Integration

Bigin by Zoho CRM integration

Bigin by Zoho CRM is a pipeline CRM for small businesses. An agent can list, read, search (by criteria, email, phone, word or a COQL query), create, update, upsert and delete records of every Bigin module (contacts, companies, pipeline deals, products, tasks, events and calls), read Team Pipeline deals, change record owners, link and unlink related records, manage notes, tags and attachments, send an email to a record, and read module, field, layout, related list and custom view metadata, users, roles, profiles and the organization. Not exposed: user administration, the organization logo and record photo uploads, the Files API, bulk read and write jobs and instant notification (webhook) subscriptions. Calls go to the US data center host (www.zohoapis.com). Authentication is Zoho OAuth 2.0 with ZohoBigin scopes.

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When this happens, do that in Bigin by Zoho CRM.Built from the 54 Bigin by Zoho CRM tools below, on the connection you add once.

What you can do with Bigin by Zoho CRM

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Resource, 11 operations

create_recordsCreate recordsPOSTAdds up to 100 records to a module and returns their ids.
delete_recordDelete recordDELETEDeletes one record, moving it to the recycle bin.
delete_recordsDelete recordsDELETEDeletes up to 100 records of a module, moving them to the recycle bin.
delink_related_recordDelink related recordDELETERemoves the link between a record and one related record; neither record is deleted.
delink_related_recordsDelink related recordsDELETERemoves the links between a record and up to 100 related records; no record is deleted.
get_recordGet recordGETReturns one record of a module with all its fields, including owner, tags and timestamps. Contact and company records are personal data.
list_recordsList recordsGETReturns the records of a module (contacts, companies, deals, products, activities), up to 200 per page, with the fields you name. Contact and company records are personal data.
list_related_recordsList related recordsGETReturns the records of one related list of a record (for example the deals of a contact). For a contact's Team Pipeline deals, set related_list_api_name to Pipelines and pass pipeline_id.
update_recordUpdate recordPUTUpdates one record: send one object with the field API names to change.
update_recordsUpdate recordsPUTUpdates up to 100 records of a module; each record object carries its id and the fields to change.
update_related_recordsUpdate related recordsPUTLinks records to a record through a related list, or updates the relation fields (for example a product's price on a deal).

Note, 7 operations

create_notesCreate notesPOSTAdds notes to one or more records; each note names its parent record and module.
create_record_notesCreate record notesPOSTAdds notes to one record.
delete_noteDelete noteDELETEDeletes one note of a record.
delete_notesDelete notesDELETEDeletes several notes by id.
list_notesList notesGETReturns the notes of all records, up to 200 per page.
list_record_notesList record notesGETReturns the notes of one record.
update_noteUpdate notePUTUpdates the title or text of a note.

Tag, 5 operations

create_tagsCreate tagsPOSTCreates tags in a module.
delete_tagDelete tagDELETEDeletes a tag from its module; the records that carried it lose the tag.
list_tagsList tagsGETLists the tags of a module.
update_tagUpdate tagPUTRenames one tag of a module.
update_tagsUpdate tagsPUTRenames several tags of a module.

Attachment, 4 operations

delete_attachmentDelete attachmentDELETEDeletes a file attached to a record.
download_attachmentDownload attachmentGETDownloads a file attached to a record.
list_attachmentsList attachmentsGETLists the files attached to a record.
upload_attachmentUpload attachmentPOSTAttaches a file to a record, either a file you send or a link.

Add tag, 2 operations

add_tags_to_recordAdd tags to recordPOSTAdds tags to one record, creating any tag name that does not exist yet.
add_tags_to_recordsAdd tags to recordsPOSTAdds tags to up to 500 records of a module, creating any tag name that does not exist yet.

Change owner, 2 operations

change_record_ownerChange record ownerPOSTAssigns one record to another user, optionally with its related tasks, events and calls.
change_records_ownerChange records ownerPOSTAssigns up to 500 records of a module to another user, optionally with their related tasks, events and calls.

Custom view, 2 operations

get_custom_viewGet custom viewGETReturns one custom view of a module.
list_custom_viewsList custom viewsGETLists the custom views of a module with their ids, criteria and fields.

Module, 2 operations

get_moduleGet moduleGETReturns the metadata of one module: labels, permissions, lookup and search fields, default view and sort.
list_modulesList modulesGETLists the modules of the organization with their API names and permissions.

Remove tag, 2 operations

remove_tags_from_recordRemove tags from recordPOSTRemoves tags from one record; the tags stay defined in the module.
remove_tags_from_recordsRemove tags from recordsPOSTRemoves tags from several records of a module; the tags stay defined in the module.

User, 2 operations

get_userGet userGETReturns one user of the organization: name, email, role, profile, status, locale and time zone (personal data).
list_usersList usersGETLists the users of the organization: name, email, role, profile, status, locale and time zone (personal data).

Coql, 1 operation

query_recordsQuery recordsPOSTRuns a COQL SELECT query (SQL-like) over a module and returns the matching records.

Count, 1 operation

count_recordsCount recordsGETReturns the number of records in a module.

Deleted, 1 operation

list_deleted_recordsList deleted recordsGETLists records deleted from a module: in the recycle bin (60 days) or permanently deleted (120 days).

Field, 1 operation

list_fieldsList fieldsGETLists the fields of a module: API names, labels, data types, mandatory flags, picklist values and lookups.

From address, 1 operation

list_from_addressesList from addressesGETLists the sender addresses the connected user may send email from.

Layout, 1 operation

list_layoutsList layoutsGETLists the layouts of a module with their sections and fields; for Pipelines each Team Pipeline is a layout.

Org, 1 operation

get_organizationGet organizationGETReturns the organization: company name, address, currency, time zone, primary contact and license details.

Pipeline, 1 operation

list_team_pipeline_recordsList team pipeline recordsGETReturns the records (deals) of one Team Pipeline.

Profile, 1 operation

list_profilesList profilesGETLists the permission profiles of the organization.

Records count, 1 operation

count_tag_recordsCount tag recordsGETReturns how many records of a module carry a tag.

Related list, 1 operation

list_related_listsList related listsGETLists the related lists of a module with their API names.

Role, 1 operation

list_rolesList rolesGETLists the roles of the organization and their hierarchy.

Search, 1 operation

search_recordsSearch recordsGETSearches the records of a module by one of: field criteria, an email address, a phone number or a word. Returns the matching records (personal data for contacts and companies).

Send mail, 1 operation

send_emailSend emailPOSTSends a real email from Bigin to the addresses of a record (for example a contact), from a sender allowed by list_from_addresses. Costs 20 API credits.

Upsert, 1 operation

upsert_recordsUpsert recordsPOSTInserts or updates up to 100 records: a record matching an existing one on a unique field is updated, otherwise inserted.

Use Bigin by Zoho CRM from Claude Code, Cursor or Codex

Connect Bigin by Zoho CRM in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Bigin by Zoho CRM operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Bigin by Zoho CRM

Create your workspace
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Connect Bigin by Zoho CRM once
Add your Bigin by Zoho CRM connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.