXXXXXXXXXXXX ZOHO_CLIENT_SECRET=your_client_secret_here ZOHO_REFRESH_TOKEN=1000.your_refresh_token_here ZOHO_ORG_ID=123456789 # CRM/Projects org ID ZOHO_MEETING_ORG_ID=987654321 # Meeting org ID (different from CRM) ZOHO_CRM_DOMAIN=https://www.zohoapis.com ZOHO_PROJECTS_DOMAIN=https://projectsapi.zoho.com/restapi ZOHO_MEETING_DOMAIN=https://meeting.zoho.com ZOHO_ACCOUNTS_URL=https://accounts.zoho.com ``` > Adjust the domain URLs if you're on a non-US datacenter (e.g. `.eu`, `.in`, `.com.au`). ### OAuth Scopes Reference | Scope | Used For | |-------|----------| | `ZohoCRM.modules.ALL` | Read/write CRM records (Deals, Contacts, Leads, etc.) | | `ZohoCRM.settings.ALL` | Read CRM field definitions and org settings | | `ZohoProjects.projects.ALL` | Read/write projects | | `ZohoProjects.tasks.ALL` | Read/write tasks, milestones, bugs, timelogs | | `ZohoMeeting.recording.READ` | List and access meeting recordings | | `ZohoMeeting.meeting.READ` | List meetings and session details | | `ZohoMeeting.meetinguds.READ` | Download recording files | | `ZohoFiles.files.READ` | Download files (recordings, transcripts) | You can request fewer scopes if you only need CRM or only need Meeting. The authorization URL scope parameter is comma-separated. ### Troubleshooting Auth - **"invalid_code"** → The authorization code expired (2 min lifetime). Redo Step 2. - **"invalid_client"** → Wrong Client ID, or wrong accounts-server URL for your datacenter. - **"invalid_redirect_uri"** → The redirect_uri in the curl must exactly match what you registered in API Console. - **Token refresh fails** → Refresh tokens can be revoked. Redo Steps 2–3 to get a new one. - **"Given URL is wrong"** → You're hitting the wrong API domain for your datacenter. ## CRM Commands ```bash # List records from any module zoho crm list Deals zoho crm list Deals "page=1&per_page=5&sort_by=Created_Time&sort_order=desc" zoho crm list Contacts zoho crm list Leads # Get a specific record zoho crm get Deals 1234567890 # Search with criteria zoho crm search Deals "(Stage:equals:Closed Won)" zoho crm search Contacts "(Email:contains:@acme.com)" zoho crm search Leads "(Lead_Source:equals:Web)" # Create a record zoho crm create Contacts '{"data":[{"Last_Name":"Smith","First_Name":"John","Email":"[REDACTED_SECRET]"}]}' zoho crm create Deals '{"data":[{"Deal_Name":"New Project","Stage":"Qualification","Amount":50000}]}' # Update a record zoho crm update Deals 1234567890 '{"data":[{"Stage":"Closed Won"}]}' # Delete a record zoho crm delete Deals 1234567890 ``` ### CRM Modules Leads, Contacts, Accounts, Deals, Tasks, Events, Calls, Notes, Products, Quotes, Sales_Orders, Purchase_Orders, Invoices ### Search Operators equals, not_equal, starts_with, contains, not_contains, in, not_in, between, greater_than, less_than ## Projects Commands ```bash # List all projects zoho proj list # Get project details zoho proj get 12345678 # Tasks zoho proj tasks 12345678 zoho proj create-task 12345678 "name=Fix+login+bug&priority=High&start_date=01-27-2026" zoho proj update-task 12345678 98765432 "percent_complete=50" # Other zoho proj milestones 12345678 zoho proj tasklists 12345678 zoho proj bugs 12345678 zoho proj timelogs 12345678 ``` ### Task Fields name, start_date (MM-DD-YYYY), end_date, priority (None/Low/Medium/High), owner, description, tasklist_id, percent_complete ## Meeting Commands ```bash # List all recordings zoho meeting recordings zoho meeting recordings | jq '[.recordings[] | {topic, sDate, sTime, durationInMins, erecordingId}]' # Download a recording (use downloadUrl from recordings list) zoho meeting download "https://files-accl.zohopublic.com/public?event-id=..." output.mp4 # List meetings/sessions zoho meeting list zoho meeting list "fromDate=2026-01-01T00:00:00Z&toDate=2026-01-31T23:59:59Z" # Get meeting details zoho meeting get 1066944216 ``` ### Recording Response Fields Key fields from `zoho meeting recordings`: - `erecordingId` — encrypted recording ID (use for dedup/tracking) - `topic` — meeting title - `sDate`, `sTime` — start date/time (human-readable) - `startTimeinMs` — start time as epoch ms (use for date filtering) - `durationInMins` — recording duration - `downloadUrl` / `publicDownloadUrl` — MP4 download URL - `transcriptionDownloadUrl` — Zoho-generated transcript (if available) - `summaryDownloadUrl` — Zoho-generated summary (if available) - `fileSize` / `fileSizeInMB` — recording file size - `status` — e.g. `UPLOADED` - `meetingKey` — meeting identifier - `creatorName` — who started the recording ### Meeting Recording Pipeline For automated standup/meeting summarization: ```bash # 1. List recordings, filter by today's date (epoch ms) zoho meeting recordings | jq --argjson start "$START_MS" --argjson end "$END_MS" \ '[.recordings[] | select(.startTimeinMs >= $start and .startTimeinMs <= $end)]' # 2. Download recording zoho meeting download "$DOWNLOAD_URL" /tmp/recording.mp4 # 3. Extract audio ffmpeg -i /tmp/recording.mp4 -vn -acodec pcm_s16le -ar 16000 -ac 1 /tmp/audio.wav -y # 4. Transcribe via Gemini Flash API (great for Arabic + English mix) # See scripts/standup-summarizer.sh for full implementation # 5. Summarize transcript with Claude/GPT # 6. Clean up temp files ``` A complete standup summarizer script is included at `scripts/standup-summarizer.sh`. ## Raw API Calls For anything not covered by subcommands: ```bash # CRM endpoints zoho raw GET /crm/v7/settings/fields?module=Deals zoho raw GET /crm/v7/org # Meeting endpoints zoho raw GET "https://meeting.zoho.com/meeting/api/v2/{zsoid}/recordings.json" # Custom modules zoho raw GET /crm/v7/Custom_Module ``` ## Usage Patterns ### When checking deals/pipeline ```bash zoho crm list Deals "sort_by=Created_Time&sort_order=desc&per_page=10" | jq '.data[] | {Deal_Name, Stage, Amount, Closing_Date}' ``` ### When checking project progress ```bash zoho proj list | jq '.projects[] | {name, status, id: .id_string}' zoho proj tasks <project_id> | jq '.tasks[] | {name, status: .status.name, percent_complete, priority}' ``` ### When creating tasks from conversation ```bash zoho proj create-task <project_id> "name=Task+description&priority=High&start_date=MM-DD-YYYY&end_date=MM-DD-YYYY" ``` ### When summarizing meeting recordings ```bash # Quick list of recent recordings zoho meeting recordings | jq '[.recordings[:5] | .[] | {topic, sDate, sTime, durationInMins, fileSize}]' # Download latest recording URL=$(zoho meeting recordings | jq -r '.recordings[0].downloadUrl') zoho meeting download "$URL" /tmp/latest.mp4 ``` ## Rate Limits - CRM: 100 requests/min - Projects: varies by plan - Meeting: standard API limits - Token refresh: don't call more than needed (cached automatically) ## References - [CRM API Fields](references/crm-api.md) - [Projects API Endpoints](references/projects-api.md) - [Meeting API Reference](references/meeting-api.md)


Security scan verdicts — ClawScan: suspicious | static analysis: clean | VirusTotal: suspicious | SkillSpector: suspicious (CRITICAL)