Windsurf

Follow these steps to set up Zoho CRM MCP servers in Windsurf.

1. Open the Command Palette with ⌘ Shift P (on macOS) / Ctrl Shift P (on Windows/Linux) and search for Windsurf: MCP Registry.

2. Click on the Settings icon near the Installed MCPs section.

   

3. This will open the ~/.codeium/windsurf/mcp_config.json configuration file.

4. Copy and paste the following configuration:

   Data InsightsData OperationsModule CustomizationWorkflow & Process Automation

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

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

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

   {
     "mcpServers": {
       "zoho-crm-automation": {
         "serverUrl": "https://zoho-crm-automation-60065097786.zohomcp.in/mcp/c139be028c224f75a9077e6473a62f3b/message"
       }
     }
   }

   If the file already has other servers, merge this into the existing mcpServers object.

   

5. Save the configuration file and a pop-up prompts you to open the URL (or copy and paste it) to authenticate your CRM organization.