# Zoho CRM Analytics MCP MCP

> Zoho CRM Analytics lets you manage your entire sales pipeline without ever switching tabs. It gives your agent full read access to every module in Zoho CRM, letting you query custom views, check account details, and track deals through complex stages using natural language.

## Overview
- **Category:** data-analytics
- **Price:** Free
- **Tags:** reporting-dashboards, data-visualization, pipeline-analysis, metadata-management, custom-views, business-insights

## Description

You can handle the whole customer lifecycle right where you are working. Need to find a lead? You can search for contacts or accounts across the platform instantly. Tracking a deal is simple; your agent maps out every stage of the sales process so you always know the current win probability and what steps are needed next. If you need deep data, you don't have to guess—you can discover exactly which data points exist on any record type before running a query. Furthermore, if you combine this MCP with another tool in the Vinkius catalog, your AI agent can build complex automations that span multiple platforms, making sure everything is secure and visible through Vinkius AI Analytics.

It handles more than just finding records; it gives you visibility into the entire system, from checking organizational details like currency and edition to listing every available module in Zoho CRM. This keeps your workflow focused on closing deals, not clicking through menus.

## Tools

### zoho_custom_views
Lists saved filters and predefined views, letting you see existing report groupings like 'My Open Deals'.

### zoho_list_modules
Provides a master list of all data types in Zoho CRM (Leads, Accounts, etc.), confirming what information is available to query.

### zoho_list_pipelines
Maps out the entire sales process by listing deal stages and their current win probabilities.

### zoho_module_fields
Gets a detailed breakdown of all fields (properties) on any module, including data types and if they are required.

### zoho_org_info
Retrieves basic account information about the organization, such as the company name and current subscription edition.

## Prompt Examples

**Prompt:** 
```
Search for leads from web form
```

**Response:** 
```
👥 **Leads from Web Form**
| Name | Email | Company | Status |
|---|---|---|---|
| John Smith | john@acme.com | Acme Corp | New |
| Maria Garcia | maria@beta.io | Beta Inc | Contacted |
```

**Prompt:** 
```
Create a deal: Enterprise Plan $25,000
```

**Response:** 
```
✅ **Deal Created!**
- Name: Enterprise Plan
- Amount: $25,000
- Stage: Qualification
- Closing: 2024-03-30
```

## Capabilities

### Map Sales Pipelines
Retrieves the full sequence of deal stages and their associated win probabilities.

### List Available Data Types
Shows every module in Zoho CRM, verifying which data containers (like Leads or Invoices) can be queried by your agent.

### Determine Field Structure
Gets a schema of any module, listing all available properties and their required data formats.

### Discover Saved Reports
Lists predefined custom views or filters that summarize specific sets of records across the CRM.

### Check Organization Scope
Retrieves high-level account information, such as company name, currency, and subscription edition.

## Use Cases

### Need a quick report on high-priority accounts?
A manager needs to see all 'Enterprise' clients who haven't been updated in 30 days. The agent uses `zoho_module_fields` to confirm the correct date field, then uses `zoho_custom_views` to pull a filtered list of Accounts.

### A deal stalled mid-cycle; what's next?
The agent identifies a Deal ID and runs `zoho_list_pipelines`. It tells the user that the current stage, 'Proposal,' has a 75% win probability, but it also shows the required next step is sending a contract, prompting immediate action.

### What records can we even query?
A developer needs to scope out an integration. They use `zoho_list_modules` first to see if Invoices and Purchase Orders are available, then check `zoho_module_fields` on the Invoice module to confirm its necessary fields.

### Need a general overview of our setup?
A new team member asks what region we operate in. The agent uses `zoho_org_info` and returns the default timezone and currency, immediately providing context for all subsequent actions.

## Benefits

- Stop guessing what fields exist. Using `zoho_module_fields` confirms the exact properties and data types on any module before you try to query them.
- See your entire sales process at a glance. The `zoho_list_pipelines` tool shows every stage, from Qualification to Closed Won, along with its probability percentage.
- Build custom reports without manual effort. You can use `zoho_custom_views` to reference existing saved filters like 'Unread Leads' immediately.
- Know the scope of your data. Checking `zoho_list_modules` lets you see every single type of record—from Accounts to Quotes—that needs tracking.
- Stay grounded in context. The `zoho_org_info` tool gives you immediate access to company-level details, like currency or subscription edition.

## How It Works

The bottom line is that you get deep access to Zoho CRM data structures without ever leaving your AI agent interface.

1. Your agent first checks the organizational context using `zoho_org_info` to confirm current scope details.
2. It then uses `zoho_list_modules` or `zoho_module_fields` to verify which data types and properties are available for your specific request.
3. Finally, it executes a targeted action—like listing custom views with `zoho_custom_views` or retrieving the current deal pipeline via `zoho_list_pipelines`.

## Frequently Asked Questions

**How do I find out what fields are available in Zoho CRM?**
Run `zoho_module_fields`. This tool lists every single property on a module, giving you the exact field names and data types needed for your query.

**Can this MCP show me the current sales pipeline stages in Zoho CRM?**
Yes, use `zoho_list_pipelines`. It gives you a map of every stage, from initial contact to closed win, along with the associated probability percentage.

**How do I check if a specific report view exists using zoho_custom_views?**
`zoho_custom_views` lists all predefined reports and filters. You can ask it to list views for 'Open Leads' or 'Web Form Submissions' to see exactly what data is already grouped.

**What information does zoho_org_info give me?**
`zoho_org_info` returns high-level account details. This includes the company name, current subscription edition, and default timezone, which gives you necessary context for data filtering.

**What is the purpose of running `zoho_list_modules`?**
It lists every available CRM module, including Accounts and Invoices. You use this to confirm which record types your agent can interact with at all before starting any data work.

**How do I ensure my AI client provides the correct data when updating a record using `zoho_module_fields`?**
Running this tool shows which fields are required and what their expected data types are (text, date, picklist). This guarantees your agent won't submit incomplete or malformed records.

**If I need a specific filter view that isn't standard, how do I check it with `zoho_custom_views`?**
This tool lists all saved custom views across the module. It lets you confirm if another team member created the exact list view your agent needs to analyze.

**When dealing with dates across multiple records, what does `zoho_org_info` tell me?**
It provides your organization's default timezone and currency settings. Your agent uses this information to properly format dates and calculate monetary values for accurate reports.

**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).