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 agents like Claude, Cursor, Windsurf, and VS Code, which enables AI agents 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 agents—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 Tools. With MCP, you can prompt an AI agent 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 agent can work with more than 950 Zoho and third-party services. Each service provides specific 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 agent and focus on actual customer conversations.
For example, a salesperson can simply ask an AI agent:
- Show me deals that have no follow-up scheduled for the next three days.
- Draft a follow-up email for Emma Scott based on the yesterday's call.
- Update a deal stage to Negotiation for any deal that received a reply today.
The MCP-connected AI agent 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 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 agents and your Bigin data.
Once the server is configured, you can connect it with supported AI agents such as Claude, Cursor, Windsurf, and VS Code. After connecting, your MCP-enabled AI agent 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.
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 agents 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
StatusIQ
Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.
In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.
Marketing Tip #14: Increase cart value with product bundles
Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for
Problem with Workdrive folders
I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in
Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
Auto tracking URL generation based on Carrier
Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,
Zoho Bookings form pre-filled with Zoho Forms in
Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
Pre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will
Customer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
Zoho Books' 2025 Wrapped
Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear
Can multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
Edit default "We are here to help you" text in chat SalesIQ widget
Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!
Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information
Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to
Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
Multiple currencies - doesn’t seem to work for site visitors / customers
I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would
Archiving Contacts
How do I archive a list of contacts, or individual contacts?
How do people handle using Outlook and Zoho Project calendar at the same time?
We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.
10GB Email Storage Limits in Zoho CRM
We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
Performance is degrading
We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial
How to set page defaults in zoho writer?
hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document
Add Israel & Jewish Holidays to Zoho People Holidays Gallery
Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
Unable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
Enable History Tracking for Picklist Values Not Available
When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?
ZO25: The refreshed, more unified, and intelligent OS for business
Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
Vault crashes on Android Devices
Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing
¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?
¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.
Camera access
My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please
Are static links available
I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a
Why is Zoho Meeting quality so poor?
I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
How to print a label from zoho creator app?
Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?
Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"
We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In
Where can we specify custom CSS in Zoho Forms custom theme ?
I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering
Team Gamification
Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,
Sync Data from MA to CRM
Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a
Update CRM record action
Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module
Pro Lite Upgrade - Quick Access Tray
Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?
Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails
Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom
3 year sick leave cycle
How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle. This
WorkDrive and CRM not in sync
1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here
Next Page