How to Use the Zoho CRM Analytics MCP in OpenAI Agents SDK

Q: How do I check available filters using Zoho CRM Analytics and OpenAI Agents SDK?

Use zohocustomviews to list saved custom views or filters. This shows you predefined list views, like 'All Open Deals' or 'Unread Leads,' letting your agent know what reports the user can run.

Q: Can I find out which CRM modules are available using Zoho CRM Analytics and OpenAI Agents SDK?

Yep. The zoholistmodules tool lists all modules in Zoho, including their API name and whether they support programmatic access. It's a quick way to verify your data sources.

Q: What is the organization’s subscription edition using Zoho CRM Analytics and OpenAI Agents SDK?

The zohoorginfo tool pulls account-level details, including your company name, the current Zoho CRM edition (e.g., Standard or Enterprise), and the default currency.

Q: Does this MCP Server handle field data types?

Yes. When you run zohomodulefields, it returns the data type for every configured field, whether it's a text string, a number, or a date.

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Connect Zoho CRM Analytics MCP to OpenAI Agents SDK

Create your Vinkius account to connect Zoho CRM Analytics to OpenAI Agents 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 OpenAI Agents SDK

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Schema Inspection with MCP Server

Need to know what data lives in a module? The `zoho_module_fields` tool lists every field on any given Zoho CRM module. It tells you the display label, the underlying data type (text, number, picklist), and if it's required or read-only. This is critical before your agent tries to update a record. You won't waste time figuring out if a field is actually supposed to be there.

Mapping the Sales Process

The `zoho_list_pipelines` tool shows you exactly how deals move through the sales cycle. It returns the pipeline name, all stage names, and even the associated win probability percentages (like 75% for 'Proposal'). This lets your agent understand the business process structure so it can correctly route or update a deal record.

Discovering Available Data Sets

Before building any action, you need to know what's available. Use `zoho_list_modules` to get a full inventory of all Zoho CRM modules—Leads, Accounts, Invoices, etc.—and see which ones support API access. You'll also find out if they're visible in the UI. This provides a complete map of your data model for your agent system.

Setup guide

Set up Zoho CRM Analytics MCP in OpenAI Agents SDK

Prerequisites

Python 3.10+ installed
openai-agents package (pip install openai-agents)
Active Vinkius subscription with a valid endpoint token

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Zoho CRM Analytics tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Zoho CRM Analytics tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Zoho CRM Analytics tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Zoho CRM Analytics Agent",
            instructions="You have access to Zoho CRM Analytics tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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Common questions about Zoho CRM Analytics MCP in OpenAI Agents SDK

Use `zoho_custom_views` to list saved custom views or filters. This shows you predefined list views, like 'All Open Deals' or 'Unread Leads,' letting your agent know what reports the user can run.

Yep. The `zoho_list_modules` tool lists all modules in Zoho, including their API name and whether they support programmatic access. It's a quick way to verify your data sources.

The `zoho_org_info` tool pulls account-level details, including your company name, the current Zoho CRM edition (e.g., Standard or Enterprise), and the default currency.

Yes. When you run `zoho_module_fields`, it returns the data type for every configured field, whether it's a text string, a number, or a date.

It handles metadata and organizational configuration details. This includes schema definitions for modules, saved view filters, sales pipeline stages, and company account information.

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