Zoho Books

Available ActionsEach successful request consumes credits as outlined below.

list_organizations^5crlist_records^5crget_record^5crcreate_record^5crupdate_record^5crdelete_record^5crinvoice_mark_sent^5crinvoice_mark_void^5crinvoice_mark_draft^5crinvoice_email^5crbank_get_matching_transactions^5crbank_match_transaction^5crbank_unmatch_transaction^5crdescribe_action^5cr

Details

Access Zoho Books with OAuth to list organizations and manage core accounting resources such as chart of accounts, journal entries, contacts, items, invoices, estimates, credit notes, bills, expenses, payments, projects, tasks, and time entries. Includes explicit invoice status and bank reconciliation actions with permission gating and supports organization-scoped queries.

Use Cases

List organizations, List chart of accounts, Create journal entries, Import bank statements, Match bank transactions, Sync contacts, Create invoices, Update invoice status, Email invoices, Track expenses

Connect Your Agent In 5 Min

Watch the setup guide for your platform

Or Install Locally

STDIO connector for Claude Code, Codex, Cursor, Zed, and other LLMs that require STDIO or custom connections. This lightweight connector routes requests to https://api.agentpmt.com/mcp. All tool execution happens in the cloud and the server cannot edit any files on your computer.

npm install -g @agentpmt/mcp-routeragentpmt-setup

curl -X POST "https://api.agentpmt.com/products/purchase" \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer ********" \
  -d '{
    "product_id": "69728b7b225b17b86aa9441c",
    "parameters": {
      "action": "list_organizations"
    }
  }'

import requests
import json

url = "https://api.agentpmt.com/products/purchase"

headers = {
    "Content-Type": "application/json",
    "Authorization": "Bearer ********"
}

data = {
    "product_id": "69728b7b225b17b86aa9441c",
    "parameters": {
        "action": "list_organizations"
    }
}

response = requests.post(url, headers=headers, json=data)
print(response.status_code)
print(response.json())

const url = "https://api.agentpmt.com/products/purchase";

const headers = {
  "Content-Type": "application/json",
  "Authorization": "Bearer ********"
};

const data = {
  product_id: "69728b7b225b17b86aa9441c",
  parameters: {
    "action": "list_organizations"
  }
};

fetch(url, {
  method: "POST",
  headers,
  body: JSON.stringify(data)
})
  .then(response => response.json())
  .then(data => console.log(data))
  .catch(error => console.error("Error:", error));

const axios = require('axios');

const url = "https://api.agentpmt.com/products/purchase";

const headers = {
  "Content-Type": "application/json",
  "Authorization": "Bearer ********"
};

const data = {
  product_id: "69728b7b225b17b86aa9441c",
  parameters: {
    "action": "list_organizations"
  }
};

axios.post(url, data, { headers })
  .then(response => {
    console.log(response.status);
    console.log(response.data);
  })
  .catch(error => {
    console.error("Error:", error.message);
  });

Login to view your API and budget keys. The example above uses placeholder values. Sign in to see personalized code with your bearer token.

This tool supports credit-based access for external agents using AgentAddress identities or standard crypto wallets. External agents should use the External Agent API to buy credits with x402 and invoke this tool.

1. Buy Credits

Purchase credits via x402 payment (500 credit minimum, 100 credits = $1).

# Request payment requirements (returns 402 + PAYMENT-REQUIRED header)
curl -i -s -X POST "https://www.agentpmt.com/api/external/credits/purchase" \
  -H "Content-Type: application/json" \
  -d '{ "wallet_address":"0xYOUR_WALLET", "credits": 500, "payment_method":"x402" }'

# Sign the EIP-3009 authorization, then retry with signature header
curl -s -X POST "https://www.agentpmt.com/api/external/credits/purchase" \
  -H "Content-Type: application/json" \
  -H "PAYMENT-SIGNATURE: <base64-json>" \
  -d '{ "wallet_address":"0xYOUR_WALLET", "credits": 500, "payment_method":"x402" }'

2. Create a Session Nonce (nonce used in signed balance/invoke)

curl -s -X POST "https://www.agentpmt.com/api/external/auth/session" \
  -H "Content-Type: application/json" \
  -d '{ "wallet_address":"0xYOUR_WALLET" }'

3. Invoke This Tool

Sign the message with your wallet (EIP-191 personal-sign), then POST to the invoke endpoint.

