MCP For Claude Marketplace
Zoho Invoice

Zoho Invoice MCP Connector for Claude

A+

Manage customers, create invoices, and automate billing on Zoho Invoice — the clean and simple invoicing software for small business.

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

Connect your Zoho Invoice account to any AI agent and manage your business billing infrastructure through natural conversation.

What you can do

  • Invoicing Lifecycle — Create new draft invoices with line items, retrieve full details for specific IDs, and monitor payment statuses
  • Customer Management — Browse your entire database of contacts, create new customer profiles, and update contact details directly from your agent
  • Deep Invoicing Audit — Retrieve comprehensive metadata for any invoice, including detailed line items, taxes, and applied totals
  • Contact Discovery — List and browse all registered business contacts to find unique IDs required for accurate billing
  • Data Governance — Safely update invoice line items or permanently delete obsolete customer records and draft invoices through simple commands
  • Tenant Insights — Quickly find your Organization ID and associated account properties required for automated financial workflows
  • Scalable Billing — Automate the creation of customer records and draft billing documents through programmatic chat commands

How it works

  1. Subscribe to this server
  2. Enter your Zoho API URL, Organization ID, and OAuth Token
  3. Start managing your customers and invoices through Claude, Cursor, or any MCP-compatible client

No more manual data entry into complex billing dashboards to create a simple invoice. Your AI agent becomes your invoicing assistant.

Who is this for?

  • Small Business Owners — automate invoice drafting and manage customer lists without manual navigation
  • Freelancers & Solo-preneurs — quickly draft new billing documents and lookup customer IDs through chat
  • Operations Managers — audit customer records and monitor invoice statuses across the entire organization
  • Finance Teams — verify billing details and update customer contact information through conversation
invoicingpayment-trackingcustomer-billingfinancial-recordsautomated-billingsmall-business-finance

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

create_contact

Create a new contact

create_invoice

Create a new invoice

delete_contact

Delete a contact

delete_invoice

Delete an invoice

get_contact

Get specific contact details

get_invoice

Get specific invoice details

list_contacts

List Zoho Invoice contacts

list_invoices

List Zoho Invoices

update_contact

Update a contact name

update_invoice_items

Update invoice items

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

List the last 5 invoices in Zoho Invoice.

I found your 5 most recent invoices: 1. #INV-0001 ($450.00, Status: Draft), 2. #INV-0002 ($1,200.00, Status: Paid), 3. #INV-0003 ($890.00, Status: Sent), and 2 others. Which one would you like to see the breakdown for?

Create a new contact named 'Acme Solutions'.

Success! I've created a new contact for 'Acme Solutions' (ID: 550e8400-e29b...). You can now generate invoices for this customer. Would you like to create a draft invoice for them now?

Find the details for invoice ID 'INV-0003'.

Invoice #INV-0003 Details: Customer: Global Tech, Total: $890.00, Status: Sent. Line items: 1. 'Cloud Hosting' ($700.00), 2. 'Domain Renewal' ($190.00). Would you like to see the public link for this invoice?

Yes. The `create_invoice` tool allows you to generate a draft invoice for a specific customer. You simply provide the contact ID and a JSON array of line items including names and prices, and the draft will be created in your Zoho account.

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