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 247 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: 158 read, 233 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: 247 Human-in-the-loop: 1 Method: generated

By consequence

read 158 write 233 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.

Method	Path	Consequence	Human-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

generated: '2026-09-23'
method: generated
source: openapi/zoho-crm-actions-api-openapi.yml, openapi/zoho-crm-apis-api-openapi.yml, openapi/zoho-crm-appointments-s-api-openapi.yml,
  openapi/zoho-crm-attachments-api-openapi.yml, openapi/zoho-crm-composite-requests-api-openapi.yml,
  openapi/zoho-crm-contact-roles-api-openapi.yml, openapi/zoho-crm-contacts-api-openapi.yml,
  openapi/zoho-crm-coql-api-openapi.yml, openapi/zoho-crm-deleted-api-openapi.yml, openapi/zoho-crm-email-drafts-api-openapi.yml,
  openapi/zoho-crm-emails-api-openapi.yml, openapi/zoho-crm-emails-sharing-details-api-openapi.yml,
  openapi/zoho-crm-events-api-openapi.yml, openapi/zoho-crm-features-api-openapi.yml, openapi/zoho-crm-files-api-openapi.yml,
  openapi/zoho-crm-global-picklists-api-openapi.yml, openapi/zoho-crm-holidays-api-openapi.yml,
  openapi/zoho-crm-layouts-api-openapi.yml, openapi/zoho-crm-leads-api-openapi.yml, openapi/zoho-crm-locking-information-s-api-openapi.yml,
  openapi/zoho-crm-notes-api-openapi.yml, openapi/zoho-crm-org-api-openapi.yml, openapi/zoho-crm-photo-api-openapi.yml,
  openapi/zoho-crm-read-api-openapi.yml, openapi/zoho-crm-records-api-openapi.yml, openapi/zoho-crm-search-api-openapi.yml,
  openapi/zoho-crm-services-s-api-openapi.yml, openapi/zoho-crm-settings-api-openapi.yml, openapi/zoho-crm-timeline-api-openapi.yml,
  openapi/zoho-crm-upload-api-openapi.yml, openapi/zoho-crm-upsert-api-openapi.yml, openapi/zoho-crm-users-api-openapi.yml,
  openapi/zoho-crm-workflow-configurations-api-openapi.yml, openapi/zoho-crm-write-api-openapi.yml,
  openapi/zoho-crm-zia-org-enrichment-api-openapi.yml, openapi/zoho-crm-zoho-crm-related-records-api-api-openapi.yml
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:
    acting: 247
    connected: 158
  by_consequence:
    write: 233
    read: 158
    physical: 13
    safety-critical: 1
  human_in_the_loop_required: 1
operations:
- 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: /{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: /{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: /{moduleApiName}/actions/fetch_full_data
  method: get
  operationId: fetchFullDataForMultipleRecords
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{moduleApiName}/{id}/actions/fetch_full_data
  method: get
  operationId: fetchFullDataForSingleRecord
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/{masterRecordId}/actions/merge
  method: get
  operationId: getMergeJobStatus
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.read
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/{masterRecordId}/actions/merge
  method: post
  operationId: mergeRecords
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/actions/get_related_records_count
  method: post
  operationId: getRelatedRecordsCount
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.modules.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{moduleApiName}/{id}/actions/convert
  method: post
  operationId: convertInventory
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.Quotes.CREATE
    - ZohoCRM.modules.SalesOrders.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/actions/send_mail_merge
  method: post
  operationId: postSendMailMerge
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    scope:
    - ZohoCRM.settings.mailmerge.CREATE,ZohoWriter.documentEditor.ALL,ZohoWriter.merge.ALL,ZohoCRM.settings.emails.ALL
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/actions/sign_mail_merge
  method: post
  operationId: postSignMailMerge
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.mailmerge.CREATE,ZohoWriter.documentEditor.ALL,ZohoWriter.merge.ALL,ZohoSign.documents.ALL
