Cursor

Automatic Configuration

Cursor supports one-click setup for Zoho CRM MCP servers.

1. Login to your Zoho CRM and go to Setup > Developer Hub > MCP for AI Agents.
2. Select the required MCP server from the list and click Cursor as the AI tool.
3. Click the Install MCP Server in Cursor button. This will open Cursor settings page with the selected server details.
4. Click Install to add the server to your IDE.
5. Click Connect to authenticate your Zoho CRM organization.

Manual Configuration

Use manual setup if you want more control over configuration.

1. Open Cursor and go to Cursor Settings → Tools & MCP 
   (shortcut: press ⌘ Shift J on macOS / Ctrl Shift J on Windows/Linux)
2. Click + Add Custom MCP to open the ~/.cursor/mcp.json file.

3. Copy and paste the following configuration for the required server:

   Data InsightsData OperationsModule CustomizationWindsurf

   {
     "mcpServers": {
       "zoho-crm-data-insights": {
         "url": "https://zoho-crm-data-insights-60065097786.zohomcp.in/mcp/d17dfe13292e0414a929516bb8f8e797/message"
       }
     }
   }

   {
     "mcpServers": {
       "zoho-crm-data-operations": {
         "url": "https://zoho-crm-data-operations-60065097786.zohomcp.in/mcp/fe46ddbc48fec3713c8754cea8ec9ac5/message"
       }
     }
   }

   {
     "mcpServers": {
       "zoho-crm-module-customisation": {
         "url": "https://zoho-crm-module-customization-60065097786.zohomcp.in/mcp/8057776f5d548a33b892c533d4278d17/message"
       }
     }
   }

   {
     "mcpServers": {
       "zoho-crm-module-customisation": {
         "serverUrl": "https://zoho-crm-module-customization-60065097786.zohomcp.in/mcp/8057776f5d548a33b892c533d4278d17/message"
       }
     }
   }

   Cursor automatically detects the transport type from the URL. No type field is required. 
   If the file already has other servers, merge this into the existing mcpServers object.

   Note

   For project-specific setup, create a .cursor/mcp.json file in your project root instead.

4. Save the file. Then go to Cursor Settings > Tools & MCP.
5. Click Connect next to the Zoho CRM MCP server to authenticate your CRM organization.