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 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:
  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 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.




        • Recent Topics

        • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

          I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

        • 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

        • ¡Vuelven los Workshops Certificados de Zoho a España!

          ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

        • How to list services on quote instead of products

          I need to create a customer facing estimate that displays our services. The default quote layout only allows products to be listed. Is there a way to correct this?

        • Making an email campaign into a Template

          I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?

        • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

          Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

        • 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:

        • Invoice status on write-off is "Paid" - how do I change this to "Written off"

          HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

        • 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),

        • Creating meetings from an email

          Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.

        • Please, make writer into a content creation tool

          I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

        • ZohoSalesIQ.Chat cannot send messages

          Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`

        • Missed chats on WhatsApp closing after one minute

          Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?

        • Feature Request: Add Tax ID Display on Event Tickets

          Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate

        • Release Notes | January 2026

          We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

        • Email Alias: To keep emails flowing without disruption

          Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,

        • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

          Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

        • Layout Adjustment.

          Hello Latha, Hope you are doing well. I wanted to check with you about adjusting the layout columns in the Service Report from the backend, as currently there is no capability for us to customize the layout from our end. Below is the output that I am

        • 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

        • 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

        • Automating CRM backup storage?

          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

        • Archive Option in Conversation View

          Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

        • Collapsing and expanding of lists and paragraphs

          hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards

        • Does Zoho Writer have Dropdowns

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

        • Automatic Refresh on Page?

          Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG

        • Is It Possible to Convert a Custom Module to a Quote?

          I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouraging

        • 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

        • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

          Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items

        • Ability to CC on a mass email

          Ability to CC someone on a mass email.

        • Bulk upload image option in Zoho Commerce

          I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

        • Function #11: Apply unused credits automatically to invoices

          Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

        • Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'

          Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While the

        • Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead

          Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • 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

        • Zoho CRM Workflow Automation: Activate & Deactivate Workflows Using API

          Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows

        • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

          Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

        • Function #53: Transaction Level Profitability for Invoices

          Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

        • Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

          While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,

        • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

          Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

        • Next Page