Zoho Books MCP server for your AI

Create a DRAFT invoice from plain words: a customer by name and lines by item name.

Create an invoice.

Email an invoice.

Get an invoice.

One invoice in full with its payments, applied credits and comments.

List invoices.

Who owes money now: every overdue invoice (up to 1,000), the oldest first, with the total and an aging breakdown (1-30, 31-60, 61-90, over 90 days) per currency.

Update an invoice.

Create a Contact.

Find a customer or vendor by name, email, phone or free text.

Get Contact.

One customer or vendor at a glance: their details, what they owe or are owed, their unpaid invoices or bills (the first 25 of each) and their last 10 payments.

List Contacts.

Update a Contact.

List all Credit Notes.

Every active bank and credit card account with its balance in Zoho Books, and the totals per currency.

List view of accounts.

Create an Item.

Find products and services by name: item_id, rate, unit and tax.

List items.

Create a journal.

Get journal list.

Create a sales order.

List sales orders.

Create a purchase order.

List purchase orders.

Create an Estimate.

List estimates.

List projects.

Create a bill.

Get a bill.

List bills.

Get transactions list.

List taxes.

Create an Expense.

List Expenses.

Create a payment.

Create a vendor payment.

List Customer Payments.

List vendor payments.

Record money received against one invoice: finds the customer and the balance due for you and refuses an amount above that balance.

List of transactions for an account.

List chart of accounts.

List Currencies.

Log time entries.

List time entries.

List Users.

Add attachment to an invoice.

Add Additional Address.

Add attachment to a credit note.

Add a reconciliation attachment.

Bulk delete item variants.

Add attachment to a journal.

Create a category.

Add attachment to a sales order.

Add attachment to a retainer invoice.

Add attachment to a purchase order.

Approve an estimate.

Post comment.

Add a comment.

Associate a bank account with a recurring invoice.

Add attachment to a bill.

Categorize as credit note refunds.

Create a fixed asset.

Create a tax.

Add attachment to a delivery challan.

Add attachment to task.

Add attachment to a purchase return.

Create Reporting Tag.

Bulk delete rules.

Add attachment to an expense.

Copy settings to an organization.

Bulk update custom module records.

Bulk delete vendor payments.

Bulk delete Customer payments.

Bulk delete accounts.

Create a recurring expense.

Create a Currency.

Create a recurring bill.

Bulk delete base currency adjustments.

Create a location.

Cancel a write-off.

Create an user.

Bulk delete register transactions.

Delete time entries.

Create a contact person.

Create a pricebook.

Create a sales receipt.

Add comment.

Add an attachment to a contact.

Add a comment.

Create a bank account.

Bulk mark items as active.

Add comment.

Create a customer debit note.

Add comment.

Add comment.

Add comment.

Bulk export estimates.

Add a project task.

Apply credits to a bill.

Associate a card with a recurring invoice.

Add comment.

Categorize as vendor credit refunds.

Add a comment.

Create a tax authority [US and CA Edition only].

Create a delivery challan.

Add comment to task.

Close a purchase return.

Delete a reporting tag.

Bulk update rules.

Create an employee.

Create an organization.

Create a custom module.

Delete a vendor payment.

Refund an excess customer payment.

Bulk mark accounts as active.

Delete a recurring expense.

Create an exchange rate.

Delete a recurring bill.

Create a base currency adjustment.

Delete a location.

Create opening balance.

Delete an user.

Bulk update register transactions.

Delete time entry.

Delete a contact person.

Delete the pricebook.

Delete a sales receipt.

Add a digital signature to an invoice.

Add a bank account to a contact.

Add a digital signature to a credit note.

Create a bank reconciliation.

Bulk mark items as inactive.

Apply journal credits to bills.

Create a Self-Billed Invoice.

Approve a sales order.

Apply retainer invoice payments to invoices.

Approve a purchase order.

Bulk print estimates.

Assign users.

Approve a Vendor credit.

