accounting
Zoho Books MCP Integration for CrewAI
Connect Zoho Books to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.
Connect Zoho Books to CrewAI
Expose KosmoKrator integrations to CrewAI workers as scoped local tools.
Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with
--write=deny so CrewAI can inspect read-capable tools without receiving write access by default.
Zoho Books MCP Config for CrewAI
Use per-worker integration scopes to avoid giving every worker every tool.
{
"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 CrewAI
CrewAI 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. |