Zoho CRM · Agentic Access

Zoho CRM Agentic Access

x-agentic-access generated

Zoho CRM exposes 405 API operations that an AI agent could call, of which 249 are state-changing ‘acting’ operations. This is a recommended x-agentic-access execution contract — the scope, audience, consequence tier, short-lived token constraints, and escalation each action should carry before it is handed to an autonomous agent.

By consequence: 156 read, 235 write, 13 physical, and 1 safety-critical.

1 operation are classed safety-critical and should require human-in-the-loop approval at runtime.

Contracts are classified heuristically from the provider’s OpenAPI and refresh on every APIs.io network build; audience is bound per deployment. The model follows Curity’s Access Intelligence (apidays Munich 2026). Browse every provider’s agent contracts at agentic-access.apis.io.

CRMSalesMarketing AutomationLead ManagementCustomer EngagementSales AutomationContact ManagementPipeline ManagementSoftware-as-a-ServiceOpenAPIAuthentication
Operations: 405 Acting: 249 Human-in-the-loop: 1 Method: generated

By consequence

read 156 write 235 physical 13 safety-critical 1

Highest-consequence actions

The physical and safety-critical operations an agent could invoke — the ones that most warrant scoped tokens, tight TTLs, and escalation. Full per-operation contracts are in the source below.

MethodPathConsequenceHuman-in-loop
DELETE /actions/watch safety-critical required
PUT /settings/automation/workflow_rules/actions/reorder physical conditional
PUT /settings/custom_views/actions/change_sort physical conditional
PUT /settings/custom_views/{id}/actions/change_sort physical conditional
DELETE /settings/layouts/{id}/actions/activate physical conditional
POST /settings/pipeline/actions/transfer physical conditional
POST /settings/portals/{portal}/user_type/{userType}/users/action/transfer physical conditional
POST /settings/territories/actions/transfer_and_delete physical conditional
POST /settings/territories/{id}/actions/transfer_and_delete physical conditional
POST /users/actions/transfer_and_delete physical conditional
POST /users/{userId}/actions/transfer physical conditional
POST /users/{userId}/actions/transfer_and_delete physical conditional
POST /{moduleApiName}/{recordId}/actions/send_mail_merge physical conditional
POST /{moduleName}/{id}/actions/send_mail physical conditional

