# Zoho CRM Analytics MCP

> Zoho CRM Analytics provides instant access to your entire Zoho CRM data model through an AI agent. Quickly search leads, manage accounts, and track deals across every module without ever leaving your chat window. Understand complex field structures, analyze pipeline stage probabilities, or pull custom reports just by asking.

## Overview
- **Category:** data-analytics
- **Price:** Free
- **Tags:** reporting-dashboards, data-visualization, pipeline-analysis, metadata-management, custom-views, business-insights

## Description

Managing a big CRM usually means bouncing between tabs: the main account view, the report builder, the lead list, and the contact profile. This MCP changes that. It lets your AI client treat Zoho CRM like one single source of truth.

Need to know how many 'New' leads came from the web form? Just ask. Want to track a deal from initial qualification through proposal stages? Done. The tool gives your agent full visibility into everything, from organizational settings to every custom field structure in your modules.

If you’re looking for deep data insights that go beyond standard dashboards, connecting via Vinkius is the way to go. You get instant access to metadata—like knowing exactly what fields exist on a 'Contact' record or listing all saved custom filters—so your agent can build accurate queries and deliver precise answers right when you need them.

## Tools

### zoho_module_fields
Retrieves field details, including data type and whether it's required or read-only, for any specific CRM module.

### zoho_org_info
Pulls core account settings like the company name, currency used, and your current Zoho CRM edition.

### zoho_custom_views
Lists saved custom filters or predefined report views for a module, letting you know what reports already exist.

### zoho_list_modules
Provides an inventory of every available CRM module (Leads, Contacts, Deals, etc.) and its API status.

### zoho_list_pipelines
Shows all sales pipeline stages for a deal, along with the associated win probability percentages.

## Prompt Examples

**Prompt:** 
```
Search for leads from web form
```

**Response:** 
```
👥 **Leads from Web Form**
| Name | Email | Company | Status |
|---|---|---|---|
| John Smith | john@acme.com | Acme Corp | New |
| Maria Garcia | maria@beta.io | Beta Inc | Contacted |
```

**Prompt:** 
```
Create a deal: Enterprise Plan $25,000
```

**Response:** 
```
✅ **Deal Created!**
- Name: Enterprise Plan
- Amount: $25,000
- Stage: Qualification
- Closing: 2024-03-30
```

## Capabilities

### Discovering CRM data structure
Get full details on every module, field type, and validation rule in Zoho CRM.

### Analyzing deal progression
View sales pipeline stages, including associated win probabilities for accurate forecasting.

### Retrieving organizational settings
Access core account details like the company name, default currency, and Zoho CRM edition.

### Listing available reports
See all saved custom views and filters for any module to pinpoint specific report lists.

### Managing core records
Search, create, or update foundational records like Leads, Contacts, Accounts, and Deals.

## Use Cases

### Need to build a report for only 'Web Form' leads?
A BDR asks their agent: 'Show me all leads from the web form.' The agent uses its knowledge of core record types and saved filters, querying data that would otherwise require navigating complex list views or running specific custom reports.

### The Sales Manager needs an updated forecast.
Instead of waiting for the end-of-week meeting dashboard, a manager asks: 'What's the combined win probability of all deals currently in the Proposal stage?' The agent runs through `zoho_list_pipelines` and aggregates the risk score instantly.

### A team member needs to know what data is available.
A new user asks their agent: 'What kind of information can I track on an Account record?' The agent runs `zoho_module_fields` and returns a clear list of all available field types, solving the metadata problem immediately.

### Creating records requires specific fields.
You need to create a new deal but aren't sure of the required fields. You ask the agent: 'What are the necessary details for a Deal?' The agent uses `zoho_module_fields` to guide you, ensuring your submission is complete and valid.

## Benefits

- Stop guessing about your data structure. By running the `zoho_module_fields` tool, you instantly see every field type—text, number, picklist—so you know exactly what data you can build queries on.
- Get a real-time view of your sales process with `zoho_list_pipelines`. Instead of manually calculating forecast risk, your agent shows you the stage name and win probability for any deal.
- Forget navigating dozens of dashboards. You can use `zoho_custom_views` to list saved filters like 'All Open Deals' or 'My Contacts,' letting your agent pull reports without manual navigation.
- When onboarding a new team member, use `zoho_list_modules` to generate an instant inventory of every data category available in the CRM for training purposes.
- Quickly understand company setup details. Use `zoho_org_info` to confirm which currency or Zoho edition you're running on without logging into account settings.

## How It Works

The bottom line is that your AI client interprets complex CRM data and runs the necessary queries automatically, giving you the answer without manual clicking.

1. You connect your AI client to the Vinkius catalog and activate this MCP.
2. Your agent uses tools like `zoho_list_modules` or `zoho_module_fields` to understand the available data structure in Zoho CRM.
3. The agent then executes actions, such as searching for leads from a specific source or running reports on pipeline stages.

## Frequently Asked Questions

**How do I find out which modules are available in Zoho CRM using the Zoho CRM Analytics MCP?**
You use the `zoho_list_modules` tool. It instantly lists every module—Leads, Accounts, Deals, etc.—and tells you if it's set up for API access.

**What does the zoho_list_pipelines tool show me?**
The `zoho_list_pipelines` tool displays your current sales pipeline stages and gives you the associated win probability percentages, which is critical for accurate forecasting.

**Can I check if a field exists before creating a record with Zoho CRM Analytics MCP?**
Yes, run `zoho_module_fields`. It returns details on every configured property for any module, confirming the field's name, type, and whether it accepts input.

**How does this MCP help me with reporting? Should I use zoho_custom_views?**
The `zoho_custom_views` tool helps by listing all your predefined saved filters. You can ask the agent about these views, so you don't have to guess which report combination already exists.

**I need organizational details for my CRM setup; what should I use?**
Use `zoho_org_info`. This tool quickly fetches key account-level data, including the company name, default currency, and your Zoho CRM edition.