Financial

Zoho Books MCP Server

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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.

16 tools
Agent guide included
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AI Skill
SKILL.md

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

Zoho Books

Zoho Books is online accounting for invoicing, expense tracking, and tax compliance. Automate accounting tasks and gain financial insights.

Data Model

  • Bank feeds & accounts — linked institutions plus manual cash ledgers.
  • Invoices — AR documents with taxes, retainers, and payment status.
  • Contacts — customers, vendors, and employees surfaced in accounting flows.
  • Bills — AP liabilities awaiting payment or reconciliation.

Tools in this Server (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 ...

Zoho Books List Bills

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 ...

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 communicatio...

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, inclu...

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 recen...

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, in...

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...

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...

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 retu...

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...

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 provi...

Zoho Books List Purchase Orders

Access a full list of purchase orders created within your Zoho Books account. Ideal for managing vendors, tracking order statuses, and overseeing inve...

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 ...

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 li...

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 re...

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...

Frequently Asked Questions

What is the Zoho Books MCP server?

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).

How do I connect Zoho Books 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-books. Authentication is handled automatically.

How many tools does Zoho Books provide?

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.

What authentication does Zoho Books require?

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

Setup Instructions

Connect Zoho Books to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/zoho-books

What is MCP?

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.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

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Zoho Books MCP Server & Skill — 16 Tools