# Zoho Invoice MCP MCP > Zoho Invoice gives your AI agent full control over your billing cycle. List, create, and manage invoices, estimates, and client contacts using natural language. You can track sales leads from quotes right through to payment status updates. ## Overview - **Category:** ecommerce - **Price:** Free - **Tags:** invoicing, online-payments, estimates, client-billing, quote-management, payment-collection ## Description Need to handle accounts payable or receivable but hate the manual clicks? This MCP connects your agent directly into Zoho Invoice data, letting you talk billing problems instead of navigating complex dashboards. Your agent can find every client contact and retrieve their full profile instantly. It manages your entire financial lifecycle: from running a list of all organizations in your account to finding specific details on any invoice. Your agent handles the whole flow. You can query your product catalog using `list_invoice_items` or pull up a full quote history with `list_estimates`. If you need to close out a deal, it creates the final document for you via `create_new_invoice`, and if something goes wrong, you can retrieve the original details instantly using `get_invoice_details`. Because financial data is involved, every single tool call passes through Vinkius's zero-trust proxy. This means your sensitive credentials are used only in transit; they never sit on a disk. You get full billing visibility without ever worrying about where or how your keys are stored. ## Tools ### create_new_invoice Generates and sends a fully formed invoice document using provided details. ### get_invoice_details Pulls up all specific information for one single, existing invoice number. ### list_estimates Retrieves a list of quotes or estimates sent to clients that haven't become invoices yet. ### list_invoice_contacts Gathers and displays all the contact profiles associated with your billing account. ### list_invoice_items Retrieves a full list of products, services, and their corresponding prices for invoicing. ### list_invoices Displays a comprehensive list of multiple invoices for an organization or account. ### list_organizations Identifies and lists all distinct business organizations connected to your Zoho Invoice setup. ## Prompt Examples **Prompt:** ``` List all organizations in my Zoho Invoice account. ``` **Response:** ``` I've retrieved your organizations. You have 2 entities: 'Freelance Services (ID: 123456)' and 'Design Agency (ID: 789012)'. Which one would you like to access? ``` **Prompt:** ``` Show my 5 most recent invoices for organization ID '123456'. ``` **Response:** ``` For organization 123456, I found 5 recent invoices. The latest is INV-1001 for $500.00, currently marked as 'Sent'. The previous one was INV-1000 for $1,250.00, marked as 'Paid'. ``` **Prompt:** ``` List all customers in organization '123456'. ``` **Response:** ``` I've retrieved your customer list. You have 12 active customers, including 'Tech Solutions', 'Global Ventures', and 'Alice Smith'. Would you like more details for any of them? ``` ## Capabilities ### Generate Billing Documents Create and send professional invoices for products and services. ### Audit Client Accounts List all active organizations associated with your billing account. ### Track Sales Pipeline Pull up a list of quotes or estimates sent to clients before invoicing. ### Find Contacts and Customers Retrieve detailed contact lists for specific client organizations. ### Manage Product Catalogs Query your full catalog of billable products and services, including pricing data. ## Use Cases ### The Quarterly Review A billing specialist needs to check the revenue status across three different client entities. They ask their agent to first use `list_organizations`, then select the ID for 'Client A', and finally run `list_invoices` to get a full, structured report. ### Closing a New Deal A sales manager sends an initial estimate. When the client agrees, the agent uses `get_invoice_details` to pull up the quote data and then calls `create_new_invoice` to finalize the bill in one step. ### Audit Prep An accountant needs to verify every contact name used over the last month. They use `list_invoice_contacts` to get a clean, structured list of everyone who has ever been billed through the system. ### Billing Discrepancy A user questions an old invoice total. The agent uses `get_invoice_details` on the specific ID number and can cross-reference it with the product list using `list_invoice_items` to confirm pricing. ## Benefits - Stop losing track of quotes. Use `list_estimates` to see every potential sale before you generate a final invoice, giving you better oversight on your sales leads. - Never manually re-enter client details again. The MCP pulls all necessary contact information using `list_invoice_contacts`, letting your agent fill out forms automatically. - Need to know what's been invoiced? Running `list_invoices` gives you a quick, comprehensive overview of every invoice generated across different organizations. - If you need to create a new bill, the `create_new_invoice` tool handles all the complex data structuring so you just give it the basic requirements. - Keep your product pricing consistent. Use `list_invoice_items` any time you're building a quote or checking an invoice to verify current rates for services and products. ## How It Works The bottom line is your AI agent uses this MCP as a dedicated window into your billing records. 1. Subscribe to this MCP and provide your Zoho Client ID, Secret, and Data Center Domain. 2. Connect your AI agent (Claude, Cursor, or any compatible client) using that single connection point. 3. Ask the agent to perform a task, like 'Show me all outstanding invoices for my design agency.' The agent executes the necessary calls against the Zoho API. ## Frequently Asked Questions **How do I check my current product list using list_invoice_items?** Just ask your agent to run `list_invoice_items`. It retrieves every active product and service in your catalog, including pricing details. This is the source of truth for what you can bill. **Can I list all my invoices using list_invoices?** Yes, `list_invoices` gives you a comprehensive list of multiple completed invoices. It provides enough summary data so you can quickly tell which ones are overdue or paid. **What is the difference between listing estimates and creating new invoices?** Estimates (`list_estimates`) are quotes, meaning they are preliminary sales figures. You use `create_new_invoice` when the client has agreed to the price and it's time to generate a final bill. **Do I need list_organizations before using other tools?** It helps, but isn't always required. Running `list_organizations` first ensures your agent knows all available billing structures and can scope the rest of your requests correctly. **I need to find all my customer contact information; how do I use list_invoice_contacts?** It pulls a complete record of every associated client. You get names, emails, and unique IDs for all contacts linked to your organization's billing account. **I have an invoice ID; how do I use get_invoice_details to check its current status?** This tool retrieves the full record for one specific invoice. You can confirm its payment status, due dates, and exactly who it was sent to. **What information must I provide when running the create_new_invoice tool?** You have to pass a structured JSON body with all necessary details. This includes item line items, the customer ID, and the billing period for accurate invoice generation. **If I forget an organization ID, how can I prevent errors when listing invoices using list_invoices?** First, run list_organizations to grab the correct entity ID. Passing the wrong ID means your subsequent call will fail or return data for the wrong company. **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). **Can I create an estimate directly via the agent?** While the current action tool is for invoices, you can retrieve existing estimates using `list_estimates`. Support for creating estimates can be added upon request.