How to Use the Zoho CRM Analytics MCP in Cursor

Q: How can I check available filters for Zoho CRM Analytics using Cursor?

Use zohocustomviews to list saved custom views/filters for any given module. This tells your code exactly what predefined filtered lists, like 'My Open Deals', are ready to be referenced or manipulated.

Q: What fields does the Contacts module have? Zoho CRM Analytics help.

The zohomodulefields tool retrieves all properties on the Contact module. You get detailed information including data types, if they are required, and if they're read-only, which is crucial for writing update logic.

Q: How do I view deal pipelines with Zoho CRM Analytics using Cursor?

The zoholistpipelines tool provides a full breakdown of the sales process. It returns all stages, their IDs, and the current win probability percentages, allowing your code to model the entire journey.

Q: What modules does Zoho CRM Analytics list using Cursor?

Run zoholistmodules to discover the full data model. This lists every module—from Tasks to Quotes—and whether that module is visible or supports API access, guiding your development scope.

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

The server touches module metadata (field names, data types) via zohomodulefields and zoholistmodules. This is structural information about the system's capability.

Inject live Zoho CRM data and metadata directly into your Cursor coding workflow.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Zoho CRM Analytics MCP to Cursor

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

GDPR Free for Subscribers

Setup Zoho CRM Analytics with Cursor

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Discover the entire Zoho API schema.

Need to write code that manipulates specific fields? Start by calling `zoho_module_fields`. This tool returns every field configured on a module, including its display label and data type. You'll know if it needs to be text or a number. If you need to confirm which modules are even available for interaction, use `zoho_list_modules`. It gives you the API name, plural label, and visibility status for everything from Leads to Purchase Orders.

Model the sales process accurately.

Dealing with complex deal lifecycles requires structure. The `zoho_list_pipelines` tool lists all deal pipelines in Zoho CRM. You get stage names, IDs, and associated win probabilities (e.g., Proposal=75%). This lets you write code that understands the required progression of a sale, making your injections much more reliable than hardcoded values.

Get core account metadata for context.

Before writing any data manipulation logic, get the basics right. `zoho_org_info` fetches critical organization details like the CRM edition and default timezone. This prevents time zone bugs in your code. This also confirms the company name and currency used by the instance, which is necessary for accurate record creation.

Setup guide

Set up Zoho CRM Analytics MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Zoho CRM Analytics MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Zoho CRM Analytics transactions." If the MCP tools are loaded correctly, Cursor will call the Zoho CRM Analytics tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Zoho CRM Analytics now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Zoho CRM Analytics MCP in Cursor

Use `zoho_custom_views` to list saved custom views/filters for any given module. This tells your code exactly what predefined filtered lists, like 'My Open Deals', are ready to be referenced or manipulated.

The `zoho_module_fields` tool retrieves all properties on the Contact module. You get detailed information including data types, if they are required, and if they're read-only, which is crucial for writing update logic.

The `zoho_list_pipelines` tool provides a full breakdown of the sales process. It returns all stages, their IDs, and the current win probability percentages, allowing your code to model the entire journey.

Run `zoho_list_modules` to discover the full data model. This lists every module—from Tasks to Quotes—and whether that module is visible or supports API access, guiding your development scope.

The server touches **module metadata** (field names, data types) via `zoho_module_fields` and `zoho_list_modules`. This is structural information about the system's capability.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript