Connect Zoho Bigin to AI agents

Connect Zoho Bigin to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

delete_records

Delete Records

Permanently delete one or more records from any Bigin module by their IDs.

remove_tags_from_record

Remove Tags from Record

Remove one or more tags from a specific record.

list_notes

List Notes

Retrieve all notes associated with a specific record in any Bigin module. Returns note title, content, creation time, and owner information.

get_users

Get Users

Retrieve users in the Bigin organization. Filter by user type such as active, deactive, confirmed, admin, or current user. Useful for finding user IDs to assign as record owners.

upsert_records

Upsert Records

Insert or update records in a single call. If a record with matching duplicate check fields exists, it will be updated; otherwise, a new record is created. This is useful for syncing data from external systems.

get_record

Get Record

Retrieve a single record by its ID from any Bigin module. Returns all fields for the specified record.

delete_note

Delete Note

Permanently delete a note by its ID.

get_modules

Get Modules

Retrieve the list of all available modules in the Bigin account, including their API names, display names, and capabilities (creatable, editable, deletable, etc.). Useful for discovering which modules are available.

list_tags

List Tags

Retrieve all tags defined for a specific Bigin module.

create_tags

Create Tags

Create new tags in a Bigin module. Tags can be later added to records for categorization.

search_records

Search Records

Search for records within a Bigin module using criteria-based queries, email addresses, phone numbers, or keywords. Provide exactly one search method per request.

get_custom_views

Get Custom Views

Retrieve the custom views defined for a specific Bigin module. Custom view IDs can be used to filter records when using the **Get Records** tool.

add_tags_to_records

Add Tags to Records

Add one or more tags to one or more records in a Bigin module. Tags must already exist in the module or will be auto-created.

get_records

Get Records

Retrieve records from any Bigin module. Supports filtering by custom view, field selection, sorting, and pagination. Use this to list contacts, companies, pipelines (deals), products, tasks, events, or calls.

get_module_layouts

Get Module Layouts

Retrieve the layout definitions for a specific Bigin module. Layouts define which fields appear in which sections and their arrangement.

get_related_records

Get Related Records

Retrieve records related to a specific record. For example, get all Notes for a Contact, or all Pipelines associated with an Account. Use the **Get Module Fields** tool or **Get Modules** tool to discover available relationships.

update_record

Update Record

Update one or more existing records in any Bigin module. Provide the record ID and the fields to update. Only the specified fields will be modified; other fields remain unchanged.

create_record

Create Record

Create one or more records in any Bigin module. Use field API names for the record data (e.g., Last_Name, Email, Phone for Contacts; Pipeline_Name, Amount for Pipelines). Retrieve field API names using the **Get Module Fields** tool if unsure.

get_module_fields

Get Module Fields

Retrieve the field definitions (metadata) for a specific Bigin module. Returns field API names, labels, data types, whether they are mandatory or read-only, picklist values, and more. Use this to understand the data structure before creating or updating records.

create_note

Create Note

Add a note to a specific record in any Bigin module. Notes can include a title and content body.

More integrations teams use with Zoho Bigin

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

Technical notes for Zoho Bigin

Manage contacts, companies, deals, products, and activities in a lightweight CRM for small businesses. Create, read, update, delete, and search records across all modules. Manage related records, notes, and file attachments. Tag records, perform bulk read/write operations, and retrieve CRM metadata including fields, layouts, and custom views. Manage users, roles, and organization details. Subscribe to webhook notifications for real-time updates on record changes.

Connect Zoho Bigin to production AI agents

See how Metorial gives Zoho Bigin access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Zoho Bigin to AI agents with Metorial.

  1. Can Metorial connect Zoho Bigin to AI agents?
    Yes. Metorial connects AI agents to Zoho Bigin through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.