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

Q: How do I check campaign budgets using Zoho CRM Marketing with VS Code Copilot?

You can use zoholistcampaigns or zohosearchcampaigns to pull the budgeted and actual costs for any given marketing initiative. This ensures everyone on the team uses the same figures.

Q: Can I find leads from a specific source using Zoho CRM Marketing with VS Code Copilot?

The zohocampaignleads tool returns leads along with their original source, name, and email. This allows the team to pinpoint which campaigns generated leads from certain webinars or ad placements.

Q: How do I track a new campaign type using Zoho CRM Marketing with VS Code Copilot?

When you use zohocreatecampaign, you specify the Campaign Type (e.g., Public Relations, Trade Show) along with the name and budget. This lets the team start tracking the data immediately.

Q: What is the best way to find an existing campaign's performance using Zoho CRM Marketing with VS Code Copilot?

Start by using zohosearchcampaigns if you know the name, or use zohogetcampaign if you have the ID. Both tools deliver key metrics like cost and expected response rates.

Standardize Zoho CRM Marketing API calls across the team using VS Code Copilot Chat.

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Connect Zoho CRM Marketing MCP to VS Code Copilot

Create your Vinkius account to connect Zoho CRM Marketing 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 Marketing with VS Code Copilot

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List all marketing initiatives

`zoho_list_campaigns` returns a standardized view of all campaigns. Team members can review the name, type (like Email or Advertisement), status, budget, and dates for any active promotion. You commit this tool config to the repo, so every developer uses the same source of truth when checking marketing project statuses.

Audit a specific campaign's details

`zoho_get_campaign` pulls all data for one Zoho CRM campaign by ID. This includes budget, ROI metrics, expected revenue, and the full description. This is crucial when an auditor or team lead needs to verify a single initiative's complete financial standing.

Segment contacts by status

Use `zoho_campaign_contacts` to retrieve qualified contacts. You get their name, email, account, and current status—essential for building accurate target lists. This mechanism helps the entire team segment users for precise re-targeting efforts.

Setup guide

Set up Zoho CRM Marketing 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 Marketing 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 Marketing tools listed. Try asking: "List my recent Zoho CRM Marketing transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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Common questions about Zoho CRM Marketing MCP in VS Code Copilot

You can use `zoho_list_campaigns` or `zoho_search_campaigns` to pull the budgeted and actual costs for any given marketing initiative. This ensures everyone on the team uses the same figures.

The `zoho_campaign_leads` tool returns leads along with their original source, name, and email. This allows the team to pinpoint which campaigns generated leads from certain webinars or ad placements.

When you use `zoho_create_campaign`, you specify the Campaign Type (e.g., Public Relations, Trade Show) along with the name and budget. This lets the team start tracking the data immediately.

Start by using `zoho_search_campaigns` if you know the name, or use `zoho_get_campaign` if you have the ID. Both tools deliver key metrics like cost and expected response rates.

The server manages Lead attributes including Name, Email, Company, and Source for tracking campaign performance at the individual level.

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