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Zoho Invoice MCP Integration for CrewAI

Connect Zoho Invoice to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

7 functions 6 read 1 write Manual OAuth token auth

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

Scoped tools

Expose only Zoho Invoice instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

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 toolSource functionTypeDescription
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.

Related Zoho Invoice Pages