Zoho Books

Zoho Books is an online accounting software that enables businesses to streamline financial operations, including invoicing, expense tracking, and tax compliance. Use it to automate accounting tasks and gain financial insights.

This Zoho Books MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Financial Services
OAUTH2

Tools From This Provider (16)

Zoho Books List Banking

Obtain a list of bank accounts associated with your Zoho Books account. Use this for reconciling accounts or monitoring cash flow. It returns account details, including account name and balance. No...

Zoho Books List Bills

Access a comprehensive list of bills entered in Zoho Books. Use this to track payables or prepare for financial audits. It provides bill details, such as bill date and amount. No specific parameters...

Zoho Books List Contacts

List all contacts, such as customers and vendors, stored in Zoho Books. Utilize this for maintaining updated contact records or preparing communication. It returns contact details, including names...

Zoho Books List Creditnotes

Retrieve a list of credit notes issued in Zoho Books. Use this for managing customer refunds or adjustments. It returns credit note information, including amounts and associated invoices. No...

Zoho Books List Customer Payments

Retrieve a list of all customer payments in your Zoho Books account. Use this to track incoming payments, manage outstanding balances, or verify recent transactions. Returns details such as payment...

Zoho Books List Estimates

Retrieve estimates you've created in Zoho Books. Employ this tool to manage client proposals or track project bidding. It returns estimate details, including estimate ID and client information. This...

Zoho Books List Expenses

Generate a list of expenses recorded in Zoho Books. Apply this to track expenditure or compile expense reports. It returns details like expense amount and category. No parameters are necessary for...

Zoho Books List Invoices

Fetch all invoices issued from your Zoho Books account. Essential for tracking revenue or monitoring outstanding payments. It provides invoice details, such as due dates and client names. This...

Zoho Books List Items

Gather a list of items that are part of your Zoho Books inventory or service catalog. Use it to manage stock levels or update pricing schemes. It returns item details like names and prices. No...

Zoho Books List Journals

Retrieve a log of all journal entries recorded in your Zoho Books account. This is essential for conducting financial audits or reconciling accounting records. Returns data including entry dates,...

Zoho Books List Organizations

Retrieve a list of organizations connected to your Zoho Books account. Useful when managing multiple business entities or switching accounts. It provides organization information, including...

Zoho Books List Purchase Orders

Access a comprehensive list of purchase orders created within your Zoho Books account. Ideal for managing vendors, tracking order statuses, and overseeing inventory purchases. Returns information...

Zoho Books List Sales Orders

Gather a list of sales orders from your Zoho Books account. Perfect for monitoring order fulfillment, updating sales strategies, or tracking delivery timelines. Provides details like order totals,...

Zoho Books List Taxes

List all tax configurations and rates applicable in your Zoho Books account. Use this for ensuring compliance with tax regulations, calculating tax liabilities, or updating financial reports. Returns...

Zoho Books List Transactions

Access a list of all bank transactions stored in your Zoho Books account. Useful for reconciling bank statements, monitoring cash flow, or auditing recent financial activities. Returns transaction...

Zoho Books List Users

Fetch a list of users within your Zoho Books account. Use this when you need to manage user permissions or verify user access. It returns details such as user IDs and roles. No parameters are needed...

Provider Information

CategoryFinancial Services
Auth TypeOAUTH2
AddedOctober 29, 2025
UpdatedNovember 3, 2025
Used By Tools
16

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Having trouble configuring Zoho Books? Check the available resources below.

Zoho Books MCP Server - MCP Bundles • MCP Providers