zoho-bigin: Скилл для управления CRM данными

--- name: zoho-bigin description: | Zoho Bigin API integration with managed OAuth. Manage contacts, companies, pipelines, and products in Bigin CRM. Use this skill when users want to read, create, update, or delete CRM records, search contacts, or manage sales pipelines. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key. metadata: author: maton version: "1.0" clawdbot: emoji: 🧠 requires: env: - MATON_API_KEY --- # Zoho Bigin Access the Zoho Bigin API with managed OAuth authentication. Manage contacts, companies, pipelines, and products with full CRUD operations. ## Quick Start ```bash # List contacts python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts?fields=First_Name,Last_Name,Email') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ## Base URL ``` https://gateway.maton.ai/zoho-bigin/bigin/v2/{endpoint} ``` The gateway proxies requests to `www.zohoapis.com/bigin/v2` and automatically injects your OAuth token. ## Authentication All requests require the Maton API key in the Authorization header: ``` Authorization: Bearer $MATON_API_KEY ``` **Environment Variable:** Set your API key as `MATON_API_KEY`: ```bash export MATON_API_KEY="YOUR_API_KEY" ``` ### Getting Your API Key 1. Sign in or create an account at [maton.ai](https://maton.ai) 2. Go to [maton.ai/settings](https://maton.ai/settings) 3. Copy your API key ## Connection Management Manage your Zoho Bigin OAuth connections at `https://ctrl.maton.ai`. ### List Connections ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections?app=zoho-bigin&status=ACTIVE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Create Connection ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({'app': 'zoho-bigin'}).encode() req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Get Connection ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "connection": { "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80", "status": "ACTIVE", "creation_time": "2025-12-08T07:20:53.488460Z", "last_updated_time": "2026-01-31T20:03:32.593153Z", "url": "https://connect.maton.ai/?session_token=...", "app": "zoho-bigin", "metadata": {} } } ``` Open the returned `url` in a browser to complete OAuth authorization. ### Delete Connection ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Specifying Connection If you have multiple Zoho Bigin connections, specify which one to use with the `Maton-Connection` header: ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts?fields=First_Name,Last_Name,Email') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` If omitted, the gateway uses the default (oldest) active connection. ## API Reference ### Modules Zoho Bigin organizes data into modules. Available modules include: | Module | API Name | Description | |--------|----------|-------------| | Contacts | `Contacts` | Individual people | | Companies | `Accounts` | Organizations/businesses | | Pipelines | `Pipelines` | Sales opportunities/deals | | Products | `Products` | Items you sell | | Tasks | `Tasks` | To-do items (requires additional OAuth scope) | | Events | `Events` | Calendar appointments (requires additional OAuth scope) | | Calls | `Calls` | Phone call logs (requires additional OAuth scope) | | Notes | `Notes` | Notes attached to records (requires additional OAuth scope) | ### List Records ```bash GET /zoho-bigin/bigin/v2/{module_api_name}?fields={field1},{field2} ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `fields` | string | **Required.** Comma-separated field API names to retrieve | | `sort_order` | string | `asc` or `desc` | | `sort_by` | string | Field API name to sort by | | `page` | integer | Page number (default: 1) | | `per_page` | integer | Records per page (default: 200, max: 200) | | `cvid` | string | Custom view ID for filtered results | **Example - List Contacts:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts?fields=First_Name,Last_Name,Email,Phone') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "First_Name": "Ted", "Email": "support@bigin.com", "Last_Name": "Watson", "id": "7255024000000596045" } ], "info": { "per_page": 200, "count": 1, "page": 1, "more_records": false } } ``` **Example - List Companies (Accounts):** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Accounts?fields=Account_Name,Website') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Get Record ```bash GET /zoho-bigin/bigin/v2/{module_api_name}/{record_id} ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts/7255024000000596045') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Create Records ```bash POST /zoho-bigin/bigin/v2/{module_api_name} Content-Type: application/json { "data": [ { "field_api_name": "value" } ] } ``` **Mandatory Fields by Module:** | Module | Required Fields | |--------|-----------------| | Contacts | `Last_Name` | | Accounts | `Account_Name` | | Pipelines | `Pipeline_Name`, `Stage` | | Products | `Product_Name` | **Example - Create Contact:** ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({ "data": [{ "Last_Name": "Smith", "First_Name": "John", "Email": "john.smith@example.com", "Phone": "+1-555-0123" }] }).encode() req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2026-02-06T00:28:53-08:00", "Modified_By": { "name": "User Name", "id": "7255024000000590001" }, "Created_Time": "2026-02-06T00:28:53-08:00", "id": "7255024000000605002", "Created_By": { "name": "User Name", "id": "7255024000000590001" } }, "message": "record added", "status": "success" } ] } ``` **Example - Create Company (Account):** ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({ "data": [{ "Account_Name": "Acme Corporation", "Website": "https://acme.com" }] }).encode() req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Accounts', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Update Records ```bash PUT /zoho-bigin/bigin/v2/{module_api_name} Content-Type: application/json { "data": [ { "id": "record_id", "field_api_name": "updated_value" } ] } ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({ "data": [{ "id": "7255024000000605002", "Phone": "+1-555-9999" }] }).encode() req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts', data=data, method='PUT') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2026-02-06T00:29:07-08:00", "id": "7255024000000605002" }, "message": "record updated", "status": "success" } ] } ``` ### Delete Records ```bash DELETE /zoho-bigin/bigin/v2/{module_api_name}?ids={record_id1},{record_id2} ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `ids` | string | Comma-separated record IDs (required, max 100) | | `wf_trigger` | boolean | Execute workflows (default: true) | **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts?ids=7255024000000605002', method='DELETE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "code": "SUCCESS", "details": { "id": "7255024000000605002" }, "message": "record deleted", "status": "success" } ] } ``` ### Search Records ```bash GET /zoho-bigin/bigin/v2/{module_api_name}/search ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `criteria` | string | Search criteria (e.g., `(Last_Name:equals:Smith)`) | | `email` | string | Search by email address | | `phone` | string | Search by phone number | | `word` | string | Global text search | | `page` | integer | Page number | | `per_page` | integer | Records per page (max 200) | **Criteria Format:** `((field_api_name:operator:value)and/or(...))` **Operators:** `equals`, `starts_with` **Example - Search by email:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts/search?email=support@bigin.com') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Example - Search by criteria:** ```bash python <<'EOF' import urllib.request, os, json import urllib.parse criteria = urllib.parse.quote('(Last_Name:equals:Watson)') req = urllib.request.Request(f'https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts/search?criteria={criteria}') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Metadata APIs #### Get Modules ```bash GET /zoho-bigin/bigin/v2/settings/modules ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/settings/modules') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` #### Get Users ```bash GET /zoho-bigin/bigin/v2/users ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `type` | string | `AllUsers`, `ActiveUsers`, `AdminUsers`, `CurrentUser` | | `page` | integer | Page number | | `per_page` | integer | Users per page (max 200) | **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://gateway.maton.ai/zoho-bigin/bigin/v2/users?type=ActiveUsers') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ## Pagination Zoho Bigin uses page-based pagination with `page` and `per_page` parameters: ```bash GET /zoho-bigin/bigin/v2/{module_api_name}?fields=First_Name,Last_Name&page=1&per_page=50 ``` Response includes pagination info: ```json { "data": [...], "info": { "per_page": 50, "count": 50, "page": 1, "more_records": true } } ``` Continue fetching while `more_records` is `true`, incrementing `page` each time. ## Code Examples ### JavaScript ```javascript const response = await fetch( 'https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts?fields=First_Name,Last_Name,Email', { headers: { 'Authorization': `Bearer ${process.env.MATON_API_KEY}` } } ); const data = await response.json(); ``` ### Python ```python import os import requests response = requests.get( 'https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts', headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'}, params={'fields': 'First_Name,Last_Name,Email'} ) data = response.json() ``` ## Notes - The `fields` parameter is **required** for list operations - Module API names are case-sensitive (e.g., `Contacts`, not `contacts`) - Companies are accessed via the `Accounts` module API name - Sales opportunities are accessed via the `Pipelines` module (not `Deals`) - Maximum 100 records per create/update request - Maximum 100 records per delete request - Maximum 200 records returned per GET request - Use field API names (not display names) in requests - Some modules (Tasks, Events, Calls, Notes) require additional OAuth scopes. If you receive a scope error, contact Maton support at support@maton.ai with the specific operations/APIs you need and your use-case - IMPORTANT: When using curl commands, use `curl -g` when URLs contain brackets to disable glob parsing - IMPORTANT: When piping curl output to `jq` or other commands, environment variables like `$MATON_API_KEY` may not expand correctly in some shell environments ## Error Handling | Status | Meaning | |--------|---------| | 400 | Missing Zoho Bigin connection, missing required parameter, or invalid request | | 401 | Invalid or missing Maton API key, or OAuth scope mismatch | | 404 | Invalid URL pattern or resource not found | | 429 | Rate limited | | 4xx/5xx | Passthrough error from Zoho Bigin API | ### Common Error Codes | Code | Description | |------|-------------| | `REQUIRED_PARAM_MISSING` | Required parameter (like `fields`) is missing | | `INVALID_URL_PATTERN` | Invalid API endpoint path | | `INVALID_MODULE` | Module does not exist or is not API-supported | | `OAUTH_SCOPE_MISMATCH` | OAuth token lacks required permissions for the endpoint | | `NO_PERMISSION` | Insufficient privileges for the operation | | `MANDATORY_NOT_FOUND` | Required field is missing | | `INVALID_DATA` | Data type mismatch or format error | | `DUPLICATE_DATA` | Record violates unique field constraint | ### Troubleshooting: API Key Issues 1. Check that the `MATON_API_KEY` environment variable is set: ```bash echo $MATON_API_KEY ``` 2. Verify the API key is valid by listing connections: ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://ctrl.maton.ai/connections') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Troubleshooting: Invalid App Name 1. Ensure your URL path starts with `zoho-bigin`. For example: - Correct: `https://gateway.maton.ai/zoho-bigin/bigin/v2/Contacts` - Incorrect: `https://gateway.maton.ai/bigin/v2/Contacts` ## Resources - [Bigin API Overview](https://www.bigin.com/developer/docs/apis/v2/) - [Bigin REST API Documentation](https://www.bigin.com/developer/docs/apis/) - [Modules API](https://www.bigin.com/developer/docs/apis/modules-api.html) - [Maton Community](https://discord.com/invite/dBfFAcefs2) - [Maton Support](mailto:support@maton.ai)