What is Zoho Books MCP?

It's an MCP (Model Context Protocol) server that connects Zoho Books to your AI, giving the agent tools to act on your data — through a single remote link.

Which AI clients does it work with?

Any MCP-compatible client: Claude (web, desktop and mobile), Cursor, ChatGPT with connectors, OpenClaw and other agents.

No. Paste the remote URL into your client, authenticate once, and you're done — no packages to install, no code to write.

Is it secure? Can the AI change my data?

Access is authorized by you and can be revoked anytime. Permissions follow what Zoho Books exposes; you approve them when connecting.

How much does it cost?

You start free and upgrade when you need more usage. Billing and limits are managed in your mcp.ai account.

Can I cancel anytime?

Yes. Plans are monthly and can be cancelled at any time, with no lock-in.

Zoho Books MCP Server and REST API

Zoho Books

Connect your Zoho Books account and use 265 tools for accounting straight from your AI agent. Connect in one click, no API key needed. Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem.

Install in your client

MCP server URL

https://api.mcp.ai/p_zoho_books

Secure connection via OAuth 2.0

Tools (265)

For developers

API & agent docs

Machine-readable docs to plug this server into an agent or call it over REST.

Skill (how to use)

Markdown: use via MCP or via the direct REST API.

Open

llms.txt

Agent-readable spec of this server.

Open

For agents

Install prompt — paste into Claude, ChatGPT, Cursor or any MCP agent and it sets itself up.

Open

Postman collection

Import the REST API into Postman.

Download

FAQ

Zoho Books

Tools (265)

API & agent docs

Frequently asked questions

Example prompts

Related tags

Zoho Books

Tools (265)

zoho_books_accept_estimateTool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

zoho_books_activate_bank_accountTool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.

zoho_books_add_bill_attachmentTool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.

zoho_books_add_bill_commentTool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.

zoho_books_add_contact_addressTool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.

zoho_books_add_invoice_commentTool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.

zoho_books_add_project_commentTool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.

zoho_books_add_purchase_order_commentTool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.

zoho_books_add_sales_order_commentTool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.

zoho_books_add_vendor_credit_commentTool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.

zoho_books_apply_credit_note_to_invoiceTool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.

zoho_books_apply_credits_to_billTool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.

zoho_books_apply_credits_to_invoiceTool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.

zoho_books_bulk_export_invoices_pdfTool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

zoho_books_bulk_print_invoicesTool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

zoho_books_categorize_as_customer_payment_refundTool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.

zoho_books_categorize_uncategorized_transactionTool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

zoho_books_clone_projectTool to clone an existing project. Use when duplicating a project with a new name and optional description.

zoho_books_convert_purchase_order_to_billTool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.

zoho_books_create_bank_accountTool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

zoho_books_create_bank_transactionTool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id)

zoho_books_create_chart_of_accountTool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.

zoho_books_create_contactTool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

zoho_books_create_contact_personTool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.

zoho_books_create_currencyTool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.

zoho_books_create_customer_payment_refundTool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.

zoho_books_create_employeeTool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.

zoho_books_create_exchange_rateTool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

zoho_books_create_expenseTool to create a new expense in Zoho Books. Use when you need to record business expenses.

zoho_books_create_invoice_from_salesorderTool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.

zoho_books_create_itemTool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name a

zoho_books_create_journalTool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.

zoho_books_create_locationTool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.

zoho_books_create_projectTool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.

zoho_books_create_recurring_billTool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).

zoho_books_create_recurring_expenseTool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.

zoho_books_create_recurring_invoiceTool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.

zoho_books_create_reporting_tagTool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.

zoho_books_create_ruleTool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts)

zoho_books_create_sales_receiptTool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.

zoho_books_create_time_entryTool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.

zoho_books_create_userTool to create a new user in Zoho Books. Use when inviting a team member to your organization.

zoho_books_create_vendor_creditTool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.

zoho_books_create_vendor_paymentTool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.

zoho_books_deactivate_bank_accountTool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.

zoho_books_delete_bank_accountTool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.

zoho_books_delete_bank_transactionTool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

zoho_books_delete_billTool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.

zoho_books_delete_bill_attachmentTool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.

zoho_books_delete_bill_commentTool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.

zoho_books_delete_bill_paymentTool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.

zoho_books_delete_bulk_customer_paymentsTool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.

zoho_books_delete_bulk_vendor_paymentsTool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.

zoho_books_delete_chart_of_accountTool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.

zoho_books_delete_chart_of_account_transactionTool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.

zoho_books_delete_contactTool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

zoho_books_delete_contact_addressTool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.

zoho_books_delete_contact_personTool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.

zoho_books_delete_credit_noteTool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.

zoho_books_delete_credit_note_commentTool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.

zoho_books_delete_credit_note_refundTool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.

zoho_books_delete_currencyTool to delete a specific currency from organization settings. Use when you need to remove an unused currency after confirming it has no associated transactions.

zoho_books_delete_customer_paymentTool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.

zoho_books_delete_customer_payment_refundTool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID.

zoho_books_delete_employeeTool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID.

zoho_books_delete_estimateTool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.

zoho_books_delete_exchange_rateTool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.

zoho_books_delete_expenseTool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID.

zoho_books_delete_expense_receiptTool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.

zoho_books_delete_invoiceTool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.

zoho_books_delete_invoice_attachmentTool to delete the last attached attachment from an invoice. Use when you need to remove the most recently attached file from a specific invoice.

zoho_books_delete_invoice_commentTool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.

zoho_books_delete_invoice_documentTool to delete a document/attachment from a specific invoice. Use when you need to remove an invoice attachment after confirming it is no longer needed.

zoho_books_delete_invoice_paymentTool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.

zoho_books_delete_itemTool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.

zoho_books_delete_journal_comment_v4Tool to delete a journal comment using Zoho Books API v4 (Beta). Use when you need to remove an existing comment from a journal after confirming both the journal ID and comment ID.

zoho_books_delete_journal_documentTool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal.

zoho_books_delete_journal_v4Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.