# Zoho Books MCP > Zoho Books lets your AI agent handle your entire billing cycle conversationally. You can list contacts, generate new invoices, check estimate status, and view product catalogs—all without opening the Zoho Books dashboard. This MCP connects your accounting data to natural language prompts, letting you manage money tasks right where you work. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** invoicing, estimate-tracking, cloud-accounting, financial-reporting, client-billing, expense-tracking ## Description You can connect your AI agent directly to your cloud accounting records in Zoho Books. Forget logging into dashboards just to check a client's balance or find a quote number; now you ask your agent, and it pulls the data for you. It handles everything from listing contacts and checking current invoice statuses to generating entirely new invoices based on simple conversation. If you manage multiple business units, the MCP also lets you list all associated organizations so you know exactly which account you're working with. When you subscribe through Vinkius, your agent gets access to this entire catalog of financial tools, letting you keep detailed records and stay on top of sales without ever leaving your chat window. ## Tools ### list_books_contacts Gets a full list of all people and companies in your system, whether they are customers or vendors. ### create_new_invoice Generates and records a brand new professional invoice using detailed financial information you provide. ### list_estimates Shows all the quotes or proposals that have been created for your business units. ### get_invoice_details Retrieves every single piece of information about one specific invoice number you name. ### list_invoices Generates a list showing the status and details for multiple invoices within an organization. ### list_inventory_items Lists out every product or service that your company sells, along with its pricing information. ### list_organizations Identifies all the separate businesses (entities) you run within the Zoho Books account by listing their unique IDs. ## Prompt Examples **Prompt:** ``` List all organizations in my Zoho Books account. ``` **Response:** ``` I've retrieved your organizations. You have 2 entities: 'Acme Corp (ID: 123456)' and 'Global Services (ID: 789012)'. Which one would you like to manage? ``` **Prompt:** ``` Show the latest invoices for organization ID '123456'. ``` **Response:** ``` For organization 123456, I found 5 recent invoices. The latest is INV-001 for $1,200.00, currently marked as 'Sent'. Would you like to see the line items? ``` **Prompt:** ``` List my items in organization '123456'. ``` **Response:** ``` I've retrieved 10 items for your organization, including 'Web Design Service' ($150/hr), 'Cloud Hosting' ($25/mo), and 'Consulting Package' ($500). ``` ## Capabilities ### Identify business units Lists all organizations associated with your Zoho Books account so you can target the right data. ### Manage customer and vendor details Retrieves or lists profiles for both customers and vendors, keeping contact information current. ### Generate billing invoices Creates a brand new invoice for a client by providing all necessary financial details in a structured format. ### View historical invoices Retrieves lists of past invoices or gets the specific details on any single invoice number. ### Track sales quotes and estimates Accesses all generated proposals and quotes, letting you know which deals are ready to bill. ### See product catalogs Lists every single item or service sold across your organization for easy reference. ## Use Cases ### The end-of-month audit A bookkeeper needs to reconcile accounts across three separate business units. Instead of logging into each platform individually, the agent first uses list_organizations to identify all IDs, then runs list_invoices for every ID in a single conversation. ### The follow-up request A small business owner needs to send an overdue invoice. They ask the agent to check client records using list_books_contacts, confirm the correct organization using list_organizations, and then execute create_new_invoice. ### The project scoping meeting A financial analyst needs to give a quote. They use list_inventory_items to check the current pricing of services, review existing proposals with list_estimates, and generate an accurate estimate for the client. ### Tax preparation prep An accountant is gathering records for tax filing. The agent pulls a batch of recent invoices using list_invoices and then gets the precise details on any disputed invoice number using get_invoice_details. ## Benefits - Stop jumping between tabs. You can list all organizations first, then focus your agent on a single entity to check invoice statuses or client balances without confusion. - Never miss a sale detail again. Use the MCP to list estimates so you always know which quotes are ready to become invoices. - Automate record keeping. Instead of manually tracking down records, you ask your agent to get details for a specific invoice, and all line items appear instantly. - Get total visibility on products. The tool lets you list inventory items once, giving you an immediate view of everything your business sells. - Simplify client management. You can use the MCP to list contacts anytime you need a quick roster of customers or vendors for review. ## How It Works The bottom line is: your AI client handles the connection details; you just ask for the financial information you need. 1. Subscribe to the Zoho Books MCP and provide your specific Zoho Client ID, Client Secret, and Data Center Domain. 2. Configure your preferred AI client (like Cursor or Claude) with the credentials so it knows how to talk to the API. 3. Ask your agent a question—for example, 'List all my estimates for Q3.' The MCP translates that request into an actionable call, retrieves the data, and sends you the answer. ## Frequently Asked Questions **How do I use Zoho Books MCP if I have multiple companies?** You must run list_organizations first. This reveals the IDs for all your separate entities, allowing you to target data (like invoices or contacts) to a specific organization ID. **Can I create an invoice using Zoho Books MCP if I don't know the client's contact ID?** No. You should start by running list_books_contacts. This ensures you have the correct and validated customer profile before attempting to use create_new_invoice. **What is the difference between listing invoices and getting invoice details with Zoho Books MCP?** list_invoices gives you a summary list of many invoices. get_invoice_details requires one specific number and returns every single line item and status for that one document. **Does Zoho Books MCP handle product pricing changes?** Yes, running list_inventory_items lets you see the current catalog of products and services available in your system, including their associated rates. **Can I check a client’s balance using this MCP?** You can get close. You first use list_invoices to pull all recent invoices and then review the status or details on those records.