How to Use the Zoho CRM Analytics MCP in Vercel AI SDK

Q: How can I verify which modules are available with Zoho CRM Analytics using Vercel AI SDK?

You call zoholistmodules to get a quick list of all data types, like Contacts or Accounts. It confirms the module name and if it supports API calls.

Q: When developing with Zoho CRM Analytics, how do I see custom filters using Vercel AI SDK?

The zohocustomviews tool shows predefined list views—the saved filters. You can ask it to list available filters for a module, like 'All Open Deals,' so your client knows what data the user sees in Zoho.

Q: What is the best way to track deal stages with Zoho CRM Analytics when using Vercel AI SDK?

Use zoholistpipelines. This shows every stage, like 'Proposal' or 'Closed Won,' and includes the associated win probability percentages. It lets you display this complex process in real time.

Q: Do I need to know if a module is required before using Zoho CRM Analytics with Vercel AI SDK?

Yes. When calling zohomodulefields, the tool confirms if a field is 'required.' You must respect that rule when streaming data back into your UI.

Q: What type of organization information does Zoho CRM Analytics provide for Vercel AI SDK?

The zohoorginfo tool gives you account-level details like the company name, subscription edition (Standard/Enterprise), default timezone, and currency. This context is useful for billing displays.

Stream data from Zoho CRM Analytics directly into your UI using Vercel AI SDK.

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Connect Zoho CRM Analytics MCP to Vercel AI SDK

Create your Vinkius account to connect Zoho CRM Analytics to Vercel AI SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Zoho CRM Analytics with Vercel AI SDK

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Discover Available Data Structures

Need to know what modules Zoho uses? The `zoho_list_modules` tool pulls a list of all available CRM modules—Leads, Contacts, Deals, etc. It tells you which ones support API access and if they're visible in the org. This is key for building out your data model correctly before writing any code. You can check module availability using `zoho_list_modules`.

Map Out the Sales Process Flow

Don't guess how deals move through the pipeline. The `zoho_list_pipelines` tool shows every stage in a deal cycle, like 'Qualification' or 'Proposal.' It gives you the associated win probability percentages and the display order. This lets your agent accurately model the user journey for reporting purposes.

Get Module Field Definitions

Before writing code to update a record, check the fields. `zoho_module_fields` pulls all properties off any given module—field name, display label, data type (date, text, picklist), and if it's required. It gives you the blueprint for your payloads, making sure your frontend streams accurate data.

Setup guide

Set up Zoho CRM Analytics MCP in Vercel AI SDK

Prerequisites

Node.js 18+ and a TypeScript project
ai + @modelcontextprotocol/sdk packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies

Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).
2

Create the Streamable HTTP transport

Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and use tools

Call mcpClient.tools() to auto-discover all Zoho CRM Analytics tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
4

Works with any model provider

Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts

import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Zoho CRM Analytics transactions",
});

console.log(text);
await mcpClient.close();

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Zoho CRM. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Zoho CRM Analytics MCP in Vercel AI SDK

You call `zoho_list_modules` to get a quick list of all data types, like Contacts or Accounts. It confirms the module name and if it supports API calls.

The `zoho_custom_views` tool shows predefined list views—the saved filters. You can ask it to list available filters for a module, like 'All Open Deals,' so your client knows what data the user sees in Zoho.

Use `zoho_list_pipelines`. This shows every stage, like 'Proposal' or 'Closed Won,' and includes the associated win probability percentages. It lets you display this complex process in real time.

Yes. When calling `zoho_module_fields`, the tool confirms if a field is 'required.' You must respect that rule when streaming data back into your UI.

The `zoho_org_info` tool gives you account-level details like the company name, subscription edition (Standard/Enterprise), default timezone, and currency. This context is useful for billing displays.

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