How to integrate Zoho bigin MCP with CrewAI

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.

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

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

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.

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:

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

Step-by-step Guide

Step by step08 STEPS
1

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
2

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.
3

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
4

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
5

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
6

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
7

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.
8

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
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. 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.

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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