zoho

What this skill does

# Zoho Integration (CRM + Projects + Meeting)

Made by [Zone 99](https://99.zone) · [GitHub](https://github.com/shreefentsar/clawdbot-zoho) · [Contribute](https://github.com/shreefentsar/clawdbot-zoho/issues)

## Quick Start

Use the `zoho` CLI wrapper — it handles OAuth token refresh and caching automatically.

```bash
zoho help          # Show all commands
zoho token         # Print current access token (auto-refreshes)
```

## Authentication Setup

### Step 1: Register Your Application

1. Go to [Zoho API Console](https://api-console.zoho.com/)
2. Click **Add Client** → choose **Server-based Applications**
3. Fill in:
   - **Client Name**: your app name (e.g. "Clawdbot Zoho Integration")
   - **Homepage URL**: your domain or `https://localhost`
   - **Redirect URI**: `https://localhost/callback` (or any URL you control — you only need it once to grab the code)
4. Click **Create**
5. Note down the **Client ID** and **Client Secret**

### Step 2: Generate Authorization Code (Grant Token)

Build this URL and open it in your browser (replace the placeholders):

```
https://accounts.zoho.com/oauth/v2/auth
  ?response_type=code
  &client_id=YOUR_CLIENT_ID
  &scope=ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoProjects.projects.ALL,ZohoProjects.tasks.ALL,ZohoMeeting.recording.READ,ZohoMeeting.meeting.READ,ZohoMeeting.meetinguds.READ,ZohoFiles.files.READ
  &redirect_uri=https://localhost/callback
  &access_type=offline
  &prompt=consent
```

> **Important:** Use the accounts URL matching your datacenter:
> | Region | Accounts URL |
> |--------|-------------|
> | US | `https://accounts.zoho.com` |
> | EU | `https://accounts.zoho.eu` |
> | IN | `https://accounts.zoho.in` |
> | AU | `https://accounts.zoho.com.au` |
> | JP | `https://accounts.zoho.jp` |
> | UK | `https://accounts.zoho.uk` |
> | CA | `https://accounts.zohocloud.ca` |
> | SA | `https://accounts.zoho.sa` |

After granting access, you'll be redirected to something like:
```
https://localhost/callback?code=1000.abc123...&location=us&accounts-server=https://accounts.zoho.com
```

Copy the `code` parameter value. **This code expires in 2 minutes** — move to Step 3 immediately.

### Step 3: Exchange Code for Refresh Token

Run this curl command (replace placeholders):

```bash
curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET" \
  -d "grant_type=authorization_code" \
  -d "redirect_uri=https://localhost/callback" \
  -d "code=PASTE_CODE_FROM_STEP_2"
```

Response:
```json
{
  "access_token": "1000.xxxx.yyyy",
  "refresh_token": "1000.xxxx.zzzz",
  "api_domain": "https://www.zohoapis.com",
  "token_type": "Bearer",
  "expires_in": 3600
}
```

Save the **refresh_token** — this is your long-lived credential. The access token expires in 1 hour, but the CLI auto-refreshes it using the refresh token.

### Step 4: Find Your Org IDs

**CRM/Projects Org ID:**
```bash
# After setting up .env with client_id, client_secret, refresh_token:
zoho raw GET /crm/v7/org | jq '.org[0].id'
```

**Meeting Org ID:**
Log into [Zoho Meeting](https://meeting.zoho.com) → Admin Settings → look for the Organization ID in the URL or settings page. It's different from the CRM org ID.

### Step 5: Configure .env

Create `.env` in the skill directory:

```bash
ZOHO_CLIENT_ID=1000.XXXXXXXXXXXXXXXXXXXXXXXXX
ZOHO_CLIENT_SECRET=your_client_secret_here
ZOHO_REFRESH_TOKEN=1000.your_refresh_token_here
ZOHO_ORG_ID=123456789              # CRM/Projects org ID
ZOHO_MEETING_ORG_ID=987654321      # Meeting org ID (different from CRM)
ZOHO_CRM_DOMAIN=https://www.zohoapis.com
ZOHO_PROJECTS_DOMAIN=https://projectsapi.zoho.com/restapi
ZOHO_MEETING_DOMAIN=https://meeting.zoho.com
ZOHO_ACCOUNTS_URL=https://accounts.zoho.com
```

> Adjust the domain URLs if you're on a non-US datacenter (e.g. `.eu`, `.in`, `.com.au`).

