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 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.
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 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.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Aravind Kumar V
Sticky Posts
Schedule mass emails, view mass emails status and more!
Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge TemplatesAnnouncing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features PersonalisedIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
How to Filter timewise question to check uploaded one month or two months before in these community question ?
i want to find the question that is asked some month or before any particular year, so how can i filter it ?Send Whatsapp with API including custom placeholders
Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order numberWelcome to the Zoho ERP Community Forum
Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share yourProposal for Creating a Unique "Address" Entity in Zoho FSM
The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it providesHow to apply customized Zoho Crm Home Page to all users?
I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user hasWorkflow Down/Bug
We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,Please can the open tasks be shown in each customer account at the top.
Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this featureService Locations: Designed for Shared Sites and Changing Customers
Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.Can I re-send the Customer Satisfaction Survey after a ticket closure?
Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!Filter contacts based on selected category in Zoho Desk ticket
Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableIntroducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,Assign Income to Project Without Invoice
Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every timeTracking 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 weProfile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements
Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.Zoho CRM Meetings Module Issues
We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by loggingHow to filter Packages in zoho inventory api
Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as followsAccessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature notIssues Logging into ZOHO
Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge
I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. TheClosing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator
TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic UserSyncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planningfiltering lookup field options based on information in another module.
In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability toReally want the field "Company" in the activities module!
Hi team! Something we are really missing is able to see the field Company when working in the activities module. We have a lot of tasks and need to see what company it's related to. It's really annoying to not be able to see it.🙈 Thx!Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsService op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?
Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installatiesIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theAutomate pushing Zoho CRM backups into Zoho WorkDrive
Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. TheyDoes the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),IMAP mail after specify date
Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.How to integrate XML with Zoho CRM
Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer noremail association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multipleFix the speed
It takes ages to load on every step even though my dataset is quite small.Credit Note for Shipped and Fatoora pushed invoices
We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a SalesWhatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?FSM - Timesheet entires for Internal Work
Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.Add a way of clearing fields values in Flow actions
It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would beRole Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-basedNext Page