Can I use Zoho Books as a CLI?

Yes. KosmoKrator exposes a Zoho Books CLI through kosmo integrations:call and the provider shortcut command. Commands can return JSON for scripts, CI, and coding agents.

Can I expose Zoho Books through MCP?

Yes. The KosmoKrator MCP gateway can expose selected Zoho Books tools to clients such as Claude Code, Cursor, Codex, and other MCP-compatible tools.

Where are Zoho Books credentials stored?

Zoho Books credentials are configured in KosmoKrator's local integration settings and reused by CLI, Lua, and MCP gateway surfaces.

Can I deny write access for Zoho Books MCP tools?

Yes. Start the gateway with --write=deny for read-only clients, or use ask/allow only for trusted workspaces.

accounting

Zoho Books CLI for AI Agents

Use the Zoho Books CLI from KosmoKrator to call Zoho Books tools headlessly, return JSON, inspect schemas, and automate workflows from coding agents, scripts, and CI.

12 functions 7 read 5 write Manual OAuth token auth

Submit Zoho Books feedback View package source

Zoho Books CLI Setup

Zoho Books can be configured headlessly with `kosmokrator integrations:configure zoho_books`.

# Install KosmoKrator first if it is not available on PATH.
curl -fsSL https://raw.githubusercontent.com/OpenCompanyApp/kosmokrator/main/install.sh | bash

# Configure and verify this integration.
kosmokrator integrations:configure zoho_books --set access_token="$ZOHO_BOOKS_ACCESS_TOKEN" --set organization_id="$ZOHO_BOOKS_ORGANIZATION_ID" --enable --read allow --write ask --json
kosmokrator integrations:doctor zoho_books --json
kosmokrator integrations:status --json

Credentials

Authentication type: Manual OAuth token oauth2_manual_token. Configure credentials once, then use the same stored profile from scripts, coding CLIs, Lua code mode, and the MCP gateway.

Key	Env var	Type	Required	Label
`access_token`	`ZOHO_BOOKS_ACCESS_TOKEN`	Secret `secret`	yes	OAuth Access Token
`organization_id`	`ZOHO_BOOKS_ORGANIZATION_ID`	Text `text`	yes	Organization ID
`url`	`ZOHO_BOOKS_URL`	URL `url`	no	API Base URL

Call Zoho Books Headlessly

Use the generic call form when another coding CLI or script needs a stable universal interface.

kosmo integrations:call zoho_books.zohobooks_list_invoices '{
  "status": "example_status",
  "customer_id": "example_customer_id",
  "date_start": "example_date_start",
  "date_end": "example_date_end",
  "page": 1,
  "per_page": 1,
  "search_text": "example_search_text"
}' --json

Use the provider shortcut form for shorter human-facing commands.

kosmo integrations:zoho_books zohobooks_list_invoices '{
  "status": "example_status",
  "customer_id": "example_customer_id",
  "date_start": "example_date_start",
  "date_end": "example_date_end",
  "page": 1,
  "per_page": 1,
  "search_text": "example_search_text"
}' --json

Agent Discovery Commands

These commands return structured output for coding agents that need to inspect capabilities before choosing a function.

kosmo integrations:docs zoho_books --json
kosmo integrations:docs zoho_books.zohobooks_list_invoices --json
kosmo integrations:schema zoho_books.zohobooks_list_invoices --json
kosmo integrations:search "Zoho Books" --json
kosmo integrations:list --json

All CLI Functions

Every function below can be called headlessly. The generic form is stable across all integrations; the provider shortcut is shorter but specific to Zoho Books.

`zoho_books.zohobooks_list_invoices`

Read read

List invoices from Zoho Books. Returns a paginated list of invoices with optional filters for status, customer, and date range.

Parameters: status, customer_id, date_start, date_end, page, per_page, search_text

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_list_invoices '{"status":"example_status","customer_id":"example_customer_id","date_start":"example_date_start","date_end":"example_date_end","page":1,"per_page":1,"search_text":"example_search_text"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_list_invoices '{"status":"example_status","customer_id":"example_customer_id","date_start":"example_date_start","date_end":"example_date_end","page":1,"per_page":1,"search_text":"example_search_text"}' --json

`zoho_books.zohobooks_get_invoice`

Read read

Get full details of a specific invoice in Zoho Books by its ID, including line items, totals, payments, and credits.

Parameters: invoice_id

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_get_invoice '{"invoice_id":"example_invoice_id"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_get_invoice '{"invoice_id":"example_invoice_id"}' --json

`zoho_books.zohobooks_create_invoice`

Write write

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.

