Zoho Books MCP
for AI agents

• accept_estimate write

  Accept Estimate

  Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

• activate_bank_account write

  Activate Bank Account

  Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.

• add_bill_attachment write

  Add Bill Attachment

  Tool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.

• add_bill_comment write

  Add Bill Comment

  Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.

• add_contact_address write

  Add Contact Address

  Tool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.

• add_invoice_comment write

  Add Invoice Comment

  Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.

• add_project_comment write

  Add Project Comment

  Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.

• add_purchase_order_comment write

  Add Purchase Order Comment

  Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.

• add_sales_order_comment write

  Add Sales Order Comment

  Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.

• add_vendor_credit_comment write

  Add Vendor Credit Comment

  Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.

• apply_credit_note_to_invoice write

  Apply Credit Note to Invoice

  Tool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.

• apply_credits_to_bill write

  Apply Credits to Bill

  Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.

• apply_credits_to_invoice write

  Apply Credits to Invoice

  Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.

• bulk_export_invoices_pdf read

  Bulk Export Invoices PDF

  Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

• bulk_print_invoices read

  Bulk Print Invoices

  Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

• categorize_as_customer_payment_refund write

  Categorize As Customer Payment Refund

  Tool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.

• categorize_uncategorized_transaction write

  Categorize Uncategorized Transaction

  Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

• clone_project write

  Clone Project

  Tool to clone an existing project. Use when duplicating a project with a new name and optional description.

• convert_purchase_order_to_bill read

  Convert Purchase Order To Bill

  Tool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.

• create_bank_account write

  Create Bank Account

  Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

• create_bank_transaction write

  Create Bank Transaction

  Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.

• create_chart_of_account write

  Create Chart Of Account

  Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.

• create_contact write

  Create Contact

  Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

• create_contact_person write

  Create Contact Person

  Tool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.

• create_currency write

  Create Currency

  Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.

• create_customer_payment_refund write

  Create Customer Payment Refund

  Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.

• create_employee write

  Create Employee

  Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.

• create_exchange_rate write

  Create Exchange Rate

  Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

• create_expense write

  Create Expense

  Tool to create a new expense in Zoho Books. Use when you need to record business expenses.

• create_invoice_from_salesorder write

  Create Invoice From Sales Order

  Tool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.

• create_item write

  Create Item

  Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API returns code=1001 with message indicating the duplicate. Check the response code to handle this scenario - use LIST_ITEMS to verify if an item exists before creating, or handle code=1001 responses to retrieve/update the existing item instead.

• create_journal write

  Create Journal

  Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.

• create_location write

  Create Location

  Tool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.

• create_project write

  Create Project

  Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.

• create_recurring_bill write

  Create Recurring Bill

  Tool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).

• create_recurring_expense write

  Create Recurring Expense

  Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.

• create_recurring_invoice write

  Create Recurring Invoice

  Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.

• create_reporting_tag write

  Create Reporting Tag

  Tool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.

• create_rule write

  Create Bank Account Rule

  Tool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts) based on transaction criteria like amount, description, or payee.

• create_sales_receipt write

  Create Sales Receipt

  Tool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.

• create_time_entry write

  Create Time Entry

  Tool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.

• create_user write

  Create User

  Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.

• create_vendor_credit write

  Create Vendor Credit

  Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.

• create_vendor_payment write

  Create Vendor Payment

  Tool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.

• deactivate_bank_account write

  Deactivate Bank Account

  Tool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.

• delete_bank_account write

  Delete Bank Account

  Tool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.

• delete_bank_transaction write

  Delete Bank Transaction

  Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

• delete_bill write

  Delete Bill

  Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.

• delete_bill_attachment write

  Delete Bill Attachment

  Tool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.

• delete_bill_comment write

  Delete Bill Comment

  Tool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.

• delete_bill_payment write

  Delete Bill Payment

  Tool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.

• delete_bulk_customer_payments write

  Delete Bulk Customer Payments

  Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.

• delete_bulk_vendor_payments write

  Delete Bulk Vendor Payments

  Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.

• delete_chart_of_account write

  Delete Chart of Account

  Tool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.

• delete_chart_of_account_transaction write

  Delete Chart Of Account Transaction

  Tool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.

• delete_contact write

  Delete Contact

  Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

• delete_contact_address write

  Delete Contact Address

  Tool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.

• delete_contact_person write

  Delete Contact Person

  Tool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.

