Access permissions  

• Organization Administrators can manage MCP permissions for users.
• Users with create and edit permissions can configure MCP servers and manage PageSense tools.
• Users with view-only permission can retrieve PageSense data through MCP but cannot create, modify, or manage MCP servers or tools.
  

Prerequisites  

• MCP access is enabled for your project.
• You have permission to access Zoho MCP.
• You have access to a supported AI client (Claude, Cursor, Visual Studio Code, or another MCP-compatible client).
• Your AI client supports the Model Context Protocol (MCP).
• You have an active Zoho account.

 Enable MCP Access  

1. Navigate to Settings > Connect Services > MCP Setup & Access.
2. Turn on the MCP Access toggle.
3. Enable MCP access for the users who should be allowed to use PageSense through MCP.
   

4. Click Configure MCP Server.
   

Important: Even if an MCP server is created and connected successfully, PageSense blocks all MCP requests until MCP access is enabled for the project. Only users who have been granted MCP access for that project can interact with PageSense through MCP.

Create an MCP Server  

1. Open mcp.zoho.<your data center>.

• For example, mcp.zoho.com for the US data center.

2. Enter a name for your MCP server, then click Create to create the MCP server.

Your MCP server is now ready for configuration.

Add PageSense Tools  

After creating your MCP server, configure the PageSense tools you want your AI assistant to access.

1. Click Add Tools.

2. Search for PageSense and select from the search results.
   

3. Choose the tools you want to make available.

4. Click Add Now.

The selected tools are added to your MCP server.

Tip: Add only the tools required for your workflow. This helps improve security and limits access to only the capabilities you intend to expose.

Connect Your AI Client  

After adding the required tools, connect your preferred AI client.

1. Click Connect from the left navigation pane.

2. Select your preferred AI client and follow the on-screen instructions to configure the connection.

Zoho MCP currently supports:

• Claude

• Cursor

• Visual Studio Code

• Other MCP-compatible clients using HTTP (Streamable HTTP) transport

Authorize Your Account  

After configuring your AI client, the client prompts you to authorize access to your Zoho account.

1. Click Authenticate. Your browser opens the Zoho authorization page.Review the requested permissions.  Select the confirmation checkbox.

2. Click Allow.

After authorization is complete, your AI client can securely communicate with Zoho PageSense using the tools you've configured.

Start Using Zoho MCP  

Once the connection has been established, you can interact with PageSense using natural language.

For example, you can ask your AI assistant to:

• Summarize Web Analytics for the last 30 days.
• List active A/B tests.
• Show the highest exit pages.
• Review Funnel Analysis.
• Summarize Poll or Popup responses.
• Analyze Session Recordings for visitors who abandoned checkout.
• Suggest optimization opportunities based on visitor behavior.

The available actions depend on the PageSense tools you've added to your MCP server.

We’ve designed this documentation to guide you every step of the way. If you need further assistance or have any questions, don’t hesitate to contact us at support@zohopagesense.com - we’re always here to help!