How to Use the Zoho CRM Marketing MCP in Claude

Q: How do I check campaign ROI using Zoho CRM Marketing with Claude Desktop?

You can use zohogetcampaign to retrieve the expected revenue and budgeted cost for a specific initiative. This data lets you calculate the return on investment directly within your chat window.

Q: Can I find leads from a specific source using Zoho CRM Marketing with Claude Desktop?

Yes, zohocampaignleads gets all leads associated with a campaign and includes the lead's original source. You can filter this data to see exactly which campaigns brought in sign-ups from that webinar or trade show.

Q: What types of initiatives can I log using Zoho CRM Marketing with Claude Desktop?

The zohocreatecampaign tool supports multiple types, including Conference, Webinar, Email, and Social Media. You just specify the type when you create the campaign record.

Q: Does Zoho CRM Marketing support historical data retrieval with Claude Desktop?

The zoholistcampaigns tool allows you to list multiple campaigns by name, type, and dates. This gives a quick overview of your overall marketing history.

Connect Zoho CRM Marketing to your workflow, whether you're using Claude Desktop or claude.ai in a browser.

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Connect Zoho CRM Marketing MCP to Claude Desktop

Create your Vinkius account to connect Zoho CRM Marketing to Claude Desktop 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 Marketing with Claude Desktop

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Measure lead generation performance

Use `zoho_campaign_leads` to pull all leads connected to a specific campaign. This lets you measure exactly how many new leads the initiative generated, or which source drove the most sign-ups. You can analyze this data set for full campaign ROI analysis and determine lead attribution right inside your chat session.

Track new marketing initiatives

Start tracking a new project immediately with `zoho_create_campaign`. You just need the campaign name, type (like Webinar or Conference), budget, dates, and desired status. The tool handles creating the record in Zoho CRM. This lets you log every initiative—from planning to completion—and keep all associated tracking data centralized.

Drill into campaign details

`zoho_get_campaign` retrieves complete details for any single Zoho CRM campaign ID. You get the name, type, current status, budgeted cost, expected revenue, and start/end dates in one go. This is perfect when you need to deep dive into a specific promotion's performance metrics without navigating multiple menus.

Setup guide

Set up Zoho CRM Marketing MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Zoho CRM Marketing MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Zoho CRM Marketing MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under zoho-crm-marketing-mcp.

json

{
  "mcpServers": {
    "zoho-crm-marketing-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.

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Common questions about Zoho CRM Marketing MCP in Claude Desktop

You can use `zoho_get_campaign` to retrieve the expected revenue and budgeted cost for a specific initiative. This data lets you calculate the return on investment directly within your chat window.

Yes, `zoho_campaign_leads` gets all leads associated with a campaign and includes the lead's original source. You can filter this data to see exactly which campaigns brought in sign-ups from that webinar or trade show.

The `zoho_create_campaign` tool supports multiple types, including Conference, Webinar, Email, and Social Media. You just specify the type when you create the campaign record.

The `zoho_list_campaigns` tool allows you to list multiple campaigns by name, type, and dates. This gives a quick overview of your overall marketing history.

The server manages core campaign metadata like Campaign Name, Campaign Type, Budgeted Cost, and Start/End Dates for all initiatives.

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