# Zoho books (verified) Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem ## Quick Start ```bash # Connect this server (installs CLI if needed) npx -y @smithery/cli@latest mcp add zoho_books # Browse available tools npx -y @smithery/cli@latest tool list zoho_books # Get full schema for a tool npx -y @smithery/cli@latest tool get zoho_books ZOHO_BOOKS_ACCEPT_ESTIMATE # Call a tool npx -y @smithery/cli@latest tool call zoho_books ZOHO_BOOKS_ACCEPT_ESTIMATE '{}' ``` ## Direct MCP Connection Endpoint: `https://zoho_books.run.tools` ## Tools (48) - `ZOHO_BOOKS_ACCEPT_ESTIMATE` — Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate. - `ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF` — Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge. - `ZOHO_BOOKS_BULK_PRINT_INVOICES` — Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF fo… - `ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTION` — Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type a… - `ZOHO_BOOKS_CREATE_BANK_ACCOUNT` — Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho B… - `ZOHO_BOOKS_CREATE_BANK_TRANSACTION` — Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after o… - `ZOHO_BOOKS_CREATE_CONTACT` — Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details. - `ZOHO_BOOKS_CREATE_ESTIMATE` — Tool to create an estimate (quote). Use when you need to raise a new customer quote in Zoho Books. - `ZOHO_BOOKS_CREATE_EXCHANGE_RATE` — Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id. - `ZOHO_BOOKS_CREATE_INVOICE` — Tool to create a new invoice. Use when you need to bill a customer with line items. - `ZOHO_BOOKS_CREATE_ITEM` — Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. - `ZOHO_BOOKS_CREATE_SALES_ORDER` — Tool to create a sales order. Use when you need to record a new sales order in Zoho Books. - `ZOHO_BOOKS_CREATE_USER` — Tool to create a new user in Zoho Books. Use when inviting a team member to your organization. - `ZOHO_BOOKS_DELETE_BANK_TRANSACTION` — Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID. - `ZOHO_BOOKS_DELETE_CONTACT` — Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID. - `ZOHO_BOOKS_DELETE_INVOICE` — Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID. - `ZOHO_BOOKS_DELETE_ITEM` — Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactio… - `ZOHO_BOOKS_EMAIL_INVOICE` — Tool to send an invoice email. Use after invoice creation to share it with the customer. - `ZOHO_BOOKS_GET_BANK_ACCOUNT` — Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID. - `ZOHO_BOOKS_GET_BILL` — Tool to fetch details of a specific bill. Use after confirming the organization context. - `ZOHO_BOOKS_GET_CONTACT` — Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obta… - `ZOHO_BOOKS_GET_ESTIMATE` — Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by i… - `ZOHO_BOOKS_GET_INVOICE` — Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or list… - `ZOHO_BOOKS_GET_ITEM` — Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID. - `ZOHO_BOOKS_GET_SALES_ORDER` — Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID. - `ZOHO_BOOKS_GET_USER` — Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information. - `ZOHO_BOOKS_LIST_BANK_ACCOUNTS` — Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. - `ZOHO_BOOKS_LIST_BANK_TRANSACTIONS` — Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and… - `ZOHO_BOOKS_LIST_BILLS` — Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination. - `ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS` — Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and … - `ZOHO_BOOKS_LIST_CONTACTS` — Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts fro… - `ZOHO_BOOKS_LIST_CURRENCIES` — Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings. - `ZOHO_BOOKS_LIST_INVOICE_PAYMENTS` — Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific i… - `ZOHO_BOOKS_LIST_INVOICES` — Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices b… - `ZOHO_BOOKS_LIST_ITEMS` — Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, sear… - `ZOHO_BOOKS_LIST_ORGANIZATIONS` — Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subseque… - `ZOHO_BOOKS_LIST_SALES_ORDERS` — Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting… - `ZOHO_BOOKS_LIST_USERS` — Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Book… - `ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE` — Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its… - `ZOHO_BOOKS_MARK_INVOICE_AS_SENT` — Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer. - `ZOHO_BOOKS_OPEN_SALES_ORDER` — Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing. - `ZOHO_BOOKS_REMIND_CUSTOMER_INVOICE` — Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status. - `ZOHO_BOOKS_UPDATE_BILL` — Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the curren… - `ZOHO_BOOKS_UPDATE_CONTACT` — Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id. - `ZOHO_BOOKS_UPDATE_INVOICE` — Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line… - `ZOHO_BOOKS_UPDATE_ITEM` — Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its… - `ZOHO_BOOKS_UPDATE_SALES_ORDER` — Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line it… - `ZOHO_BOOKS_VOID_INVOICE` — Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments. ```bash # Get full input/output schema for a tool npx -y @smithery/cli@latest tool get zoho_books ```