How to Use the Zoho CRM Analytics MCP in VS Code Copilot

Q: How do I list filters for Zoho CRM Analytics using VS Code Copilot?

Use zohocustomviews to get a predefined list of saved custom views or filters. This shows the view name, system category (shared/personal), and lets your agent know which filtered lists are available in a specific module.

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

You can use zohomodulefields to get all properties on the Accounts module. This provides field names, data types (text/number), if they are required, and whether they're read-only.

Q: Can Zoho CRM Analytics list pipelines using VS Code Copilot?

Yes. The zoholistpipelines tool handles this by listing deal or custom module pipelines. You get the stage names, IDs, and probabilities needed to write reliable process automation.

Q: How do I verify available CRM modules using VS Code Copilot?

Calling zoholistmodules lists every available module in Zoho with their API support status and visibility. It's the fastest way to confirm your scope for any given project.

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

The server accesses organization details (company name, subscription edition, timezone) using zohoorginfo. This is foundational account-level information.

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Connect Zoho CRM Analytics MCP to VS Code Copilot

Create your Vinkius account to connect Zoho CRM Analytics to VS Code Copilot 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 VS Code Copilot

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Query the full Zoho CRM schema.

Before writing a single line of code, understand the model. Use `zoho_module_fields` to get every field on any module. You'll find the data type (e.g., picklist or date) and validation rules for accurate payload construction. Need to know what modules exist? The `zoho_list_modules` tool lists all available CRM modules, telling you their API support status and visibility.

Map out sales stages precisely.

Understanding the deal flow is key. Run `zoho_list_pipelines` to get a detailed view of every pipeline in Zoho CRM. You retrieve stage names, IDs, and current win probabilities (like Qualification=10%). This allows your team's code to accurately map status changes within the sales cycle.

Get core system configuration details.

Don't rely on assumptions about the account setup. `zoho_org_info` retrieves organizational data—the company name, the Zoho CRM edition (Ultimate or Standard), default timezone, and currency. This ensures your code respects regional settings and license boundaries when making calls.

Setup guide

Set up Zoho CRM Analytics MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Zoho CRM Analytics MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Zoho CRM Analytics tools listed. Try asking: "List my recent Zoho CRM Analytics transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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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 VS Code Copilot

Use `zoho_custom_views` to get a predefined list of saved custom views or filters. This shows the view name, system category (shared/personal), and lets your agent know which filtered lists are available in a specific module.

You can use `zoho_module_fields` to get all properties on the Accounts module. This provides field names, data types (text/number), if they are required, and whether they're read-only.

Yes. The `zoho_list_pipelines` tool handles this by listing deal or custom module pipelines. You get the stage names, IDs, and probabilities needed to write reliable process automation.

Calling `zoho_list_modules` lists every available module in Zoho with their API support status and visibility. It's the fastest way to confirm your scope for any given project.

The server accesses **organization details** (company name, subscription edition, timezone) using `zoho_org_info`. This is foundational account-level information.

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