Zoho Invoice

Zoho Invoice MCP Connector for Claude

A+

Manage billing invoices, estimates, and customer contacts via the Zoho Invoice API.

7 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Zoho Invoice account to any AI agent to streamline your business billing and client management. This MCP server enables your agent to interact with professional invoices, quotes (estimates), and customer data directly from natural language interfaces.

What you can do

  • Invoicing Control — List, retrieve, and create professional invoices for your products and services
  • Estimate Oversight — Access all quotes and price approximations sent to your customers to track sales leads
  • Item Management — Query your product and service catalog, including pricing and metadata
  • Customer CRM — Manage detailed customer profiles and retrieve their contact information instantly
  • Multi-Business Support — List all organizations associated with your account and manage invoicing 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 billing from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Freelancers & Small Businesses — Quickly generate invoices and check payment statuses via natural language
  • Billing Specialists — Automate the retrieval of estimates and maintain customer records effortlessly
  • Developers — Integrate professional invoicing data and billing automation into your custom workflows
invoicingonline-paymentsestimatesclient-billingquote-managementpayment-collection

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

list_invoice_contacts

List all contacts (customers)

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_invoice_items

List all items (products/services)

list_organizations

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

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

List all organizations in my Zoho Invoice account.

I've retrieved your organizations. You have 2 entities: 'Freelance Services (ID: 123456)' and 'Design Agency (ID: 789012)'. Which one would you like to access?

Show my 5 most recent invoices for organization ID '123456'.

For organization 123456, I found 5 recent invoices. The latest is INV-1001 for $500.00, currently marked as 'Sent'. The previous one was INV-1000 for $1,250.00, marked as 'Paid'.

List all customers in organization '123456'.

I've retrieved your customer list. You have 12 active customers, including 'Tech Solutions', 'Global Ventures', and 'Alice Smith'. Would you like more details for any of them?

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

Related Connectors