MULTI-APP TOOLKIT
Build with Microsoft Outlook Email + Zoho CRM
- Multi-app
- One MCP session
- 38 actions
- 13 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Microsoft Outlook Email 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": "microsoft_outlook,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: Microsoft Outlook Email and Zoho CRM tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add Label to Email:
const result = await mcp.callTool({
name: "microsoft_outlook-add-label-to-email",
arguments: {
userId: "User ID",
messageId: "Message ID",
},
})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 [microsoftOutlookTools, zohoCrmTools] =
await Promise.all([
pd.components.list({ app: "microsoft_outlook" }),
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=microsoft_outlook" \
-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
Microsoft Outlook Email
Connected account
Zoho CRM
Connected account
TOOLS
Microsoft Outlook Email tools
The Microsoft Outlook Email tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 26
-
Add Label to Email
actionAdds a label/category to an email in Microsoft Outlook. See the documentationWritev0.0.27 -
Create Contact
actionAdd a contact to the root Contacts folder, See the documentationWritev0.0.34 -
Create Draft Email
actionCreate a draft email, See the documentationWritev0.0.35 -
Create Draft Reply
actionCreate a draft reply to an email. See the documentationWritev0.0.12 -
Download Attachment
actionDownload an email attachment to/tmp. Use Find Email to locate the message, then Get Message withincludeAttachments: trueto get themessageIdand attachmentidfields. Example: afterget-message(messageId="AAMk...", includeAttachments=true)returnsattachments: [{ id: "AQMk...", name: "report.pdf" }], calldownload-attachment(messageId="AAMk...", attachmentId="AQMk...", filename="report.pdf")→ writes to/tmp/report.pdf. SetconvertToPdf: trueto convert images, HTML, plain text, or DOCX files to PDF. For text attachments (text/*, JSON), the response includesfileContentwith the decoded text (truncated at 100 KB, flagged bycontentTruncated), so the content can be read directly without fetching the file. See the documentationRead-onlyv0.1.5 -
Find Contacts
actionSearch and list contacts in the authenticated user's Outlook contacts. Returns{ count, contacts }wherecountis the Graph-reported total contact count (@odata.count) andcontactsis the filtered result array. OmitsearchStringto return all contacts up tomaxResults. WhensearchStringis provided, filters contacts by displayName, givenName, surname, or email address (case-sensitive substring match). Important:maxResultsnow bounds how many contacts are fetched from Graph before filtering — contacts beyond that window will not be searched. Example:find-contacts(searchString="George Costanza", maxResults=200)→ scans the first 200 contacts and returns matches. Example:find-contacts(searchString="george@vandelay.com")→ matches by email address. Use the returned contactidwith Save Contact to update the contact. See the documentationRead-onlyv1.0.2 -
Find Email
actionFind (search, list, or count) email messages in a Microsoft Outlook mailbox via Microsoft Graph. By default a search or list request (countOnly= false) scans the WHOLE mailbox (all folders including Sent, Archive, etc.), matching what you see when searching in Outlook; a count-only request (countOnly= true) with no explicitfolderScopestays inbox-scoped and counts ALL inbox messages by default, not just unread ones — also setisReadtofalseto count only unread messages (matching Outlook's unread inbox badge). SetfolderScopeexplicitly to override this behavior for either mode. To search a shared mailbox, setuserId(the mailbox owner's UPN or ID); addsharedFolderIdto target a specific folder within it. See the documentationRead-onlyv1.1.1 -
Find Shared Folder Email
actionSearch for an email in a shared folder in Microsoft Outlook. See the documentationRead-onlyv0.0.19
Triggers
-
New Attachment Received (Instant)
triggerEmit new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.v0.1.22 -
New Contact Event (Instant)
triggerEmit new event when a new Contact is createdv0.0.35 -
New Email Event (Instant)
triggerEmit new event when an email is received in specified folders.v0.1.22 -
New Email in Shared Folder Event
triggerEmit new event when an email is received in specified shared folders.v0.0.21
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
- microsoft_outlook,zoho_crm
- Primary app
- Microsoft Outlook Email (microsoft_outlook)
- Second app
- Zoho CRM (zoho_crm)
- Authentication
- OAuth + OAuth
- Available actions
- 38
- Available triggers
- 13