MULTI-APP TOOLKIT
Build with ClickUp + Zoho CRM
- Multi-app
- One MCP session
- 64 actions
- 16 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every ClickUp and Zoho CRM tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "clickup,zoho_crm",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: ClickUp and Zoho CRM tools arrive
// together, each keyed by its own app's slug.
// e.g. run Create Chat View Comment:
const result = await mcp.callTool({
name: "clickup-create-chat-view-comment",
arguments: {
workspaceId: "Workspace",
spaceId: "Space",
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [clickupTools, zohoCrmTools] =
await Promise.all([
pd.components.list({ app: "clickup" }),
pd.components.list({ app: "zoho_crm" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=clickup" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=zoho_crm" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
ClickUp
Connected account
Zoho CRM
Connected account
TOOLS
ClickUp tools
The ClickUp tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 52
-
Create Chat View Comment
actionCreates a chat view comment. See the documentation in Comments / Create Chat View Comment section.Writev0.0.12 -
Create Checklist
actionCreates a new checklist in a task. See the documentation in Checklists / Create Checklist section.Writev0.0.12 -
Create Checklist Item
actionCreates a new item in a checklist. See the documentation in Checklists / Create Checklist Item section.Writev0.0.12 -
Create Folder
actionCreates a new folder. See the documentation in Folders / Create Folder section.Writev0.0.12 -
Create List
actionCreates a new list. See the documentation in Lists / Create List section.Writev0.0.17 -
Create List Comment
actionCreates a list comment. See the documentation in Comments / Create List Comment section.Writev0.0.12 -
Create Space
actionCreates a new space. See the documentation in Spaces / Create Space section.Writev0.0.12 -
Create Task
actionCreates a new task. See the documentation in Tasks / Create Task section.Writev0.0.17
Triggers top 4 of 7
-
New Folder (Instant)
triggerEmit new event when a new folder is createdInstantv0.0.10 -
New List (Instant)
triggerEmit new event when a new list is createdInstantv0.0.10 -
New Task (Instant)
triggerEmit new event when a new task is createdInstantv0.1.7 -
New Task Advanced (Instant)
triggerEmit new event when a new task is created matching the filterInstantv0.0.8
TOOLS
Zoho CRM tools
The Zoho CRM tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 12
-
Convert Lead
actionConverts a Lead into a Contact or an Account. See the documentationRead-onlyv0.1.3 -
Create Object
actionCreate a new object/module entry. See the documentationWritev0.3.5 -
Download Attachment
actionDownloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.Writev0.2.4 -
Get Object
actionGets record data given its id.Read-onlyv0.2.3 -
List Attachments
actionGets the list of attachments for a record in Zoho CRM. Use List Modules to find themoduleAPI name and List Objects to find therecordId. Results are paginated 200 per page (pageis 0-indexed). See the documentationRead-onlyv0.0.3 -
List Fields
actionGets the field metadata for the specified moduleRead-onlyv0.2.3 -
List Modules
actionRetrieves a list of all the modules available in your CRM account.Read-onlyv0.0.4 -
List Objects
actionGets the list of available records from a module.Read-onlyv0.2.3
Triggers top 4 of 9
-
New Contact (Instant)
triggerEmits an event each time a new contact is created in Zoho CRMv0.0.11 -
New Event (Instant)
triggerEmit new custom events from Zoho CRMv0.0.16 -
New Lead (Instant)
triggerEmits an event each time a new lead is created in Zoho CRMv0.0.11 -
New Module Entry (Instant)
triggerEmit new events each time a new module/record is created in Zoho CRMv0.0.15
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- clickup,zoho_crm
- Primary app
- ClickUp (clickup)
- Second app
- Zoho CRM (zoho_crm)
- Authentication
- OAuth + OAuth
- Available actions
- 64
- Available triggers
- 16