# Zoho Invoice MCP > The Zoho Invoice MCP connects your AI agent directly to your invoicing system, letting you manage client billing, quotes, and records without logging into a web portal. Use it to generate invoices, check payment statuses, list contacts, and retrieve detailed estimates for any organization linked to your account. ## Overview - **Category:** ecommerce - **Price:** Free - **Tags:** invoicing, online-payments, estimates, client-billing, quote-management, payment-collection ## Description You need to handle money—invoices, payments, and estimates. This MCP lets your AI agent interact with every part of your billing cycle using only natural language. Instead of opening the Zoho Invoice dashboard, clicking through multiple tabs to find a client's history or confirming if an estimate was sent, you just ask your agent what you need. It pulls the data directly from your accounts. You can easily pull up all customer contacts, list every invoice ever created for an organization, or even generate a brand new professional invoice with specific details. This connection means complex billing tasks become simple conversations. Connecting this MCP via Vinkius gives your agent instant access to Zoho Invoice's full catalog of tools and data points. ## Tools ### list_invoice_contacts Lists all active contacts associated with your billing accounts. ### create_new_invoice Creates a new, official invoice for products and services once you provide the necessary details in a JSON body. ### list_estimates Retrieves a list of all quotes or price approximations made for an organization. ### get_invoice_details Pulls specific, granular details about one existing invoice based on its ID. ### list_invoices Provides a comprehensive list of all invoices created for an entire organization. ### list_invoice_items Lists all available products and services, along with their current pricing structure. ### list_organizations Identifies every distinct organization ID within your Zoho Invoice account so you know which entity to target for billing actions. ## Prompt Examples **Prompt:** ``` List all organizations in my Zoho Invoice account. ``` **Response:** ``` I've retrieved your organizations. You have 2 entities: 'Freelance Services (ID: 123456)' and 'Design Agency (ID: 789012)'. Which one would you like to access? ``` **Prompt:** ``` Show my 5 most recent invoices for organization ID '123456'. ``` **Response:** ``` For organization 123456, I found 5 recent invoices. The latest is INV-1001 for $500.00, currently marked as 'Sent'. The previous one was INV-1000 for $1,250.00, marked as 'Paid'. ``` **Prompt:** ``` List all customers in organization '123456'. ``` **Response:** ``` I've retrieved your customer list. You have 12 active customers, including 'Tech Solutions', 'Global Ventures', and 'Alice Smith'. Would you like more details for any of them? ``` ## Capabilities ### Generate Billing Records Create new, professional invoices for products or services using required client details. ### Track Potential Sales Leads Retrieve a list of all quotes and price approximations sent to customers before they become paid invoices. ### Manage Client Data Get detailed customer profiles, including contact information for any organization you track. ### Audit Billing History List all past and current invoices associated with a specific business unit or client. ### Verify Item Pricing Query your entire catalog to find product names, service descriptions, and pricing metadata. ## Use Cases ### Determining Outstanding Payments A small business owner needs to know who owes money. They ask their agent, 'Show me all invoices past 30 days for Tech Solutions.' The agent uses `list_invoices` and filters the data instantly, providing a clear list of outstanding debts. ### New Project Onboarding A freelancer has agreed to a new project. Instead of manually creating quotes, they prompt their agent to use `create_new_invoice` after querying product pricing via `list_invoice_items`, generating the initial billing document instantly. ### Client Directory Audit A billing specialist needs a complete list of all active clients for an annual report. They ask to see 'all contacts in the main agency account.' The agent uses `list_invoice_contacts` and delivers the full, structured list. ### Historical Review You need to check the pricing history for a long-time client. You ask your agent to 'review the quotes we sent last quarter.' The agent uses `list_estimates` and provides a complete record of all past agreements. ## Benefits - Stop guessing on payment status. You can get the full details of any single invoice using `get_invoice_details`, giving you immediate visibility into payments and due dates. - Never lose track of a lead again. Use `list_estimates` to pull up every quote sent to a client, ensuring follow-up is never missed before an invoice is issued. - Save time on setup. Before you do anything else, use `list_organizations` to identify the correct business ID, so your agent knows exactly which records it's working with. - Generate paperwork instantly. The `create_new_invoice` tool lets you generate a professional invoice just by describing what needs billing, eliminating manual data entry. - Keep customer info current. Use `list_invoice_contacts` to quickly pull up the full contact list for any client without navigating separate CRM tools. ## How It Works The bottom line is that instead of navigating complex web forms, your AI client uses natural language to execute specific billing tasks across multiple Zoho Invoice records. 1. First, subscribe to this MCP and provide your Zoho Client ID, Client Secret, and Data Center Domain. 2. Next, tell your AI client what specific billing data you need—for example, 'Show me all estimates for organization X.' 3. The agent calls the appropriate tool, retrieves the required information, and delivers a clean, structured answer back to you. ## Frequently Asked Questions **How do I find out which organization ID to use with Zoho Invoice MCP?** You must first run `list_organizations`. This tool provides all the available entity IDs within your account, so you know exactly which business unit to focus on for subsequent calls. **Can I generate an invoice without knowing every product ID?** No. While the system can create the invoice via `create_new_invoice`, you must first use `list_invoice_items` or provide enough detail in your prompt body so the agent knows which products and prices to charge. **What if a client is associated with multiple organizations?** You need to use `list_organizations` first. You must tell the agent which specific organization ID you want data from, otherwise it won't know where to look for the records. **Does Zoho Invoice MCP only work for current invoices?** No. The `list_invoices` tool allows you to retrieve a history of all past billing records for an organization, making it great for auditing purposes.