accounting
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_tokenManual OAuth token- cli_setup_supported
true- cli_runtime_supported
true- mcp_gateway_supported
true- lua_supported
true- supports_multi_account
true
Quick Links
Lua APIAgent-facing namespace and function reference. Zoho Books CLIHeadless setup and direct function calls. Zoho Books MCPMCP gateway setup for external clients. Submit feedbackReport missing tools, auth problems, wrong docs, or runtime issues. ContributeAdd tools or improve metadata in the integrations repo.
Zoho Books MCP Client Matrix
Use these pages when a specific agent client or framework needs copy-pasteable MCP setup for Zoho Books.
Claude Code Zoho Books MCP setup for Claude Code. Cursor Zoho Books MCP setup for Cursor. Codex Zoho Books MCP setup for Codex. OpenAI Agents Zoho Books MCP setup for OpenAI Agents SDK. Claude Agent SDK Zoho Books MCP setup for Claude Agent SDK. Vercel AI SDK Zoho Books MCP setup for Vercel AI SDK. LangChain Zoho Books MCP setup for LangChain. LangGraph Zoho Books MCP setup for LangGraph. CrewAI Zoho Books MCP setup for CrewAI. MCP clients Zoho Books MCP setup for Generic MCP Clients.
Zoho Books CLI Matrix
Use these pages for direct Zoho Books CLI workflows in scripts, CI, cron, and agent wrappers.
CI Zoho Books CLI for CI. Cron Jobs Zoho Books CLI for cron jobs. Shell Scripts Zoho Books CLI for shell scripts. Headless Automation Zoho Books CLI for headless automation. Coding Agents Zoho Books CLI for coding agents.
Function Catalog
| Function | Type | Parameters | Description |
|---|---|---|---|
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. |