# Zoho Books MCP MCP > Zoho Books manages all your cloud billing operations. Use this MCP to let your agent handle client invoices, track sales estimates, and pull product catalog details using natural language commands. It keeps your accounting data—invoices, customer contacts, and inventory—accessible directly from any AI client. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** invoicing, estimate-tracking, cloud-accounting, financial-reporting, client-billing, expense-tracking ## Description This connector lets your agent interact with the core functions of Zoho Books. You can get a full picture of your business finances without logging into the web portal. Instead of manually cross-referencing spreadsheets, you ask your agent to list all organizations associated with your account or pull specific details from existing invoices. Need to start billing someone? Your agent handles creating new invoices and pulling required data automatically. It also manages customer records (contacts) and shows you which products you sell (inventory). Since this is financial data, every single action—from getting invoice details to listing estimates—is logged in a cryptographically signed audit trail via Vinkius. This means the system tracks exactly who did what, when, and why, making sure your billing history is always tamper-proof. ## Tools ### create_new_invoice Generates and submits a brand new invoice record for a client based on provided details. ### get_invoice_details Retrieves the complete line-item breakdown and status for one specific, existing invoice. ### list_books_contacts Pulls a list of all customer and vendor profile records held in Zoho Books. ### list_estimates Retrieves a catalog of quotes or proposals that have been generated but not yet billed. ### list_inventory_items Lists the full product and service catalog used for billing across all linked organizations. ### list_invoices Pulls a summary list of invoices, allowing you to filter by date range or status. ### list_organizations Identifies and lists every distinct business entity that uses the Zoho Books account. ## Prompt Examples **Prompt:** ``` List all organizations in my Zoho Books account. ``` **Response:** ``` 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? ``` **Prompt:** ``` Show the latest invoices for organization ID '123456'. ``` **Response:** ``` 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? ``` **Prompt:** ``` List my items in organization '123456'. ``` **Response:** ``` I've retrieved 10 items for your organization, including 'Web Design Service' ($150/hr), 'Cloud Hosting' ($25/mo), and 'Consulting Package' ($500). ``` ## Capabilities ### List business organizations Retrieves all distinct legal entities or businesses linked to your single Zoho Books account. ### Manage customer and vendor contacts Lists or retrieves detailed profiles for any person or company who interacts with your books. ### Review sales estimates Accesses all quotes, proposals, and drafts generated for clients that haven't turned into invoices yet. ### List current invoices Pulls a list of existing invoices across your defined organizations to check status or dates. ### Get specific invoice details Retrieves the full, line-item breakdown for one particular, known invoice ID. ### Create new invoices Generates a brand new professional invoice record and submits it to Zoho Books. ## Use Cases ### Quarterly Audit Prep The bookkeeper needs to audit client payments across three different legal entities. They ask their agent to use `list_organizations` first, then loop through the IDs and run `list_invoices` for each one, building a single report of all outstanding receivables. ### Client Onboarding A salesperson closes a deal but needs to know if the client is already set up in your system. They ask their agent to run `list_books_contacts` and immediately get confirmation or suggestions for new vendor profiles. ### Drafting a Proposal The account manager knows what services were sold but needs the exact pricing details. The agent runs `list_inventory_items` to pull up the current rate cards before generating an estimate using the list of items. ### Correcting a Bill The billing clerk discovers an invoice was generated with wrong service hours. They ask their agent to use `get_invoice_details` on the specific ID, review the line items, and then instruct the system to create a corrected invoice. ## Benefits - Stop chasing down invoice statuses. Use the `list_invoices` tool to pull a summary list of all bills across your accounts instantly. - Before selling anything, check what's available. You can use `list_inventory_items` to see every product and service listed in your catalog. - Need to start billing? Instead of manual forms, just ask the agent to `create_new_invoice`, supplying details in natural language. - Checking client history is easy. The agent uses `get_invoice_details` to pull up the full line-item breakdown for any specific invoice ID. - Don't forget about leads. Use `list_estimates` to review all quotes generated, making sure no sales proposal gets lost before it hits an invoice. - You can manage complex relationships by first running `list_organizations`, allowing you to scope your billing queries to a single business entity. ## How It Works The bottom line is that your AI client treats Zoho Books like a live database you can query without ever needing API keys or complex JSON payloads yourself. 1. First, you connect your required credentials (Client ID, Client Secret) through the Vinkius platform. 2. Next, you instruct your agent with a natural language request—for example, 'What is the current balance for Acme Corp?' 3. Your agent uses this MCP to communicate with Zoho Books and returns clean financial data directly into your chat or code environment. ## Frequently Asked Questions **How do I check all my business entities with list_organizations?** You run `list_organizations` to see every distinct legal entity tied to your account. The agent returns a list of these organizations, which you then use as IDs for subsequent billing queries. **Can I create an invoice using the create_new_invoice tool?** Yes, the `create_new_invoice` tool lets your agent generate and submit a new professional bill. You just need to provide it with all the necessary details about the services rendered. **What is the difference between list_invoices and get_invoice_details?** `list_invoices` gives you a high-level summary of many invoices (like dates and total amounts). `get_invoice_details` requires a specific invoice ID and returns the full, granular breakdown of every line item. **Do I need list_inventory_items to create an invoice?** While not strictly mandatory for creation, using `list_inventory_items` first ensures your agent pulls the most current product codes and service rates directly from your catalog before generating a new bill. **If I don't know my organization ID, how do I start using the MCP with list_organizations?** You must run list_organizations first. This tool pulls a list of all associated businesses and provides their unique IDs. Once you have identified the correct ID, your agent can use that specific ID to scope subsequent calls like listing invoices or contacts. **When I run list_estimates, can I filter the results by date range?** Yes, the tool accepts parameters for filtering. You pass a start and end date in the request body to limit the quotes returned. This lets you focus only on proposals generated within a specific quarter or fiscal period. **Before I try to create_new_invoice, how can I check if the customer already exists?** Run list_books_contacts first. You can search this tool using criteria like email address or name. This confirms the contact record and provides any necessary client identifiers needed for creating a new invoice. **What happens if I try to get_invoice_details for an ID that doesn't exist?** The MCP handles API errors gracefully. Instead of failing, it sends back a specific error message indicating the record was not found. Your agent reads this response and can then ask you how to proceed. **How do I find my Organization ID?** Use the `list_organizations` tool to retrieve all businesses registered in your account along with their unique IDs. **Which Data Center domains are supported?** You can use Zoho domains such as `com` (US), `eu` (Europe), `in` (India), `com.au` (Australia), or `jp` (Japan). **Is it possible to create an invoice directly via the agent?** Yes, use the `create_new_invoice` tool by providing the Organization ID and a JSON object containing the invoice details and line items.