Create a Recurring Invoice.

Apply credits.

Categorize as Vendor Payment refund.

Create a fixed asset type.

Create a tax exemption [US Edition only].

Delete a delivery challan.

Delete tasks.

Confirm a purchase return.

Get Reporting Tags Options Detail Page.

Create a match filter.

Add receipt to an expense.

Create the organization address.

Create a custom module record.

Delete a refund.

Delete a payment.

Bulk mark accounts as inactive.

Get a recurring expense.

Delete a currency.

Get a recurring bill.

Delete a base currency adjustment.

Enable Locations.

Delete opening balance.

Get current user.

Get register budget vs actuals.

Get timer.

Get a contact person.

List all pricebooks.

Email a sales receipt.

Add a document to an invoice.

Add a card to a contact.

Apply a sub-status to a credit note.

Delete an account.

Bulk mark item variants as active.

Apply journal credits to invoices.

Delete a category.

Bulk export sales orders.

Approve a retainer invoice.

Delete purchase order.

Add Comments.

Clone project.

Create a vendor credit.

Delete a Recurring Invoice.

Approve a bill.

Categorize an uncategorized transaction.

Delete a fixed asset.

Create a tax group.

Delete a delivery challan attachment.

Update tasks.

Create a purchase return.

Get all Options.

Create a rule.

Delete an employee.

Delete the organization address.

Delete a custom module.

Email a vendor payment.

Delete a Refund.

Create an account.

List child expenses created.

Delete an exchage rate.

List recurring bill history.

Get a base currency adjustment.

List all locations.

Get opening balance.

Get an user details.

Get register bulk action history details.

Get a time entry.

List contact persons.

Mark as Active.

Get a sales receipt.

Add a bank account for invoice online payments.

Add a comment to a contact.

Credit to an invoice.

Delete a bank reconciliation.

Bulk mark item variants as inactive.

Approve a journal.

Delete a customer debit note.

Bulk print sales orders.

Create a retainerinvoice.

Delete an attachment.

Delete an Estimate.

Create a project.

Delete vendor credit.

Delete the bank account of a recurring invoice.

Convert PO to Bill.

Categorize as customer payment.

Delete a comment.

Delete a tax.

Retrieve a delivery challan.

Add a task.

Delete a purchase return.

List of all Reporting Tags.

Delete a match filter.

Delete an Expense.

Downgrade an organization to Zoho Invoice.

Delete a custom module record.

Get a vendor payment.

Retrieve a payment.

Delete an account.

List recurring expense history.

Get a Currency.

List recurring bills.

List account details for base currency adjustment.

Mark as Active.

List opening balance account details.

Invite an user.

Get register bulk update edit page.

Start timer.

Mark as primary contact person.

Mark as Inactive.

List sales receipts.

Apply credits.

Add contact tax information.

Approve a credit note.

Delete a reconciliation document.

Create an item.

Bulk approve journals.

Delete a Self-Billed Invoice.

Delete a sales order.

Record an asynchronous online payment for a retainer invoice.

Delete a comment.

Delete a comment.

Delete project.

Delete bills credited.

Delete the card of a recurring invoice.

Delete a bill.

Categorize as expense.

Delete a fixed asset type.

Delete a tax authority [US and CA Edition only].

Get a delivery challan attachment.

Delete a tasks.

Delete an attachment.

Mark Reporting Tag as active.

Delete a rule.

Delete a receipt.

Get an organization.

Delete custom module records.

Get vendor payment email content.

Details of a refund.

Delete a transaction.

List recurring expenses.

Get an exchange rate.

Resume a recurring Bill.

List contact details for base currency adjustment.

Mark as Inactive.

List opening balance transactions.

Mark user as active.

List register bulk action history.

Stop timer.

Update a contact person.

Update pricebook.

Update a sales receipt.

Apply a sub-status to an invoice.

Approve a contact bank account.

Approve credit notes.

Delete last imported statement.

Create an item variant.

