Introducing Zoho MCP for Bigin

Introducing Zoho MCP for Bigin

Hello Biginners!

We're excited to introduce Zoho MCP for Bigin, a completely new way of interacting with Bigin data using AI. With Zoho MCP, you can securely connect your Bigin account with popular AI tools like Claude, Cursor, Windsurf, and VS Code, which enables AI tools to fetch records, apply advanced filters, trigger workflows, and automate tasks while staying completely aligned with Bigin's access permissions.

What is Zoho MCP?

Before we look at Zoho MCP, it's important to know what MCP is in general. Model context protocol (MCP) is an open standard that defines how applications communicate with large language models (LLMs). MCP enables AI tools—also known as MCP clients such as Claude, Windsurf, Cursor, or VS Code (Copilot)—to understand context and interact with other applications by requesting structured actions called MCP Tools. With MCP, you can prompt an AI tool in natural language and it will perform complex workflows across multiple applications with little to no manual intervention.

Zoho MCP is Zoho's version of this protocol and enables you to create your own MCP server, which acts like a secure control center that handles your MCP client's prompts and permissions, as well as the background tasks necessary to complete your requests. With Zoho MCP, your AI tool can work with more than 950 Zoho and third-party services. Each service provides specific MCP tools, such as fetching records, updating information, sending emails, or creating reports. Once everything is connected, your MCP client can carry out entire workflows simply by receiving a natural language prompt.

How does Zoho MCP help you interact with Bigin?

To illustrate how Zoho MCP can transform your experience with Bigin, let's look at a simple, practical use case.

Use case: Managing follow-ups and pipeline progress

Let's say Zylker Services is a small business that manages all incoming deals and customer activities in Bigin. Their sales team spends most of their days checking overdue activities, drafting follow-up emails, updating deal stages, and confirming next steps for each prospect.

With Zoho MCP, Zylker's sales team can hand over these tasks to an AI tool and focus on actual customer conversations.

For example, a salesperson can simply ask an AI tool:
  1. Show me deals that have no follow-up scheduled for the next three days.
  2. Draft a follow-up email for Emma Scott based on the yesterday's call.
  3. Update a deal stage to Negotiation for any deal that received a reply today.

The MCP-connected AI tool fetches record details, analyzes activity timelines, applies advanced filtering, drafts content, and updates records in Bigin—all through a single prompt.

There's no need to switch between multiple views, search for information manually, run reports, or perform updates. The workflow is completed automatically using the MCP tools configured in your MCP server, all while following the access permissions set in Bigin.

This enables teams to work faster, maintain accurate data, and attain a complete overview of their pipeline without manual work.

Zoho MCP vs. traditional Bigin APIs

Zoho MCP enables a completely different approach to interacting with Bigin compared to what traditional APIs offers. Here's how Zoho MCP differs when executing operational requirements inside Bigin:

Category
Zoho MCP (for Bigin)
Traditional Bigin APIs
Operations
MCP clients independently handle operations end to end using natural language prompts. No need for scripts, schedulers, or manual interventions beyond the initial setup.
Requires manual intervention or custom code. API calls should always be executed through scripts, integrations, or third-party tools.
Operational style
Is completely autonomous, meaning the MCP client can fetch data, apply logic, link actions, and execute workflows independently.
Can be automated but never autonomous, meaning each API action must be programmed, monitored, and executed as part of a predefined integration.
Workflow orchestration
MCP clients understand context and can coordinate multiple Bigin tools (records, filters, workflows, and other Zoho apps) using a single MCP server. All tools execute seamlessly without any additional configuration.
Each API endpoint operates independently and requires custom orchestration logic for coordinating record updates, filters, lookups, or cross-app tasks.
Operation discovery
MCP clients automatically discover available tools, supported actions, and parameter structures from the MCP server and there's no need for external documentation or mapping.
Developers must manually explore API documentation to understand endpoints, payloads, and authentication requirements.
Parameter handling
Supports dynamic and context-aware parameter resolution. MCP can analyze human instructions and convert them into structured operations within Bigin.
Requires strict and static parameters. Each API call must be explicitly constructed with exact fields, formats, and schema.
Data filtering and searching
MCP clients can apply deep, cross-field, context-driven queries compared to what UI filters offers without writing a single line of code.
Requires manual construction of queries, field mappings, and custom conditions for API-based filtering.
Overall workflow optimization
Any workflow in Bigin becomes completely autonomous once tools are configured. MCP handles all logic, decision-making, and sequencing, which reduces operational effort.
Optimization depends completely on manual implementation. APIs can only automate individual actions and never achieve unified, autonomous workflows without custom development.

