
CRM
General-purpose CRM (leads, contacts, deals, custom modules) plus SQL-like COQL queries.
Ask Ruby
Ruby reads from Zoho CRM and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always takes the action.
Getrecords
Get Records for a specific module To get the list of available records from a module (GET /{module}) Query params: fields, territory_id, ids, cvid, per_page, page, page_token, sort_order, sort_by, converted, include_child.
Getrecord
Get Record for a specific module with RecordId To get the details of a specific record with its unique record ID. (GET /{module}/{recordID})
Getdeletedrecords
Get deleted records from a module Retrieve the deleted records for the module. This endpoint can retrieve both permanently deleted records and temporarily deleted records from the recycle bin. (GET /{module}/deleted)
Executecoqlquery
Execute COQL query Executes a COQL select query to fetch records data. (POST /coql)
Searchrecords
Search Records by Criteria, Word, Email, or Phone Searches records matching your criteria within a CRM module. Supports criteria queries, email/phone/word searches. At least one search parameter required. Max 2,000 records, 15 criteria conditions. Newly created records may have indexing delays. (GET /{module}/search)
Getrelatedrecords
List Related Records Retrieves a paginated list of records from a specific related list of a parent record in a CRM module. Supports filtering by fields and conditional requests using If-Modified-Since header. (GET /{parentRecordModule}/{parentRecord}/{relatedList}) Query params: fields, page, perPage, page_token, ids, sort_order, sort_by, converted.
Getrelatedrecord
Get Specific Related Record Retrieves details of a specific record that is related to a parent record. Returns the record data along with pagination information if applicable. (GET /{parentRecordModule}/{parentRecord}/{relatedList}/{record}) Query params: fields.
Getdeletedrelatedrecord
List Deleted Related Records Retrieves a list of records that were previously related to a parent record but have since been deleted. Useful for audit trails and data recovery scenarios. (GET /{parentRecordModule}/deleted/{parentRecord}/{relatedList}) Query params: fields, page, perPage.
Getnotesmodule
Get Notes Retrieves a list of notes. (GET /Notes)
Getnotebyid
Get a Specific Note Retrieves details of a specific note by its ID. (GET /Notes/{id}) Query params: fields.
Getattachmentbyid
Download a specific attachment file Download the file content of a specific attachment by its ID. This endpoint returns the actual file (image, PDF, document, etc.). For link attachments, an error is returned as they cannot be downloaded. (GET /{moduleApiName}/{recordId}/Attachments/{id})
Getattachments
Retrieve all attachments associated with a specific record Retrieve all attachments associated with a specific record. (GET /{moduleApiName}/{recordId}/Attachments)
Grounded answers
Ruby reads Zoho CRM live and cites what she found, so answers reflect your actual data, not a stale export.
Read-only by design
Least-privilege, read-only access. Ruby surfaces and drafts; your team always takes the action.
Managed, secure auth
Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.
Knows restoration
Ruby understands jobs, claims, drying logs, and AR, so Zoho CRM data lands in the right operational context.
Connect Zoho CRM once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.
Ruby
Ask in the Ruby app and get an answer grounded in Zoho CRM and the rest of your connected stack.
Claude
Bring the same secure Zoho CRM connection into Claude so it can answer with your live data.
ChatGPT
Use Zoho CRM from ChatGPT with the same per-company, read-only access Ruby uses.
Do I need developer credentials to connect Zoho CRM?
No. Zoho CRM connects with a single click, Ruby handles the OAuth handshake and token refresh for you.
Can Ruby change anything in Zoho CRM?
No. The Zoho CRM connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Zoho CRM.
Is my Zoho CRM data secure?
Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.
Can I use Zoho CRM alongside my other tools?
Yes. Ruby reasons across every tool you connect at once, so she can tie Zoho CRM to your CRM, accounting, email, and documentation in a single answer.