Zoho Invoice
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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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AI SkillSKILL.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
- Invoice a customer: List contacts → get customer_id → list items → create invoice with line_items → send.
- Record payment: List invoices → find unpaid invoice → create customer payment with invoice_id.
- Issue credit: Create credit note with customer_id and line_items → apply to outstanding invoice.
- Set up recurring billing: Create recurring invoice profile with schedule → invoices auto-generate.
- 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 discovered (43)
Showing 25 of 43 from the live probe.
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.
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
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