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/actions/download_mail_merge
  method: post
  operationId: postDownloadMailMerge
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.mailmerge.CREATE,ZohoWriter.documentEditor.ALL,ZohoWriter.merge.ALL
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/mass_change_owner
  method: post
  operationId: massChangeOwner
  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/mass_change_owner
  method: get
  operationId: checkStatus
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.change_owner.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/actions/mass_delete
  method: post
  operationId: massDelete
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.mass_delete.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/mass_delete
  method: get
  operationId: getMassDeleteJobStatus
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.mass_delete.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/actions/mass_update
  method: post
  operationId: idsUpdate
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.mass_update.Leads.UPDATE
    - ZohoCRM.mass_update.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/mass_update
  method: get
  operationId: getMassUpdateStatus
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.mass_update.Leads.READ
    - ZohoCRM.mass_update.READ
    token:
      max-ttl: 3600
    audit: none
- path: /actions/watch
  method: get
  operationId: getNotifications
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.notifications.READ
    token:
      max-ttl: 3600
    audit: none
- path: /actions/watch
  method: post
  operationId: createNotifications
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.notifications.ALL
    - ZohoCRM.notifications.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /actions/watch
  method: put
  operationId: updateNotificationDetails
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.notifications.ALL
    - ZohoCRM.notifications.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /actions/watch
  method: patch
  operationId: updateNotificationInfo
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.notifications.ALL
    - ZohoCRM.notifications.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /actions/watch
  method: delete
  operationId: disableNotifications
  x-agentic-access:
    action-class: acting
    consequence: safety-critical
    subject: required
    scope:
    - ZohoCRM.notifications.ALL
    - ZohoCRM.notifications.DELETE
    audience: null
    token:
      max-ttl: 120
      exchange: true
      purpose-required: true
      proof-of-possession: true
    escalation:
      human-in-the-loop: required
    audit: required
- path: /{module}/actions/portal_invite
  method: post
  operationId: inviteUsers
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.clientportal.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/portal_invite
  method: get
  operationId: getScheduledInviteUsersInfo
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.settings.clientportal.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{module}/{recordId}/actions/portal_invite
  method: post
  operationId: singleInviteUser
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.clientportal.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{recordID}/actions/clone
  method: post
  operationId: cloneRecord
  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.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: /{moduleApiName}/{id}/actions/share_emails
  method: post
  operationId: shareEmails
  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.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: /{moduleApiName}/{id}/actions/unshare_emails
  method: post
  operationId: unshareEmails
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.Accounts.DELETE
    - ZohoCRM.modules.Activities.DELETE
    - ZohoCRM.modules.Attachments.DELETE
    - ZohoCRM.modules.Calls.DELETE
    - ZohoCRM.modules.Campaigns.DELETE
    - ZohoCRM.modules.Cases.DELETE
    - ZohoCRM.modules.Contacts.DELETE