• delete_credit_note write

  Delete Credit Note

  Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.

• delete_credit_note_comment write

  Delete Credit Note Comment

  Tool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.

• delete_credit_note_refund write

  Delete Credit Note Refund

  Tool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.

• delete_currency write

  Delete Currency

  Tool to delete a specific currency from organization settings. Use when you need to remove an unused currency after confirming it has no associated transactions.

• delete_customer_payment write

  Delete Customer Payment

  Tool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.

• delete_customer_payment_refund write

  Delete Customer Payment Refund

  Tool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID.

• delete_employee write

  Delete Employee

  Tool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID.

• delete_estimate write

  Delete Estimate

  Tool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.

• delete_exchange_rate write

  Delete Exchange Rate

  Tool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.

• delete_expense write

  Delete Expense

  Tool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID.

• delete_expense_receipt write

  Delete Expense Receipt

  Tool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.

• delete_invoice write

  Delete Invoice

  Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.

• delete_invoice_attachment write

  Delete Invoice Attachment

  Tool to delete the last attached attachment from an invoice. Use when you need to remove the most recently attached file from a specific invoice.

• delete_invoice_comment write

  Delete Invoice Comment

  Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.

• delete_invoice_document write

  Delete Invoice Document

  Tool to delete a document/attachment from a specific invoice. Use when you need to remove an invoice attachment after confirming it is no longer needed.

• delete_invoice_payment write

  Delete Invoice Payment

  Tool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.

• delete_item write

  Delete Item

  Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.

• delete_journal_comment_v4 write

  Delete Journal Comment V4

  Tool to delete a journal comment using Zoho Books API v4 (Beta). Use when you need to remove an existing comment from a journal after confirming both the journal ID and comment ID.

• delete_journal_document write

  Delete Journal Document

  Tool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal.

• delete_journals write

  Delete Journals

  Tool to delete multiple journal entries in one request. Use when you need to remove multiple journals after confirming their IDs.

• delete_journal_v4 write

  Delete Journal (v4 Beta)

  Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.

• delete_location write

  Delete Location

  Tool to delete a specific location. Use when you need to remove a location from the organization.

• delete_project_comment_v4 write

  Delete Project Comment (v4 Beta)

  Tool to delete a project comment using v4 Beta API. Use when you need to remove an existing comment from a project after confirming its ID.

• delete_project_task write

  Delete Project Task

  Tool to delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID.

• delete_project_v4 write

  Delete Project V4

  Tool to delete a specific project using v4 Beta API. Use when you need to remove an existing project after confirming its ID.

• delete_purchase_order write

  Delete Purchase Order

  Tool to delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID.

• delete_purchase_order_attachment write

  Delete Purchase Order Attachment

  Tool to delete an attachment from a purchase order. Use when you need to remove a file attached to a purchase order after confirming the purchase order ID.

• delete_purchase_order_comment write

  Delete Purchase Order Comment

  Tool to delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID.

• delete_recurring_bill write

  Delete Recurring Bill

  Tool to delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID.

• delete_recurring_invoice write

  Delete Recurring Invoice

  Tool to delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID.

• delete_rule write

  Delete Bank Account Rule

  Tool to delete a bank account rule from your account. Use when you need to remove a rule and make it no longer applicable on transactions.

• delete_sales_order_comment write

  Delete Sales Order Comment

  Tool to delete a comment from a sales order. Use when you need to remove a specific comment from a sales order.

• delete_sales_receipt write

  Delete Sales Receipt

  Tool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.

• delete_time_entry write

  Delete Time Entry

  Tool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID.

• delete_vendor_credit write

  Delete Vendor Credit

  Tool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.

• delete_vendor_credit_refund write

  Delete Vendor Credit Refund

  Tool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.

• delete_vendor_payment write

  Delete Vendor Payment

  Tool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.

• disable_contact_payment_reminder write

  Disable Contact Payment Reminder

  Tool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.

• disable_invoice_payment_reminder write

  Disable Invoice Payment Reminder

  Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.

• email_contact_statement write

  Email Contact Statement

  Tool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.

• email_estimate write

  Email Estimate

  Tool to send an estimate email. Use after estimate creation to share it with the customer.

• email_invoice write

  Email Invoice

  Tool to send an invoice email. Use after invoice creation to share it with the customer.

• enable_contact_payment_reminder write

  Enable Contact Payment Reminder

  Tool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.

• enable_contact_portal write

  Enable Contact Portal

  Tool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.

• enable_invoice_payment_reminder write

  Enable Invoice Payment Reminder

  Tool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.

• exclude_bank_transaction write

  Exclude Bank Transaction

  Tool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization.

• export_bulk_estimates_pdf read

  Bulk Export Estimates PDF

  Tool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge.

• export_sales_orders_pdf read

  Bulk Export Sales Orders PDF

  Tool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge.

• get_all_tag_options read

  Get All Tag Options

  Tool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.

• get_bank_account read

  Get Bank Account

  Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.

• get_base_currency_adjustment read

  Get Base Currency Adjustment

  Tool to fetch details of a specific base currency adjustment. Use when you need to retrieve adjustment information by its ID.

• get_bill read

  Get Bill

  Tool to fetch details of a specific bill. Use after confirming the organization context.

• get_bill_attachment read

  Get Bill Attachment

  Tool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.

• get_chart_of_account read

  Get Chart Of Account

  Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.

• get_contact read

  Get Contact

  Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.

• get_contact_address read

  Get Contact Address

  Tool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact.

• get_contact_person read

  Get Contact Person

  Tool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact.

• get_contact_statement_mail read

  Get Contact Statement Mail

  Tool to retrieve the pre-populated email content for a contact statement. Use when you need to get the email template, subject, body, and recipients before sending a statement.

• get_credit_note read

  Get Credit Note

  Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.

• get_currency read

  Get Currency

  Tool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.

• get_estimate read

  Get Estimate

  Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.

• get_estimate_email read

  Get Estimate Email

  Tool to retrieve the pre-populated email content for an estimate. Use when you need to get the email template, subject, body, and recipients before sending an estimate email.

• get_expense read

  Get Expense

  Tool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.

• get_invoice read

  Get Invoice

  Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.

• get_invoice_attachment read

  Get Invoice Attachment

  Tool to fetch the last attached attachment from a specific invoice. Use when you need to download a document attached to an invoice.

• get_invoice_email read

  Get Invoice Email

  Tool to retrieve the pre-populated email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending an invoice email.

• get_item read

  Get Item

  Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.

• get_journal_credits_list_v4 read

  Get Journal Credits List (v4 Beta)

  Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API. Use when you need to view credits associated with a journal entry.

• get_journal_details_v4 read

  Get Journal Details V4

  Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta). Use when you need complete journal information including line items, tax details, metadata, and approvals.

• get_journals_list_v4 read

  Get Journals List (v4 Beta)

  Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API. Use when you need to fetch and filter journal entries with advanced filtering options.

• get_last_imported_statement read

  Get Last Imported Statement

  Tool to get details of previously imported statement for a bank account. Use when you need to retrieve information about the last statement import.

• get_matching_bank_transactions read

  Get Matching Bank Transactions

  Tool to retrieve potential matching transactions for an uncategorized bank transaction. Use when you need to find existing transactions that could be matched with an imported or uncategorized transaction for reconciliation purposes.

• get_opening_balance read

  Get Opening Balance

  Tool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books.

• get_organization read

  Get Organization

  Tool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.

• get_payment_reminder_mail_content_for_invoice read

  Get Payment Reminder Mail Content

  Tool to retrieve the pre-populated payment reminder email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending a payment reminder.

• get_project read

  Get Project

  Tool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.

• get_project_user read

  Get Project User

  Tool to fetch details of a specific user associated with a project. Use when you need to retrieve user information for a project.

• get_purchase_order read

  Get Purchase Order

  Tool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information.

• get_recurring_invoice read

  Get Recurring Invoice

  Tool to retrieve a single recurring invoice profile's full configuration by ID. Returns complete schedule, customer, line items, and status for 'read-before-write' update safety.

• get_sales_order read

  Get Sales Order

  Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.

• get_sales_order_attachment read

  Get Sales Order Attachment

  Tool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order.

• get_sales_order_email_content read

  Get Sales Order Email Content

  Tool to retrieve the pre-populated email content for a sales order. Use when you need to get the email template, subject, body, and recipients before sending a sales order email.

• get_user read

  Get User

  Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.

