How to Use the Zoho CRM Analytics MCP in Mastra AI

Q: How does Mastra AI handle multi-step processes involving Zoho CRM Analytics?

The MCP Server exposes tools like zoholistmodules to define the data structure. Your workflow uses these definitions to perform actions, which can then trigger conditional branching based on results.

Q: When running a workflow with Zoho CRM Analytics, how do I find saved filters using Mastra AI?

Use zohocustomviews. This tool lists predefined list views—the saved filters. Your workflow can check this to guide the user on what data is readily available in Zoho.

Q: What information does Zoho CRM Analytics provide for Mastra AI regarding deal stages?

The zoholistpipelines tool maps out every stage in a sales process, including win probabilities. This allows your workflow to validate that a transition between stages is possible and correctly modeled.

Q: If my automated task needs data from Zoho CRM Analytics, what fields should I check with Mastra AI?

You must use zohomodulefields. This retrieves the field name, display label, and data type for any module. It's how your workflow validates input payloads.

Build reliable, automated workflows with Zoho CRM Analytics using Mastra AI.

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Connect Zoho CRM Analytics MCP to Mastra AI

Create your Vinkius account to connect Zoho CRM Analytics to Mastra AI 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 Mastra AI

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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 critical for building multi-step workflows that depend on structured data.

Understand Account Configuration Details

Mastra AI needs to know the boundaries of the operation. Use `zoho_org_info` to pull company details, including the Zoho CRM edition and default currency. This lets your workflow handle regional differences or subscription limitations. You can get this account context using `zoho_org_info`.

Identify Field Properties for Data Integrity

When a process requires updating records, you must know the field rules. The `zoho_module_fields` tool retrieves all properties on a module—data type, validation rules, and read-only status. This ensures your workflow doesn't attempt to write bad data or skip required steps.

Setup guide

Set up Zoho CRM Analytics MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Zoho CRM Analytics tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "zoho-crm-analytics-mcp-client",
  servers: {
    "zoho-crm-analytics-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Zoho CRM Analytics Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Zoho CRM Analytics tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Zoho CRM Analytics transactions"
);
console.log(result.text);

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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 Mastra AI

The MCP Server exposes tools like `zoho_list_modules` to define the data structure. Your workflow uses these definitions to perform actions, which can then trigger conditional branching based on results.

Use `zoho_custom_views`. This tool lists predefined list views—the saved filters. Your workflow can check this to guide the user on what data is readily available in Zoho.

The `zoho_list_pipelines` tool maps out every stage in a sales process, including win probabilities. This allows your workflow to validate that a transition between stages is possible and correctly modeled.

You must use `zoho_module_fields`. This retrieves the field name, display label, and data type for any module. It's how your workflow validates input payloads.

The server touches metadata about modules, fields (like text/picklist), custom views, and organization information (edition, currency). It handles structural data definitions.

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