MCP For Claude Marketplace
Zoho Invoice

Zoho Invoice MCP Connector for Claude

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Create and send professional invoices, track payments, and manage expenses with free invoicing software that scales with your business.

12 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Zoho Invoice account to any AI agent and simplify how you manage your professional billing, customer directory, and payment tracking through natural conversation.

What you can do

  • Invoice Management — Create, list, and send professional invoices, and retrieve detailed status (DRAFT, SENT, PAID).
  • Customer Directory — Manage your client base, update contact details, and check outstanding balances or credit limits.
  • Payment Tracking — Monitor received payments and track overdue invoices in real-time to keep your cash flow healthy.
  • Estimate Control — Query and manage price estimates sent to clients before they become invoices.
  • Expense Monitoring — List and track business expenses associated with specific projects or customers.
  • Operational Insight — Retrieve high-level summaries of your billing activity directly from the agent.

How it works

  1. Subscribe to this server
  2. Enter your Zoho Invoice Authtoken or OAuth credentials
  3. Start invoicing directly from Claude, Cursor, or any MCP client

Who is this for?

  • Freelancers & Small Business Owners — quickly create invoices and check client balances via simple AI commands.
  • Finance Teams — monitor overdue payments and track expense records directly from the workspace.
  • Accountants — retrieve transaction histories and verify customer metadata via the AI assistant.
invoicingpayment-trackingexpense-managementclient-billingfinancial-reportingpayment-reminders

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

check_zoho_invoice_status

Returns a status indicator and organization metadata to confirm valid credentials. Verify Zoho Invoice API connectivity

create_contact

The contact name is required. Optionally provide company name, email, and phone. Create a new contact (customer) in Zoho Invoice

create_invoice

Requires the customer_id and at least one line_item with name and rate. The invoice is created in DRAFT status by default. Create a new invoice in Zoho Invoice

get_invoice

Get full details of a specific invoice

list_contacts

Optionally search by name. Returns contact names, IDs, emails, outstanding balances, and unused credits. List all contacts (customers) in Zoho Invoice

list_estimates

Optionally filter by status such as "draft", "sent", "invoiced", "accepted", or "declined". List all estimates (quotes) in Zoho Invoice

list_expenses

Returns expense dates, categories, amounts, vendors, and associated projects or customers. List all tracked expenses

list_invoices

Optionally filter by status such as "sent", "draft", "overdue", "paid", or "void". Returns invoice numbers, amounts, dates, and customer information. List all invoices in Zoho Invoice

list_items

List all items (products/services) in Zoho Invoice

list_payments

Useful for tracking cash flow and reconciliation. List all customer payments received

get_contact

Get full details of a specific contact

get_item

Get full details of a specific item

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

List all my unpaid invoices and verify the contact details for 'Acme Corp'.

I found 3 unpaid invoices, totaling $4,500. For 'Acme Corp', the contact ID is 84029. Their primary email is 'billing@acme.com' and they currently have an outstanding balance of $1,200. Would you like me to send them a payment reminder?

Create a new invoice for client 'cust_8823' for 'Consulting Services' at $150.00, and include a note thanking them for their business.

Success! Invoice #INV-99023 has been created for $150.00 and assigned to client cust_8823. The note 'Thank you for your business' was added. It is currently in 'DRAFT' status. Shall I send it now?

List all business expenses recorded this month and fetch the full details for the highest one.

I retrieved 12 business expenses for this month. The highest expense is $850.00 for 'Software Subscriptions' (Expense ID: 40392). It was billed by 'TechCloud' and is assigned to the 'Internal IT' project.

Yes! Use the `get_invoice` tool and provide the Invoice ID. Your agent will retrieve the real-time status to see if it has been viewed, paid, or is overdue.

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