OPENCLAW AGENT SETUP
Give OpenClaw access to Zoho CRM reporting
Add Adzviser to OpenClaw, check that it can access your reporting data, and then give the agent a specific job.
Connect Zoho CRM to Adzviser
Select your Zoho CRM region, sign in to Zoho, and allow Adzviser to read its reporting data.
Add Adzviser to OpenClaw
Add Adzviser as a remote MCP server from OpenClaw's MCP settings or CLI, then sign in and confirm that the tools are available.
https://mcp.adzviser.com/httpCheck the tools before a run
Use OpenClaw's MCP status or probe check to confirm that Adzviser is ready, then test with one small reporting request.
PLAN THE ANALYSIS
Plan a useful Zoho CRM analysis in OpenClaw
Choose when it should run, which account and dates to use, and what you want OpenClaw to return.
Choose when the analysis should run
Start it yourself or use a schedule, and include a complete reporting period every time.
See a related Zoho CRM promptChoose the account and information
Tell OpenClaw which account, dates, metrics, and breakdowns to use. Ask it to check with you if anything is unclear.
See a related Zoho CRM promptDescribe the answer you want
Ask for a short takeaway, a supporting table, and practical next steps before the result is sent or saved.
See a related Zoho CRM promptOPENCLAW PROMPT
Tell OpenClaw exactly what to analyze in Zoho CRM
Choose the account and date range, then describe the result you want OpenClaw to return.
Compare recent results with the previous period and call out the largest changes.
First show my connected Zoho CRM accounts and ask me which one to use. Then complete this analysis: Analyze Zoho CRM revenue trends from the workspace I choose for the last 30 complete days. Show: Monthly Revenue, Deal Count, Win Rate, and Average Deal Size. Is revenue growing? What's driving the trend? Use only the account I choose. Show the main finding, the supporting numbers, and practical next steps. If the account or dates are unclear, ask me before starting.