Parameters: customer_id, line_items, date, due_date, invoice_number, reference_number, notes, terms

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_create_invoice '{"customer_id":"example_customer_id","line_items":"example_line_items","date":"example_date","due_date":"example_due_date","invoice_number":"example_invoice_number","reference_number":"example_reference_number","notes":"example_notes","terms":"example_terms"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_create_invoice '{"customer_id":"example_customer_id","line_items":"example_line_items","date":"example_date","due_date":"example_due_date","invoice_number":"example_invoice_number","reference_number":"example_reference_number","notes":"example_notes","terms":"example_terms"}' --json

`zoho_books.zohobooks_update_invoice`

Write write

Update an existing invoice in Zoho Books. Provide the invoice_id and any fields to change (line_items, dates, notes, status, etc.).

Parameters: invoice_id, customer_id, line_items, date, due_date, notes, terms, status, reference_number

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_update_invoice '{"invoice_id":"example_invoice_id","customer_id":"example_customer_id","line_items":"example_line_items","date":"example_date","due_date":"example_due_date","notes":"example_notes","terms":"example_terms","status":"example_status"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_update_invoice '{"invoice_id":"example_invoice_id","customer_id":"example_customer_id","line_items":"example_line_items","date":"example_date","due_date":"example_due_date","notes":"example_notes","terms":"example_terms","status":"example_status"}' --json

`zoho_books.zohobooks_list_contacts`

Read read

List contacts (customers and vendors) from Zoho Books. Returns a paginated list with optional filters.

Parameters: contact_type, status, page, per_page, search_text

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_list_contacts '{"contact_type":"example_contact_type","status":"example_status","page":1,"per_page":1,"search_text":"example_search_text"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_list_contacts '{"contact_type":"example_contact_type","status":"example_status","page":1,"per_page":1,"search_text":"example_search_text"}' --json

`zoho_books.zohobooks_get_contact`

Read read

Get full details of a specific contact (customer or vendor) in Zoho Books, including addresses and contact persons.

Parameters: contact_id

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_get_contact '{"contact_id":"example_contact_id"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_get_contact '{"contact_id":"example_contact_id"}' --json

`zoho_books.zohobooks_create_contact`

Write write

Create a new contact (customer or vendor) in Zoho Books. Requires a name; optionally provide email, phone, company name, and contact type.

Parameters: name, email, phone, company_name, contact_type, billing_address, shipping_address, notes

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_create_contact '{"name":"example_name","email":"example_email","phone":"example_phone","company_name":"example_company_name","contact_type":"example_contact_type","billing_address":"example_billing_address","shipping_address":"example_shipping_address","notes":"example_notes"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_create_contact '{"name":"example_name","email":"example_email","phone":"example_phone","company_name":"example_company_name","contact_type":"example_contact_type","billing_address":"example_billing_address","shipping_address":"example_shipping_address","notes":"example_notes"}' --json

`zoho_books.zohobooks_list_items`

Read read

List items (products and services) from Zoho Books. Returns a paginated list with optional filters.

Parameters: filter_type, page, per_page, search_text

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_list_items '{"filter_type":"example_filter_type","page":1,"per_page":1,"search_text":"example_search_text"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_list_items '{"filter_type":"example_filter_type","page":1,"per_page":1,"search_text":"example_search_text"}' --json

`zoho_books.zohobooks_create_item`

Write write

Create a new item (product or service) in Zoho Books. Requires a name and rate. Optionally specify item type, description, unit, and tax.

Parameters: name, rate, description, unit, item_type, tax_id, sku

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_create_item '{"name":"example_name","rate":1,"description":"example_description","unit":"example_unit","item_type":"example_item_type","tax_id":"example_tax_id","sku":"example_sku"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_create_item '{"name":"example_name","rate":1,"description":"example_description","unit":"example_unit","item_type":"example_item_type","tax_id":"example_tax_id","sku":"example_sku"}' --json

`zoho_books.zohobooks_list_estimates`

Read read

List estimates (quotes) from Zoho Books. Returns a paginated list with optional filters for status, customer, and date range.

Parameters: status, customer_id, date_start, date_end, page, per_page, search_text

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_list_estimates '{"status":"example_status","customer_id":"example_customer_id","date_start":"example_date_start","date_end":"example_date_end","page":1,"per_page":1,"search_text":"example_search_text"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_list_estimates '{"status":"example_status","customer_id":"example_customer_id","date_start":"example_date_start","date_end":"example_date_end","page":1,"per_page":1,"search_text":"example_search_text"}' --json

`zoho_books.zohobooks_create_estimate`

Write write

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.

