Financial

Zoho Billing MCP Server

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Zoho Billing is a full-featured billing and invoicing platform that allows businesses to manage recurring invoices, track expenses, and automate payment processes. Use it to streamline financial operations and enhance billing accuracy.

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42 tools
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AI Skill
SKILL.md

Domain knowledge for Zoho Billing — workflow patterns, data models, and gotchas for your AI agent.

Zoho Billing

Zoho Billing (formerly Zoho Subscriptions) manages recurring billing, subscription plans, and payment automation for SaaS and subscription businesses.

Multi-Organization

Many Zoho accounts have multiple organizations. Call the list-organizations tool first to get the organization_id, then pass it to every subsequent call. Single-org accounts work without it, but multi-org accounts fail without it.

Data Model

  • Products — top-level catalog entries that group plans and addons. Create products first, then attach plans.
  • Plans — subscription pricing tiers with billing intervals (monthly/yearly), trial periods, and setup fees. Each plan belongs to a product.
  • Addons — optional extras (one-time or recurring) attachable to subscriptions. Each addon has an addon_code.
  • Coupons — discount codes (flat or percentage) applicable to subscriptions at checkout.
  • Customers — billing contacts with addresses, payment terms, and outstanding balances.
  • Subscriptions — active recurring billing relationships tying a customer to a plan, with optional addons and coupons. Core entity for revenue.
  • Invoices — auto-generated from subscriptions at each billing cycle. Read-only — created by the system.
  • Transactions — payment records (charges, refunds) linked to invoices. Read-only.
  • Expenses — business expense entries for tracking costs.
  • Recurring Expenses — repeating expense schedules (rent, SaaS tools).
  • Quotes/Estimates — proposals sent to prospects before subscription creation.
  • Taxes — tax rate configurations applied to plans and addons.

Workflow Patterns

  1. Set up a subscription product: create product → create plan(s) under product → optionally create addons → create customer → create subscription with customer_id + plan.
  2. Apply a discount: create coupon → pass coupon_code when creating or updating a subscription.
  3. Upgrade/downgrade: update subscription with new plan object (different plan_code or price override).
  4. Track revenue: list subscriptions (filter by status) → list invoices → list transactions.
  5. Manage trials: set trial_period on plan creation, or override trial_days in the subscription's plan object.

Important Constraints

  • Plans require products: Always create a product first, then create plans under it with the product_id.
  • Plan codes and addon codes are unique identifiers: Used as the primary key for get/update/delete (not numeric IDs).
  • Subscriptions are not deletable via API: Cancel subscriptions instead (update with cancel_at_end or immediately).
  • Invoices are read-only: Generated automatically from subscriptions. Cannot be created or modified directly.
  • Coupon discount_by: Must be either "flat" or "percentage" — other values are rejected.

Tools in this Server (42)

Zoho Billing Cancel Subscription

Cancel a subscription in Zoho Billing. By default schedules cancellation at the end of the current term; set cancel_at_end to false for immediate canc...

Zoho Billing Create Addon

Create a new addon in Zoho Billing. Addons are optional extras attached to subscriptions.

Zoho Billing Create Coupon

Create a new coupon in Zoho Billing for applying discounts to subscriptions.

Zoho Billing Create Customer

Create a new customer in Zoho Billing. Only display_name is required.

Zoho Billing Create Plan

Create a new subscription plan in Zoho Billing. Requires plan_code, name, product_id, and recurring_price. Plans define the pricing and billing cycle ...

Zoho Billing Create Product

Create a new product in Zoho Billing. Plans and addons are then attached to products.

Zoho Billing Create Subscription

Create a new subscription in Zoho Billing. Requires customer_id and a plan object with plan_code. Optionally attach addons and apply coupon codes.

Zoho Billing Delete Addon

Delete an addon from Zoho Billing by addon_code.

Zoho Billing Delete Coupon

Delete a coupon from Zoho Billing by coupon_code.

Zoho Billing Delete Customer

Delete a customer from Zoho Billing by customer_id.

Zoho Billing Delete Plan

Delete a subscription plan from Zoho Billing by plan_code.