• get_vendor_credit_refund read

  Get Vendor Credit Refund

  Tool to fetch details of a specific vendor credit refund. Use when you need to retrieve information about a refund associated with a vendor credit.

• import_bank_statements write

  Import Bank Statements

  Tool to import bank or credit card statement transactions in bulk. Use when you need to import multiple transactions from a bank statement.

• list_bank_accounts read

  List Bank Accounts

  Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. Paginate using `page` and `per_page` for large organizations with many accounts.

• list_bank_rules read

  List Bank Rules

  Tool to list all rules created for a bank or credit card account. Use when you need to retrieve rules for transaction categorization and automation.

• list_bank_transactions read

  List Bank Transactions

  Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.

• list_base_currency_adjustments read

  List Base Currency Adjustments

  Tool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting.

• list_bill_comments_and_history read

  List Bill Comments and History

  Tool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill.

• list_bill_payments read

  List Bill Payments

  Tool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.

• list_bills read

  List Bills

  Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.

• list_chart_of_accounts read

  List Chart Of Accounts

  Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.

• list_chart_of_account_transactions read

  List Chart of Account Transactions

  Tool to list transactions for a specific chart of account. Use when you need to retrieve transaction history for an account with optional filters.

• list_contact_comments read

  List Contact Comments

  Tool to retrieve recent activities and comments for a specific contact. Use when you need to fetch the comment history of a contact.

• list_contact_persons read

  List Contact Persons

  Tool to retrieve a paginated list of contact persons from Zoho Books. Use when you need to list all contact persons across all contacts in the organization.

• list_contact_refunds read

  List Contact Refunds

  Tool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.

• list_contacts read

  List Contacts

  Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.

• list_credit_note_refunds read

  List Credit Note Refunds

  Tool to retrieve a paginated list of credit note refunds with filters. Use when you need to fetch credit note refunds from Zoho Books.

• list_credit_notes read

  List Credit Notes

  Tool to retrieve a paginated list of credit notes with optional filters. Use when you need to discover credit note IDs or fetch credit notes by status, customer, date, or amount.

• list_currencies read

  List Currencies

  Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.

• list_customer_payment_refunds read

  List Customer Payment Refunds

  Tool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.

• list_customer_payments read

  List Customer Payments

  Tool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.

• list_employees read

  List Employees

  Tool to retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books.

• list_estimate_comments_and_history read

  List Estimate Comments & History

  Tool to retrieve comments and history for a specific estimate. Use when you need to fetch activity log, status changes, or user comments associated with an estimate.

• list_estimates read

  List Estimates

  Tool to retrieve a paginated list of estimates with optional filters. Use when you need to discover estimate IDs or fetch estimates by status, customer, date range, or amount.

• list_estimate_templates read

  List Estimate Templates

  Tool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.

• list_expense_comments read

  List Expense Comments

  Tool to retrieve history and comments for a specific expense. Use when you need to fetch the comment history and activity log of an expense.

• list_expenses read

  List Expenses

  Tool to retrieve a paginated list of expenses with filters and search. Use when you need to fetch and filter expenses from Zoho Books.

• list_fixed_assets read

  List Fixed Assets

  Tool to retrieve a paginated list of fixed assets from Zoho Books. Use when you need to fetch and filter fixed assets with optional sorting and pagination.

• list_fixed_asset_types read

  List Fixed Asset Types

  Tool to retrieve a paginated list of fixed asset types from Zoho Books. Use when you need to fetch available fixed asset type classifications for categorizing fixed assets.

• list_invoice_comments_and_history read

  List Invoice Comments and History

  Tool to list comments and history entries for an invoice. Use when retrieving all comments and historical activities associated with a specific invoice.

• list_invoice_credits_applied read

  List Invoice Credits Applied

  Tool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.

• list_invoice_payments read

  List Invoice Payments

  Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.

• list_invoices read

  List Invoices

  Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.

• list_invoice_templates read

  List Invoice Templates

  Tool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.

• list_item_details read

  List Item Details

  Tool to bulk fetch details for multiple items from Zoho Books using their IDs. Use when you need to retrieve detailed information for multiple items in a single API call.

• list_items read

  List Items

  Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.

• list_journal_templates read

  List Journal Templates

  Tool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.

• list_locations read

  List Locations

  Tool to list all locations in the organization. Use when you need to retrieve all available locations from Zoho Books.

