Financial

Zoho Invoice MCP Server

Use Studio chat to drive this server — credentials stay in your workspace.

Zoho Invoice is a cloud-based invoicing software that enables businesses to create, send, and manage invoices and estimates, as well as automate payment reminders. It is primarily used for streamlining billing processes and financial management.

9 tools
Agent guide included
One-click sign in
Start Chatting

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

Browse all tools

AI Skill
SKILL.md

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

Zoho Invoice

Zoho Invoice is cloud-based invoicing for creating, sending, and managing invoices and estimates. Automate payment reminders and streamline billing.

Data Model

  • Contacts: Customers and counterparties you bill.
  • Invoices: Create, list, and send invoices; track status and payments.
  • Estimates: Quotes before they become invoices.

Tools in this Server (9)

Zoho Invoice List Contacts

Get a detailed list of all contacts housed in your Zoho Invoice system. Ideal for managing client relationships and streamlining communication efforts...

Zoho Invoice List Credit Notes

Retrieve a list of credit notes issued in your Zoho Invoice account. This is critical for tracking refunds or adjustments made to customer accounts. R...

Zoho Invoice List Customer Payments

Pull a list of customer payments recorded in your Zoho Invoice account. Use this to reconcile transactions, track payment histories, or confirm receip...

Zoho Invoice List Expenses

Access a compilation of all expenses logged in your Zoho Invoice account. Use this to manage company expenditures, prepare budget reports, or audit fi...

Zoho Invoice List Invoices

Access a full list of invoices generated through your Zoho Invoice account. Use this to review financial transactions, track payment statuses, or mana...

Zoho Invoice List Items

Retrieve a list of items listed in your Zoho Invoice account. Use this when you need a complete overview of all products and services your business ha...

Zoho Invoice List Recurring Invoices

Retrieve all recurring invoice setups from your Zoho Invoice account for efficient recurring billing management. This tool is useful for businesses ha...

Zoho Invoice List Taxes

Retrieve a list of all tax settings configured in your Zoho Invoice account. This is particularly useful for auditing tax compliance or preparing for ...

Zoho Invoice List Users

Fetch a list of users associated with your Zoho Invoice account. Use this to manage user access and permissions or review account user activity. It pr...

Frequently Asked Questions

What is the Zoho Invoice MCP server?

Zoho Invoice is a cloud-based invoicing software that enables businesses to create, send, and manage invoices and estimates, as well as automate payment reminders. It is primarily used for streamlining billing processes and financial management. It provides 9 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Zoho Invoice 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-invoice. Authentication is handled automatically.

How many tools does Zoho Invoice provide?

Zoho Invoice provides 9 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 Invoice require?

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

Setup Instructions

Connect Zoho Invoice to any MCP client in minutes

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

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.

Ready to chat with Zoho Invoice?

Same flow: Studio opens on this server after sign-in. Keep chatting to call tools from the conversation.

Zoho Invoice MCP Server & Skill — 9 Tools