MULTI-APP TOOLKIT
Build with Microsoft Teams + Zoho CRM
- Multi-app
- One MCP session
- 24 actions
- 15 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Microsoft Teams 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_teams,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 Teams and Zoho CRM tools arrive
// together, each keyed by its own app's slug.
// e.g. run Create Channel:
const result = await mcp.callTool({
name: "microsoft_teams-create-channel",
arguments: {
teamId: "Team",
displayName: "Display Name",
},
})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 [microsoftTeamsTools, zohoCrmTools] =
await Promise.all([
pd.components.list({ app: "microsoft_teams" }),
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_teams" \
-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 Teams
Connected account
Zoho CRM
Connected account
TOOLS
Microsoft Teams tools
The Microsoft Teams tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 12
-
Create Channel
actionCreate a new channel in Microsoft Teams. See the docs hereWritev0.0.12 -
Get Chat Message
actionGet a specific message from a chat. See the documentationRead-onlyv0.0.1 -
Get Current User
actionReturns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returnedidto identify the sender in Send Channel Message or Send Chat Message results. See the documentation.Read-onlyv0.0.2 -
List Channel Messages
actionLists messages in a Microsoft Teams channel. See the documentationRead-onlyv0.0.1 -
List Channels
actionLists all channels in a Microsoft Team. See the docs hereRead-onlyv0.0.12 -
List Chats
actionLists all chat conversations for the authenticated user. See the documentationRead-onlyv0.0.1 -
List Messages in Chat
actionGet the list of messages in a chat. See the documentationRead-onlyv0.0.1 -
List Shifts
actionGet the list of shift instances for a team. See the documentationRead-onlyv0.0.9
Triggers top 4 of 6
-
New Channel
triggerEmit new event when a new channel is created within a team. See the documentationv0.0.15 -
New Channel Message
triggerEmit new event when a new message is posted in a channel. See the documentationv0.0.15 -
New Chat
triggerEmit new event when a new chat is created. See the documentationv0.0.15 -
New Chat Message
triggerEmit new event when a new message is received in a chat. See the documentationv0.0.15
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_teams,zoho_crm
- Primary app
- Microsoft Teams (microsoft_teams)
- Second app
- Zoho CRM (zoho_crm)
- Authentication
- OAuth + OAuth
- Available actions
- 24
- Available triggers
- 15