# Zoho Billing MCP > Zoho Billing provides immediate access to your entire financial ledger, letting you manage billing, track payments, and review subscriptions without leaving your chat window. Pull customer data, check invoice statuses, list products, or even audit expenses—all through simple conversation. ## Overview - **Category:** finance-accounting - **Price:** Free - **Tags:** subscription-management, recurring-billing, invoice-status, payment-tracking, financial-operations, customer-billing ## Description This MCP connects your AI agent directly into Zoho Billing, giving it full visibility over your financial operations. You can ask questions like, 'What did Acme Corp pay last month?' and get a clear answer based on actual records. It lets you pull customer lists, check the status of any invoice, or review active subscriptions—all from one chat interface. Forget logging into multiple dashboards just to reconcile accounts. Instead, your agent pulls together data points, whether it's listing all recorded expenses, retrieving a specific customer’s profile, or generating reports on payment history. Because this MCP runs within the Vinkius platform, you gain an extra layer of security: credentials pass through a zero-trust proxy; they are used for transit but never saved to disk. Furthermore, if your agent tries to execute a large batch of changes that might cost too much, the financial circuit breaker with human-in-the-loop approval stops it before you overspend. ## Tools ### get_events Lists recent audit events or system triggers that happened in the billing platform. ### list_credit_notes Retrieves a list of all credit notes applied to customer accounts. ### list_customers Generates a comprehensive list containing details for every active and inactive customer. ### list_estimates Shows all outstanding quotes or estimates that need to be converted into invoices. ### list_expenses Gathers a record of every expense that has been logged and recorded in the system. ### list_invoices Provides a full, searchable list of all invoices generated for customers. ### list_payments Pulls together a detailed history and list of every payment that has been received. ### list_plans Shows all the defined pricing tiers and subscription plans available for sale. ### list_products Lists every individual product that can be sold or billed to a customer. ### list_projects Gathers details about all billable projects currently tracked in the system. ### list_subscriptions Lists every active or inactive subscription record, including renewal dates and plan type. ### retrieve_customer Gets deep, specific details for one customer using their unique ID or name. ## Prompt Examples **Prompt:** ``` List all active subscriptions for customer 'Acme Corp' and fetch their detailed profile information. ``` **Response:** ``` Customer 'Acme Corp' (ID: cust_90382) currently has 1 active subscription: 'Pro Annual Plan', which renews on November 12th. Their primary contact is Jane Doe (jane@acme.com) with an unbilled balance of $0. ``` **Prompt:** ``` Fetch all recent payments and check the status of invoice INV-00123 to verify if it's paid. ``` **Response:** ``` I retrieved 8 recent payments totaling $4,500. Invoice INV-00123 for $450.00 was successfully paid today via credit card. Its status is now marked as 'PAID'. ``` **Prompt:** ``` List all the active pricing plans and products configured in our billing system. ``` **Response:** ``` You currently have 3 products configured: 'Cloud Storage', 'Analytics API', and 'Enterprise Dashboard'. There are 5 active pricing plans across these products, with the 'Analytics Pro' plan being the most frequently subscribed. ``` ## Capabilities ### Get Customer Profile Details Retrieves specific contact and account information for any given customer. ### List All Invoices Gathers a complete list of past, current, and overdue invoices. ### Track Payments Received Compiles a record of all payments that have been successfully received and processed. ### View Active Subscriptions Lists every current pricing plan and subscription associated with your accounts. ### Audit Financial Events Reviews a timeline of recent system triggers, changes, or important accounting events. ## Use Cases ### The Monthly Reconciliation Nightmare A finance analyst needs to verify if the payments listed in list_payments match the invoices generated. Instead of running two separate reports and manually comparing line items, they ask their agent to reconcile them. The agent pulls both lists, highlights discrepancies, and tells them exactly which invoice status needs checking. ### Onboarding a New Client An account executive is meeting a new client. They use retrieve_customer first to confirm the basic contact info, then ask the agent to list_subscriptions to see what the company currently uses and list_products to suggest upgrades. ### Auditing an Overspending Period A billing manager wants to understand why costs jumped last month. They run get_events to look at system changes, then use list_expenses to find the specific transactions that triggered those events and determine if they were budgeted. ### Checking Contract Status A sales rep needs to know what billing options a client has. They ask the agent to combine list_plans with list_products to get an immediate, accurate overview of all available services and pricing tiers. ## Benefits - Stop exporting data. Instead of downloading a CSV from list_invoices or list_payments, you just ask your agent for the total paid amount in Q3, and it delivers a clean answer right away. The process is instant. - Keep track of who owes what. You can use retrieve_customer to get a single view of all details—contact info, current subscriptions, and outstanding quotes (list_estimates)—all without switching tabs. - Never miss an expense or payment detail. Running list_expenses alongside list_payments gives you the full picture: seeing exactly where money went and when it came back in, making reconciliation faster than ever. - Manage product catalogs easily. Need to know what's available? Use list_products combined with list_plans to see which offerings are tied together before speaking to a client. - Build complex workflows. You can chain multiple MCPs—for instance, combining this billing data with a CRM MCP—to build automations that start when an estimate is created and finish when payment is logged. ## How It Works The bottom line is you stop navigating complex websites and start talking about money instead. 1. First, you connect your Zoho Billing credentials to the MCP through Vinkius. You're essentially authorizing your agent to read and act upon billing data. 2. Next, you prompt your AI client—maybe asking, 'What are all my open estimates for Q3?' The agent translates that request into specific tool calls. 3. Finally, the MCP executes those tools against Zoho Billing and returns a consolidated answer directly to your chat interface. No manual API calls needed. ## Frequently Asked Questions **How do I check if a customer has any open invoices using list_invoices?** Yes, you can. You ask your agent to run the list_invoices tool and specify that it should filter for 'unpaid' or 'overdue' statuses. It returns only the records you need, saving you from sifting through years of history. **Can I check a specific client’s entire billing status using retrieve_customer?** You can get their core profile details with retrieve_customer. However, for a complete financial picture (payments and subscriptions), you'll need to ask the agent to run that tool alongside list_subscriptions. **How do I see what products are currently available?** You call list_products. This tool gives you a master list of every product SKU, which you can then combine with list_plans to show pricing structures automatically. **What is the best way to check for system changes or audits? Should I use get_events?** Yes, calling get_events shows a historical log of actions. This is crucial if you need to know *when* a particular billing record was created or modified. **If I need to check a quote before it becomes an invoice, how do I use list_estimates?** The tool gathers all quotes you've saved. This is useful for reviewing potential billing amounts or seeing if a customer needs to approve a cost estimate first. **When dealing with refunds or financial adjustments, what role does list_credit_notes play?** It retrieves every credit note issued against an account. This is the definitive record for auditing any money deducted from a client's balance that wasn't covered by standard payments. **I need to know what work is billable; what does list_projects show me?** This tool lists all projects marked as billable within the system. You can use this data to calculate a customer's total service scope, even if they don't have an active subscription. **If I run list_payments, what specific details do I get about transaction methods or failed payments?** It provides a detailed log of all money received. You'll see the date, amount, and payment method for each transaction, which is key for verifying successful transfers or identifying where a payment stalled. **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.