    - ZohoCRM.modules.DELETE
    - ZohoCRM.modules.Deals.DELETE
    - ZohoCRM.modules.Events.DELETE
    - ZohoCRM.modules.Forecasts.DELETE
    - ZohoCRM.modules.Invoices.DELETE
    - ZohoCRM.modules.Leads.DELETE
    - ZohoCRM.modules.Notes.DELETE
    - ZohoCRM.modules.Products.DELETE
    - ZohoCRM.modules.Quotes.DELETE
    - ZohoCRM.modules.Solutions.DELETE
    - ZohoCRM.modules.Tasks.DELETE
    - ZohoCRM.modules.Vendors.DELETE
    - ZohoCRM.modules.custom.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/actions/share_emails
  method: post
  operationId: shareBulkEmails
  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.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: /{moduleApiName}/actions/unshare_emails
  method: post
  operationId: unshareBulkEmails
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.Accounts.DELETE
    - ZohoCRM.modules.Activities.DELETE
    - ZohoCRM.modules.Attachments.DELETE
    - ZohoCRM.modules.Calls.DELETE
    - ZohoCRM.modules.Campaigns.DELETE
    - ZohoCRM.modules.Cases.DELETE
    - ZohoCRM.modules.Contacts.DELETE
    - ZohoCRM.modules.DELETE
    - ZohoCRM.modules.Deals.DELETE
    - ZohoCRM.modules.Events.DELETE
    - ZohoCRM.modules.Forecasts.DELETE
    - ZohoCRM.modules.Invoices.DELETE
    - ZohoCRM.modules.Leads.DELETE
    - ZohoCRM.modules.Notes.DELETE
    - ZohoCRM.modules.Products.DELETE
    - ZohoCRM.modules.Quotes.DELETE
    - ZohoCRM.modules.Solutions.DELETE
    - ZohoCRM.modules.Tasks.DELETE
    - ZohoCRM.modules.Vendors.DELETE
    - ZohoCRM.modules.custom.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleName}/{id}/actions/send_mail
  method: post
  operationId: sendMail
  x-agentic-access:
    action-class: acting
    consequence: physical
    subject: required
    scope:
    - ZohoCRM.send_mail.all.CREATE
    audience: null
    token:
      max-ttl: 300
      exchange: true
      purpose-required: true
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/actions/share
  method: get
  operationId: getShareRecords
  x-agentic-access:
    action-class: connected
    consequence: read
    subject: optional
    scope:
    - ZohoCRM.share.accounts.READ
    - ZohoCRM.share.bundles.READ
    - ZohoCRM.share.calls.READ
    - ZohoCRM.share.campaigns.READ
    - ZohoCRM.share.cases.READ
    - ZohoCRM.share.contacts.READ
    - ZohoCRM.share.cross_sellings.READ
    - ZohoCRM.share.custom.READ
    - ZohoCRM.share.deals.READ
    - ZohoCRM.share.events.READ
    - ZohoCRM.share.first_buys.READ
    - ZohoCRM.share.invoices.READ
    - ZohoCRM.share.leads.READ
    - ZohoCRM.share.next_buys.READ
    - ZohoCRM.share.pricebooks.READ
    - ZohoCRM.share.products.READ
    - ZohoCRM.share.purchaseorders.READ
    - ZohoCRM.share.quotes.READ
    - ZohoCRM.share.rebuys.READ
    - ZohoCRM.share.salesorders.READ
    - ZohoCRM.share.solutions.READ
    - ZohoCRM.share.tasks.READ
    - ZohoCRM.share.vendors.READ
    token:
      max-ttl: 3600
    audit: none
- path: /{moduleApiName}/{recordId}/actions/share
  method: post
  operationId: createShareRecords
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.share.accounts.CREATE
    - ZohoCRM.share.bundles.CREATE
    - ZohoCRM.share.calls.CREATE
    - ZohoCRM.share.campaigns.CREATE
    - ZohoCRM.share.cases.CREATE
    - ZohoCRM.share.contacts.CREATE
    - ZohoCRM.share.cross_sellings.CREATE
    - ZohoCRM.share.custom.CREATE
    - ZohoCRM.share.deals.CREATE
    - ZohoCRM.share.events.CREATE
    - ZohoCRM.share.first_buys.CREATE
    - ZohoCRM.share.invoices.CREATE
    - ZohoCRM.share.leads.CREATE
    - ZohoCRM.share.next_buys.CREATE
    - ZohoCRM.share.pricebooks.CREATE
    - ZohoCRM.share.products.CREATE
    - ZohoCRM.share.purchaseorders.CREATE
    - ZohoCRM.share.quotes.CREATE
    - ZohoCRM.share.rebuys.CREATE
    - ZohoCRM.share.salesorders.CREATE
    - ZohoCRM.share.solutions.CREATE
    - ZohoCRM.share.tasks.CREATE
    - ZohoCRM.share.vendors.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/actions/share
  method: put
  operationId: updateShareRecords
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.share.accounts.UPDATE
