Zoho Books Connector for AI agents.
7 live capabilities
Automate your cloud accounting and client billing tasks.
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Why people use Zoho Books
Zoho Books for Automated Cloud Accounting
This Connector changes that by giving your AI agent direct access to your Zoho Books data. Instead of manual data entry, you just tell your agent what needs to happen. You can ask about a specific client's balance or tell the agent to draft a new bill for a service just finished. You stop being a data entry clerk and start getting answers in seconds.
What Vinkius changes
You get a conversational interface for your entire Zoho Books accounting suite.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Handling a quote request
A client asks for a price.
- Real-world use case 02
End of month reconciliation
A bookkeeper asks the agent to list all invoices to see what's still unpaid and then checks the details of the oldest ones.
- Real-world use case 03
New client onboarding
A new customer signs up.
Complete set · 7capabilities
The complete Zoho Books capability set.
These are the exact actions your AI can choose when you ask it to work with Zoho Books.
01—04
4 capabilities in this set.
Part of 7 available through Zoho Books.
- 01 Capability
List books contacts
See every customer and vendor in your system. This helps you find the right person to bill or contact instantly.
- 02 Capability
Create new invoice
Generate a new bill using a JSON body of details. This makes it easy to send out professional invoices on the fly.
- 03 Capability
List estimates
Pull up all your quotes and proposals. You can check what sales are in the pipeline without opening a new tab.
- 04 Capability
Get invoice details
Grab the specifics of a single invoice. Use this to check payment statuses or see line items for a specific bill.
05—07
3 capabilities in this set.
Part of 7 available through Zoho Books.
- 05 Capability
List organizations
Identify the correct organization ID for your account. This is necessary to manage data across multiple different businesses.
- 06 Capability
List invoices
See a full list of all invoices for your organization. It gives you a bird's eye view of your billing history.
- 07 Capability
List inventory items
Check your full list of products and services. This helps you see what you have in stock or what services you offer.
Set up in minutes
One URL. Then ask Zoho Books to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho Books 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_pzgu8phQgTQrM40mBq0zPlUFcptuT2tplj4thuTc/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 Books, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Zoho Books for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_pzgu8phQgTQrM40mBq0zPlUFcptuT2tplj4thuTc/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 Books URL.
- Step 03
Save and start
Save the connection and enable Zoho Books in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-books": {
"url": "https://edge.vinkius.com/vk_preview_pzgu8phQgTQrM40mBq0zPlUFcptuT2tplj4thuTc/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 Books
Open Agent mode in chat and ask: "Using Zoho Books, help me...". 7 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-books": {
"url": "https://edge.vinkius.com/vk_preview_pzgu8phQgTQrM40mBq0zPlUFcptuT2tplj4thuTc/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 Books
Ask Copilot: "Using Zoho Books, help me...". 7 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-books": {
"url": "https://edge.vinkius.com/vk_preview_pzgu8phQgTQrM40mBq0zPlUFcptuT2tplj4thuTc/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 Books
Open Cascade and ask: "Using Zoho Books, help me...". 7 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-books": {
"url": "https://edge.vinkius.com/vk_preview_pzgu8phQgTQrM40mBq0zPlUFcptuT2tplj4thuTc/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 Books
Ask Cline: "Using Zoho Books, help me...". 7 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add zoho-books --transport http "https://edge.vinkius.com/vk_preview_pzgu8phQgTQrM40mBq0zPlUFcptuT2tplj4thuTc/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 Books
Ask Claude: "Using Zoho Books, show me...". 7 tools are ready
Where the request belongs
Work Zoho Books can move forward.
This is for business owners and finance professionals who are tired of manual data entry and want to manage their books through a simple chat interface.
Small Business Owner
You're tired of spending your Sunday nights manually sending out invoices and chasing down payments.
Accountant
You need to pull financial records and client details quickly without navigating complex menus for every single request.
Bookkeeper
You want to keep your contact lists and product catalogs organized without constant manual updates.
When one Connector is not enough
Carry the request into a workflow.
Combine Zoho Books with the systems that finish the task.
View all recipesBuild the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Invoicing Plus
Create professional invoices and estimates in minutes with a clean interface designed for small businesses and freelancers.
Bring your own AI
Change the model, client or framework. Keep Zoho Books connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
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Before you connect
Questions about Zoho Books.
The practical details behind the request, access and result.
Can the Zoho Books MCP help me send invoices to my clients?
Yes, it allows your AI agent to create new professional invoices directly in your account. You can simply tell your agent to draft a bill for a specific service, and it will handle the entry for you.
Does the Zoho Books MCP work for businesses with multiple locations?
Yes, it supports multi-org environments. You can use it to identify different business entities and manage data for each one independently through your AI client.
How does the Zoho Books MCP help with my sales pipeline?
It gives your agent the ability to pull up all your current estimates and quotes. This makes it easy to see what sales are pending without having to log into the dashboard.
Can I use the Zoho Books MCP to check if a customer has paid?
Absolutely. You can ask your agent to look up the details of a specific invoice, and it will retrieve the current payment status and any relevant line items.
Will the Zoho Books MCP let me see my product list?
Yes, your agent can pull your full catalog of products and services. This is great for quickly checking what you offer or what you have in stock.
Is the Zoho Books MCP good for bookkeepers?
It is a great capability for bookkeepers who want to reduce manual data entry. It allows for quick retrieval of financial records and keeps your customer and vendor profiles organized.
How do I find my Organization ID?
Use the list_organizations capability 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).
Is it possible to create an invoice directly via the agent?
Yes, use the create_new_invoice capability by providing the Organization ID and a JSON object containing the invoice details and line items.
One connection away
Give your agent a direct line to Zoho Books.
Connect Zoho Books once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available