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

Q: How do I check ROI for Zoho CRM Marketing using OpenAI Agents SDK?

You use zohogetcampaign to pull complete details by ID. This includes expected revenue and budgeted/actual costs, giving you the metrics needed to calculate ROI.

Q: Can I track lead generation for Zoho CRM Marketing using OpenAI Agents SDK?

Absolutely. Call zohocampaignleads with a specific campaign ID. This gathers all leads linked to that effort, letting you measure exactly how many new leads the promotion generated.

Q: If I need to find a campaign by name, how do I use Zoho CRM Marketing with OpenAI Agents SDK?

The zohosearchcampaigns tool lets you search for campaigns using a keyword or partial name. It returns the type, status, budget, and dates of matching initiatives.

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Connect Zoho CRM Marketing MCP to OpenAI Agents SDK

Create your Vinkius account to connect Zoho CRM Marketing 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 Marketing with OpenAI Agents SDK

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Track Leads and Contacts for Campaigns

Want to know which qualified people are in a campaign? Use `zoho_campaign_contacts` to pull names, emails, accounts, and status. You can use this data immediately for re-targeting or engagement analysis. Alternatively, run `zoho_campaign_leads` when you need to measure pure lead generation performance. This tool gives you all leads linked to a campaign, letting you attribute ROI directly.

Create and Manage New Initiatives

Starting a new promotion? Call `zoho_create_campaign` to build it in Zoho CRM. You just need the name, type (like 'Webinar' or 'Advertisement'), budgeted cost, dates, and status. Once created, you can get full details of any initiative using `zoho_get_campaign`. This returns everything—budgeted/actual costs, expected revenue, and description—so your agent knows exactly what it's dealing with.

Search and List Campaign Statuses

When the user asks about current marketing efforts, run `zoho_list_campaigns`. It shows names, types, statuses (Active/Planning), budgets, and date ranges for all promotions. Need to find one specific campaign fast? Use `zoho_search_campaigns` with a keyword. This returns matching campaigns along with their status and dates, helping your agent narrow down the scope quickly.

Setup guide

Set up Zoho CRM Marketing 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 Marketing tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Zoho CRM Marketing 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 Marketing 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 Marketing Agent",
            instructions="You have access to Zoho CRM Marketing tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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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 Marketing MCP in OpenAI Agents SDK

You use `zoho_get_campaign` to pull complete details by ID. This includes expected revenue and budgeted/actual costs, giving you the metrics needed to calculate ROI.

Absolutely. Call `zoho_campaign_leads` with a specific campaign ID. This gathers all leads linked to that effort, letting you measure exactly how many new leads the promotion generated.

The system supports creating several types: Conference, Webinar, Trade Show, Public Relations, Advertisement, Email, Social Media, or Banner Ads. You specify the type when calling `zoho_create_campaign`.

This server touches Lead email addresses and Campaign status fields. Your agent validates these inputs to ensure compliance before any action is taken in the system.

The `zoho_search_campaigns` tool lets you search for campaigns using a keyword or partial name. It returns the type, status, budget, and dates of matching initiatives.

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