MULTI-APP TOOLKIT
Build with OpenAI (ChatGPT) + Zoho CRM
- Multi-app
- One MCP session
- 58 actions
- 13 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every OpenAI (ChatGPT) 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": "openai,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: OpenAI (ChatGPT) and Zoho CRM tools arrive
// together, each keyed by its own app's slug.
// e.g. run Chat:
const result = await mcp.callTool({
name: "openai-chat",
arguments: {
modelId: "Model",
userMessage: "User Message",
},
})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 [openaiTools, zohoCrmTools] =
await Promise.all([
pd.components.list({ app: "openai" }),
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=openai" \
-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
OpenAI (ChatGPT)
Connected account
Zoho CRM
Connected account
TOOLS
OpenAI (ChatGPT) tools
The OpenAI (ChatGPT) tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 46
-
Chat
actionThe Chat API, using thegpt-3.5-turboorgpt-4model. See the documentationWritev0.3.6 -
Chat using Web Search
actionChat using the web search tool. See the documentationRead-onlyv0.0.10 -
Chat using Functions
actionChat with your models and allow them to invoke functions. Optionally, you can build and invoke workflows as functions. See the documentationWritev0.0.11 -
Chat using File Search
actionChat with your files knowledge base (vector stores). See the documentationRead-onlyv0.0.10 -
Summarize Text
actionSummarizes text using the Chat API. See the documentationRead-onlyv0.1.12 -
Classify Items into Categories
actionClassify items into specific categories using the Chat API. See the documentationRead-onlyv0.1.12 -
Translate Text (Whisper)
actionTranslate text from one language to another using the Chat API. See the documentationRead-onlyv0.1.12 -
Create Transcription
actionTranscribes audio into the input language. See the documentationWritev0.3.6
Triggers
-
New Batch Completed
triggerEmit new event when a new batch is completed in OpenAI. See the documentationv0.0.12 -
New File Created
triggerEmit new event when a new file is created in OpenAI. See the documentationv0.1.2 -
New Fine Tuning Job Created
triggerEmit new event when a new fine-tuning job is created in OpenAI. See the documentationv0.0.17 -
New Run State Changed
triggerEmit new event every time a run changes its status. See the documentationv0.0.13
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
- openai,zoho_crm
- Primary app
- OpenAI (ChatGPT) (openai)
- Second app
- Zoho CRM (zoho_crm)
- Authentication
- API key + OAuth
- Available actions
- 58
- Available triggers
- 13