accounting
Zoho Books MCP Integration for Codex
Connect Zoho Books to Codex through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.
Connect Zoho Books to Codex
Use KosmoKrator as a local MCP proxy for Codex so coding sessions can reach selected integrations with explicit write policy.
Register kosmo mcp:serve as a local stdio server and choose the integration allowlist. The gateway is local, scoped to this integration, and starts with
--write=deny so Codex can inspect read-capable tools without receiving write access by default.
Zoho Books MCP Config for Codex
Keep write access denied or ask-based unless the workspace is trusted.
{
"mcpServers": {
"kosmokrator-zoho_books": {
"type": "stdio",
"command": "kosmo",
"args": [
"mcp:serve",
"--integration=zoho_books",
"--write=deny"
]
}
}
}Run the Gateway Manually
kosmokrator mcp:serve --integration=zoho_books --write=denyWhy Use KosmoKrator Here
Expose only Zoho Books instead of a broad multi-service tool list.
Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.
Start read-only, then opt into ask or allow for trusted workspaces.
Zoho Books Tools Visible to Codex
Codex sees stable MCP tool names generated from the Zoho Books integration catalog.
| MCP tool | Source function | Type | Description |
|---|---|---|---|
integration__zoho_books__zohobooks_list_invoices | zoho_books.zohobooks_list_invoices | Read | List invoices from Zoho Books. Returns a paginated list of invoices with optional filters for status, customer, and date range. |
integration__zoho_books__zohobooks_get_invoice | zoho_books.zohobooks_get_invoice | Read | Get full details of a specific invoice in Zoho Books by its ID, including line items, totals, payments, and credits. |
integration__zoho_books__zohobooks_create_invoice | zoho_books.zohobooks_create_invoice | 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. |
integration__zoho_books__zohobooks_update_invoice | zoho_books.zohobooks_update_invoice | Write | Update an existing invoice in Zoho Books. Provide the invoice_id and any fields to change (line_items, dates, notes, status, etc.). |
integration__zoho_books__zohobooks_list_contacts | zoho_books.zohobooks_list_contacts | Read | List contacts (customers and vendors) from Zoho Books. Returns a paginated list with optional filters. |
integration__zoho_books__zohobooks_get_contact | zoho_books.zohobooks_get_contact | Read | Get full details of a specific contact (customer or vendor) in Zoho Books, including addresses and contact persons. |
integration__zoho_books__zohobooks_create_contact | zoho_books.zohobooks_create_contact | Write | Create a new contact (customer or vendor) in Zoho Books. Requires a name; optionally provide email, phone, company name, and contact type. |
integration__zoho_books__zohobooks_list_items | zoho_books.zohobooks_list_items | Read | List items (products and services) from Zoho Books. Returns a paginated list with optional filters. |
integration__zoho_books__zohobooks_create_item | zoho_books.zohobooks_create_item | Write | Create a new item (product or service) in Zoho Books. Requires a name and rate. Optionally specify item type, description, unit, and tax. |
integration__zoho_books__zohobooks_list_estimates | zoho_books.zohobooks_list_estimates | Read | List estimates (quotes) from Zoho Books. Returns a paginated list with optional filters for status, customer, and date range. |
integration__zoho_books__zohobooks_create_estimate | zoho_books.zohobooks_create_estimate | 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. |
integration__zoho_books__zohobooks_get_current_user | zoho_books.zohobooks_get_current_user | Read | Get information about the currently authenticated Zoho Books user. Useful for verifying connectivity and identifying the active account. |