How to connect Zoho bigin to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Zoho bigin account to Cowork 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.

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

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Zoho bigin account to Cowork 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.

Also integrate Zoho bigin with

Connecting Zoho bigin to Claude Cowork

1. Open Customize

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

2. Add the Composio MCP server

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

3. 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 Cowork

4. Connect your Zoho bigin account

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

For example, ask Cowork 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 Cowork, and your Zoho bigin account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Zoho bigin through MCP without you sharing account credentials directly with the agent.

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.
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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