# Zoho Bigin — how to use (mcp.ai)

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_zoho_bigin?ms=1781543340000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `zoho_bigin_add_records`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/zoho_bigin`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/zoho_bigin/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/zoho_bigin/add/records` — Tool to add new records to a module. use when you need to programmatically insert one or more records into bigin after confirming module name and field api names. provide required fields per module (e
  - body: { data: object[], trigger?: string[], module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/add/tags/to/records` — Tool to add tags to a specific record in a module. use when you need to categorize or label a record after creation or update.
  - body: { tags: object[], record_id: string, over_write?: boolean, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/create/tags` — Tool to create tags for a module. use when you need to add new tags to a specific module in zoho bigin.
  - body: { tags: object[], module: string }
- `POST https://api.mcp.ai/api/zoho_bigin/delete/attachment` — Tool to delete an attachment from a record. use when you need to remove a file after confirming its record id and attachment id.
  - body: { record_id: string, attachment_id: string, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/delete/records` — Tool to delete records from a module. use when removing one or multiple records after confirming their ids.
  - body: { ids: string[], wf_trigger?: boolean, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/download/attachment` — Tool to download an attachment from a record. use when you need the binary content of a specific attachment after confirming the record and attachment ids.
  - body: { record_id: string, attachment_id: string, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/get/attachments` — Tool to retrieve attachments for a record. use when you need a paginated list of attachments for a given module record.
  - body: { page?: integer, fields: string, per_page?: integer, record_id: string, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/get/deleted/records` — Tool to get a list of deleted records in a module. use when auditing or restoring recently deleted data (recycle within 60 days, permanent within 120 days).
  - body: { page?: integer, type?: string, per_page?: integer, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/get/modules` — Tool to retrieve a list of all modules. use when you need to discover which modules are available in bigin.
- `POST https://api.mcp.ai/api/zoho_bigin/get/records` — Tool to retrieve records from a bigin module. use when listing or querying module data with specific fields, sorting, filtering, and pagination.
  - body: { cvid?: string, page?: integer, fields: string, sort_by?: string, approved?: string, per_page?: integer, page_token?: string, sort_order?: string, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/update/records` — Tool to update existing records in a module. use when you need to modify one or multiple records after confirming their ids and field api names. supports up to 100 records per call; specify an optiona
  - body: { data: object[], trigger?: string[], record_id?: string, module_api_name: string }
- `POST https://api.mcp.ai/api/zoho_bigin/upload/attachment` — Tool to upload an attachment to a record. use when you need to attach a file or specify a public url for upload to a bigin record. ensure module api name and record id are correct before calling.
  - body: { file?: string, record_id: string, attachment_url?: string, module_api_name: string }

## More
- Page: https://mcp.ai/zoho_bigin
- Agent spec (llms.txt): https://mcp.ai/zoho_bigin/llms.txt
- Postman collection: https://mcp.ai/zoho_bigin/postman.json
