How to Use the Zoho CRM Marketing MCP in Windsurf

Q: How do I find out which qualified contacts are part of a Zoho CRM Marketing campaign using Windsurf?

Windsurf uses zohocampaigncontacts to return all contacts linked to a specific campaign. This lets you check which converted leads or existing customers need re-targeting or engagement analysis.

Q: Can I create a new marketing initiative in Zoho CRM Marketing using Windsurf?

Yep. You use zohocreatecampaign to set up the whole thing. Just feed it the name, type (like 'Webinar' or 'Trade Show'), budgeted cost, dates, and status for tracking.

Q: Does Zoho CRM Marketing support checking campaign performance with Windsurf?

Absolutely. You can use zohosearchcampaigns to search by keyword or name. This quickly finds specific marketing initiatives and returns their type, status, budget, and dates.

Q: How can I review all existing marketing campaigns in Zoho CRM Marketing with Windsurf?

Run zoholistcampaigns. It pulls the name, type (Conference/Webinar/Email/Advertisement), status, budget, and dates for every campaign.

Automate your entire marketing cycle in Zoho CRM Marketing with Windsurf.

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Connect Zoho CRM Marketing MCP to Windsurf

Create your Vinkius account to connect Zoho CRM Marketing 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 Marketing with Windsurf

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Measure lead generation performance

The `zoho_campaign_leads` tool pulls every lead associated with a specific campaign. You can figure out exactly how many leads this initiative generated or track which sources are performing best for ROI analysis. This capability lets you measure lead attribution, making it simple to see the direct impact of campaigns like webinars or trade shows on your pipeline.

Track marketing initiatives with the MCP Server

Need to know what's going on? `zoho_list_campaigns` lists all active and planned Zoho CRM Marketing campaigns. You get campaign name, type, status, budget, and dates in one view. This is perfect for reviewing marketing initiatives when a manager asks about overall budgets or current promotions across the board.

Get full details on any Zoho CRM Marketing campaign

`zoho_get_campaign` retrieves complete data for one specific campaign ID. It gives you everything: expected revenue, actual cost, start/end dates, and even custom fields. This means if you need to drill into a single campaign's performance or check its full status after the fact, Windsurf handles it automatically.

Setup guide

Set up Zoho CRM Marketing 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 Marketing 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 Marketing payment history." If connected, Cascade will call the Zoho CRM Marketing tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "zoho-crm-marketing-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 Marketing MCP in Windsurf

Windsurf uses `zoho_campaign_contacts` to return all contacts linked to a specific campaign. This lets you check which converted leads or existing customers need re-targeting or engagement analysis.

Yep. You use `zoho_create_campaign` to set up the whole thing. Just feed it the name, type (like 'Webinar' or 'Trade Show'), budgeted cost, dates, and status for tracking.

Absolutely. You can use `zoho_search_campaigns` to search by keyword or name. This quickly finds specific marketing initiatives and returns their type, status, budget, and dates.

It touches lead data: name, email, company, and source. This is what you need for accurate campaign ROI analysis.

Run `zoho_list_campaigns`. It pulls the name, type (Conference/Webinar/Email/Advertisement), status, budget, and dates for every campaign.

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