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Zoho Analytics MCP Server

The Zoho Analytics MCP Server (Beta) implements the Model Context Protocol (MCP), a standardized interface that enables AI models to interact seamlessly with applications. This middleware solution bridges the connection between AI agents and Zoho Analytics, providing powerful data analysis capabilities through a unified interface.

Key features

  • Full access to Zoho Analytics workspaces via the Zoho Analytics V2 API.
  • External integration with Zoho Analytics features
  • Combination of AI knowledge with Zoho Analytics' advanced analytics
  • Compatible with all MCP Hosts (including Claude Desktop, Cursor, and others)
  • Comprehensive tools for Zoho Analytics operations.

Note:

Zoho Analytics MCP Servers consume API units based on the specific APIs used to generate responses.

The Zoho Analytics MCP project is currently in its early development (beta) phase. As development progresses, the features and tools offered may be modified or updated to reflect continuous improvements.

Getting Started

  1. Docker Image Setup
    1. Build from source
    2. Pull from Docker repository
  2. Configuring Environment Variables
  3. Integrating with MCP Hosts

Step 1: Docker Image Setup

System Requirements

To build the Zoho Analytics MCP server from source, you need to have Docker installed on your system. Before setup, please make sure to have docker and a container runtime installed in your device.

Operating System

Docker Solutions

macOSDocker Desktop, Colima, Rancher Desktop
WindowsDocker Desktop, Rancher Desktop
LinuxDocker Engine (Native), Podman Desktop, Colima

Docker Setup Options

You can configure the Docker image in either of these ways:

  1. Build from source – Compile the image locally using the provided Dockerfile.
  2. Pull from Docker repository – Use the pre-built image from a container registry (e.g., Docker Hub).

1. Build from Source

Once the docker is successfully installed to your system, you can build the Zoho Analytics MCP server from source.

Docker Image - Build from source

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2. Pull from Docker repository

The official pre-built Docker image is hosted on Docker Hub and it can be pulled directly:

Pull Docker Image

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Step 2: Configuring Environment Variables

Obtaining OAuth Credentials

To configure the Zoho Analytics MCP Server, you need to provide OAuth credentials (Client ID, Client Secret, and Refresh Token) as environment variables. Follow these steps to generate them:

  1. Go to the Zoho Developer Console
  2. Create a new Self-Client application.
  3. Enable the Zoho Analytics API scope.
  4. Generate your Refresh Token.

For detailed instructions, refer to the official API Authentication Documentation.

Required Environment Variables

Configure these essential variables before integrating with the MCP Hosts:

Variable

Description

ANALYTICS_CLIENT_IDYour Zoho Analytics OAuth client ID
ANALYTICS_CLIENT_SECRETYour Zoho Analytics OAuth client secret
ANALYTICS_REFRESH_TOKENYour Zoho Analytics OAuth refresh token
ANALYTICS_ORG_IDYour Zoho Analytics organization ID
ANALYTICS_MCP_DATA_DIRDirectory for storing temporary data files
ACCOUNTS_SERVER_URL

Your Zoho Accounts Server URL, based on data centre (DC) location.

Example: https://accounts.zoho.com

Please refer to the API Specification document for more details.

ANALYTICS_SERVER_URL

Your Zoho Analytics Server URL, based on data centre (DC) location.

Example: https://analyticsapi.zoho.com

Please refer to the API Specification document for more details.

Other Environment Variables

The following is a list of other environment variables:

Variable

Description

QUERY_DATA_ROW_LIMIT (Optional)

Number of rows outputted by the query_data tool.

Default row limit - 20

QUERY_DATA_POLLING_INTERVAL (Optional)

Sleep Time between consecutive polls to check job status (JOB COMPLETED, JOB IN QUEUE; For more, please refer to analytics v2 api documentation)

Default sleep interval time - 4 seconds

QUERY_DATA_QUEUE_TIMEOUT (Optional)

This is the amount of time allowed between job submit time in the queue and job processing (query processing) time.

Default time allowed in queue - 120 seconds

QUERY_DATA_QUERY_EXECUTION_TIMEOUT (Optional)

The amount of time allowed for query execution.