• list_organizations read

  List Organizations

  Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.

• list_projects read

  List Projects

  Tool to retrieve a paginated list of projects with optional filters. Use when you need to fetch projects from Zoho Books for a specific organization.

• list_project_users read

  List Project Users

  Tool to retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books.

• list_purchase_orders read

  List Purchase Orders

  Tool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination.

• list_recurring_bill_history read

  List Recurring Bill History

  Tool to list comments and history entries for a recurring bill. Use when retrieving all comments and historical activities associated with a specific recurring bill.

• list_recurring_invoice_history read

  List Recurring Invoice History

  Tool to retrieve comments and history for a specific recurring invoice. Use when you need to view all activities, comments, and historical changes associated with a recurring invoice.

• list_reporting_tags read

  List Reporting Tags

  Tool to retrieve all reporting tags from Zoho Books. Use when you need to list reporting tags for categorization and filtering purposes.

• list_retainer_invoices read

  List Retainer Invoices

  Tool to retrieve a paginated list of retainer invoices with filters and sorting. Use when listing retainer invoices before processing them.

• list_sales_order_comments_and_history read

  List Sales Order Comments & History

  Tool to list comments and history entries for a sales order. Use when retrieving all comments and historical activities associated with a specific sales order.

• list_sales_orders read

  List Sales Orders

  Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.

• list_sales_receipts read

  List Sales Receipts

  Tool to retrieve a paginated list of sales receipts with filters. Use when you need to fetch sales receipts by customer, date range, amount, or other criteria.

• list_tasks read

  List Tasks

  Tool to retrieve a paginated list of tasks for a specific project. Use when you need to fetch tasks associated with a project in Zoho Books.

• list_taxes read

  List Taxes

  Tool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books.

• list_tax_exemptions read

  List Tax Exemptions

  Tool to retrieve a list of tax exemptions from Zoho Books. Use when you need to list tax exemptions for US Edition organizations. This feature is only available for US Edition of Zoho Books.

• list_users read

  List Users

  Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.

• list_vendor_credit_refunds read

  List Vendor Credit Refunds

  Tool to retrieve a paginated list of vendor credit refunds with filters. Use when you need to fetch vendor credit refunds from Zoho Books.

• list_vendor_credit_refunds2 read

  List Vendor Credit Refunds

  Tool to list refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit.

• list_vendor_credits read

  List Vendor Credits

  Tool to retrieve a paginated list of vendor credits with filters and search. Use when you need to fetch and filter vendor credits before processing.

• list_vendor_payment_refunds read

  List Vendor Payment Refunds

  Tool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.

• list_vendor_payments read

  List Vendor Payments

  Tool to retrieve a paginated list of vendor payments with filters and search. Use when listing vendor payments for reporting or reconciliation.

• mark_bill_open write

  Mark Bill Open

  Tool to mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status).

• mark_bill_void write

  Mark Bill Void

  Tool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.

• mark_contact_as_active write

  Mark Contact as Active

  Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.

• mark_contact_as_inactive write

  Mark Contact as Inactive

  Tool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.

• mark_estimate_as_sent write

  Mark Estimate As Sent

  Tool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.

• mark_invoice_as_sent write

  Mark Invoice As Sent

  Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.

• mark_item_as_active write

  Mark Item as Active

  Tool to mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID.

• mark_item_inactive write

  Mark Item as Inactive

  Tool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID.

• mark_location_active write

  Mark Location Active

  Tool to mark a location as active. Use when you need to activate a previously inactive location.

• mark_location_inactive write

  Mark Location as Inactive

  Tool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.

• mark_location_primary write

  Mark Location Primary

  Tool to mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID.

• mark_project_active write

  Mark Project Active

  Tool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.

• mark_reporting_tag_as_active write

  Mark Reporting Tag as Active

  Tool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.

• mark_reporting_tag_as_inactive write

  Mark Reporting Tag as Inactive

  Tool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.

• mark_reporting_tag_default_option write

  Mark Reporting Tag Default Option

  Tool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice.

• mark_retainer_invoice_sent write

  Mark Retainer Invoice Sent

  Tool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.

• mark_sales_order_void write

  Mark Sales Order Void

  Tool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.

• mark_tag_option_active write

  Mark Tag Option Active

  Tool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.

• mark_tag_option_as_inactive write

  Mark Tag Option as Inactive

  Tool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.

