Zoho Invoice Connector for AI agents.
12 live capabilities
Manage professional billing, customer records, and payments through your AI client.
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Why people use Zoho Invoice
Zoho Invoice Billing Automation
This Connector puts your billing data into a conversation. Instead of hunting for tabs, you just tell your agent to send an invoice for the consulting work or show me who owes me money. You get your billing done in seconds, letting you get back to the work that actually makes you money.
What Vinkius changes
You get to manage your entire billing lifecycle through a simple conversation with your agent.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Chasing overdue payments
An owner asks their agent to list all overdue invoices and then finds the best contact email for the client to send a reminder.
- Real-world use case 02
Fast client onboarding
A freelancer creates a new customer profile and immediately generates a draft invoice for an initial deposit.
- Real-world use case 03
Monthly expense tracking
A manager asks the agent to summarize all business expenses recorded this month to see if they are over budget.
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
Create contact
Create a new customer profile in Zoho Invoice with names, emails, and phone numbers. This helps you build a clean directory of your clients.
- 02 Capability
Create invoice
Generate a new invoice in draft status with specific line items and rates. You can use this to quickly bill for services rendered.
- 03 Capability
Get contact
Pull the full profile and contact details for a specific customer. This is useful for verifying billing information before sending a notice.
- 04 Capability
Get invoice
Retrieve the complete details of a specific invoice, including status and amounts. Use this to check the status of a particular bill.
05—08
4 capabilities in this set.
Part of 12 available through Zoho Invoice.
- 05 Capability
Get item
Fetch the full details for a specific product or service item in your catalog. This helps you see the pricing and description of your offerings.
- 06 Capability
List contacts
Browse your entire customer directory to see balances and unused credits. This provides a quick way to see who owes you money.
- 07 Capability
List estimates
View all price quotes and filter them by status like draft or accepted. This keeps your pending projects organized.
- 08 Capability
List expenses
See all tracked business expenses including dates, vendors, and associated projects. This helps you monitor your spending.
09—12
4 capabilities in this set.
Part of 12 available through Zoho Invoice.
- 09 Capability
List invoices
View a list of all invoices and filter by status like paid, overdue, or void. This gives you a high level view of your billing.
- 10 Capability
List items
See all the products and services you have listed in your Zoho Invoice account. This is great for reviewing your service catalog.
- 11 Capability
List payments
Review all received customer payments to help with cash flow reconciliation. This makes it easy to see your incoming funds.
- 12 Capability
Check zoho invoice status
Confirm your Zoho Invoice API connection is active and verify your organization metadata. This ensures your agent can talk to your account.
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_BXCEgwzGkUcpEjsnOtUC5a7dtpTFWaXFsJLQ6QRI/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_BXCEgwzGkUcpEjsnOtUC5a7dtpTFWaXFsJLQ6QRI/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_BXCEgwzGkUcpEjsnOtUC5a7dtpTFWaXFsJLQ6QRI/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_BXCEgwzGkUcpEjsnOtUC5a7dtpTFWaXFsJLQ6QRI/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_BXCEgwzGkUcpEjsnOtUC5a7dtpTFWaXFsJLQ6QRI/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_BXCEgwzGkUcpEjsnOtUC5a7dtpTFWaXFsJLQ6QRI/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-alternative --transport http "https://edge.vinkius.com/vk_preview_BXCEgwzGkUcpEjsnOtUC5a7dtpTFWaXFsJLQ6QRI/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.
This is for anyone who finds manual billing tedious. It's for the freelancer who hates chasing down payments and the finance lead who needs to see a clear picture of cash flow without digging through spreadsheets.
Freelance Contractor
Quickly creates invoices and checks client balances while working on projects.
Finance Manager
Monitors overdue payments and tracks expense records to maintain healthy cash flow.
Accountant
Retrieves transaction histories and verifies customer metadata to keep books accurate.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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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 -
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Void -
Augment Code -
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Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
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Amazon Q -
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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 the Zoho Invoice MCP help me track my overdue payments?
Yes, it can. Your agent can scan your entire list of invoices and identify which ones are past their due dates, helping you stay on top of your cash flow.
How do I use Zoho Invoice to create invoices with my AI agent?
You can simply tell your agent what the invoice is for, which client it belongs to, and the total amount. It will then generate the draft in your account for you.
Can I manage my customer list using the Zoho Invoice MCP?
Absolutely. You can ask your agent to show you your customer directory, search for a specific client, or even add a new customer with their contact details.
Can I see my business expenses through the Zoho Invoice MCP?
Yes, the Connector allows your agent to pull up your recorded expenses, including details on vendors, dates, and which projects the costs were assigned to.
Does the Zoho Invoice MCP work for tracking quotes and estimates?
Yes, it can retrieve all your price quotes. This is great for seeing what work is pending before it officially becomes a bill.
How does the Zoho Invoice MCP help with my cash flow?
It provides a real-time view of your incoming funds by listing all customer payments, making it much easier to see your current financial standing.
Can I check if my Zoho Invoice connection is active?
Yes, you can ask your agent to verify your connection status, which confirms that the Connector is correctly linked to your account and ready to work.
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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