Bring Reporting Dashboards
to Windsurf
Create your Vinkius account to connect Zoho CRM Analytics to Windsurf and start using all 5 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Zoho CRM Analytics MCP Server?
Connect Zoho CRM to any AI agent — manage your entire CRM without switching tabs.
What you can do
- Leads — Search and create leads with source and status tracking
- Contacts — Find and create contacts linked to accounts
- Accounts — Search companies and organizations
- Deals — Search, create, and track deals through pipeline stages
- Notes — Create notes attached to any CRM record
- Generic List — Query any Zoho CRM module directly
Who is this for?
- Sales Reps — CRM at your fingertips through AI
- BDRs — Quickly qualify and create leads
- Sales Managers — Pipeline visibility and deal insights
- Support Teams — Access contact and account data seamlessly
Built-in capabilities (5)
Returns view name, system name, category (shared/personal), and whether it is the default. Custom views are saved filters that define how records appear in the module list view (e.g., "All Open Deals", "My Contacts", "Unread Leads"). Use when the user asks about available filters, saved views, or list configurations. List saved custom views/filters for a Zoho CRM module — predefined list views like "My Open Deals" or "All Leads"
Returns module name, plural label, API name, whether the module supports API access, and visibility status. Modules include: Leads, Contacts, Accounts, Deals, Tasks, Events, Calls, Notes, Products, Quotes, Sales_Orders, Invoices, Purchase_Orders, and custom modules. Use to discover the data model or verify which modules are available. List all available CRM modules in Zoho with their names, API support status, and whether they are visible
For deals: shows sales pipeline stages with associated win probability percentages (e.g., Qualification=10%, Proposal=75%, Closed Won=100%). Returns pipeline name, stage names, stage IDs, and probabilities. Use to understand the sales process, find stage names for deal operations, or check pipeline configuration. List deal (or custom module) pipelines in Zoho CRM with their stages, win probabilities, and display order
Returns field name, display label, data type (text/number/date/picklist/lookup), whether it is required, read-only, and formula-based. Essential for understanding the data model before creating or updating records. Use when the user asks "what fields are on Contacts?" or needs to know valid field names for API operations. Get all fields (properties) configured on a Zoho CRM module with data types, validation rules, and edit permissions
Returns company name, Zoho CRM edition (Free/Standard/Professional/Enterprise/Ultimate), default timezone, currency, and admin contact. Use when the user needs account-level information, subscription details, or org configuration. Get Zoho CRM organization details — company name, subscription edition, timezone, currency, and license information
Why Windsurf?
Windsurf's Cascade agent chains multiple Zoho CRM Analytics tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 5 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 5 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Zoho CRM Analytics in Windsurf
Why run Zoho CRM Analytics with Vinkius?
The Zoho CRM Analytics connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 5 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Zoho CRM Analytics using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Zoho CRM Analytics and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Zoho CRM Analytics to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Zoho CRM Analytics for Windsurf
Every request between Windsurf and Zoho CRM Analytics is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
What Zoho CRM data can I access?
Leads, Contacts, Accounts, Deals, Notes, and any custom module. All data respects your Zoho CRM permissions.
How does authentication work?
Uses Zoho OAuth 2.0 with a refresh token. Create a Self Client in the Zoho API Console, generate a refresh token, and provide Client ID, Client Secret, and Refresh Token.
Does it support multi-region Zoho?
Yes! Set your API domain: zohoapis.com (US), zohoapis.eu (EU), zohoapis.in (India), zohoapis.com.au (Australia), zohoapis.jp (Japan).
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
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