How to Use the Zoho Invoice MCP in OpenAI Agents SDK

Q: How do I list all contacts in Zoho Invoice using OpenAI Agents SDK?

Call the listcontacts tool. This immediately provides a list of customer names, IDs, and their current outstanding balances.

Q: What is the process for creating an invoice with Zoho Invoice using OpenAI Agents SDK?

The agent uses createinvoice. You must provide the target customer ID and at least one line item's name and rate. The resulting invoice always starts in 'Draft' status.

Q: Can I check payment history for Zoho Invoice with OpenAI Agents SDK?

Yes, running listpayments gives you a clear record of all customer payments received. This helps your agent reconcile the books accurately.

Q: How do I list all invoices and estimates in Zoho Invoice using OpenAI Agents SDK?

You'll run two separate tools: listinvoices for billing records, or listestimates for quotes. Both let you filter by specific statuses like 'sent' or 'overdue'.

Build production finance agents. Manage Zoho Invoice workflows with OpenAI Agents SDK.

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Connect Zoho Invoice MCP to OpenAI Agents SDK

Create your Vinkius account to connect Zoho Invoice to OpenAI Agents 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 OpenAI Agents SDK

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Manage Contacts and Customers

You can add new customers using `create_contact`. The agent requires the contact name but lets you optionally include a company name, email, or phone number. The agent also runs `list_contacts` if you need to search for existing customers. This function returns names, IDs, emails, and even how much money they owe.

Process Invoices and Estimates

To start a sale, your agent calls `create_invoice`. You just need the customer ID and at least one line item with a name and rate; it defaults to 'Draft' status. Need to quote something first? Use `list_estimates` to pull quotes. This tool lets you filter by status, checking if the estimate was 'sent', 'accepted', or maybe 'declined'.

Track Money In and Out

The agent checks your cash flow using `list_payments`. This is crucial for reconciliation. You can also get a full overview of all transactions by calling `list_invoices`, which lets you filter the results to only show 'overdue' or 'paid' invoices. It returns numbers, dates, and who owes the money.

Setup guide

Set up Zoho Invoice MCP in OpenAI Agents SDK

Prerequisites

Python 3.10+ installed
openai-agents package (pip install openai-agents)
Active Vinkius subscription with a valid endpoint token

1

Install the SDK

Run pip install openai-agents to install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed.
2

Connect via SSE transport

Use MCPServerSse with your Vinkius endpoint URL. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. The SDK auto-discovers all Zoho Invoice tools at runtime.
3

Create your Agent

Pass the MCP to Agent(mcp_servers=[server]). The agent receives Zoho Invoice tools as native definitions — JSON schemas resolve automatically.
4

Run the agent

Call Runner.run(agent, prompt) to execute. The agent invokes the appropriate Zoho Invoice tools and returns structured results. Copy the full example on the right to get started.

agent.py

import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse

async def main():
    async with MCPServerSse(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as server:
        agent = Agent(
            name="Zoho Invoice Agent",
            instructions="You have access to Zoho Invoice tools.",
            mcp_servers=[server],
        )
        result = await Runner.run(agent, "List recent transactions")
        print(result.final_output)

asyncio.run(main())

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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 OpenAI Agents SDK

Call the `list_contacts` tool. This immediately provides a list of customer names, IDs, and their current outstanding balances.

The agent uses `create_invoice`. You must provide the target customer ID and at least one line item's name and rate. The resulting invoice always starts in 'Draft' status.

Yes, running `list_payments` gives you a clear record of all customer payments received. This helps your agent reconcile the books accurately.

You'll run two separate tools: `list_invoices` for billing records, or `list_estimates` for quotes. Both let you filter by specific statuses like 'sent' or 'overdue'.

When tracking payments, this server accesses structured financial data, specifically `payment records`. This includes amounts, dates, and associated customer IDs.

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