Integrate Bigin by Zoho CRM with Claude AI

Zoho Bigin + Claude MCP Integration

Setup Guide

Zoho Bigin + Claude
MCP Integration

Connect Bigin to Claude via the Model Context Protocol so you can manage contacts, deals, and pipeline using plain English β€” no coding required.

~15 min totalNo coding neededFree with your Bigin plan
πŸ–₯️

Part 1 β€” Set up your Zoho MCP server

Done at mcp.zoho.com  Β·  ~10 min
1

Go to the Zoho MCP portal

Visit mcp.zoho.com and sign in with your Zoho account β€” same credentials you use for Bigin.

2

Create a new MCP server

In the "Welcome to Zoho MCP" section, type a name for your server (letters and numbers only β€” no spaces or special characters), then click Create server.

3

Add Bigin tools

Click Add Tools, then search for and select Bigin. You'll see a list of available tools β€” pick the ones you need (e.g. view records, manage deals, add contacts), then click Add Now.

4

Authorize Bigin access

Zoho will prompt you to authorize the connection to your Bigin org. Follow the on-screen steps to grant access β€” this ties the MCP server to your Bigin data.

5

Copy your MCP URL

Click the Connect tab in the left sidebar. Under "Server URL," click the copy icon. Keep this URL β€” you'll paste it into Claude in Part 2.

Note: Each server gets a unique, secure URL. If you ever click Regenerate API Key, you'll receive a new URL and will need to re-add it to Claude.
πŸ”Œ

Part 2 β€” Connect it to Claude

Done at claude.ai/settings/integrations  Β·  ~2 min
6

Open Claude integrations

Go to claude.ai/settings/integrations. You need to be an org admin to add integrations β€” once added, all org members can use it.

7

Add the integration

Click Add integration, give it a name (e.g. Zoho Bigin), paste in the MCP URL you copied in Step 5, then click Add.

8

Use it in a chat

Open a new chat, click Search and tools, pick your Zoho Bigin connection, select the tools you want active, and start asking in plain English.

Example prompts to try:
  • "Show me all open deals in Bigin and flag anything overdue."
  • "Add a new contact: Jane Smith at Acme Corp, jane@acme.com."
  • "Summarize my pipeline activity from the past two weeks."

⚠️ Claude can see MCP but can't load data?

In Zoho, go to Settings β†’ Developer Space β†’ API and confirm that API access is enabled for your user profile.

πŸ‘₯ Team access

Once an admin adds the integration, everyone in the Claude org can use it. Only the admin can manage or remove it.

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