Parameters: customer_id, line_items, date, expiry_date, estimate_number, reference_number, notes, terms

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_create_estimate '{"customer_id":"example_customer_id","line_items":"example_line_items","date":"example_date","expiry_date":"example_expiry_date","estimate_number":"example_estimate_number","reference_number":"example_reference_number","notes":"example_notes","terms":"example_terms"}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_create_estimate '{"customer_id":"example_customer_id","line_items":"example_line_items","date":"example_date","expiry_date":"example_expiry_date","estimate_number":"example_estimate_number","reference_number":"example_reference_number","notes":"example_notes","terms":"example_terms"}' --json

`zoho_books.zohobooks_get_current_user`

Read read

Get information about the currently authenticated Zoho Books user. Useful for verifying connectivity and identifying the active account.

Parameters: none

Generic CLI call

kosmo integrations:call zoho_books.zohobooks_get_current_user '{}' --json

Provider shortcut

kosmo integrations:zoho_books zohobooks_get_current_user '{}' --json

Function Schemas

Use these parameter tables when building CLI payloads without calling integrations:schema first.

`zoho_books.zohobooks_list_invoices`

List invoices from Zoho Books. Returns a paginated list of invoices with optional filters for status, customer, and date range.

Operation: Read read
Schema command: kosmo integrations:schema zoho_books.zohobooks_list_invoices --json

Parameter	Type	Required	Description
`status`	string	no	Filter by invoice status: draft, sent, overdue, paid, voided, unpaid.
`customer_id`	string	no	Filter invoices by customer ID.
`date_start`	string	no	Filter by start date (ISO 8601, e.g., "2025-01-01").
`date_end`	string	no	Filter by end date (ISO 8601, e.g., "2025-12-31").
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of invoices per page (default: 25, max: 200).
`search_text`	string	no	Search invoices by invoice number or customer name.

`zoho_books.zohobooks_get_invoice`

Get full details of a specific invoice in Zoho Books by its ID, including line items, totals, payments, and credits.

Operation: Read read
Schema command: kosmo integrations:schema zoho_books.zohobooks_get_invoice --json

Parameter	Type	Required	Description
`invoice_id`	string	yes	The unique ID of the invoice to retrieve.

`zoho_books.zohobooks_create_invoice`

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.

Operation: Write write
Schema command: kosmo integrations:schema zoho_books.zohobooks_create_invoice --json

Parameter	Type	Required	Description
`customer_id`	string	yes	The customer (contact) ID to invoice.
`line_items`	array	yes	Array of line items. Each item should have: item_id (or name), rate, quantity, and optionally description.
`date`	string	no	Invoice date (ISO 8601, e.g., "2025-01-15"). Defaults to today.
`due_date`	string	no	Due date for payment (ISO 8601).
`invoice_number`	string	no	Custom invoice number. Auto-generated if omitted.
`reference_number`	string	no	Reference number (e.g., PO number).
`notes`	string	no	Notes to display on the invoice.
`terms`	string	no	Terms and conditions.

`zoho_books.zohobooks_update_invoice`

Update an existing invoice in Zoho Books. Provide the invoice_id and any fields to change (line_items, dates, notes, status, etc.).

Operation: Write write
Schema command: kosmo integrations:schema zoho_books.zohobooks_update_invoice --json

Parameter	Type	Required	Description
`invoice_id`	string	yes	The unique ID of the invoice to update.
`customer_id`	string	no	Change the customer (contact) ID on the invoice.
`line_items`	array	no	Replace all line items. Each item should have: item_id (or name), rate, quantity.
`date`	string	no	Invoice date (ISO 8601).
`due_date`	string	no	Due date for payment (ISO 8601).
`notes`	string	no	Notes displayed on the invoice.
`terms`	string	no	Terms and conditions.
`status`	string	no	Update invoice status: draft, sent, voided.
`reference_number`	string	no	Reference number (e.g., PO number).

`zoho_books.zohobooks_list_contacts`

List contacts (customers and vendors) from Zoho Books. Returns a paginated list with optional filters.

Operation: Read read
Schema command: kosmo integrations:schema zoho_books.zohobooks_list_contacts --json

Parameter	Type	Required	Description
`contact_type`	string	no	Filter by type: customer, vendor, or all (default: all).
`status`	string	no	Filter by status: active, inactive, or all.
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of contacts per page (default: 25, max: 200).
`search_text`	string	no	Search contacts by name or email.

