Zoho Invoice Connector for AI agents.
12 live capabilities
Automate your small business billing and customer management.
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Why people use Zoho Invoice
Zoho Invoice for Automated Small Business Billing
This Connector changes the game by letting you handle those tasks through your AI agent. Instead of clicking through five different menus, you just tell your agent to 'Create a draft for the new marketing project.' It handles the heavy lifting in the background, giving you a clean list of completed actions in seconds.
What Vinkius changes
That you turn your chat window into a functional billing dashboard.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Creating a new client
A freelancer tells their agent to 'Create a contact for Blue Sky Media'.
- Real-world use case 02
Monthly invoicing
An owner asks to 'List all invoices' and then tells the agent to create drafts for every active customer.
- Real-world use case 03
Auditing a payment
A manager asks for the breakdown of a specific bill.
Complete set · 12capabilities
The complete Zoho Invoice capability set.
These are the exact actions your AI can choose when you ask it to work with Zoho Invoice.
01—04
4 capabilities in this set.
Part of 12 available through Zoho Invoice.
- 01 Capability
Check zoho invoice status
Returns a status indicator and organization metadata to confirm valid credentials. Verify Zoho Invoice API connectivity
- 02 Capability
Create invoice
Generate a new invoice for a customer. Use this to build out billing documents with specific line items instantly.
- 03 Capability
Get contact
Retrieve specific details for a single contact. This lets you quickly check customer info without opening the full dashboard.
- 04 Capability
Get invoice
Pull full details for a specific invoice ID. This is great for auditing taxes, totals, and line items for past bills.
05—08
4 capabilities in this set.
Part of 12 available through Zoho Invoice.
- 05 Capability
Get item
Get full details of a specific item
- 06 Capability
List contacts
View a list of all registered business contacts. Use this to find the correct customer ID when you need to bill someone.
- 07 Capability
List estimates
Optionally filter by status such as "draft", "sent", "invoiced", "accepted", or "declined". List all estimates (quotes) in Zoho Invoice
- 08 Capability
List expenses
Returns expense dates, categories, amounts, vendors, and associated projects or customers. List all tracked expenses
09—12
4 capabilities in this set.
Part of 12 available through Zoho Invoice.
- 09 Capability
List invoices
See a list of all invoices in your account. This helps you keep track of your current billing status at a glance.
- 10 Capability
List items
List all items (products/services) in Zoho Invoice
- 11 Capability
List payments
Useful for tracking cash flow and reconciliation. List all customer payments received
- 12 Capability
Create contact
Create a new contact in your Zoho Invoice database. This makes it easy to add new clients to your records without manual entry.
Set up in minutes
One URL. Then ask Zoho Invoice to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Zoho Invoice 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_hfJKAUBgcCOifwDUFJoGEy3WOQOt2qfGpINUlLCG/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 Invoice, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Zoho Invoice for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_hfJKAUBgcCOifwDUFJoGEy3WOQOt2qfGpINUlLCG/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 Invoice URL.
- Step 03
Save and start
Save the connection and enable Zoho Invoice in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-invoice-1": {
"url": "https://edge.vinkius.com/vk_preview_hfJKAUBgcCOifwDUFJoGEy3WOQOt2qfGpINUlLCG/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 Invoice
Open Agent mode in chat and ask: "Using Zoho Invoice, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-invoice-1": {
"url": "https://edge.vinkius.com/vk_preview_hfJKAUBgcCOifwDUFJoGEy3WOQOt2qfGpINUlLCG/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 Invoice
Ask Copilot: "Using Zoho Invoice, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-invoice-1": {
"url": "https://edge.vinkius.com/vk_preview_hfJKAUBgcCOifwDUFJoGEy3WOQOt2qfGpINUlLCG/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 Invoice
Open Cascade and ask: "Using Zoho Invoice, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"zoho-invoice-1": {
"url": "https://edge.vinkius.com/vk_preview_hfJKAUBgcCOifwDUFJoGEy3WOQOt2qfGpINUlLCG/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 Invoice
Ask Cline: "Using Zoho Invoice, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add zoho-invoice-1 --transport http "https://edge.vinkius.com/vk_preview_hfJKAUBgcCOifwDUFJoGEy3WOQOt2qfGpINUlLCG/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 Invoice
Ask Claude: "Using Zoho Invoice, show me...". 12 tools are ready
Where the request belongs
Work Zoho Invoice can move forward.
Small business owners and freelancers who are tired of manual data entry and want to manage their billing through conversation.
Freelancer
Quickly drafts new billing documents and looks up customer IDs during a busy workday.
Operations Manager
Audits customer records and monitors invoice statuses across the organization.
Finance Team Member
Verifies billing details and updates contact info during month-end reconciliations.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsZoho Invoice
Create and send professional invoices, track payments, and manage expenses with free invoicing software that scales with your business.
Invoice Ninja (Invoicing & Billing)
Manage invoicing via Invoice Ninja. create clients, track payments, and manage invoices and balances.
Invoice Ninja
Manage clients, invoices, and products directly through AI.
Altoviz
Business management and invoicing. manage customers, invoices, and expenses via AI.
Alegra
Business management and e-invoicing. manage invoices, inventory, and contacts via AI.
Zoho Books
Manage invoices, estimates, and contacts via the Zoho Books API.
Bring your own AI
Change the model, client or framework. Keep Zoho Invoice connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Zoho Invoice.
The practical details behind the request, access and result.
Can Zoho Invoice MCP help me automate my billing?
Yes, it lets your AI agent create drafts and manage customers through chat. This saves you from having to manually enter data into the Zoho dashboard every time you need to bill a client.
How do I use Zoho Invoice MCP to manage my clients?
You can ask your agent to list, create, or update customer profiles directly. It acts as a conversational interface for your existing Zoho Invoice database.
Can I audit my past invoices with Zoho Invoice MCP?
Yes, the agent can pull full metadata including taxes, totals, and line items for any specific invoice ID. This makes it easy to check past charges without searching through old records.
Does Zoho Invoice MCP support deleting old records?
It can delete obsolete customer profiles and old drafts to keep your data clean. This helps you maintain an organized database by removing entries that are no longer relevant to your business.
Is Zoho Invoice MCP good for freelancers?
It's perfect for freelancers who need to quickly draft bills and check customer IDs without navigating a complex UI. It allows you to stay focused on your work while your agent handles the admin side.
Can I draft a new invoice by providing a JSON list of items?
Yes. The create_invoice capability allows you to generate a draft invoice for a specific customer. You simply provide the contact ID and a JSON array of line items including names and prices, and the draft will be created in your Zoho account.
How do I find out the total amount due for a specific customer?
You can use the get_invoice_details capability for each of the customer's invoices. Your AI agent can help you list all invoices for a contact ID and then retrieve the detailed balance due for each one to give you a summary.
Is it possible to update a customer's company name via chat?
Absolutely. Using the update_contact capability, you can instruct your agent to change the contact name or company name associated with a specific ID, ensuring your CRM data is always accurate.
Can I check the status of a specific invoice via AI?
Yes! Use the get_invoice capability and provide the Invoice ID. Your agent will retrieve the real-time status to see if it has been viewed, paid, or is overdue.
How do I add a new customer to my Zoho Invoice directory?
Use the create_customer action. Provide the company name and contact details. The agent will instantly register the new profile in your account.
Is it possible to list all unpaid invoices via AI?
Absolutely. Use the list_invoices query. The agent will retrieve all your billing documents, and you can then ask the AI to identify or filter those with an unpaid or overdue status.
One connection away
Give your agent a direct line to Zoho Invoice.
Connect Zoho Invoice once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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