# Zoho CRM agent skills for Claude Code, Cursor and RevampKey

> Ready-made Zoho CRM playbooks for AI agents: log call notes and follow-ups in Zoho CRM with AI, clean up duplicate and inconsistent Zoho CRM records, prepare a deal handover brief from Zoho CRM. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Zoho CRM safely with AI](https://revampkey.com/marketplace/zoho-crm/skills/essentials.md): Sets up how your AI assistant works with Zoho CRM: it confirms the org and data center first, finds the exact module and field names, reads narrowly, and asks before any create, update, delete or note change.
- [Log call notes and follow-ups in Zoho CRM with AI](https://revampkey.com/marketplace/zoho-crm/skills/contact-activity-notes.md): Turns a call or meeting summary into a clean note on the correct Zoho CRM record, and drafts follow-up tasks. It confirms the record and asks for your approval before writing anything.
- [Clean up duplicate and inconsistent Zoho CRM records](https://revampkey.com/marketplace/zoho-crm/skills/crm-data-hygiene.md): Finds duplicate, incomplete and inconsistent records in Zoho CRM, drafts a merge and fix plan, and waits for your approval before changing or deleting anything.
- [Prepare a deal handover brief from Zoho CRM](https://revampkey.com/marketplace/zoho-crm/skills/deal-handoff-brief.md): Builds a structured handover brief for one Zoho CRM deal, from its fields, notes and related contacts, with a checklist of what the new owner still lacks. It reads only and asks before changing any record.
- [Review your Zoho CRM pipeline with AI](https://revampkey.com/marketplace/zoho-crm/skills/lead-pipeline-review.md): Finds open Leads and Deals that have stalled, have no owner or are past their close date, and reports them ranked by value at risk. It only reads your data and never changes a record.

## Install

- RevampKey: connect Zoho CRM at https://revampkey.com/marketplace/zoho-crm; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
for s in essentials contact-activity-notes crm-data-hygiene deal-handoff-brief lead-pipeline-review; do
  curl -fsSL --create-dirs -o .agents/skills/zoho-crm-$s/SKILL.md https://revampkey.com/marketplace/zoho-crm/skills/$s/SKILL.md
done
```

### What is a Zoho CRM agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Zoho CRM skill describes one job, which Zoho CRM tools to use in which order, what to check first and when to stop and ask you.

### Do the Zoho CRM skills change anything on their own?

The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Zoho CRM.

### Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Zoho CRM; elsewhere you copy the folders into your project or skills directory.

### Do I need the Zoho CRM MCP server too?

Yes. The skills tell the agent how to do the work; the Zoho CRM MCP server gives it the tools to do it. The Zoho CRM MCP setup guide covers every client.

MCP setup guide: https://revampkey.com/marketplace/zoho-crm.md