Source

Agentic Access

Raw ↑ 
generated: '2026-08-13'
method: generated
source: openapi/zoho-crm-apis-openapi.json, openapi/zoho-crm-appointment-preference-openapi.json,
  openapi/zoho-crm-appointments-openapi.json, openapi/zoho-crm-assignment-rules-openapi.json,
  openapi/zoho-crm-associate-email-openapi.json, openapi/zoho-crm-attachments-openapi.json,
  openapi/zoho-crm-audit-log-export-openapi.json, openapi/zoho-crm-bulk-read-openapi.json, openapi/zoho-crm-bulk-write-openapi.json,
  openapi/zoho-crm-business-hours-openapi.json, openapi/zoho-crm-cadences-execution-openapi.json,
  openapi/zoho-crm-cadences-openapi.json, openapi/zoho-crm-call-preferences-openapi.json, openapi/zoho-crm-cancel-meetings-openapi.json,
  openapi/zoho-crm-change-owner-openapi.json, openapi/zoho-crm-composite-requests-openapi.json,
  openapi/zoho-crm-contact-roles-openapi.json, openapi/zoho-crm-conversion-option-openapi.json,
  openapi/zoho-crm-convert-openapi.json, openapi/zoho-crm-coql-openapi.json, openapi/zoho-crm-currencies-openapi.json,
  openapi/zoho-crm-custom-views-openapi.json, openapi/zoho-crm-data-sharing-openapi.json, openapi/zoho-crm-deal-contact-roles-openapi.json,
  openapi/zoho-crm-deal-link-emails-openapi.json, openapi/zoho-crm-download-attachments-openapi.json,
  openapi/zoho-crm-download-inline-images-openapi.json, openapi/zoho-crm-duplicate-check-preference-openapi.json,
  openapi/zoho-crm-email-drafts-openapi.json, openapi/zoho-crm-email-templates-openapi.json,
  openapi/zoho-crm-emails-sharing-details-openapi.json, openapi/zoho-crm-features-openapi.json,
  openapi/zoho-crm-fetch-full-data-openapi.json, openapi/zoho-crm-field-updates-openapi.json,
  openapi/zoho-crm-fields-openapi.json, openapi/zoho-crm-files-openapi.json, openapi/zoho-crm-find-and-merge-openapi.json,
  openapi/zoho-crm-fiscal-year-openapi.json, openapi/zoho-crm-from-addresses-openapi.json, openapi/zoho-crm-get-related-records-count-openapi.json,
  openapi/zoho-crm-global-picklists-openapi.json, openapi/zoho-crm-holidays-openapi.json, openapi/zoho-crm-inventory-convert-openapi.json,
  openapi/zoho-crm-inventory-templates-openapi.json, openapi/zoho-crm-layouts-activate-deactivate-openapi.json,
  openapi/zoho-crm-layouts-openapi.json, openapi/zoho-crm-locking-informations-openapi.json,
  openapi/zoho-crm-mail-merge-openapi.json, openapi/zoho-crm-map-dependency-openapi.json, openapi/zoho-crm-mass-change-owner-openapi.json,
  openapi/zoho-crm-mass-convert-openapi.json, openapi/zoho-crm-mass-delete-cvid-openapi.json,
  openapi/zoho-crm-mass-delete-tags-openapi.json, openapi/zoho-crm-mass-update-openapi.json,
  openapi/zoho-crm-module-search-openapi.json, openapi/zoho-crm-modules-openapi.json, openapi/zoho-crm-notes-openapi.json,
  openapi/zoho-crm-notifications-openapi.json, openapi/zoho-crm-org-openapi.json, openapi/zoho-crm-org-photo-openapi.json,
  openapi/zoho-crm-pick-list-values-openapi.json, openapi/zoho-crm-pipeline-openapi.json, openapi/zoho-crm-portal-user-type-openapi.json,
  openapi/zoho-crm-portal-users-openapi.json, openapi/zoho-crm-portals-openapi.json, openapi/zoho-crm-profiles-openapi.json,
  openapi/zoho-crm-record-count-openapi.json, openapi/zoho-crm-record-locking-configurations-openapi.json,
  openapi/zoho-crm-record-openapi.json, openapi/zoho-crm-record-photo-openapi.json, openapi/zoho-crm-record-share-email-openapi.json,
  openapi/zoho-crm-recycle-bin-openapi.json, openapi/zoho-crm-related-lists-openapi.json, openapi/zoho-crm-related-notes-openapi.json,
  openapi/zoho-crm-related-records-openapi.json, openapi/zoho-crm-roles-openapi.json, openapi/zoho-crm-scoring-rules-openapi.json,
  openapi/zoho-crm-send-mail-openapi.json, openapi/zoho-crm-service-preference-openapi.json,
  openapi/zoho-crm-services-openapi.json, openapi/zoho-crm-share-records-openapi.json, openapi/zoho-crm-shift-hours-openapi.json,
  openapi/zoho-crm-tags-actions-openapi.json, openapi/zoho-crm-tags-openapi.json, openapi/zoho-crm-territories-openapi.json,
  openapi/zoho-crm-territory-users-openapi.json, openapi/zoho-crm-timelines-openapi.json, openapi/zoho-crm-unblock-email-openapi.json,
  openapi/zoho-crm-unsubscribe-links-openapi.json, openapi/zoho-crm-upload-openapi.json, openapi/zoho-crm-user-groups-openapi.json,
  openapi/zoho-crm-users-openapi.json, openapi/zoho-crm-users-territories-openapi.json, openapi/zoho-crm-users-transfer-openapi.json,
  openapi/zoho-crm-variable-groups-openapi.json, openapi/zoho-crm-variables-openapi.json, openapi/zoho-crm-webhooks-openapi.json,
  openapi/zoho-crm-wizards-openapi.json, openapi/zoho-crm-workflow-configurations-openapi.json,
  openapi/zoho-crm-workflow-rules-openapi.json, openapi/zoho-crm-workflow-tasks-openapi.json,
  openapi/zoho-crm-zia-enrichment-openapi.json, openapi/zoho-crm-zia-org-enrichment-openapi.json
description: Recommended x-agentic-access execution contracts, classified heuristically from
  the OpenAPI. A governance starting point for exposing this API to AI agents — review and bind
  audience per deployment. See research/curity/agentic-governance/.
summary:
  operations: 405
  by_action_class:
    connected: 156
    acting: 249
  by_consequence:
    read: 156
    write: 235
    physical: 13
    safety-critical: 1
  human_in_the_loop_required: 1
operations:
- path: /__apis
  method: get
  operationId: getAvailableApis
