# Zoho Invoice MCP > Zoho Invoice MCP connects your AI agent directly to your billing system. Manage the full invoicing lifecycle—from drafting new invoices with line items to updating customer addresses and auditing complex financial records—all via natural conversation. This tool handles everything from listing contacts to deleting old drafts, making manual data entry obsolete. ## Overview - **Category:** finance-accounting - **Price:** Free - **Tags:** invoicing, payment-tracking, customer-billing, financial-records, automated-billing, small-business-finance ## Description This connector lets you manage all aspects of small business billing using only chat commands. You tell your AI agent what you need—like checking the payment status on a specific invoice or adding a new client record—and it executes the task in Zoho Invoice for you. It handles complex financial processes, allowing you to create draft invoices and update line items without ever opening the dashboard. Whether you're generating records or auditing metadata, your agent becomes an instant billing assistant. When you connect this MCP through Vinkius, you get full access to your entire billing infrastructure from one place. ## Tools ### create_contact Creates a brand new contact record in your billing system. ### create_invoice Generates and saves a new draft invoice based on provided details. ### delete_contact Permanently removes an existing contact record from your database. ### delete_invoice Removes a specific invoice draft or record from the system. ### get_contact Retrieves all specific details for one contact ID you provide. ### get_invoice Fetches and displays detailed information about a single invoice by its ID. ### list_contacts Retrieves a list of all existing business contacts in your billing system. ### list_invoices Lists records for multiple invoices, showing key details like status and total. ### update_contact Modifies specific information on an existing customer contact record, like their name or address. ### update_invoice_items Changes the line items, quantities, or rates listed on a draft invoice. ## Prompt Examples **Prompt:** ``` List the last 5 invoices in Zoho Invoice. ``` **Response:** ``` I found your 5 most recent invoices: 1. #INV-0001 ($450.00, Status: Draft), 2. #INV-0002 ($1,200.00, Status: Paid), 3. #INV-0003 ($890.00, Status: Sent), and 2 others. Which one would you like to see the breakdown for? ``` **Prompt:** ``` Create a new contact named 'Acme Solutions'. ``` **Response:** ``` Success! I've created a new contact for 'Acme Solutions' (ID: 550e8400-e29b...). You can now generate invoices for this customer. Would you like to create a draft invoice for them now? ``` **Prompt:** ``` Find the details for invoice ID 'INV-0003'. ``` **Response:** ``` Invoice #INV-0003 Details: Customer: Global Tech, Total: $890.00, Status: Sent. Line items: 1. 'Cloud Hosting' ($700.00), 2. 'Domain Renewal' ($190.00). Would you like to see the public link for this invoice? ``` ## Capabilities ### Generate and track invoices Create new draft invoices with line items or retrieve detailed information for any existing invoice ID. ### Manage customer records Browse the entire contact database, create brand-new profiles, update details, or delete obsolete contacts. ### Audit billing data Fetch comprehensive metadata for any invoice, including taxes and applied totals, ensuring your records are accurate. ### Maintain account integrity Update existing invoice line items or safely delete both draft invoices and customer records with simple commands. ### Locate specific IDs List all registered business contacts to find the unique identifiers required for accurate billing actions. ## Use Cases ### Onboarding a new client after sales talks The operations manager needs to start billing Acme Co. They ask their agent to 'create a contact named Acme Corp' using `create_contact`. The system confirms the ID and is ready for the next step: generating the first draft invoice. ### Checking status on overdue payments A freelancer needs to know which invoices are paid and which ones need follow-up. They ask their agent to 'list all invoices,' quickly reviewing statuses like Paid, Draft, or Sent via `list_invoices`. ### Correcting a billing mistake The finance team finds an error in last month's invoice. Instead of digging through the dashboard, they instruct their agent to 'update the line items on invoice ID X,' using `update_invoice_items`. ### Preparing for tax filing An accountant needs a full financial picture for one client. They ask the agent to retrieve detailed metadata about a specific invoice, instantly getting taxes and applied totals via `get_invoice`. ## Benefits - Stop manually creating invoices. You can use the `create_invoice` tool to draft full billing documents simply by telling your agent what's owed. - Never lose a client ID again. Use `list_contacts` to browse all registered businesses and find unique identifiers needed for accurate billing records. - Audit complex financials instantly. Retrieving comprehensive metadata using the `get_invoice` tool shows you detailed line items, taxes, and totals without navigating multiple tabs. - Keep your database clean. If a client is gone or an invoice is obsolete, use `delete_contact` or `delete_invoice` to remove records safely. - Maintain data accuracy by updating records in place. Use `update_contact` to modify addresses or names, and `update_invoice_items` when rates change. ## How It Works The bottom line is that you control complex financial actions through simple conversation, bypassing all clunky dashboards. 1. First, subscribe to this MCP and provide your Zoho API URL, Organization ID, and OAuth Token. 2. Next, connect it to your preferred AI client like Cursor or Claude. Your agent now has full access to the billing tools. 3. Finally, simply chat with your agent. Tell it what you need—like 'create an invoice for Acme Corp'—and watch it execute the action. ## Frequently Asked Questions **How do I use the Zoho Invoice MCP to create a new invoice?** You simply instruct your agent to 'create a new invoice.' You'll need to provide the customer details and line items. The MCP uses the `create_invoice` tool to draft the document for you. **Can I update contact information with Zoho Invoice MCP?** Yes, you can modify existing client records using the `update_contact` tool. You just tell your agent which contact needs changes and what those new details are. **What if I need to delete an old invoice record?** You use the MCP's `delete_invoice` tool. Just give your agent the specific ID of the invoice you want removed, and it handles the deletion request. **Does Zoho Invoice MCP help me list all my current clients?** Yes, use the `list_contacts` function. This tool pulls a complete list of your registered business contacts, letting you see who's in your database right away. **Is it possible to audit tax details using Zoho Invoice MCP?** Absolutely. By asking the agent to retrieve specific invoice details via `get_invoice`, you get comprehensive metadata showing applied totals, taxes, and line item breakdowns.