• mark_user_inactive write

  Mark User as Inactive

  Tool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.

• mark_vendor_credit_void write

  Mark Vendor Credit Void

  Tool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.

• open_sales_order write

  Open Sales Order

  Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.

• print_bulk_estimates read

  Bulk Print Estimates

  Tool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing.

• print_bulk_sales_orders read

  Bulk Print Sales Orders

  Tool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing.

• remind_customer_invoice write

  Send Payment Reminder

  Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.

• resume_recurring_invoice write

  Resume Recurring Invoice

  Tool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.

• send_bulk_invoice_reminder write

  Send Bulk Invoice Reminder

  Tool to send payment reminders for multiple invoices at once. Use when you need to send reminders to multiple customers for their outstanding invoices.

• send_contact_email write

  Send Contact Email

  Tool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.

• stop_recurring_invoice write

  Stop Recurring Invoice

  Tool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.

• untrack_contact1099 write

  Untrack Contact 1099

  Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.

• update_bank_transaction write

  Update Bank Transaction

  Tool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after the transaction has been created.

• update_bill write

  Update Vendor Bill

  Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.

• update_contact write

  Update Contact

  Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.

• update_contact_person write

  Update Contact Person

  Tool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact_person_id.

• update_credit_note_refund write

  Update Credit Note Refund

  Tool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note—change the description, reference number, or other refund fields.

• update_currency write

  Update Currency

  Tool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision.

• update_custom_fields_in_item write

  Update Custom Fields in Item

  Tool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties.

• update_estimate write

  Update Estimate

  Tool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.

• update_estimate_billing_address write

  Update Estimate Billing Address

  Tool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books.

• update_estimate_shipping_address write

  Update Estimate Shipping Address

  Tool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate.

• update_estimate_template write

  Update Estimate Template

  Tool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate.

• update_invoice write

  Update Invoice

  Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.

• update_invoice_attachment_preference write

  Update Invoice Attachment Preference

  Tool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed.

• update_invoice_billing_address write

  Update Invoice Billing Address

  Tool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.

• update_invoice_shipping_address write

  Update Invoice Shipping Address

  Tool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books.

• update_invoice_template write

  Update Invoice Template

  Tool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice.

• update_item write

  Update Item

  Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.

• update_journal write

  Update Journal

  Tool to update a journal entry in Zoho Books. Use when modifying existing journal entries—changing line items, dates, amounts, or other journal fields.

• update_location write

  Update Location

  Tool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users.

• update_organization write

  Update Organization

  Tool to update an organization's settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings.

• update_project write

  Update Project

  Tool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. Requires project_id.

• update_project_user write

  Update Project User

  Tool to update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.

• update_purchase_order_billing_address write

  Update Purchase Order Billing Address

  Tool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order.

• update_purchase_order_comment write

  Update Purchase Order Comment

  Tool to update a comment on a purchase order. Use when you need to modify the text of an existing comment. Only user-created comments can be updated; system-generated comments will fail with error 4073.

• update_recurring_bill write

  Update Recurring Bill

  Tool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern, line items, or other bill attributes.

• update_recurring_invoice_template write

  Update Recurring Invoice Template

  Tool to update the template associated with a recurring invoice. Use when you need to change the PDF template used for an existing recurring invoice.

• update_reporting_tag write

  Update Reporting Tag

  Tool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag.

• update_reporting_tag_options write

  Update Reporting Tag Options

  Tool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including their active status and default settings.

• update_sales_order write

  Update Sales Order

  Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.

• update_sales_order_attachment_preference write

  Update Sales Order Attachment Preference

  Tool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed.

• update_sales_order_billing_address write

  Update Sales Order Billing Address

  Tool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books.

• update_sales_order_shipping_address write

  Update Sales Order Shipping Address

  Tool to update the shipping address of a specific sales order. Use when you need to modify the shipping address details for an existing sales order in Zoho Books.

• update_sales_order_template write

  Update Sales Order Template

  Tool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order.

• update_user write

  Update User

  Tool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role.

• update_vendor_payment_refund write

  Update Vendor Payment Refund

  Tool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund's details such as amount, date, or reference information.

• void_invoice write

  Void Invoice

  Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.

• write_off_invoice write

  Write Off Invoice

  Tool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.

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