How does this work?

To get started with Zoho MCP for Bigin, you'll first set up a Zoho MCP Server in the MCP portal, which will act as the secure bridge between your AI tools and your Bigin data.

To configure your first Zoho MCP server, please refer to our complete Zoho MCP for Bigin Setup Guide.

Once the server is configured, you can connect it with supported AI tools such as Claude, Cursor, Windsurf, and VS Code. After connecting, your MCP-enabled AI tool will be able to understand context, retrieve data, and perform actions in Bigin using natural instructions. You retain full control over permissions, authorizations, and connected tools through the Zoho MCP portal.

Notes
Note: The custom MCP feature is generally available in premium plans of AI tools (like Claude Pro). Before setting up the Zoho MCP for Bigin in any AI tool, ensure that your AI tool's plan supports the custom MCP connector or app.

Availability

Zoho MCP for Bigin is now available for anyone who signs up on the Zoho MCP website. If your organization has access to Zoho MCP, you can start setting up your MCP server and adding Bigin tools. Once configured, you can begin connecting your MCP server with supported AI tools and start working with Bigin through natural language.

We hope that you find this information helpful. Feel free to try this out and provide your feedback in the comment section. If you have any queries or suggestions, you can also contact us at support@bigin.com at any time.

    • Recent Topics

    • Workdrive Oauth2 Token Isn't Refreshing

      I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

    • How can I import OLM to Yandex Mail easily?

      For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing

    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

    • Is it possible to setup bin locations WITHOUT mandating batch tracking?

      Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

    • Implementing Inventory Process

      I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our

    • Best way to start zoho inventory with bulk openning stock

      We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

    • Service Reports.

      Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one

    • Blueprint enhancements - Parallel and multiple transitions, and more

      Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

    • Item Bulk Edit - Allow for Reorder Level

      We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

    • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

      Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

    • What's New in Zoho Inventory | August – October 2025

      Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

    • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

      We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

    • Tracking Non-Inventory Items

      We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

    • Set Warehouse based on Vendor

      Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

    • How to add interviews through API

      I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row

    • Auto tagging

      Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article

    • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

      I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • Kaizen #186 : Client Script Support for Subforms

      Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

    • Writing SQL Queries - After Comma Auto Suggesting Column

      When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

    • Introducing Multiple Sandbox Types and Support for Module's Data Population

      Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Importing into the 'file upload' field

      Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work.

    • Sync your Products Module for better context.

      In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:

    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

    • CRM verify details pop-up

      Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

    • Does Zoho Writer have Dropdowns

      I want to add a drop down field in Zoho writer. Is this possible?

    • Multiple header in the quote table???

      Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Prepayment of a sales order

      How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which

    • Access to Specific Zoho Desk layout for external parties

      Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?

    • Deposit on a Sales Order

      Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with

    • How Does Knowledge Base Search and Article Recommendation Work?

      Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determine

    • Bulk Delete Attachments

      Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.

    • How do I sync multiple Google calendars?

      I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

    • Ability to Disable System Banner Messages in Chat Flow Control

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement related to the system banner messages in Zoho SalesIQ chat flow control. Current Behavior: SalesIQ allows configuring various automatic banner/system messages such as: Waiting

    • How do you do ticket add ons in Backstage?

      Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin

    • Idle Chat Reminders for Agent-Handled Conversations

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Idle Chat Handling functionality in Zoho SalesIQ—specifically for chats that are handled by human agents after a bot-to-agent transfer. Current Behavior: In Zobot settings,

    • Next Page