How to Use the Zoho CRM Analytics MCP in Claude

Q: How do I find all available filters in Zoho CRM Analytics using Claude Desktop?

Run zohocustomviews when you're looking for saved list views. This tool returns the view name, system name, and if it’s a shared or personal filter set. It lets your agent know exactly what predefined lists exist in a module.

Q: What fields are available on the Contacts module using Claude Desktop?

Use zohomodulefields to pull all properties configured for the Contacts module. This gives you field names, their data types (like picklist or lookup), and whether they're required. It's your blueprint for API calls.

Q: Can Zoho CRM Analytics list pipelines via Claude Desktop?

Yes. The zoholistpipelines tool handles this by listing all deal or custom module pipelines. You get the stage names, associated IDs, and their current win probabilities for accurate process mapping.

Q: How do I verify which modules Zoho CRM Analytics supports using Claude Desktop?

Just call zoholistmodules. This tells you every available module name—like Quotes or Invoices—and whether the API can actually access it. It’s a quick check of the overall data model.

Q: What type of data does Zoho CRM Analytics touch regarding privacy?

This server primarily touches organization details (company name, subscription edition, timezone) via zohoorginfo. It's account-level configuration information.

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Connect Zoho CRM Analytics MCP to Claude Desktop

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

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Map out the entire Zoho CRM structure.

Need to know what data points exist? Use `zoho_list_modules` to get a list of every module in Zoho—like Leads, Accounts, and Deals. This tool tells you which ones support API access and if they're visible right now. Want to understand the deeper model? The `zoho_module_fields` tool gets all fields configured on any given module. It shows field names, data types (text, number, date), validation rules, and whether a field is required or read-only.

Analyze sales processes step by step.

Figuring out how deals move through the pipeline isn't guesswork. Run `zoho_list_pipelines` to see every deal pipeline in Zoho CRM. You get names, stage IDs, and associated win probabilities (like Qualification=10% or Proposal=75%). This data helps you know exactly which stages exist for a given module. It's essential if your agent needs to operate on the sales process flow.

Check account setup details quickly.

When you need context about the company using Zoho CRM, don't ask three different people. `zoho_org_info` gets core organization details like the company name, the specific CRM edition (Professional or Ultimate), default timezone, and currency. It also confirms key license information. This is critical for setting up integrations that need to respect org boundaries.

Setup guide

Set up Zoho CRM Analytics MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Zoho CRM Analytics MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Zoho CRM Analytics MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under zoho-crm-analytics-mcp.

json

{
  "mcpServers": {
    "zoho-crm-analytics-mcp": {
      "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 Desktop

Run `zoho_custom_views` when you're looking for saved list views. This tool returns the view name, system name, and if it’s a shared or personal filter set. It lets your agent know exactly what predefined lists exist in a module.

Use `zoho_module_fields` to pull all properties configured for the Contacts module. This gives you field names, their data types (like picklist or lookup), and whether they're required. It's your blueprint for API calls.

Yes. The `zoho_list_pipelines` tool handles this by listing all deal or custom module pipelines. You get the stage names, associated IDs, and their current win probabilities for accurate process mapping.

Just call `zoho_list_modules`. This tells you every available module name—like Quotes or Invoices—and whether the API can actually access it. It’s a quick check of the overall data model.

This server primarily touches **organization details** (company name, subscription edition, timezone) via `zoho_org_info`. It's account-level configuration information.

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