How to connect Zoho bigin to Claude

Connect Claude Web, Desktop and Cowork to Zoho bigin MCP. Add new contact to sales pipeline, list all open deals this week, and more using natural language, with authentication handled for you.

Zoho bigin logoZoho bigin
Oauth2

Zoho Bigin is a simple CRM designed for small businesses to manage pipelines and customer relationships. It helps you organize deals, track progress, and streamline sales processes in one place.

54 Tools

Introduction

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Zoho bigin account to Claude via Composio Connect, enabling it to add new contact to sales pipeline, list all open deals this week, tag recent leads as 'hot prospects', and more such actions on your behalf without compromising your account security.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Zoho bigin with

Connecting Zoho bigin to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

2. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Web, Desktop, and Cowork

3. Connect your Zoho bigin account

Back in Claude, ask it to connect to Zoho bigin or give it any Zoho bigin-related task.

For example, ask Claude to:

  • "Add new contact to sales pipeline"
  • "List all open deals this week"
  • "Tag recent leads as 'hot prospects'"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Claude, and your Zoho bigin account is ready to use.

What is the Zoho bigin Claude Connector, and what's possible with it?

The Zoho bigin MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Zoho bigin account. It provides structured and secure access to your CRM pipeline data, so your agent can manage contacts, track deals, organize records, handle attachments, and streamline your small business workflows—all on your behalf.

  • Automated record management: Add, update, or delete records in any Zoho bigin module to keep your CRM data accurate and up to date.
  • Tagging and categorization: Create new tags or apply them to records, making it easy to segment contacts, deals, or companies for better organization.
  • Attachment handling: Retrieve, download, or delete attachments associated with your records, letting your agent manage files and documents with ease.
  • Module and data discovery: List available modules and fetch records with sorting, filtering, and pagination—perfect for quickly surfacing the data you need.
  • Deleted records auditing: Access and review recently deleted records for auditing or restoration, helping you maintain data integrity and recover lost information.

Troubleshooting

1. Why does Claude not use the Composio connector for Zoho bigin?

The connector can show as connected, but Claude must use it in each Zoho bigin conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Zoho bigin again.

2. Why does Claude show an MCP server error before Zoho bigin connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Zoho bigin.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Zoho bigin.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Zoho bigin authorization link not work?

The Composio connector is one server. Your Zoho bigin account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Zoho bigin connection.
  • Composio creates a fresh Zoho bigin authorization link.
  • Open that link in your browser and finish the Zoho bigin sign-in.

4. Why do Zoho bigin actions fail after they worked before?

The Zoho bigin connection can expire or lose permission.

  • Ask Claude to inspect the Zoho bigin connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Zoho bigin account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Zoho bigin.
  • If the action still fails with a permission error, check that the connected account has that permission in Zoho bigin itself.

5. How do I switch to a different Zoho bigin account?

Claude can manage the Zoho bigin connection for you.

  • Ask Claude to disconnect or delete the current Zoho bigin account.
  • Ask Claude to connect Zoho bigin again.
  • Open the new Composio authorization link for Zoho bigin.
  • Sign in with the other Zoho bigin account in the browser.
  • After the account connects, ask Claude to retry the Zoho bigin task.

6. Why is my Zoho bigin connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Zoho bigin connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click and click Clear cache.
  • If Zoho bigin tools still do not appear, click , disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Zoho bigin.
TOOLS

Supported Tools

Every Zoho bigin action and event your agent gets out of the box.

Add Records

Tool to add new records to a module.

Add Tags to Records

Tool to add tags to a specific record in a module.

Create Bulk Read Job

Tool to create a bulk read job for exporting large amounts of data asynchronously.

Create Notes

Tool to create notes and associate them with records in Zoho Bigin.

Create Record Notes

Tool to create new notes for a specific record.

Create Tags

Tool to create tags for a module.

Delete Attachment

Tool to delete an attachment from a record.

Delete Note

Tool to delete a note from a specific record.

Delete Notes

Tool to delete multiple notes from Zoho Bigin.

Delete Record

Tool to delete a specific record from a module.

Delete Record Photo

Tool to delete a profile photo from a record.

Delete Records

Tool to delete records from a module.

Delink Related Records

Tool to delete the association between a module record and related list records.

Disable Notifications

Tool to disable instant notifications for one or more channels.

Download Attachment

Tool to download an attachment from a record.

Download Bulk Read Result

Tool to download the bulk read job result in ZIP format (containing CSV or ICS export).

Download Record Photo

Tool to download the profile photo associated with a specific record.

Enable Notifications

Tool to enable instant webhook notifications for module events in Bigin.

Get All Notes

Tool to retrieve the list of notes associated with records.

Get Attachments

Tool to retrieve attachments for a record.

Get Bulk Read Job Status

Tool to retrieve the details of a bulk read job performed earlier.

Get Custom View

Tool to get the metadata of a specific custom view configured in a module.

Get Custom Views

Tool to retrieve the list of custom views available for a module.

Get Deleted Records

Tool to get a list of deleted records in a module.

Get Fields

Tool to retrieve field metadata for a Bigin module.

Get Layout

Tool to retrieve details of a specific layout by layout ID.

Get Layouts

Tool to retrieve the list of layouts available for a module.

Get Module Metadata

Tool to retrieve metadata of a specific module by its API name.

Get Modules

Tool to retrieve a list of all modules.

Get Notification Details

Tool to retrieve information about enabled notifications.

Get Organization

Tool to retrieve organization details including name, ID, currency, time zone, and other settings.

Get Profiles

Tool to retrieve the list of available profiles and their properties in an organization.

Get Record

Tool to retrieve details of a specific record in a module using the record ID.

Get Record Notes

Tool to retrieve the list of notes associated with a specific record.

Get Records

Tool to retrieve records from a Bigin module.

Get Records Count

Tool to get the count of records in a Bigin module.

Get Related Lists Metadata

Tool to retrieve the list of related lists metadata for a module.

Get Related Records

Tool to retrieve related records associated with a specific record in a module.

Get Roles

Tool to retrieve the list of available roles and their properties in an organization.

Get Team Pipeline Records

Tool to retrieve pipeline records from Team Pipelines in Zoho Bigin.

Get User

Tool to retrieve details of a specific user using the user identification.

Get Users

Tool to retrieve the list of users in the organization.

Search Records

Tool to search for records in a Bigin module using various criteria.

Update Note

Tool to update an existing note for a specific record in a module.

Update Notification Details

Tool to update notification channel details in Zoho Bigin.

Update Notification Info

Tool to update specific notification information without losing existing data.

Update Records

Tool to update existing records in a module.

Update Related Records

Tool to update related records associated with a specific record in a module.

Update User

Tool to update details of an existing user by user ID.

Update Users

Tool to update details of multiple users in an organization.

Upload Attachment

Tool to upload an attachment to a record.

Upload Organization Photo

Tool to upload or update the brand logo or image for the current organization.

Upload Record Photo

Tool to upload a photo/image to a specific record (e.

Upsert Records

Tool to insert or update records in a module based on unique field values.

FAQ

Frequently asked questions

With a standalone Zoho bigin MCP server, the agents and LLMs can only access a fixed set of Zoho bigin tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Zoho bigin and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Zoho bigin tools.

Yes, absolutely. You can configure which Zoho bigin scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Zoho bigin data and credentials are handled as safely as possible.

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