How to Use the Zoho Invoice MCP in Vercel AI SDK

Q: How do I check current customer balances using Zoho Invoice and Vercel AI SDK?

You call listcontacts with your agent. The tool returns a list that includes the outstanding balance for each contact, letting you display it immediately to your user on the UI.

Q: Can I check invoice details and status using Zoho Invoice and Vercel AI SDK?

Absolutely. You use getinvoice(id) to get all the details for a specific invoice. This data streams right into your component, letting users see exactly when it was sent or if it's overdue.

Q: What is the best way to list customer payments using Zoho Invoice and Vercel AI SDK?

Use listpayments. It pulls all payment records for your business. Because you're streaming, the user sees the transaction data populating in real-time as it connects.

Q: Does Zoho Invoice support creating draft invoices with Vercel AI SDK?

Yes, you use createinvoice. You just need to provide a customer ID and at least one line item. The invoice is created in DRAFT status by default, which is perfect for pre-filling data.

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Connect Zoho Invoice MCP to Vercel AI SDK

Create your Vinkius account to connect Zoho Invoice to Vercel AI SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Zoho Invoice with Vercel AI SDK

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Displaying real-time customer records.

Need to show users who owes money? You can stream a list of all accounts using `list_contacts`. The results include names, IDs, emails, and current outstanding balances. This lets you build an interactive UI that updates as the user types or filters. You can then grab deep details on any single customer with `get_contact(id)`. This allows your front end to display full profiles instantly, without hitting a loading spinner after the initial data pull.

Drafting and tracking new invoices.

Building an invoicing feature? Your agent handles the draft process. Use `create_invoice(customer_id, line_items)` to generate a new invoice status automatically set to DRAFT. This lets you pre-fill the details for review before hitting send. Don't forget estimates. You can use `list_estimates` and filter by status (like 'sent' or 'accepted') to show your users their current quotes, making the billing path crystal clear.

Reconciling payments and expenses.

Tracking cash flow shouldn't be messy. You can call `list_payments` to pull a list of all customer receipts in one go. This is great for building reconciliation dashboards that need constant updates. For expense tracking, use `list_expenses`. It returns dates, categories, amounts, and vendor names associated with projects or specific customers. Streaming this data makes the finance dashboard feel instant.

Setup guide

Set up Zoho Invoice MCP in Vercel AI SDK

Prerequisites

Node.js 18+ and a TypeScript project
ai + @modelcontextprotocol/sdk packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies

Run npm install ai @modelcontextprotocol/sdk plus your preferred model provider (e.g. @ai-sdk/openai).
2

Create the Streamable HTTP transport

Use StreamableHTTPClientTransport with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and use tools

Call mcpClient.tools() to auto-discover all Zoho Invoice tools. Pass them directly to generateText() or streamText() — no manual schema definitions needed.
4

Works with any model provider

Swap openai("gpt-4o") for any AI SDK provider — Anthropic, Google, Mistral. The MCP tools work identically across all supported models.

index.ts

import { experimental_createMCPClient as createMCPClient } from "ai";
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

const transport = new StreamableHTTPClientTransport(
  new URL("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
);

const mcpClient = await createMCPClient({ transport });
const tools = await mcpClient.tools();

const { text } = await generateText({
  model: openai("gpt-4o"),
  tools,
  prompt: "List recent Zoho Invoice transactions",
});

console.log(text);
await mcpClient.close();

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Zoho Invoice. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Zoho Invoice MCP in Vercel AI SDK

You call `list_contacts` with your agent. The tool returns a list that includes the outstanding balance for each contact, letting you display it immediately to your user on the UI.

Absolutely. You use `get_invoice(id)` to get all the details for a specific invoice. This data streams right into your component, letting users see exactly when it was sent or if it's overdue.

Use `list_payments`. It pulls all payment records for your business. Because you're streaming, the user sees the transaction data populating in real-time as it connects.

Yes, you use `create_invoice`. You just need to provide a customer ID and at least one line item. The invoice is created in DRAFT status by default, which is perfect for pre-filling data.

It handles core financial records including contact names, customer IDs, invoice amounts, and expense dates.

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