Zoho Billing
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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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AI SkillSKILL.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
- Set up a subscription product: create product → create plan(s) under product → optionally create addons → create customer → create subscription with customer_id + plan.
- Apply a discount: create coupon → pass coupon_code when creating or updating a subscription.
- Upgrade/downgrade: update subscription with new plan object (different plan_code or price override).
- Track revenue: list subscriptions (filter by status) → list invoices → list transactions.
- 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 discovered (42)
Showing 25 of 42 from the live probe.
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 cancellation.
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 for subscriptions.
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.
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
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