How to Use the Zoho CRM Analytics MCP in Claude Code

Q: How do I list all modules available in Zoho CRM Analytics using Claude Code?

From the terminal, run zoholistmodules. The output gives you a clean text feed of module names and whether they support API access. This is perfect for scripting checks across many services.

Q: What fields are on the Contacts module in Zoho CRM Analytics using Claude Code?

The zohomodulefields tool lists every field configured on 'Contacts,' detailing if it's text, number, or a picklist. This output is ideal for scripting validation steps before record creation.

Q: How do I check organizational details in Zoho CRM Analytics using Claude Code?

Execute zohoorginfo to get the company name and subscription edition. It's a single command that provides crucial account-level variables for your shell script.

Q: How can I check sales process stages in Zoho CRM Analytics using Claude Code?

Running zoholistpipelines outputs the pipeline structure, stage names, and win probabilities. You pipe this data into a secondary tool to calculate weighted averages for forecasting.

Automate Zoho CRM Analytics scripts headless using Claude Code in CI/CD pipelines.

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Connect Zoho CRM Analytics MCP to Claude Code

Create your Vinkius account to connect Zoho CRM Analytics to Claude Code 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 Claude Code

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Script discovery of available modules for Zoho CRM Analytics.

In a shell script, you can use `zoho_list_modules` to programmatically discover every module name and verify its API support status. This makes your scripts resilient because they know exactly what data sources are live. Knowing the structure is half the battle. Pair this with `zoho_module_fields` to get a full dump of properties for any given module, including required fields or if it uses a formula. You pipe that output directly into your validation routine.

Automating sales process checks using Zoho CRM Analytics.

You need to monitor deal progression? Use `zoho_list_pipelines` in a cron job. It outputs the pipeline name, stage IDs, and win probabilities, allowing your script to calculate overall forecast risk. No GUI needed; just raw data. If you're running multi-stage operations, use `zoho_custom_views` to check for common filter names like 'My Open Deals.' This ensures that reports or scripts don't break if a user changes their default view.

Fetching core organization details for Zoho CRM Analytics automation.

For any CI/CD environment, you need baseline context. `zoho_org_info` grabs the subscription edition and currency code directly to validate credentials or set regional defaults in your deployment script. Need a quick data sanity check? Use `zoho_module_fields` again to confirm if 'Accounts' has a required field that needs pre-population before running an update job.

Setup guide

Set up Zoho CRM Analytics MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see zoho-crm-analytics-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Zoho CRM Analytics transactions." It will automatically discover and invoke the available Zoho CRM Analytics tools.

Terminal

claude mcp add --transport http zoho-crm-analytics-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Zoho CRM Analytics MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "zoho-crm-analytics-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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 Claude Code

From the terminal, run `zoho_list_modules`. The output gives you a clean text feed of module names and whether they support API access. This is perfect for scripting checks across many services.

The `zoho_module_fields` tool lists every field configured on 'Contacts,' detailing if it's text, number, or a picklist. This output is ideal for scripting validation steps before record creation.

Execute `zoho_org_info` to get the company name and subscription edition. It's a single command that provides crucial account-level variables for your shell script.

Running `zoho_list_pipelines` outputs the pipeline structure, stage names, and win probabilities. You pipe this data into a secondary tool to calculate weighted averages for forecasting.

This server touches module metadata. The most critical data types are the 'picklist' and 'lookup' fields, which define restricted values that should be handled carefully in automated scripts.

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