accounting
Zoho Invoice MCP Integration for CrewAI
Connect Zoho Invoice to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.
Connect Zoho Invoice 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 Invoice MCP Config for CrewAI
Use per-worker integration scopes to avoid giving every worker every tool.
{
"mcpServers": {
"kosmokrator-zoho_invoice": {
"type": "stdio",
"command": "kosmo",
"args": [
"mcp:serve",
"--integration=zoho_invoice",
"--write=deny"
]
}
}
} Run the Gateway Manually
kosmokrator mcp:serve --integration=zoho_invoice --write=deny Why Use KosmoKrator Here
Expose only Zoho Invoice 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 Invoice Tools Visible to CrewAI
CrewAI sees stable MCP tool names generated from the Zoho Invoice integration catalog.
| MCP tool | Source function | Type | Description |
|---|---|---|---|
integration__zoho_invoice__zohoinvoice_list_invoices | zoho_invoice.zohoinvoice_list_invoices | Read | List invoices from Zoho Invoice. Supports filtering by status (draft, sent, overdue, paid, void, partially_paid), customer, and date range. |
integration__zoho_invoice__zohoinvoice_get_invoice | zoho_invoice.zohoinvoice_get_invoice | Read | Get full details of a single invoice by its ID, including line items, totals, payments, and notes. |
integration__zoho_invoice__zohoinvoice_create_invoice | zoho_invoice.zohoinvoice_create_invoice | Write | Create a new invoice in Zoho Invoice. Requires at minimum a customer_id and one line item. Returns the created invoice with its ID and total. |
integration__zoho_invoice__zohoinvoice_list_contacts | zoho_invoice.zohoinvoice_list_contacts | Read | List contacts (customers and vendors) from Zoho Invoice. Supports filtering by type (customer or vendor) and pagination. |
integration__zoho_invoice__zohoinvoice_list_items | zoho_invoice.zohoinvoice_list_items | Read | List items (products and services) from Zoho Invoice. Use item IDs when creating invoices with line items. |
integration__zoho_invoice__zohoinvoice_list_payments | zoho_invoice.zohoinvoice_list_payments | Read | List payments received in Zoho Invoice. Supports filtering by customer, date range, and payment mode. |
integration__zoho_invoice__zohoinvoice_get_current_user | zoho_invoice.zohoinvoice_get_current_user | Read | Get the authenticated user's profile from Zoho Invoice, including name, email, and role. |