Zoho Billing Connector for AI agents.
12 live capabilities
Manage your subscription billing and invoice tracking from your chat.
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Why people use Zoho Billing
Zoho Billing for Automated Invoice Tracking
This Connector changes that by letting you ask your AI agent for the status of any invoice or payment directly. You get a clear picture of your accounts receivable without ever opening the Zoho dashboard.
What Vinkius changes
You get a direct line to your billing data without the manual navigation.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking a late payment
A customer claims they paid, so you ask the agent to check list_payments and list_invoices to confirm the status.
- Real-world use case 02
Onboarding a new client
You need to see what's available, so you ask the agent to show list_products and list_plans to build a quote.
- Real-world use case 03
Quarterly review
You need to see all active recurring revenue, so you ask the agent to run list_subscriptions.
Complete set · 12capabilities
The complete Zoho Billing capability set.
These are the exact actions your AI can choose when you ask it to work with Zoho Billing.
01—04
4 capabilities in this set.
Part of 12 available through Zoho Billing.
- 01 Capability
List credit notes
See all issued credit notes in your account. This helps you track adjustments made to customer balances.
- 02 Capability
List customers
Get a full list of every customer you have on file. Use this to see your total reach and client base.
- 03 Capability
List estimates
View all quotes and estimates sent to potential clients. This keeps your sales pipeline organized.
- 04 Capability
List expenses
Pull a list of all recorded company expenses. Use this to monitor your overhead and spending.
05—08
4 capabilities in this set.
Part of 12 available through Zoho Billing.
- 05 Capability
List invoices
See every invoice generated in your billing system. This is the quickest way to check your accounts receivable.
- 06 Capability
List payments
Check all payments received to date. It gives you a clear view of your incoming cash flow.
- 07 Capability
List plans
View your current pricing plans and structures. This helps you see exactly what tiers you offer.
- 08 Capability
List products
See all the products you currently offer for sale. Use this to audit your active catalog.
09—12
4 capabilities in this set.
Part of 12 available through Zoho Billing.
- 09 Capability
List projects
See all billable projects currently in progress. This helps you track work that needs to be invoiced.
- 10 Capability
List subscriptions
View all active and recurring subscriptions. Use this to track your MRR and renewal dates.
- 11 Capability
Retrieve customer
Get the specific details for one customer. This is useful for deep dives into individual account history.
- 12 Capability
Get events
List recent audit events and triggers for your account. Use this to monitor for suspicious activity.
Set up in minutes
One URL. Then ask Zoho Billing to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho Billing from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_SktStqKnEX0IRQ4SzLGPCfNHVd736ys2R7QEqIAD/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Zoho Billing, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Zoho Billing for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_SktStqKnEX0IRQ4SzLGPCfNHVd736ys2R7QEqIAD/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Zoho Billing URL.
- Step 03
Save and start
Save the connection and enable Zoho Billing in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-billing": {
"url": "https://edge.vinkius.com/vk_preview_SktStqKnEX0IRQ4SzLGPCfNHVd736ys2R7QEqIAD/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Zoho Billing
Open Agent mode in chat and ask: "Using Zoho Billing, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-billing": {
"url": "https://edge.vinkius.com/vk_preview_SktStqKnEX0IRQ4SzLGPCfNHVd736ys2R7QEqIAD/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Zoho Billing
Ask Copilot: "Using Zoho Billing, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-billing": {
"url": "https://edge.vinkius.com/vk_preview_SktStqKnEX0IRQ4SzLGPCfNHVd736ys2R7QEqIAD/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Zoho Billing
Open Cascade and ask: "Using Zoho Billing, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-billing": {
"url": "https://edge.vinkius.com/vk_preview_SktStqKnEX0IRQ4SzLGPCfNHVd736ys2R7QEqIAD/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Zoho Billing
Ask Cline: "Using Zoho Billing, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add zoho-billing --transport http "https://edge.vinkius.com/vk_preview_SktStqKnEX0IRQ4SzLGPCfNHVd736ys2R7QEqIAD/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Zoho Billing
Ask Claude: "Using Zoho Billing, show me...". 12 tools are ready
Where the request belongs
Work Zoho Billing can move forward.
This is for the finance manager who is tired of jumping between tabs to track payments and the small business owner who needs to know their recurring revenue at a glance.
Finance Manager
Checks payment statuses and lists invoices during month-end close.
Customer Success Lead
Pulls customer profiles and subscription details to help with account issues.
Operations Coordinator
Tracks expenses and audit events to keep the business running smoothly.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Chargebee
Manage recurring subscriptions, automate billing cycles, and reduce churn with revenue operations built for SaaS growth.
Bring your own AI
Change the model, client or framework. Keep Zoho Billing connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
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Before you connect
Questions about Zoho Billing.
The practical details behind the request, access and result.
Can the Zoho Billing MCP help me see who owes me money?
Yes, it lets you see all invoices and payments. You can ask your agent to list outstanding invoices to see exactly who has an unpaid balance.
How does the Zoho Billing MCP handle customer info?
It lets your agent pull specific customer details. You can get a profile for a specific client to check their history or current plan without searching manually.
Can I use the Zoho Billing MCP to check my expenses?
Yes, it can list all recorded expenses. This makes it easy to keep an eye on your company spending directly from your chat.
Is the Zoho Billing MCP good for tracking subscriptions?
Yes, it shows all active and recurring subscriptions. You can quickly see your renewal dates and plan types to manage your recurring revenue.
Can I see my audit logs with the Zoho Billing MCP?
Yes, it can list recent audit events and triggers. This helps you keep track of account activity and stay on top of security.
Can the Zoho Billing MCP help with pricing plans?
Yes, it lets you see all products and pricing plans. You can quickly check your current offerings to ensure your billing matches your sales goals.
Can I query a customer's active subscriptions?
Yes, by providing the customer ID or email, the agent can fetch all their active, past due, or canceled subscriptions.
How do I check if an invoice has been paid?
Simply ask the AI to check the status of a specific Invoice Number to see if it's paid, sent, or overdue.
Does it support creating new invoices?
Currently, the integration primarily focuses on securely retrieving and reporting financial data rather than generating new charges.
One connection away
Give your agent a direct line to Zoho Billing.
Connect Zoho Billing once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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