MCP For Claude Marketplace
Zoho Books

Zoho Books MCP Connector for Claude

A+

Manage invoices, estimates, and contacts via the Zoho Books API.

7 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Zoho Books account to any AI agent to streamline your cloud accounting and billing operations. This MCP server enables your agent to interact with invoices, estimates, and customer contacts directly from natural language interfaces.

What you can do

  • Invoicing Management — List, retrieve, and create professional billing invoices for your clients
  • Estimate Tracking — Access all quotes and proposals generated for your businesses to stay on top of sales
  • Inventory Visibility — List the catalog of products and services sold across your organizations
  • Contact Oversight — Manage customer and vendor profiles and retrieve their details instantly
  • Multi-Org Support — List all businesses associated with your account and manage data by organization ID

How it works

  1. Subscribe to this server
  2. Enter your Zoho Client ID, Client Secret, and Data Center Domain
  3. Start managing your accounting from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Small Business Owners — Quickly check invoice statuses and client balances via natural language commands
  • Accountants & Bookkeepers — Automate the retrieval of financial records and maintain contact hygiene
  • Developers — Integrate accounting data and billing automation into your daily development workflow
invoicingestimate-trackingcloud-accountingfinancial-reportingclient-billingexpense-tracking

7 tools expose this connector's capabilities to your AI agent.

list_books_contacts

List all contacts (customers/vendors)

create_new_invoice

Requires a JSON body with invoice details. Create a new invoice

list_estimates

List all estimates (quotes) for an organization

get_invoice_details

Get details for a specific invoice

list_invoices

List all invoices for an organization

list_inventory_items

List all items (products/services)

list_organizations

Use this to identify the organization ID for other calls. List all Zoho Books organizations

See how to talk to your AI agent using Zoho Books.

List all organizations in my Zoho Books account.

I've retrieved your organizations. You have 2 entities: 'Acme Corp (ID: 123456)' and 'Global Services (ID: 789012)'. Which one would you like to manage?

Show the latest invoices for organization ID '123456'.

For organization 123456, I found 5 recent invoices. The latest is INV-001 for $1,200.00, currently marked as 'Sent'. Would you like to see the line items?

List my items in organization '123456'.

I've retrieved 10 items for your organization, including 'Web Design Service' ($150/hr), 'Cloud Hosting' ($25/mo), and 'Consulting Package' ($500).

Use the `list_organizations` tool to retrieve all businesses registered in your account along with their unique IDs.

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