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.apis.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/appointment_preferences
  method: get
  operationId: getAppointmentPreference
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.org.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/appointment_preferences
  method: put
  operationId: updateAppointmentPreference
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.org.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Appointments__s
  method: get
  operationId: getAppointmentsS
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.appointments.READ
    token:
      max-ttl: 3600
    audit: none
- path: /Appointments__s
  method: put
  operationId: putAppointmentsS
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.appointments.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Appointments__s
  method: post
  operationId: postAppointmentsS
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.appointments.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Appointments__s
  method: delete
  operationId: deleteAppointmentsS
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.appointments.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Appointments__s/{appointmentId}
  method: get
  operationId: getAppointmentById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.appointments.READ
    token:
      max-ttl: 3600
    audit: none
- path: /Appointments__s/{appointmentId}
  method: put
  operationId: updateAppointmentById
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.appointments.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Appointments__s/{appointmentId}
  method: delete
  operationId: deleteId
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.appointments.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/automation/assignment_rules
  method: get
  operationId: getAssignmentRules
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.assignment_rules.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/automation/assignment_rules/{id}
  method: get
  operationId: getAssignmentRuleById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.assignment_rules.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/{recordId}/actions/associate_email
  method: post
  operationId: associateEmail
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.emails.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/Attachments/{id}
  method: get
  operationId: getAttachmentById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.attachments.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{moduleApiName}/{recordId}/Attachments/{id}
  method: delete
  operationId: deleteAttachment
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.attachments.ALL
    - ZohoCRM.modules.attachments.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/Attachments
  method: get
  operationId: getAttachments
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.attachments.ALL
    - ZohoCRM.modules.attachments.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{moduleApiName}/{recordId}/Attachments
  method: post
  operationId: uploadAttachment
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.attachments.ALL
    - ZohoCRM.modules.attachments.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/audit_log_export
  method: post
  operationId: createAuditLogExport
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.audit_logs.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/audit_log_export
  method: get
  operationId: getAuditLogExports
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.audit_logs.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/audit_log_export/{id}
  method: get
  operationId: getAuditLogExportsById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.audit_logs.READ
    token:
      max-ttl: 3600
    audit: none
- path: /read
  method: post
  operationId: createBulkReadJob
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.bulk.READ
    - ZohoCRM.modules.ALL
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /read/{jobId}
  method: get
  operationId: getBulkReadJobDetails
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.bulk.READ
    - ZohoCRM.modules.ALL
    token:
      max-ttl: 3600
    audit: none
- path: /read/{jobId}/result
  method: get
  operationId: downloadResult
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.bulk.READ
    - ZohoCRM.modules.ALL
    token:
      max-ttl: 3600
    audit: none
- path: /write
  method: post
  operationId: createBulkWriteJob
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.bulk.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /write/{jobId}
  method: get
  operationId: getJobDetails
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.bulk.CREATE
    token:
      max-ttl: 3600
    audit: none
- path: /settings/business_hours
  method: post
  operationId: createBusinessHours
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.business_hours.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/business_hours
  method: put
  operationId: updateBusinessHours
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.business_hours.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/business_hours
  method: get
  operationId: getBusinessHours
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.business_hours.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/actions/unenrol_from_cadences
