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What do you want Zoho CRM and Vectara to do together?
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Claude Code
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claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Zoho CRM can start in Vectara
When New or updated record in Zoho CRM
then Add corpus in Vectara
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Zoho CRM and Vectara
Triggers and actions 2 triggers · 23 actions
- New or updated record
Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
- New record
Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
- Add note
Adds a note to a record in any supported Zoho CRM module.
- Add or update record (upsert)
Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
- Add tag to record
Add one or more tags (comma-separated names) to a record in the specified module.
- Convert lead
Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
- Create record
Create a new record in the specified Zoho CRM module.
- Delete record
Delete a record by ID from the specified Zoho CRM module.
- Find records
Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
- Get record
Retrieve a single record by ID from the specified Zoho CRM module.
- List notes
Lists notes across all records in Zoho CRM (requires an administrator profile).
- List users
Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
- Query records (COQL)
Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
- Remove tag from record
Remove one or more tags (comma-separated names) from a record in the specified module.
- Update record
Update an existing record by ID in the specified Zoho CRM module.
- Add corpus
Creates a corpus (container for documents).
- Add document
Adds a document to a Vectara corpus for indexing, either as a structured document (sections the platform chunks automatically) or a core document (explicit document parts).
- Delete corpus
Permanently deletes a Vectara corpus and all of its documents and data. The corpus key is released and can be reused.
- Delete document
Deletes a document from a corpus.
- Find documents by criteria
Returns up to 100 documents in a corpus whose document metadata matches the specified filter expression.
- Get corpus
Retrieves the settings and usage of a corpus by its key, without searching its contents.
- Get document
Retrieves a document from a Vectara corpus, including its text parts, metadata, tables and images.
- List corpora
Lists the corpora in the Vectara account, optionally filtered by name/summary or corpus ID.
- List documents
Lists documents in a corpus.
- Query corpus
Queries a corpus with full control over retrieval, hybrid search, reranking, and RAG generation.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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Questions
Zoho CRM and Vectara, answered
What can start an automation from Zoho CRM?
Any of Zoho CRM's 2 triggers in the catalog, including New or updated record and New record. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vectara when something happens in Zoho CRM?
Any of Vectara's 10 actions, including Add corpus, Add document, Find documents by criteria and Get corpus. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vectara to Zoho CRM?
Vectara has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads Vectara's API documentation and adds it.
Do I have to build a connector for Zoho CRM or Vectara?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.