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Zoho Books MCP, CLI, and Lua Integration for AI Agents

Zoho Books integration docs for AI agents: MCP gateway setup, Zoho Books CLI commands, Lua API reference, credentials, and function schemas.

12 functions 7 read 5 write Manual OAuth token auth

Zoho Books for agents

Credentials can be configured manually in web or CLI hosts.

Use this integration from Lua code mode, the headless integrations CLI, or the KosmoKrator MCP gateway. The same package metadata powers all three surfaces.

Machine-Readable Metadata
integration_slug
zoho_books
route_slug
zoho-books
package
zoho-books
auth_strategy
oauth2_manual_token Manual OAuth token
cli_setup_supported
true
cli_runtime_supported
true
mcp_gateway_supported
true
lua_supported
true
supports_multi_account
true

Quick Links

Zoho Books MCP Client Matrix

Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Zoho Books.

Zoho Books CLI Matrix

Use these pages for direct Zoho Books CLI workflows in scripts, CI, cron, and agent wrappers.

Function Catalog

FunctionTypeParametersDescription
zoho_books.zohobooks_list_invoices Read read 7 List invoices from Zoho Books. Returns a paginated list of invoices with optional filters for status, customer, and date range.
zoho_books.zohobooks_get_invoice Read read 1 Get full details of a specific invoice in Zoho Books by its ID, including line items, totals, payments, and credits.
zoho_books.zohobooks_create_invoice Write write 8 Create a new invoice in Zoho Books. Requires a customer_id and line_items array. Each line item needs at least an item_id or name with a rate and quantity.
zoho_books.zohobooks_update_invoice Write write 9 Update an existing invoice in Zoho Books. Provide the invoice_id and any fields to change (line_items, dates, notes, status, etc.).
zoho_books.zohobooks_list_contacts Read read 5 List contacts (customers and vendors) from Zoho Books. Returns a paginated list with optional filters.
zoho_books.zohobooks_get_contact Read read 1 Get full details of a specific contact (customer or vendor) in Zoho Books, including addresses and contact persons.
zoho_books.zohobooks_create_contact Write write 8 Create a new contact (customer or vendor) in Zoho Books. Requires a name; optionally provide email, phone, company name, and contact type.
zoho_books.zohobooks_list_items Read read 4 List items (products and services) from Zoho Books. Returns a paginated list with optional filters.
zoho_books.zohobooks_create_item Write write 7 Create a new item (product or service) in Zoho Books. Requires a name and rate. Optionally specify item type, description, unit, and tax.
zoho_books.zohobooks_list_estimates Read read 7 List estimates (quotes) from Zoho Books. Returns a paginated list with optional filters for status, customer, and date range.
zoho_books.zohobooks_create_estimate Write write 8 Create a new estimate (quote) in Zoho Books. Requires a customer_id and line_items array. Each line item needs at least an item_id or name with a rate and quantity.
zoho_books.zohobooks_get_current_user Read read 0 Get information about the currently authenticated Zoho Books user. Useful for verifying connectivity and identifying the active account.