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What do you want Zoho CRM and Yutori to do together?
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Set it up in your client
Claude Code
Run this in the directory you want to work in.
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 Yutori
When New or updated record in Zoho CRM
then Add Scout in Yutori
When New record in Zoho CRM
then Update Scout in Yutori
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 Yutori
Triggers and actions 2 triggers · 28 actions
Trigger
New or updated recordFires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.
Trigger
New recordFires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.
Action
Add noteAdds a note to a record in any supported Zoho CRM module.
Action
Add or update record (upsert)Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.
Action
Add tag to recordAdd one or more tags (comma-separated names) to a record in the specified module.
Action
Convert leadConvert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.
Action
Create recordCreate a new record in the specified Zoho CRM module.
Action
Delete recordDelete a record by ID from the specified Zoho CRM module.
Action
Find recordsSearch for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.
Action
Get recordRetrieve a single record by ID from the specified Zoho CRM module.
Action
List notesLists notes across all records in Zoho CRM (requires an administrator profile).
Action
List usersRetrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.
Action
Query records (COQL)Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.
Action
Remove tag from recordRemove one or more tags (comma-separated names) from a record in the specified module.
Action
Update recordUpdate an existing record by ID in the specified Zoho CRM module.
Action
Add ScoutCreates a new scout to continuously monitor the web on a schedule for a natural-language query.
Action
Delete ScoutPermanently deletes a scout.
Action
Get Browsing Task ResultGet the current status of a Yutori browsing task and its results once it has completed.
Action
Get Browsing Task trajectoryGets the step-by-step trajectory (screenshots) of a completed browsing task.
Action
Get Research Task ResultFetches the current status and result of a research task.
Action
Get ScoutRetrieves a single scout by id.
Action
List Browsing TasksLists browsing tasks for the account, optionally filtered by status.
Action
List Research TasksLists the research tasks in the Yutori account, optionally filtered by status.
Action
List Scout updatesLists the updates a Yutori scout has reported, newest first.
Action
Mark scout as doneMarks a scout as complete, ending its monitoring schedule.
Action
Restart ScoutRestarts a scout that was previously marked as done, so it resumes monitoring.
Action
Run Browsing TaskLaunches a Yutori browsing agent on a cloud (or local) browser to carry out a natural-language task starting from a URL. Returns the task id immediately; the task runs asynchronously.
Action
Run Research TaskLaunches a one-time research task on the web and returns its task id and status. Fetch the finished results with Get Research Task Result.
Action
Update ScoutUpdates selected settings of an existing Yutori scout. Only the fields you fill in are changed; everything else stays as it is.
Action
Update Scout email settingsTurns email notifications on or off for a scout and adds or removes email subscribers. Provide at least one of the optional fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Zoho CRM and Yutori, 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 Yutori when something happens in Zoho CRM?
Any of Yutori's 15 actions, including Update Scout, Update Scout email settings, Add Scout and Get Browsing Task Result. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Yutori to Zoho CRM?
Yutori has no triggers in the catalog today, so automations start in Zoho CRM. If you need the other direction, ask: your agent reads Yutori's API documentation and adds it.
Do I have to build a connector for Zoho CRM or Yutori?
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.