Zoho Billing Delete Product

Delete a product from Zoho Billing by product_id.

Zoho Billing Get Addon

Get full details of a specific addon by addon_code.

Zoho Billing Get Coupon

Get full details of a specific coupon by coupon_code.

Zoho Billing Get Customer

Get full details of a specific customer by ID, including billing/shipping addresses and payment terms.

Zoho Billing Get Expense

Get full details of a specific expense by ID.

Zoho Billing Get Hosted Page

Get details of a hosted page by ID in Zoho Billing, including status and URL for customer-facing flows.

Zoho Billing Get Invoice

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

Zoho Billing Get Plan

Get full details of a subscription plan by plan_code.

Zoho Billing Get Product

Get full details of a specific product by ID, including associated plans and addons.

Zoho Billing Get Quote

Get full details of a specific quote/estimate by ID.

Zoho Billing Get Subscription

Get full details of a specific subscription by ID, including plan, addons, payment terms, and history.

Zoho Billing List Addons

List all addons in Zoho Billing. Returns addon names, codes, pricing, and associated products.

Zoho Billing List Coupons

List all coupons in Zoho Billing. Returns coupon codes, discount types, amounts, and validity periods.

Zoho Billing List Customers

List all customers in Zoho Billing. Returns customer names, emails, outstanding balances, and status.

Zoho Billing List Expenses

List all expenses in Zoho Billing. Returns expense IDs, categories, amounts, and dates.

Zoho Billing List Hosted Pages

List hosted pages in Zoho Billing (checkout, update payment, cancel subscription, and other customer-facing hosted flows).

Zoho Billing List Invoices

List all invoices in Zoho Billing. Returns invoice numbers, customer details, amounts, status, and dates.

Zoho Billing List Organizations

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

Zoho Billing List Plans

List all subscription plans in Zoho Billing. Returns plan names, codes, pricing, and billing intervals.

Zoho Billing List Products

List all products in Zoho Billing. Returns product names, IDs, descriptions, and pricing.

Zoho Billing List Quotes

List all quotes/estimates in Zoho Billing. Returns quote IDs, customer info, and amounts.

Zoho Billing List Recurring Expenses

List all recurring expenses in Zoho Billing. Returns frequency, amount, and next billing date.

Zoho Billing List Subscriptions

List all subscriptions in Zoho Billing. Returns subscription IDs, customer info, plan details, status, and next billing dates.

Zoho Billing List Taxes

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

Zoho Billing List Transactions

List all transactions in Zoho Billing. Returns payments, refunds, and charges with amounts and dates.

Zoho Billing Update Addon

Update an existing addon in Zoho Billing.

Zoho Billing Update Coupon

Update an existing coupon in Zoho Billing.

Zoho Billing Update Customer

Update an existing customer in Zoho Billing. Pass customer_id and any fields to change.

Zoho Billing Update Plan

Update an existing subscription plan in Zoho Billing.

Zoho Billing Update Product

Update an existing product in Zoho Billing.

Zoho Billing Update Subscription

Update an existing subscription in Zoho Billing. Change plan, addons, or coupon.

Frequently Asked Questions

What is the Zoho Billing MCP server?

Zoho Billing is a full-featured billing and invoicing platform that allows businesses to manage recurring invoices, track expenses, and automate payment processes. Use it to streamline financial operations and enhance billing accuracy. It provides 42 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Zoho Billing to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/zoho-billing. Authentication is handled automatically.

How many tools does Zoho Billing provide?

Zoho Billing provides 42 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Zoho Billing require?

Zoho Billing uses One-click sign in. Zoho Billing requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Zoho Billing to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/zoho-billing
Claude.aiCursorVS CodeVS Code InsidersGooseLM StudioCherry StudioChatGPT

One-click install:

Install on Claude.aiInstall for organization (admins)

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Zoho Billing and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Zoho Billing will appear under Not connected — select it and click Connect to complete OAuth.
Name: Zoho Billing
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/zoho-billing
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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Zoho Billing MCP Server & Skill — 42 Tools