Bulk delete journals.

Delete a transaction lock.

Delete an attachment.

Delete a retainer payment applied to an invoice.

Email a purchase order.

Email an estimate.

Delete comment.

Delete a comment.

Disable auto-bill for a recurring invoice.

Delete an attachment.

Categorize as Customer Payment refund.

Get fixed asset.

Delete a tax exemption [US Edition only].

List delivery challan templates.

Delete comment of task.

Email a purchase return.

Mark Reporting Tag as inactive.

Get a rule.

Get an employee.

Get the organization address.

Get a custom module.

Details of a refund.

List refunds of a customer payment.

Get an account.

Resume a recurring Expense.

List exchange rates.

Stop a recurring bill.

List base currency adjustment.

Mark as Primary.

Update opening balance.

Mark user as inactive.

List register transactions.

Update time entry.

Apply a price book to an invoice.

Assign an Owner to a Contact.

Cancel a credit note e-invoice.

Get account details.

Delete an item.

Bulk publish journals.

Get transaction lock for an accounting period.

Delete a comment.

Delete a retainer invoice.

Get a purchase order.

Email multiple estimates.

Delete project Task.

Delete vendor credit refund.

Enable auto-bill for a recurring invoice.

Delete a comment.

Categorize a vendor payment.

Get fixed asset's forecast depreciation.

Delete a tax group.

List delivery challans.

Delete document of task.

Fulfill a purchase return.

Mark an option as active.

List match filters.

Get an Expense.

List organizations.

Get a custom module record.

List refunds of a vendor payment.

Update custom field in existing customerpayments.

Mark an account as active.

Stop a recurring expense.

Update a Currency.

Update a recurring bill.

Reevaluate a base currency adjustment.

Update location.

Write off an opening balance.

Update an user.

Approve an invoice.

Assign an Owner to Multiple Contacts.

Cancel credit note e-invoices.

Get a bank account balance.

Delete an item.

Bulk submit journals for approval.

Get a category.

Email a sales order.

Delete an attachment.

Get a purchase order attachment.

Get an estimate.

Delete user.

Get vendor credit.

Get a Recurring Invoice.

Delete a payment.

Create a transaction for an account.

Get fixed asset history.

Get a tax.

Mark a delivery challan as delivered.

Get a task.

Retrieve a purchase return.

Mark an option as default for a reporting tag.

Get Rules List.

Get an expense receipt.

List organizations for an user.

List custom module records.

Refund an excess vendor payment.

Update a payment.

Mark an account as inactive.

Update a recurring expense.

Update an exchange rate.

Update a recurring bill using a custom field's unique value.

Approve invoices.

Delete contacts.

Cancel an e-invoice credit note.

Get bank account balances.

Delete an item variant.

Create a recurring journal.

Get a customer debit note.

Get a sales order.

Delete a comment.

Get purchase order email content.

Get estimate email content.

Get a project.

Get vendor credit refund.

Get the recurring invoices dashboard.

Get a bill attachment.

Delete a transaction.

Get fixed asset type list.

Get a tax authority [US and CA Edition only].

Mark a delivery challan as open.

Get document of task.

List purchase returns.

Mark an option as inactive.

Reorder rules.

List employees.

Mark an organization as inactive.

List custom modules.

Update a vendor payment.

Update a refund.

Update an account.

Update an recurring expense using a custom field's unique value.

Delete invoices.

Decline a contact bank account.

Create a credit note.

Get bank account insights.

Get an item.

Delete a journal.

Get a Self-Billed Invoice.

Get a sales order attachment.

Email a retainer invoice.

List purchase order comments & history.

List estimate comments & history.

Get a project task.

List bills credited.

List invoices created from a recurring invoice.

List bill comments & history.

Exclude a transaction.

Get fixed asset list.

Get a tax exemption [US Edition only].

Mark a delivery challan as returned.

List comments of task.

Reopen a purchase return.

Reorder Reporting Tags.

Skip a suggested rule.

