Zoho CRM Analytics MCP Server
Access custom views, organization info, module metadata, fields, and pipeline analysis in Zoho CRM.
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What is the Zoho CRM MCP Server?
The Zoho CRM MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Zoho CRM via 5 tools. Access custom views, organization info, module metadata, fields, and pipeline analysis in Zoho CRM. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (5)
Tools for your AI Agents to operate Zoho CRM
Ask your AI agent "Search for leads from web form" and get the answer without opening a single dashboard. With 5 tools connected to real Zoho CRM data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Zoho CRM Analytics MCP Server capabilities
5 toolsReturns view name, system name, category (shared/personal), and whether it is the default. Custom views are saved filters that define how records appear in the module list view (e.g., "All Open Deals", "My Contacts", "Unread Leads"). Use when the user asks about available filters, saved views, or list configurations. List saved custom views/filters for a Zoho CRM module — predefined list views like "My Open Deals" or "All Leads"
Returns module name, plural label, API name, whether the module supports API access, and visibility status. Modules include: Leads, Contacts, Accounts, Deals, Tasks, Events, Calls, Notes, Products, Quotes, Sales_Orders, Invoices, Purchase_Orders, and custom modules. Use to discover the data model or verify which modules are available. List all available CRM modules in Zoho with their names, API support status, and whether they are visible
For deals: shows sales pipeline stages with associated win probability percentages (e.g., Qualification=10%, Proposal=75%, Closed Won=100%). Returns pipeline name, stage names, stage IDs, and probabilities. Use to understand the sales process, find stage names for deal operations, or check pipeline configuration. List deal (or custom module) pipelines in Zoho CRM with their stages, win probabilities, and display order
Returns field name, display label, data type (text/number/date/picklist/lookup), whether it is required, read-only, and formula-based. Essential for understanding the data model before creating or updating records. Use when the user asks "what fields are on Contacts?" or needs to know valid field names for API operations. Get all fields (properties) configured on a Zoho CRM module with data types, validation rules, and edit permissions
Returns company name, Zoho CRM edition (Free/Standard/Professional/Enterprise/Ultimate), default timezone, currency, and admin contact. Use when the user needs account-level information, subscription details, or org configuration. Get Zoho CRM organization details — company name, subscription edition, timezone, currency, and license information
What the Zoho CRM Analytics MCP Server unlocks
Connect Zoho CRM to any AI agent — manage your entire CRM without switching tabs.
What you can do
- Leads — Search and create leads with source and status tracking
- Contacts — Find and create contacts linked to accounts
- Accounts — Search companies and organizations
- Deals — Search, create, and track deals through pipeline stages
- Notes — Create notes attached to any CRM record
- Generic List — Query any Zoho CRM module directly
Who is this for?
- Sales Reps — CRM at your fingertips through AI
- BDRs — Quickly qualify and create leads
- Sales Managers — Pipeline visibility and deal insights
- Support Teams — Access contact and account data seamlessly
Frequently asked questions about the Zoho CRM Analytics MCP Server
What Zoho CRM data can I access?
Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.
How does authentication work?
Uses Zoho OAuth 2.0 with a refresh token. Create a Self Client in the Zoho API Console, generate a refresh token, and provide Client ID, Client Secret, and Refresh Token.
Does it support multi-region Zoho?
Yes! Set your API domain: zohoapis.com (US), zohoapis.eu (EU), zohoapis.in (India), zohoapis.com.au (Australia), zohoapis.jp (Japan).
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Connect Zoho CRM Analytics with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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Give your AI agents the power of Zoho CRM MCP Server
Production-grade Zoho CRM Analytics MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.