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name: bigin description: | Zoho Bigin CRM CLI. Search deals, contacts, accounts. Add notes, move deal stages. Use when user asks about CRM, deals, pipeline status, or needs to update Bigin records. Triggers on: Bigin, CRM, Deal, Pipeline, Contact, Account, Note. metadata: author: heinz version: "2.0"

Bigin CRM Skill

CLI: bash scripts/bigin.sh <command> [args...] Map: bigin-map.json (auto-generated, refresh with bigin.sh map)

Prerequisites

Required on host: curl, jq, python3 (for map generation and stage validation). Credentials: ~/.bigin-oauth.json (or set BIGIN_CREDS_FILE). See README.md for OAuth setup.

Guardrails

• Read-only by default. All read commands work without flags.
• Write ops require: BIGIN_WRITE=1 bash scripts/bigin.sh <write-command> ...
• Delete ops require: BIGIN_WRITE=1 BIGIN_CONFIRM=1 bash scripts/bigin.sh delete ...
• NEVER write/update/delete without explicit user approval.

Key Concepts

Bigin != Zoho CRM

• "Deals" are called Pipelines (module API name: Pipelines)
• "Companies" are called Accounts
• Sub_Pipeline = the pipeline category (e.g., "Sales", "Support")
• Stage = the deal stage within a pipeline
• Sub_Pipeline is NOT criteria-searchable — use word search instead

Module Names

UI Name	API Name
Deals/Pipelines	Pipelines
Companies	Accounts
Contacts	Contacts
Products	Products
Tasks	Tasks

Tip: Run bash scripts/bigin.sh map to discover your org's layouts, stages, sub-pipelines, and field definitions.

Commands

Read Operations (no flags needed)

# Search deals by keyword (company name, deal name, etc.)
bash scripts/bigin.sh deals "Acme Corp"

# Search deals by stage
bash scripts/bigin.sh deals --stage "Qualified"

# List all deals (paginated)
bash scripts/bigin.sh deals --limit 50

# Get single deal
bash scripts/bigin.sh deal <deal_id>

# Search contacts
bash scripts/bigin.sh contacts "Smith"

# Search accounts (companies)
bash scripts/bigin.sh accounts "Google"

# Get single record
bash scripts/bigin.sh get Accounts <account_id>
bash scripts/bigin.sh get Contacts <contact_id>

# List notes for a record
bash scripts/bigin.sh notes Accounts <account_id>
bash scripts/bigin.sh notes Pipelines <deal_id>

# List products
bash scripts/bigin.sh products              # all products
bash scripts/bigin.sh products <deal_id>    # products on a deal

# Metadata
bash scripts/bigin.sh modules               # list all modules
bash scripts/bigin.sh fields Pipelines      # list fields for module
bash scripts/bigin.sh map                   # regenerate bigin-map.json

Write Operations (require BIGIN_WRITE=1)

# Add note to record
BIGIN_WRITE=1 bash scripts/bigin.sh note Accounts <id> "Title" "Note content here"
BIGIN_WRITE=1 bash scripts/bigin.sh note Pipelines <deal_id> "Title" "Note content"

# Move deal to new stage
BIGIN_WRITE=1 bash scripts/bigin.sh move <deal_id> "Qualified"

# Update record fields
BIGIN_WRITE=1 bash scripts/bigin.sh update Pipelines <deal_id> '{"Amount":15000}'

# Create record
BIGIN_WRITE=1 bash scripts/bigin.sh create Contacts '{"First_Name":"Jane","Last_Name":"Doe","Email":"jane@example.com"}'

Raw API (escape hatch)

bash scripts/bigin.sh raw GET "/Pipelines?fields=Deal_Name,Stage&per_page=10"
BIGIN_WRITE=1 bash scripts/bigin.sh raw PUT "/Pipelines/<id>" '{"data":[{"Stage":"Won"}]}'

Important: fields Parameter

Bigin v2 GET endpoints require explicit fields parameter. The CLI handles this automatically with sensible defaults per module. Override with --fields flag.

Search Behavior

• deals <keyword> — word search across all searchable deal fields
• deals --stage "Stage Name" — criteria search on Stage field
• contacts <keyword> — word search (name, email, etc.)
• accounts <keyword> — word search (company name, etc.)
• search <module> <field> <value> — exact criteria search on specific field

Token Management

Tokens auto-refresh (1h lifetime). If token errors occur, the CLI auto-refreshes and retries.

Error Handling

• 429/5xx: Auto-retry with exponential backoff (3 attempts)
• OAUTH_SCOPE_MISMATCH: Endpoint needs a scope we don't have
• REQUIRED_PARAM_MISSING: Usually means fields parameter needed
• INVALID_QUERY: Field not searchable via criteria — use word search instead

Date Formats

Bigin expects dates in YYYY-MM-DD format (e.g. 2026-03-15). DateTime fields use ISO 8601: 2026-03-15T14:30:00+01:00.

When creating or updating records with date fields, always format as YYYY-MM-DD. Do NOT use DD.MM.YYYY, March 15, 2026 or other locale formats.

Pagination

The CLI returns one page of results (default: 50, max: 200 via --limit). Check the info.more_records field in the response. If true, more records are available.

Anti-Patterns

• Don't search Sub_Pipeline via criteria (not searchable), use word search
• Don't use Pipeline_Name field, it's Deal_Name
• Don't forget BIGIN_WRITE=1 for any mutation
• Don't hardcode Stage/Pipeline IDs, use bigin-map.json or stage names
• Don't use COQL, Bigin v2 doesn't support it (no scope exists)
• Don't pass dates as DD.MM.YYYY or locale strings, always YYYY-MM-DD
• Don't pass already-wrapped arrays to create/update (CLI wraps in {data:[...]} automatically)