  method: post
  operationId: postUnenrolFromCadences
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.Accounts.CREATE
    - ZohoCRM.modules.Activities.CREATE
    - ZohoCRM.modules.Attachments.CREATE
    - ZohoCRM.modules.Calls.CREATE
    - ZohoCRM.modules.Campaigns.CREATE
    - ZohoCRM.modules.Cases.CREATE
    - ZohoCRM.modules.Contacts.CREATE
    - ZohoCRM.modules.Deals.CREATE
    - ZohoCRM.modules.Events.CREATE
    - ZohoCRM.modules.Forecasts.CREATE
    - ZohoCRM.modules.Invoices.CREATE
    - ZohoCRM.modules.Leads.CREATE
    - ZohoCRM.modules.Notes.CREATE
    - ZohoCRM.modules.Products.CREATE
    - ZohoCRM.modules.Quotes.CREATE
    - ZohoCRM.modules.Solutions.CREATE
    - ZohoCRM.modules.Tasks.CREATE
    - ZohoCRM.modules.Vendors.CREATE
    - ZohoCRM.modules.custom.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/enrol_in_cadences
  method: post
  operationId: postEnrolInCadences
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.Accounts.CREATE
    - ZohoCRM.modules.Activities.CREATE
    - ZohoCRM.modules.Attachments.CREATE
    - ZohoCRM.modules.Calls.CREATE
    - ZohoCRM.modules.Campaigns.CREATE
    - ZohoCRM.modules.Cases.CREATE
    - ZohoCRM.modules.Contacts.CREATE
    - ZohoCRM.modules.Deals.CREATE
    - ZohoCRM.modules.Events.CREATE
    - ZohoCRM.modules.Forecasts.CREATE
    - ZohoCRM.modules.Invoices.CREATE
    - ZohoCRM.modules.Leads.CREATE
    - ZohoCRM.modules.Notes.CREATE
    - ZohoCRM.modules.Products.CREATE
    - ZohoCRM.modules.Quotes.CREATE
    - ZohoCRM.modules.Solutions.CREATE
    - ZohoCRM.modules.Tasks.CREATE
    - ZohoCRM.modules.Vendors.CREATE
    - ZohoCRM.modules.custom.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/automation/cadences
  method: get
  operationId: getCadences
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.cadences.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/call_preferences
  method: get
  operationId: getCallPreferences
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.modules.read
    token:
      max-ttl: 3600
    audit: none
- path: /settings/call_preferences
  method: put
  operationId: updateCallPreferences
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.modules.update
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Events/{event}/actions/cancel
  method: post
  operationId: cancelMeetings
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.Modules.Events.update
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{record}/actions/change_owner
  method: post
  operationId: singleUpdate
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.change_owner.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/change_owner
  method: post
  operationId: bulkChangeOwner
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.change_owner.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /__composite_requests
  method: post
  operationId: composite
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.composite_requests.CUSTOM
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /contacts/roles
  method: get
  operationId: getContactRoles
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.contacts.READ
    token:
      max-ttl: 3600
    audit: none
- path: /contacts/roles
  method: post
  operationId: createRoles
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.WRITE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /contacts/roles
  method: put
  operationId: updateRoles
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /contacts/roles
  method: delete
  operationId: deleteRoles
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /contacts/roles/{role}
  method: get
  operationId: getRole
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.contacts.READ
    token:
      max-ttl: 3600
    audit: none
- path: /contacts/roles/{role}
  method: put
  operationId: updateRole
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /contacts/roles/{role}
  method: delete
  operationId: deleteRole
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Leads/{leadId}/__conversion_options
  method: get
  operationId: getLeadConversionOptions
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.leads.READ
    token:
      max-ttl: 3600
    audit: none
- path: /Leads/{leadId}/actions/convert
  method: post
  operationId: convertLead
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.leads.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /coql
  method: post
  operationId: executeCOQLQuery
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.coql.READ
    - ZohoCRM.modules.Accounts.READ
    - ZohoCRM.modules.Calls.READ
    - ZohoCRM.modules.Campaigns.READ
    - ZohoCRM.modules.Cases.READ
    - ZohoCRM.modules.Contacts.READ
    - ZohoCRM.modules.Custom.READ
    - ZohoCRM.modules.Deals.READ
    - ZohoCRM.modules.Events.READ
    - ZohoCRM.modules.Leads.READ
    - ZohoCRM.modules.Pricebooks.READ
    - ZohoCRM.modules.Products.READ
    - ZohoCRM.modules.Purchaseorders.READ
    - ZohoCRM.modules.Quotes.READ
    - ZohoCRM.modules.READ
    - ZohoCRM.modules.Salesorders.READ
    - ZohoCRM.modules.Solutions.READ
    - ZohoCRM.modules.Tasks.READ
    - ZohoCRM.modules.Vendors.READ
    - ZohoCRM.settings.fields.READ
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /org/currencies
  method: get
  operationId: getCurrencies
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.currencies.READ
