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Backend ServicesEnterprise context

LLMSlim + Zoho

Bounded, read-only CRM and WorkDrive context for planning.

ZohoCRMContextSource and ZohoWorkDriveContextSource retrieve explicitly authorized business context through field allowlists and result limits. Returned data remains untrusted RAG provenance and cannot promote itself into trusted instructions.

1. Package installation

Install LLMSlim and the official Zoho SDK using your package manager.

terminal

2. Architecture & execution flow

1

Your application completes Zoho OAuth server-side.

2

A bounded source retrieves allowlisted CRM or WorkDrive data.

3

Records become untrusted ContextItems with source metadata.

4

The Adaptive Context Planner decides what fits the model budget.

3. Production code pattern

zoho_context.py

4. Deployment best practices

Keep OAuth credentials and refresh logic in the host. Use exact data-center domains, least-privilege scopes, field allowlists, tenant-specific redaction, and small record limits.

5. Key optimization tips

  • Fetch only the module and fields needed for the current task.
  • Do not let CRM metadata set SYSTEM or DEVELOPER provenance.
  • Keep WorkDrive content loading explicit and authorization-aware.

Frequently asked questions

Troubleshooting