Financial

Zoho Invoice MCP Server

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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.

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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, estimates, credit notes, and payments. Automate recurring billing and payment reminders.

Multi-Organization Support

Zoho accounts can contain multiple organizations. Every tool accepts an optional organization_id parameter. For multi-org accounts, first list organizations and then pass the target org ID to subsequent calls.

Data Model

  • Contacts: Customers you bill — each has addresses, payment terms, and outstanding balances.
  • Items: Products and services with names, rates, SKUs, and tax settings. Referenced in invoice/estimate line items.
  • Invoices: Bills sent to customers with line items, taxes, discounts, and payment tracking. Statuses: draft → sent → partially_paid → paid → overdue → void.
  • Estimates: Quotes sent to customers before invoicing. Can be converted to invoices once accepted.
  • Credit Notes: Adjustments issued against customer accounts with line items. Applied to invoices as credits.
  • Customer Payments: Payment records linked to customers and optionally to specific invoices.
  • Expenses: Business expenses tracked by account, amount, and date. Can be marked billable to customers.
  • Recurring Invoices: Automated billing profiles that generate invoices on a schedule (daily/weekly/monthly/yearly).
  • Taxes: Tax configurations applied to line items (read-only via settings).
  • Users: Account users with roles and permissions (read-only).

Key Relationships

  • Invoices and estimates require a customer_id (from contacts) and line_items (referencing items by item_id or inline name+rate).
  • Credit notes require a customer_id and line_items.
  • Customer payments require a customer_id and can optionally reference an invoice_id.
  • Expenses reference an account_id and can be linked to a customer_id when billable.
  • Recurring invoices require a customer_id, line_items, recurrence_name, and recurrence_frequency.

Workflow Patterns

  1. Invoice a customer: List contacts → get customer_id → list items → create invoice with line_items → send.
  2. Record payment: List invoices → find unpaid invoice → create customer payment with invoice_id.
  3. Issue credit: Create credit note with customer_id and line_items → apply to outstanding invoice.
  4. Set up recurring billing: Create recurring invoice profile with schedule → invoices auto-generate.
  5. Track expenses: Create expense with account_id and amount → optionally mark billable to a customer.

Constraints

  • Only draft invoices can be deleted; sent/paid invoices must be voided instead.
  • Line items in create/update calls replace existing line items entirely (not merged).
  • Dates use yyyy-mm-dd format.
  • Pagination: page (1-based) and per_page (max 200) on all list endpoints.

Tools in this Server (43)

Zoho Invoice Create Contact

Create a new contact in Zoho Invoice. Provide at minimum a contact_name. Optionally set email, addresses, and payment terms.

Zoho Invoice Create Credit Note

Create a new credit note in Zoho Invoice. Requires customer_id and at least one line item.

Zoho Invoice Create Customer Payment

Record a customer payment in Zoho Invoice. Requires customer_id, amount, date, and payment_mode. Optionally link to an invoice_id.

Zoho Invoice Create Estimate

Create a new estimate in Zoho Invoice. Requires a customer_id and at least one line item.

Zoho Invoice Create Expense

Create a new expense in Zoho Invoice. Requires account_id and amount.

Zoho Invoice Create Invoice

Create a new invoice in Zoho Invoice. Requires a customer_id and at least one line_item. Each line item needs either an item_id or a name+rate pair.

Zoho Invoice Create Item

Create a new item (product or service) in Zoho Invoice. Requires a name and rate.

Zoho Invoice Create Recurring Inv

Create a recurring invoice profile in Zoho Invoice. Requires customer_id, recurrence_name, recurrence_frequency, and at least one line item.

Zoho Invoice Delete Contact

Delete a contact from Zoho Invoice by contact_id. This cannot be undone.

Zoho Invoice Delete Credit Note

Delete a credit note from Zoho Invoice by creditnote_id.

Zoho Invoice Delete Customer Payment

Delete a customer payment from Zoho Invoice by payment_id.

Zoho Invoice Delete Estimate

Delete an estimate from Zoho Invoice by estimate_id.

Zoho Invoice Delete Expense

Delete an expense from Zoho Invoice by expense_id.

Zoho Invoice Delete Invoice

Delete an invoice from Zoho Invoice by invoice_id. Only draft invoices can be deleted.

Zoho Invoice Delete Item

Delete an item from Zoho Invoice by item_id.

Zoho Invoice Delete Recurring Inv

Delete a recurring invoice profile from Zoho Invoice by recurring_invoice_id.

Zoho Invoice Get Contact

Get full details of a specific contact by ID, including addresses, contact persons, payment terms, and custom fields.

Zoho Invoice Get Credit Note

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

Zoho Invoice Get Customer Payment

Get full details of a specific customer payment by ID, including invoice allocations.

Zoho Invoice Get Estimate

Get full details of a specific estimate by ID, including line items and customer info.

Zoho Invoice Get Expense

Get full details of a specific expense by ID, including account and customer info.

Zoho Invoice Get Invoice

Get full details of a specific invoice by ID, including line items, taxes, payment history, and custom fields.

Zoho Invoice Get Item

Get full details of a specific item by ID, including pricing, tax, and unit info.

Zoho Invoice Get Recurring Invoice

Get full details of a specific recurring invoice by ID, including schedule and line items.

Zoho Invoice List Contacts

List all contacts (customers) in Zoho Invoice. Returns contact names, emails, outstanding balances, and status.

Zoho Invoice List Credit Notes

List all credit notes in Zoho Invoice. Returns credit note numbers, amounts, and status.

Zoho Invoice List Customer Payments

List all customer payments in Zoho Invoice. Returns payment dates, amounts, and customer names.

Zoho Invoice List Estimates

List all estimates (quotes) in Zoho Invoice. Returns estimate numbers, dates, amounts, and status.

Zoho Invoice List Expenses

List all expenses in Zoho Invoice. Returns expense dates, amounts, categories, and descriptions.

Zoho Invoice List Invoices

Fetch all invoices from Zoho Invoice. Returns invoice numbers, dates, amounts, due dates, customer names, and payment status.

Zoho Invoice List Items

List all items (products/services) in Zoho Invoice. Returns item names, rates, and descriptions.

Zoho Invoice List Organizations

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

Zoho Invoice List Recurring Invoices

List all recurring invoice profiles in Zoho Invoice. Returns frequency, next billing date, and status.

Zoho Invoice List Taxes

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

Zoho Invoice List Users

List all users in the Zoho Invoice organization. Returns user names, emails, roles, and status.

Zoho Invoice Update Contact

Update an existing contact in Zoho Invoice. Pass the contact_id and any fields to change.

Zoho Invoice Update Credit Note

Update an existing credit note in Zoho Invoice.

Zoho Invoice Update Customer Payment

Update an existing customer payment in Zoho Invoice.

Zoho Invoice Update Estimate

Update an existing estimate in Zoho Invoice.

Zoho Invoice Update Expense

Update an existing expense in Zoho Invoice.

Zoho Invoice Update Invoice

Update an existing invoice in Zoho Invoice. Pass the invoice_id and any fields to change.

Zoho Invoice Update Item

Update an existing item in Zoho Invoice.

Zoho Invoice Update Recurring Inv

Update an existing recurring invoice profile in Zoho Invoice.

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 43 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 43 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

MCP URLhttps://mcp.mcpbundles.com/bundle/zoho-invoice
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 Invoice and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Zoho Invoice will appear under Not connected — select it and click Connect to complete OAuth.
Name: Zoho Invoice
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/zoho-invoice
Authentication: OAuth

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

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Zoho Invoice MCP Server & Skill — 43 Tools