### OAuth Scopes Reference

| Scope | Used For |
|-------|----------|
| `ZohoCRM.modules.ALL` | Read/write CRM records (Deals, Contacts, Leads, etc.) |
| `ZohoCRM.settings.ALL` | Read CRM field definitions and org settings |
| `ZohoProjects.projects.ALL` | Read/write projects |
| `ZohoProjects.tasks.ALL` | Read/write tasks, milestones, bugs, timelogs |
| `ZohoMeeting.recording.READ` | List and access meeting recordings |
| `ZohoMeeting.meeting.READ` | List meetings and session details |
| `ZohoMeeting.meetinguds.READ` | Download recording files |
| `ZohoFiles.files.READ` | Download files (recordings, transcripts) |

You can request fewer scopes if you only need CRM or only need Meeting. The authorization URL scope parameter is comma-separated.

### Troubleshooting Auth

- **"invalid_code"** → The authorization code expired (2 min lifetime). Redo Step 2.
- **"invalid_client"** → Wrong Client ID, or wrong accounts-server URL for your datacenter.
- **"invalid_redirect_uri"** → The redirect_uri in the curl must exactly match what you registered in API Console.
- **Token refresh fails** → Refresh tokens can be revoked. Redo Steps 2–3 to get a new one.
- **"Given URL is wrong"** → You're hitting the wrong API domain for your datacenter.

## CRM Commands

```bash
# List records from any module
zoho crm list Deals
zoho crm list Deals "page=1&per_page=5&sort_by=Created_Time&sort_order=desc"
zoho crm list Contacts
zoho crm list Leads

# Get a specific record
zoho crm get Deals 1234567890

# Search with criteria
zoho crm search Deals "(Stage:equals:Closed Won)"
zoho crm search Contacts "(Email:contains:@acme.com)"
zoho crm search Leads "(Lead_Source:equals:Web)"

# Create a record
zoho crm create Contacts '{"data":[{"Last_Name":"Smith","First_Name":"John","Email":"[email protected]"}]}'
zoho crm create Deals '{"data":[{"Deal_Name":"New Project","Stage":"Qualification","Amount":50000}]}'

# Update a record
zoho crm update Deals 1234567890 '{"data":[{"Stage":"Closed Won"}]}'

# Delete a record
zoho crm delete Deals 1234567890
```

### CRM Modules
Leads, Contacts, Accounts, Deals, Tasks, Events, Calls, Notes, Products, Quotes, Sales_Orders, Purchase_Orders, Invoices

### Search Operators
equals, not_equal, starts_with, contains, not_contains, in, not_in, between, greater_than, less_than

## Projects Commands

```bash
# List all projects
zoho proj list

# Get project details
zoho proj get 12345678

# Tasks
zoho proj tasks 12345678
zoho proj create-task 12345678 "name=Fix+login+bug&priority=High&start_date=01-27-2026"
zoho proj update-task 12345678 98765432 "percent_complete=50"

# Other
zoho proj milestones 12345678
zoho proj tasklists 12345678
zoho proj bugs 12345678
zoho proj timelogs 12345678
```

### Task Fields
name, start_date (MM-DD-YYYY), end_date, priority (None/Low/Medium/High), owner, description, tasklist_id, percent_complete

## Meeting Commands

```bash
# List all recordings
zoho meeting recordings
zoho meeting recordings | jq '[.recordings[] | {topic, sDate, sTime, durationInMins, erecordingId}]'

# Download a recording (use downloadUrl from recordings list)
zoho meeting download "https://files-accl.zohopublic.com/public?event-id=..." output.mp4

# List meetings/sessions
zoho meeting list
zoho meeting list "fromDate=2026-01-01T00:00:00Z&toDate=2026-01-31T23:59:59Z"

# Get meeting details
zoho meeting get 1066944216
```

### Recording Response Fields
Key fields from `zoho meeting recordings`:
- `erecordingId` — encrypted recording ID (use for dedup/tracking)
- `topic` — meeting title
- `sDate`, `sTime` — start date/time (human-readable)
- `startTimeinMs` — start time as epoch ms (use for date filtering)
- `durationInMins` — recording duration
- `downloadUrl` / `publicDownloadUrl` — MP4 download URL
- `transcriptionDownloadUrl` — Zoho-generated transcript (if available)
- `summaryDownloadUrl` — Zoho-generated summary (if available)
- `fileSize` / `fileSizeInMB` — recording file size
- `status` — e.g. `UPLOADED`
- `meetingKey` — meeting identifier
- `creatorName` — who started the recording

### Meeting Recording Pipeline
For automated standup/meeting summarization: