Zoho bigin with CrewAI

How to integrate Zoho bigin MCP with CrewAI

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Introduction Also integrate Zoho bigin with TL;DR What is CrewAI What is the Zoho bigin MCP server Supported Tools & Triggers Creating MCP Server - Stand-alone vs Composio SDK Step-by-step Guide Complete Code Conclusion How to build Zoho bigin MCP Agent with another framework Explore Other Toolkits FAQ

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Introduction

This guide walks you through connecting Zoho bigin to CrewAI using the Composio tool router. By the end, you'll have a working Zoho bigin agent that can add new contact to sales pipeline, list all open deals this week, tag recent leads as 'hot prospects' through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Zoho bigin account through Composio's Zoho bigin MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Zoho bigin with

ChatGPT Antigravity OpenAI Agents SDK Claude Agent SDK Claude Code Claude Cowork Codex OpenClaw Hermes CLI Google ADK LangChain Vercel AI SDK Mastra AI LlamaIndex

TL;DR

Here's what you'll learn:

Get a Composio API key and configure your Zoho bigin connection
Set up CrewAI with an MCP enabled agent
Create a Tool Router session or standalone MCP server for Zoho bigin
Build a conversational loop where your agent can execute Zoho bigin operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

Agent Roles: Define specialized agents with specific goals and backstories
Task Management: Create tasks with clear descriptions and expected outputs
Crew Orchestration: Combine agents and tasks into collaborative workflows
MCP Integration: Connect to external tools through Model Context Protocol

What is the Zoho bigin MCP server, 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.

Supported Tools & Triggers

Tools

Add RecordsTool to add new records to a module.

Add Tags to RecordsTool to add tags to a specific record in a module.

Create Bulk Read JobTool to create a bulk read job for exporting large amounts of data asynchronously.

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

Create Record NotesTool to create new notes for a specific record.

Create TagsTool to create tags for a module.

Delete AttachmentTool to delete an attachment from a record.

Delete NoteTool to delete a note from a specific record.

Delete NotesTool to delete multiple notes from Zoho Bigin.

Delete RecordTool to delete a specific record from a module.

Delete Record PhotoTool to delete a profile photo from a record.

Delete RecordsTool to delete records from a module.

Delink Related RecordsTool to delete the association between a module record and related list records.

Disable NotificationsTool to disable instant notifications for one or more channels.

Download AttachmentTool to download an attachment from a record.

Download Bulk Read ResultTool to download the bulk read job result in ZIP format (containing CSV or ICS export).

Download Record PhotoTool to download the profile photo associated with a specific record.

Enable NotificationsTool to enable instant webhook notifications for module events in Bigin.

Get All NotesTool to retrieve the list of notes associated with records.

Get AttachmentsTool to retrieve attachments for a record.

Get Bulk Read Job StatusTool to retrieve the details of a bulk read job performed earlier.

Get Custom ViewTool to get the metadata of a specific custom view configured in a module.

Get Custom ViewsTool to retrieve the list of custom views available for a module.

Get Deleted RecordsTool to get a list of deleted records in a module.

Get FieldsTool to retrieve field metadata for a Bigin module.

Get LayoutTool to retrieve details of a specific layout by layout ID.

Get LayoutsTool to retrieve the list of layouts available for a module.

Get Module MetadataTool to retrieve metadata of a specific module by its API name.

Get ModulesTool to retrieve a list of all modules.

Get Notification DetailsTool to retrieve information about enabled notifications.

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

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

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

Get Record NotesTool to retrieve the list of notes associated with a specific record.

Get RecordsTool to retrieve records from a Bigin module.

Get Records CountTool to get the count of records in a Bigin module.

Get Related Lists MetadataTool to retrieve the list of related lists metadata for a module.

Get Related RecordsTool to retrieve related records associated with a specific record in a module.

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

Get Team Pipeline RecordsTool to retrieve pipeline records from Team Pipelines in Zoho Bigin.

Get UserTool to retrieve details of a specific user using the user identification.

Get UsersTool to retrieve the list of users in the organization.

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

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

Update Notification DetailsTool to update notification channel details in Zoho Bigin.

Update Notification InfoTool to update specific notification information without losing existing data.

Update RecordsTool to update existing records in a module.

Update Related RecordsTool to update related records associated with a specific record in a module.

Update UserTool to update details of an existing user by user ID.

Update UsersTool to update details of multiple users in an organization.

Upload AttachmentTool to upload an attachment to a record.

Upload Organization PhotoTool to upload or update the brand logo or image for the current organization.

Upload Record PhotoTool to upload a photo/image to a specific record (e.

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

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:

Python 3.9 or higher
A Composio account and API key
A Zoho bigin connection authorized in Composio
An OpenAI API key for the CrewAI LLM
Basic familiarity with Python

Getting API Keys for OpenAI and Composio

OpenAI API Key

Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
Keep the API key safe.

Composio API Key

Log in to the Composio dashboard.
Navigate to your API settings and generate a new API key.
Store this key securely as you'll need it for authentication.

Install dependencies

bash

pip install composio crewai crewai-tools[mcp] python-dotenv

What's happening:

composio connects your agent to Zoho bigin via MCP
crewai provides Agent, Task, Crew, and LLM primitives
crewai-tools[mcp] includes MCP helpers
python-dotenv loads environment variables from .env

Set up environment variables

bash

COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

COMPOSIO_API_KEY authenticates with Composio
USER_ID scopes the session to your account
OPENAI_API_KEY lets CrewAI use your chosen OpenAI model

Import dependencies

python

import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")

What's happening:

CrewAI classes define agents and tasks, and run the workflow
MCPServerHTTP connects the agent to an MCP endpoint
Composio will give you a short lived Zoho bigin MCP URL

Create a Composio Tool Router session for Zoho bigin

python

composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["zoho_bigin"])

url = session.mcp.url

What's happening:

You create a Zoho bigin only session through Composio
Composio returns an MCP HTTP URL that exposes Zoho bigin tools

Initialize the MCP Server

python

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )

What's Happening:

Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.

Create a CLI Chatloop and define the Crew

python

print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")

What's Happening:

Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Zoho bigin and CrewAI:

python

from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["zoho_bigin"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Zoho bigin through Composio's Tool Router. The agent can perform Zoho bigin operations through natural language commands.

Next steps:

Add role-specific instructions to customize agent behavior
Plug in more toolkits for multi-app workflows
Chain tasks for complex multi-step operations

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Codex

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OpenClaw

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TOOLKIT MARKETPLACE

FAQ

What are the differences in Tool Router MCP and Zoho bigin MCP?

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.

Can I use Tool Router MCP with CrewAI?

Yes, you can. CrewAI 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.

Can I manage the permissions and scopes for Zoho bigin while using Tool Router?

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.

How safe is my data with Composio Tool Router?

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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Harsha GaddipatiCo-founder, Slashy

Karan skipped his own birthday party to fix our critical issue. It was 10 pm and he diverted his Waymo to help us instead. This really sets the bar, shows you the commitment you need to have when users rely on your software.

Abhi AryaCo-founder, Opennote

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it has immensely helped in keeping new users on the platform.

Nirman DaveCEO, Zams

We chose Composio over Pipedream because it delivered depth where it mattered. It supported niche tools and tricky edge cases that other platforms simply ignored. Giving us confidence to scale without compromising.

Ryan YuFounder, Extra Thursday

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down in the complexities of managing agent auth would have been a death sentence for Extra Thursday.

Tomisin JenrolaFounder & CEO, SwarmZero

Before partnering with Composio, adding tool integrations was a slow, resource-intensive process. Each integration could take weeks or months of engineering time, and maintaining them meant constantly keeping up with API changes.

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

Harsha GaddipatiCo-founder, Slashy

Abhi AryaCo-founder, Opennote

Nirman DaveCEO, Zams

Ryan YuFounder, Extra Thursday

Tomisin JenrolaFounder & CEO, SwarmZero

Jerome LeclancheCo-Founder, Ingram Technologies

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

How to integrate Zoho bigin MCP with CrewAI

Table of Contents

Connect Zoho bigin without Auth hassles

Introduction

Also integrate Zoho bigin with

TL;DR

What is CrewAI?

What is the Zoho bigin MCP server, and what's possible with it?

Supported Tools & Triggers

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

How the Composio SDK works

Step-by-step Guide

Prerequisites

Getting API Keys for OpenAI and Composio

Install dependencies

Set up environment variables

Import dependencies

Create a Composio Tool Router session for Zoho bigin

Initialize the MCP Server

Create a CLI Chatloop and define the Crew

Complete Code

Conclusion

How to build Zoho bigin MCP Agent with another framework

ChatGPT

Antigravity

OpenAI Agents SDK

Claude Agent SDK

Claude Code

Claude Cowork

Codex

OpenClaw

Hermes

CLI

Google ADK

LangChain

Vercel AI SDK

Mastra AI

LlamaIndex

Explore Other Toolkits

Hubspot

Pipedrive

Salesforce

FAQ

What are the differences in Tool Router MCP and Zoho bigin MCP?

Can I use Tool Router MCP with CrewAI?

Can I manage the permissions and scopes for Zoho bigin while using Tool Router?

How safe is my data with Composio Tool Router?

Used by agents from

Never worry about agent reliability