Zoho Books MCP Server

Create a new bill in Zoho Books. Requires vendor_id (must be a vendor-type contact), bill_number, and at least one line item with an expense account_i...

Create a new contact (customer or vendor) in Zoho Books. Provide at minimum a contact_name. Optionally set type, email, addresses, and payment terms.

Create a new credit note in Zoho Books. Requires customer_id and at least one line item.

Record a customer payment in Zoho Books. Requires customer_id, amount, account_id (the bank account to deposit into), and invoices array allocating th...

Create a new estimate in Zoho Books. Requires a customer_id and at least one line item.

Create a new expense in Zoho Books. Requires account_id (must be an expense-category account, not a sales or income account) and amount.

Create a new invoice in Zoho Books. Requires a customer_id and at least one line_item. Each line item needs either an item_id or a name+rate pair. Set...

Create a new item (product or service) in Zoho Books. Requires a name and rate. Items are sales-only by default. To use an item in purchase orders or ...

Create a journal entry in Zoho Books. Requires journal_date and line_items with balanced debits and credits.

Create a new purchase order in Zoho Books. Requires vendor_id, date (yyyy-mm-dd), and line_items. Line items must reference purchase-type items (items...

Create a new sales order in Zoho Books. Requires customer_id, date (yyyy-mm-dd), and line_items.

Delete a bill from Zoho Books by bill_id.

Delete a contact from Zoho Books by contact_id. This cannot be undone.

Delete a credit note from Zoho Books by creditnote_id.

Delete a customer payment from Zoho Books by payment_id.

Delete an estimate from Zoho Books by estimate_id.

Delete an expense from Zoho Books by expense_id.

Delete an invoice from Zoho Books by invoice_id. Only draft invoices can be deleted.

Delete an item from Zoho Books by item_id.

Delete a journal entry from Zoho Books by journal_id.

Delete a purchase order from Zoho Books by purchaseorder_id.

Delete a sales order from Zoho Books by salesorder_id.

Get full details of a specific bank account by ID.

Get full details of a specific bill by ID, including line items, taxes, and payment history.

Get full details of a specific contact by ID, including addresses, contact persons, payment terms, and custom fields.

Get full details of a specific credit note by ID, including line items and invoice credits applied.

Get full details of a specific customer payment by ID, including invoice allocations.

Get full details of a specific estimate by ID, including line items and customer info.

Get full details of a specific expense by ID, including receipt info and account details.

Get full details of a specific invoice by ID, including line items, taxes, payment history, and custom fields.

Get full details of a specific item by ID, including pricing, tax, and inventory info.

Get full details of a specific journal entry by ID, including debit/credit line items.

Get full details of a specific purchase order by ID.

Get full details of a specific sales order by ID, including line items and shipping info.

Get full details of a specific tax configuration by ID.

Get full details of a specific bank transaction by ID.

Get full details of a specific user by ID.

List all bank accounts in Zoho Books. Returns account names, types, balances, and status.

List all bills (accounts payable) in Zoho Books. Returns bill numbers, vendor names, dates, amounts, and payment status.

List all contacts (customers, vendors) in Zoho Books. Returns contact names, emails, outstanding balances, and status. Use optional filters to narrow ...

List all credit notes in Zoho Books. Returns credit note numbers, amounts, and status.

List all customer payments in Zoho Books. Returns payment dates, amounts, and customer names.

List all estimates (quotes/proposals) in Zoho Books. Returns estimate numbers, dates, amounts, and status.

List all expenses in Zoho Books. Returns expense dates, amounts, categories, and vendors.

Fetch all invoices from Zoho Books. Returns invoice numbers, dates, amounts, due dates, customer names, and payment status.

List all items (products/services) in Zoho Books. Returns item names, rates, and stock details.

List all journal entries in Zoho Books. Returns entry dates, amounts, and account details.

List all organizations linked to the Zoho Books account. Returns organization IDs, names, and currency info. Use the organization_id from results in o...

List all purchase orders in Zoho Books. Returns PO numbers, vendor names, dates, and status.

List all sales orders in Zoho Books. Returns order numbers, dates, totals, and fulfillment status.

List all tax configurations and rates in Zoho Books. Returns tax names, rates, and types.

List all bank transactions in Zoho Books. Returns transaction dates, amounts, and types.

List all users in the Zoho Books organization. Returns user names, emails, roles, and status.

Update an existing bill in Zoho Books.

Update an existing contact in Zoho Books. Pass the contact_id and any fields to change.

Update an existing credit note in Zoho Books.

Update an existing customer payment in Zoho Books.

Update an existing estimate in Zoho Books.

Update an existing expense in Zoho Books.

Update an existing invoice in Zoho Books. Pass the invoice_id and any fields to change.

Update an existing item in Zoho Books.

Update an existing journal entry in Zoho Books.

Update an existing purchase order in Zoho Books.

Update an existing sales order in Zoho Books.