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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.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsDomain knowledge for Zoho Books — workflow patterns, data models, and gotchas for your AI agent.
Zoho Books is online accounting for invoicing, expense tracking, and tax compliance. Automate accounting tasks and gain financial insights.
Obtain a list of bank accounts associated with your Zoho Books account. Use this for reconciling accounts or monitoring cash flow. It returns account ...
Access a full list of bills entered in Zoho Books. Use this to track payables or prepare for financial audits. It provides bill details, such as bill ...
List all contacts, such as customers and vendors, stored in Zoho Books. Utilize this for maintaining updated contact records or preparing communicatio...
Retrieve a list of credit notes issued in Zoho Books. Use this for managing customer refunds or adjustments. It returns credit note information, inclu...
Retrieve a list of all customer payments in your Zoho Books account. Use this to track incoming payments, manage outstanding balances, or verify recen...
Retrieve estimates you've created in Zoho Books. Employ this tool to manage client proposals or track project bidding. It returns estimate details, in...
Generate a list of expenses recorded in Zoho Books. Apply this to track expenditure or compile expense reports. It returns details like expense amount...
Fetch all invoices issued from your Zoho Books account. Essential for tracking revenue or monitoring outstanding payments. It provides invoice details...
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 retu...
Retrieve a log of all journal entries recorded in your Zoho Books account. This is essential for conducting financial audits or reconciling accounting...
Retrieve a list of organizations connected to your Zoho Books account. Useful when managing multiple business entities or switching accounts. It provi...
Access a full list of purchase orders created within your Zoho Books account. Ideal for managing vendors, tracking order statuses, and overseeing inve...
Gather a list of sales orders from your Zoho Books account. Perfect for monitoring order fulfillment, updating sales strategies, or tracking delivery ...
List all tax configurations and rates applicable in your Zoho Books account. Use this for ensuring compliance with tax regulations, calculating tax li...
Access a list of all bank transactions stored in your Zoho Books account. Useful for reconciling bank statements, monitoring cash flow, or auditing re...
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...
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. It provides 16 tools that AI agents can use through the Model Context Protocol (MCP).
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-books. Authentication is handled automatically.
Zoho Books provides 16 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.
Zoho Books uses One-click sign in. Zoho Books requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Zoho Books to any MCP client in minutes
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.
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