Zoho books (verified)
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Quick Start
# Connect this server (installs CLI if needed)
npx -y smithery mcp add zoho_books
# Browse available tools
npx -y smithery tool list zoho_books
# Get full schema for a tool
npx -y smithery tool get zoho_books ZOHO_BOOKS_ACCEPT_ESTIMATE
# Call a tool
npx -y smithery tool call zoho_books ZOHO_BOOKS_ACCEPT_ESTIMATE '{}'Direct MCP Connection
Endpoint: https://zoho_books.run.tools
Tools (48)
ZOHO_BOOKS_ACCEPT_ESTIMATE— Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF— Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.ZOHO_BOOKS_BULK_PRINT_INVOICES— Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF fo…ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTION— Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type a…ZOHO_BOOKS_CREATE_BANK_ACCOUNT— Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho B…ZOHO_BOOKS_CREATE_BANK_TRANSACTION— Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after o…ZOHO_BOOKS_CREATE_CONTACT— Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.ZOHO_BOOKS_CREATE_ESTIMATE— Tool to create an estimate (quote). Use when you need to raise a new customer quote in Zoho Books.ZOHO_BOOKS_CREATE_EXCHANGE_RATE— Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.ZOHO_BOOKS_CREATE_INVOICE— Tool to create a new invoice. Use when you need to bill a customer with line items.ZOHO_BOOKS_CREATE_ITEM— Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details.ZOHO_BOOKS_CREATE_SALES_ORDER— Tool to create a sales order. Use when you need to record a new sales order in Zoho Books.ZOHO_BOOKS_CREATE_USER— Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.ZOHO_BOOKS_DELETE_BANK_TRANSACTION— Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.ZOHO_BOOKS_DELETE_CONTACT— Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.ZOHO_BOOKS_DELETE_INVOICE— Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.ZOHO_BOOKS_DELETE_ITEM— Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactio…ZOHO_BOOKS_EMAIL_INVOICE— Tool to send an invoice email. Use after invoice creation to share it with the customer.ZOHO_BOOKS_GET_BANK_ACCOUNT— Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.ZOHO_BOOKS_GET_BILL— Tool to fetch details of a specific bill. Use after confirming the organization context.ZOHO_BOOKS_GET_CONTACT— Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obta…ZOHO_BOOKS_GET_ESTIMATE— Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by i…ZOHO_BOOKS_GET_INVOICE— Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or list…ZOHO_BOOKS_GET_ITEM— Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.ZOHO_BOOKS_GET_SALES_ORDER— Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.ZOHO_BOOKS_GET_USER— Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.ZOHO_BOOKS_LIST_BANK_ACCOUNTS— Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview.ZOHO_BOOKS_LIST_BANK_TRANSACTIONS— Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and…ZOHO_BOOKS_LIST_BILLS— Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS— Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and …ZOHO_BOOKS_LIST_CONTACTS— Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts fro…ZOHO_BOOKS_LIST_CURRENCIES— Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.ZOHO_BOOKS_LIST_INVOICE_PAYMENTS— Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific i…ZOHO_BOOKS_LIST_INVOICES— Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices b…ZOHO_BOOKS_LIST_ITEMS— Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, sear…ZOHO_BOOKS_LIST_ORGANIZATIONS— Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subseque…ZOHO_BOOKS_LIST_SALES_ORDERS— Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting…ZOHO_BOOKS_LIST_USERS— Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Book…ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE— Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its…ZOHO_BOOKS_MARK_INVOICE_AS_SENT— Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.ZOHO_BOOKS_OPEN_SALES_ORDER— Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.ZOHO_BOOKS_REMIND_CUSTOMER_INVOICE— Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.ZOHO_BOOKS_UPDATE_BILL— Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the curren…ZOHO_BOOKS_UPDATE_CONTACT— Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.ZOHO_BOOKS_UPDATE_INVOICE— Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line…ZOHO_BOOKS_UPDATE_ITEM— Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its…ZOHO_BOOKS_UPDATE_SALES_ORDER— Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line it…ZOHO_BOOKS_VOID_INVOICE— Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.
# Get full input/output schema for a tool
npx -y smithery tool get zoho_books