Default execution time - 30 seconds

WORKSPACE_RESULT_LIMIT (Optional)

The number of workspaces that will be returned in the response by the get_workspaces tool.

Default size of the workspaces list - 20

VIEW_RESULT_LIMIT (Optional)

The number of view that will be returned in the response by get_views tool.

Default size of the views list - 20

Step 3: Integrate with MCP Hosts

Zoho Analytics MCP Server can be integrated with any MCP host. Below are some sample integrations that demonstrate how this can be done.

Claude Desktop Configuration

To configure the Zoho Analytics MCP server with Claude Desktop, add the following configuration to your Claude settings:

  1. Install Claude Desktop in your system.
  2. Open the Claude Desktop application and navigate to Settings > Developer tab.
  3. Click Edit Config to configure (claude_desktop_config.json) with your MCP server details.

Sample Config JSON

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VSCode Configuration

To configure the Zoho Analytics MCP server with Visual Studio Code:

  1. Install the VSCode in your system.
  2. Open the VSCode application and navigate to Settings.
  3. In the Settings page, search for MCP configurations. Select the Edit in settings.json option to configure the MCP server.

Sample Config JSON

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Cursor Configuration

To configure the Zoho Analytics MCP server with Cursor:

  1. Install the Cursor in your system.
  2. Open the Cursor application and navigate to Settings > Tools and Integrations.
  3. Click the Add Custom MCP menu to enter your server configuration details, and Save.

Sample Config JSON

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Tools in Zoho Analytics MCP Server

The Zoho Analytics MCP server provides various tools for interacting with Zoho Analytics.

ToolAPI UsedDescription
create_workspaceCreate WorkspaceCreates a new workspace in Zoho Analytics with the given name.
create_tableCreate TableCreates a new table in a specified workspace with defined columns.
get_workspaces_listGet All WorkspacesFetches the list of workspaces in the user's organization.
search_viewsGet ViewsFetches the list of views (tables, reports, dashboards) within a specified workspace based on the query.
get_view_detailsGet View DetailsFetches the details of a specific view, including its structure and properties.
import_dataImport data - New tableImports data into a specified table from a file or a list of dictionaries.
export_viewExports an object (table, chart, or dashboard) from the workspace in the specified format.
query_dataCreate Export Job - Using SQL Query

Executes a SQL query on the specified workspace and returns the results.

Note:
This tool uses an asynchronous API (V2) for query execution. By default, it waits for 2 minutes for query completion before timing out. The timeout duration can be configured via environment variables.

create_aggregate_formulaAdd Aggregate FormulaCreates an aggregate formula in a specified table that returns a single aggregate value.
create_query_tableCreate Query TableCreates a query table based on a SQL query for derived data views.
create_chart_reportCreate ReportCreates a chart report (bar, line, pie, scatter, bubble) in the specified workspace.
create_pivot_reportCreate ReportCreates a pivot table report for multidimensional data analysis.
create_summary_reportCreate ReportCreates a summary report that groups data by specified columns and applies aggregate functions.
add_rowAdd rowAdds a new row to a specified table.
update_rowsUpdate rowUpdates rows in a specified table based on given criteria.
delete_rowsDelete rowDeletes rows from a specified table based on given criteria.
delete_viewDelete ViewDeletes a view (table, report, or dashboard) from a workspace.
analyse_file_structureNot ApplicableAnalyzes the structure of a CSV or JSON file to determine its columns and data types.
download_fileNot ApplicableDownloads a file from a given URL and saves it to a local directory.

Troubleshooting

For common issues:

  1. Authentication Problems:
    • Verify all OAuth credentials
    • Ensure tokens have proper permissions
    • Check token expiration status
  2. Connection Issues:
    • Confirm the Docker container is running
    • Validate network connectivity
    • Check firewall settings
  3. Data Center Configuration Errors:                 
    • Ensure the ACCOUNTS_SERVER_URL and ANALYTICS_SERVER_URL in your configuration are correct and matches your organization's designated data center (DC) location.
    • Please refer to the API Specification document for more details.
  4. File System Problems:
    • Confirm the data directory exists
    • Check directory permissions
    • Verify sufficient disk space

Help & Support

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91 44 6965 6060

 
 
Thanks for your interest. We shall get back to you shortly.