    - ZohoCRM.share.bundles.UPDATE
    - ZohoCRM.share.calls.UPDATE
    - ZohoCRM.share.campaigns.UPDATE
    - ZohoCRM.share.cases.UPDATE
    - ZohoCRM.share.contacts.UPDATE
    - ZohoCRM.share.cross_sellings.UPDATE
    - ZohoCRM.share.custom.UPDATE
    - ZohoCRM.share.deals.UPDATE
    - ZohoCRM.share.events.UPDATE
    - ZohoCRM.share.first_buys.UPDATE
    - ZohoCRM.share.invoices.UPDATE
    - ZohoCRM.share.leads.UPDATE
    - ZohoCRM.share.next_buys.UPDATE
    - ZohoCRM.share.pricebooks.UPDATE
    - ZohoCRM.share.products.UPDATE
    - ZohoCRM.share.purchaseorders.UPDATE
    - ZohoCRM.share.quotes.UPDATE
    - ZohoCRM.share.rebuys.UPDATE
    - ZohoCRM.share.salesorders.UPDATE
    - ZohoCRM.share.solutions.UPDATE
    - ZohoCRM.share.tasks.UPDATE
    - ZohoCRM.share.vendors.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{moduleApiName}/{recordId}/actions/share
  method: delete
  operationId: deleteShareRecords
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.share.accounts.DELETE
    - ZohoCRM.share.bundles.DELETE
    - ZohoCRM.share.calls.DELETE
    - ZohoCRM.share.campaigns.DELETE
    - ZohoCRM.share.cases.DELETE
    - ZohoCRM.share.contacts.DELETE
    - ZohoCRM.share.cross_sellings.DELETE
    - ZohoCRM.share.custom.DELETE
    - ZohoCRM.share.deals.DELETE
    - ZohoCRM.share.events.DELETE
    - ZohoCRM.share.first_buys.DELETE
    - ZohoCRM.share.invoices.DELETE
    - ZohoCRM.share.leads.DELETE
    - ZohoCRM.share.next_buys.DELETE
    - ZohoCRM.share.pricebooks.DELETE
    - ZohoCRM.share.products.DELETE
    - ZohoCRM.share.purchaseorders.DELETE
    - ZohoCRM.share.quotes.DELETE
    - ZohoCRM.share.rebuys.DELETE
    - ZohoCRM.share.salesorders.DELETE
    - ZohoCRM.share.solutions.DELETE
    - ZohoCRM.share.tasks.DELETE
    - ZohoCRM.share.vendors.DELETE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/add_tags
  method: post
  operationId: postAddTags
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.tags.all
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/remove_tags
  method: post
  operationId: postRemoveTags
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.tags.all
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{id}/actions/add_tags
  method: post
  operationId: postAddTagsWithId
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.tags.all
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{id}/actions/remove_tags
  method: post
  operationId: postRemoveTagsWithId
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.tags.all
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{record}/actions/assign_territories
  method: post
  operationId: asssignTerritoriesToRecord
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/assign_territories
  method: post
  operationId: asssignTerritoriesToRecords
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{record}/actions/remove_territories
  method: post
  operationId: removeTerritoriesToRecord
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/remove_territories
  method: post
  operationId: removeTerritoriesToRecords
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.modules.UPDATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/actions/unblock_email
  method: post
  operationId: unblockEmailByModule
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.emails.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- path: /{module}/{id}/actions/unblock_email
  method: post
  operationId: unblockEmailById
  x-agentic-access:
    action-class: acting
    consequence: write
    subject: required
    scope:
    - ZohoCRM.settings.emails.CREATE
    audience: null
    token:
      max-ttl: 900
    escalation:
      human-in-the-loop: conditional
      triggers:
      - abnormal
      - high-value
    audit: required
- 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: /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: /{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


# --- truncated at 32 KB (166 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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