List expense History & Comments.

Update an organization.

Update a custom module.

Update a refund.

Update a payment using a custom field's unique value.

Bulk export Invoices.

Delete a Contact.

Refund credit note.

Get a bank account overview.

Retrieve an item.

Delete a comment.

Get transaction lock details.

Get sales order email content.

Get a retainer invoice.

List purchase order templates.

List estimate template.

Get a Project User.

List vendor credit comments & history.

List Recurring Invoice History.

List bill payments.

Get transaction.

Mark fixed asset as active.

Get a tax group.

Mark a delivery challan as undelivered.

List tasks.

Unfulfill a purchase return.

Update Reporting Tag.

Update a match filter.

Update an Expense.

Update the organization address.

Update a custom module record.

Update an vendor payment using a custom field's unique value.

Bulk invoice reminder.

Delete Additional Address.

Delete a credit note.

Get bank account preferences.

Retrieve an item variant.

Delete applied credits from payables.

Import a customer using the CRM account ID.

List sales order comments & history.

Get a retainer invoice attachment.

Mark as billed.

Mark an estimate as accepted.

Invite user.

List refunds of a vendor credit.

List all Recurring Invoice.

Mark a bill as open.

Get matching transactions.

Cancel fixed asset.

List tax authorities [US Edition only].

Return delivery challans.

Mark task as completed.

Update a purchase return.

Update Reporting Tag Options.

Update a rule.

Update an expense using a custom field's unique value.

Upgrade an organization to Zoho Books.

Bulk print invoices.

Delete a contact bank account.

Delete a Comment.

Get a bank statement summary.

Bulk fetch item details.

Delete applied credits from receivables.

Import a customer using CRM contact ID.

List sales order templates.

Get retainer invoice email content.

Cancel a purchase order.

Mark an estimate as declined.

List comments.

List vendor credit refunds.

Resume a Recurring Invoice.

Void a bill.

Match a transaction.

Mark fixed asset as draft.

List tax exemptions [US Edition only].

Undo return of delivery challans.

Mark task as ongoing.

Update billing address.

Update Reporting Tag - Visibility Conditions.

Cancel an e-invoice invoice.

Delete a contact card.

Delete a credit note document.

Get bank accounts overview.

List items.

Delete a recurring journal.

Import an item using the CRM product ID.

Mark a sales order as open.

List retainer invoice comments & history.

Mark a purchase order as open.

Mark an estimate as sent.

List invoices.

List vendor credits.

Resume recurring invoices.

Submit a bill for approval.

Restore a transaction.

Sell fixed asset.

Update a tax.

Update a delivery challan.

Mark task as open.

Update shipping address.

Cancel an invoice.

Delete a contact comment.

Delete a credit note e-invoice status.

Get a bank reconciliation.

List item variants.

Get journal.

Import a vendor using the CRM vendor ID.

Mark a sales order as void.

List retainer invoice templates.

Reject Purchase Order.

Submit an estimate for approval.

List project tasks.

Convert to open.

Stop a Recurring Invoice.

Update a bill.

Uncategorize a categorized transaction.

Update a fixed asset.

Update a tax authority [US and CA Edition only].

Update shipping address.

Update a tasks.

Void a purchase return.

Cancel an invoice e-invoice.

Delete a contact document.

Delete credit note refund.

Get a reconciliation document.

Mark as active.

Get a recurring journal.

List categories.

Submit a sales order for approval.

List a retainer invoices.

Submit a purchase order for approval.

Update custom field in existing estimates.

List Users.

Void vendor credit.

Stop recurring invoices.

Update billing address.

Unmatch a matched transaction.

Update a fixed asset type.

Update a tax exemption [US Edition only].

Update a delivery challan template.

Update completed percentage.

Cancel invoice e-invoices.

Delete a contact tag.

Delete a credit note sub-status.

Get bank statement import encryption key.

Mark as inactive.

Get journal view of a transaction.

List customer debit notes.