`zoho_books.zohobooks_get_contact`

Get full details of a specific contact (customer or vendor) in Zoho Books, including addresses and contact persons.

Operation: Read read
Schema command: kosmo integrations:schema zoho_books.zohobooks_get_contact --json

Parameter	Type	Required	Description
`contact_id`	string	yes	The unique ID of the contact to retrieve.

`zoho_books.zohobooks_create_contact`

Create a new contact (customer or vendor) in Zoho Books. Requires a name; optionally provide email, phone, company name, and contact type.

Operation: Write write
Schema command: kosmo integrations:schema zoho_books.zohobooks_create_contact --json

Parameter	Type	Required	Description
`name`	string	yes	Contact name (person or company).
`email`	string	no	Primary email address.
`phone`	string	no	Phone number.
`company_name`	string	no	Company name (if different from contact name).
`contact_type`	string	no	Contact type: customer, vendor (default: customer).
`billing_address`	object	no	Billing address object with fields: attention, address, city, state, zip, country, phone.
`shipping_address`	object	no	Shipping address object (same fields as billing_address).
`notes`	string	no	Internal notes about this contact.

`zoho_books.zohobooks_list_items`

List items (products and services) from Zoho Books. Returns a paginated list with optional filters.

Operation: Read read
Schema command: kosmo integrations:schema zoho_books.zohobooks_list_items --json

Parameter	Type	Required	Description
`filter_type`	string	no	Filter by item type: active, inactive, sales, purchases, or all.
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of items per page (default: 25, max: 200).
`search_text`	string	no	Search items by name or description.

`zoho_books.zohobooks_create_item`

Create a new item (product or service) in Zoho Books. Requires a name and rate. Optionally specify item type, description, unit, and tax.

Operation: Write write
Schema command: kosmo integrations:schema zoho_books.zohobooks_create_item --json

Parameter	Type	Required	Description
`name`	string	yes	Item name (e.g., "Web Design Service" or "Widget A").
`rate`	number	yes	Unit price or hourly rate.
`description`	string	no	Item description shown on invoices.
`unit`	string	no	Unit of measurement (e.g., "hrs", "pcs", "kg").
`item_type`	string	no	Type of item: sales, purchases, or both (default: both).
`tax_id`	string	no	Tax ID to apply to this item.
`sku`	string	no	Stock Keeping Unit identifier.

`zoho_books.zohobooks_list_estimates`

List estimates (quotes) from Zoho Books. Returns a paginated list with optional filters for status, customer, and date range.

Operation: Read read
Schema command: kosmo integrations:schema zoho_books.zohobooks_list_estimates --json

Parameter	Type	Required	Description
`status`	string	no	Filter by estimate status: draft, sent, accepted, declined, expired, invoiced, or all.
`customer_id`	string	no	Filter estimates by customer ID.
`date_start`	string	no	Filter by start date (ISO 8601).
`date_end`	string	no	Filter by end date (ISO 8601).
`page`	integer	no	Page number for pagination (default: 1).
`per_page`	integer	no	Number of estimates per page (default: 25, max: 200).
`search_text`	string	no	Search estimates by estimate number or customer name.

`zoho_books.zohobooks_create_estimate`

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.

Operation: Write write
Schema command: kosmo integrations:schema zoho_books.zohobooks_create_estimate --json

Parameter	Type	Required	Description
`customer_id`	string	yes	The customer (contact) ID for the estimate.
`line_items`	array	yes	Array of line items. Each item should have: item_id (or name), rate, quantity, and optionally description.
`date`	string	no	Estimate date (ISO 8601, e.g., "2025-01-15"). Defaults to today.
`expiry_date`	string	no	Date when the estimate expires (ISO 8601).
`estimate_number`	string	no	Custom estimate number. Auto-generated if omitted.
`reference_number`	string	no	Reference number.
`notes`	string	no	Notes to display on the estimate.
`terms`	string	no	Terms and conditions.

`zoho_books.zohobooks_get_current_user`

Get information about the currently authenticated Zoho Books user. Useful for verifying connectivity and identifying the active account.

Operation: Read read
Schema command: kosmo integrations:schema zoho_books.zohobooks_get_current_user --json

Parameter	Type	Required	Description
No parameters.

Permissions

Headless calls still follow the integration read/write permission policy. Configure read/write defaults with integrations:configure. Add --force only for trusted automation that should bypass that policy.