    token:
      max-ttl: 3600
    audit: none
- path: /org/currencies
  method: post
  operationId: createCurrencies
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.currencies.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /org/currencies
  method: put
  operationId: updateCurrencies
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.currencies.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /org/currencies/{currency}
  method: get
  operationId: getCurrencyById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.currencies.READ
    token:
      max-ttl: 3600
    audit: none
- path: /org/currencies/{currency}
  method: put
  operationId: updateCurrencyById
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.currencies.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /org/currencies/actions/enable
  method: post
  operationId: enableCurrency
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.currencies.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /org/currencies/actions/enable
  method: put
  operationId: updateBaseCurrency
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.currencies.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/custom_views
  method: get
  operationId: getCustomViews
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.custom_views.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/custom_views/{id}
  method: get
  operationId: getCustomViewById
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.custom_views.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/custom_views/actions/change_sort
  method: put
  operationId: changeSort
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    scope:
    - ZohoCRM.settings.custom_views.UPDATE
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/custom_views/{id}/actions/change_sort
  method: put
  operationId: changeSortById
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    scope:
    - ZohoCRM.settings.custom_views.UPDATE
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /settings/data_sharing
  method: get
  operationId: getDataSharing
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.data_sharing.ALL
    - ZohoCRM.settings.data_sharing.READ
    token:
      max-ttl: 3600
    audit: none
- path: /settings/data_sharing
  method: put
  operationId: updateDataSharing
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.data_sharing.ALL
    - ZohoCRM.settings.data_sharing.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{dealId}/Contact_Roles
  method: get
  operationId: getAssociatedContactRoles
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.CONTACTS.VIEW
    - ZohoCRM.modules.DEALS.VIEW
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/{dealId}/Contact_Roles
  method: put
  operationId: upsertContactRoleRelations
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.CONTACTS.VIEW
    - ZohoCRM.modules.DEALS.VIEW
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{dealId}/Contact_Roles
  method: delete
  operationId: deleteContactRoleRelations
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.CONTACTS.VIEW
    - ZohoCRM.modules.DEALS.VIEW
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{dealId}/Contact_Roles/{contactId}
  method: get
  operationId: getDealContactRoleForContact
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.CONTACTS.VIEW
    - ZohoCRM.modules.DEALS.VIEW
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/{dealId}/Contact_Roles/{contactId}
  method: put
  operationId: associateContactRoleToDeal
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.CONTACTS.VIEW
    - ZohoCRM.modules.DEALS.VIEW
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{dealId}/Contact_Roles/{contactId}
  method: delete
  operationId: deleteContactRoleRelation
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.CONTACTS.VIEW
    - ZohoCRM.modules.DEALS.VIEW
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Contacts/{contactId}/Emails/actions/link_record
  method: post
  operationId: linkEmailsToDeals
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.CREATE
    - ZohoCRM.modules.deals.CREATE
    - ZohoCRM.modules.emails.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Contacts/{contactId}/Emails/actions/link_record
  method: delete
  operationId: getRecordActions
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.CREATE
    - ZohoCRM.modules.deals.CREATE
    - ZohoCRM.modules.emails.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Contacts/{contactId}/Emails/{messageId}/actions/link_record
  method: post
  operationId: getRecordActionsSingle
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.CREATE
    - ZohoCRM.modules.deals.CREATE
    - ZohoCRM.modules.emails.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /Contacts/{contactId}/Emails/{messageId}/actions/link_record
  method: delete
  operationId: getRecordActions2Single
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.contacts.CREATE
    - ZohoCRM.modules.deals.CREATE
    - ZohoCRM.modules.emails.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{recordId}/Emails/actions/download_attachments
  method: get
  operationId: downl

# --- truncated at 32 KB (169 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/agentic-access/zoho-crm-agentic-access.yml

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