How to Use the Zoho CRM Analytics MCP in Windsurf

Q: How can I list all modules available in Zoho CRM Analytics using Windsurf?

Just run the zoholistmodules tool. It returns every module name, including Accounts and Invoices, and confirms if that module supports API access. You get a complete inventory of what's there to play with.

Q: What fields are on the Contacts module in Zoho CRM Analytics?

Use zohomodulefields specifically for the 'Contacts' module. This tells you every field—from basic text labels to required date pickers—and what data type they use, letting you know exactly how to structure your updates.

Q: Can I find my organization details within Zoho CRM Analytics using Windsurf?

Yes. The zohoorginfo tool grabs core organizational setup details. You'll see the company name, the subscription edition (e.g., Professional), and the default timezone. This is key context for any operation.

Q: How do I check sales process stages in Zoho CRM Analytics using Windsurf?

The zoholistpipelines tool does this by listing all deal pipelines. For each pipeline, it gives you the stage names and their associated win probabilities, so you know exactly where a deal stands.

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Create your Vinkius account to connect Zoho CRM Analytics to Windsurf 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 Windsurf

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Need to know what modules exist? Use `zoho_list_modules` first. It lists every available module—Leads, Contacts, Deals, etc.—and tells you if the API supports it. You'll get a clean list of everything in the system. Want to check your org's setup before building anything? Run `zoho_org_info`. This grabs basic account details like the edition (Standard, Enterprise) and the default currency. It gives you the high-level context for any multi-step plan.

Map out complex deal pipelines in Zoho CRM Analytics.

Understand how your sales process works by calling `zoho_list_pipelines`. This tool doesn't just list stages; it gives you the stage names, IDs, and the associated win probability percentages. It's perfect for validating if a new deal flow matches the current setup. When dealing with custom modules or complex data structures, use `zoho_module_fields`. You get every field name, its required status, and whether it’s a text box or a date picker. This lets Cascade plan out exactly what inputs your forms accept.

Find all saved views and filters for Zoho CRM Analytics.

Sometimes you just need to know what reports are already built into the system. `zoho_custom_views` returns a list of predefined, saved filters—like 'All Open Deals' or 'Unread Leads.' This saves you from digging through the UI. If you're building a script that needs specific field inputs, don't guess. Use `zoho_module_fields` to confirm data types and rules for any module. It’s how you ensure your automation is grounded in reality.

Setup guide

Set up Zoho CRM Analytics MCP in Windsurf

Prerequisites

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

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Zoho CRM Analytics MCP

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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Zoho CRM Analytics payment history." If connected, Cascade will call the Zoho CRM Analytics tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

Just run the `zoho_list_modules` tool. It returns every module name, including Accounts and Invoices, and confirms if that module supports API access. You get a complete inventory of what's there to play with.

Use `zoho_module_fields` specifically for the 'Contacts' module. This tells you every field—from basic text labels to required date pickers—and what data type they use, letting you know exactly how to structure your updates.

Yes. The `zoho_org_info` tool grabs core organizational setup details. You'll see the company name, the subscription edition (e.g., Professional), and the default timezone. This is key context for any operation.

The `zoho_list_pipelines` tool does this by listing all deal pipelines. For each pipeline, it gives you the stage names and their associated win probabilities, so you know exactly where a deal stands.

This server touches module metadata. Specifically, when checking fields, it handles structured data types like 'picklist', 'text', and 'date'. Always treat these field definitions as sensitive configuration data.

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