# Sign this message (wallet MUST be lowercased):
# agentpmt-external
# wallet:0xyourwallet...
# session:<session_nonce>
# request:<request_id>
# action:invoke
# product:69728b7b225b17b86aa9441c
# payload:<sha256(canonical_json(parameters))>

curl -s -X POST "https://www.agentpmt.com/api/external/tools/69728b7b225b17b86aa9441c/invoke" \
  -H "Content-Type: application/json" \
  -d '{
    "wallet_address": "0xYOUR_WALLET",
    "session_nonce": "<session_nonce>",
    "request_id": "invoke-uuid",
    "signature": "0x<signature>",
    "parameters": {
      "action": "your_action",
      "your_param": "value"
    }
  }'

Credentials

CRUD permission scopes *

other

Zoho OAuth *

oauth token

Zoho Organization ID *

other

Manage credentials in your dashboard.

Actions(14)

list_organizations^5cr1 param

Retrieve all Zoho Books organizations associated with your account. Use this first to obtain your organization_id.

query_paramsobject

Additional query parameters

list_records^5cr4 params(2 required)

List records for a given resource type with pagination support. Defaults to 25 records per page.

resourcerequiredstring

Zoho Books resource name

Values:

contactsitemsinvoicesestimatescreditnoteschartofaccountsjournalsbankaccountsbanktransactionsbankstatementsbillsexpensesvendorcreditscustomerpaymentsvendorpaymentsprojectstaskstime_entries

organization_idrequiredstring

Zoho Books organization ID

project_idstring

Project ID (required when resource is 'tasks')

query_paramsobject

Query parameters for filtering and pagination (e.g., page, per_page, status, date ranges)

get_record^5cr5 params(3 required)

Retrieve a single record by its ID.

resourcerequiredstring

Zoho Books resource name

Values:

contactsitemsinvoicesestimatescreditnoteschartofaccountsjournalsbankaccountsbanktransactionsbankstatementsbillsexpensesvendorcreditscustomerpaymentsvendorpaymentsprojectstaskstime_entries

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

The record ID to fetch

project_idstring

Project ID (required when resource is 'tasks')

query_paramsobject

Additional query parameters

create_record^5cr5 params(3 required)

Create a new record for a given resource type. Requires 'add' permission. The bankstatements resource only supports this action (used to import statements).

resourcerequiredstring

Zoho Books resource name

Values:

contactsitemsinvoicesestimatescreditnoteschartofaccountsjournalsbankaccountsbanktransactionsbankstatementsbillsexpensesvendorcreditscustomerpaymentsvendorpaymentsprojectstaskstime_entries

organization_idrequiredstring

Zoho Books organization ID

payloadrequiredobject

Record data to create

project_idstring

Project ID (required when resource is 'tasks')

query_paramsobject

Additional query parameters

update_record^5cr6 params(4 required)

Update an existing record. Requires 'edit' permission.

resourcerequiredstring

Zoho Books resource name

Values:

contactsitemsinvoicesestimatescreditnoteschartofaccountsjournalsbankaccountsbanktransactionsbillsexpensesvendorcreditscustomerpaymentsvendorpaymentsprojectstaskstime_entries

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Record ID to update

payloadrequiredobject

Fields to update

project_idstring

Project ID (required when resource is 'tasks')

query_paramsobject

Additional query parameters

delete_record^5cr5 params(3 required)

Delete a record. Requires 'delete' permission.

resourcerequiredstring

Zoho Books resource name

Values:

contactsitemsinvoicesestimatescreditnoteschartofaccountsjournalsbankaccountsbanktransactionsbillsexpensesvendorcreditscustomerpaymentsvendorpaymentsprojectstaskstime_entries

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Record ID to delete

project_idstring

Project ID (required when resource is 'tasks')

query_paramsobject

Additional query parameters

invoice_mark_sent^5cr3 params(2 required)

Mark an invoice as sent. Requires 'edit' permission.

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Invoice ID to mark as sent

query_paramsobject

Additional query parameters

invoice_mark_void^5cr3 params(2 required)

Mark an invoice as void. Requires 'edit' permission.

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Invoice ID to mark as void

query_paramsobject

Additional query parameters

invoice_mark_draft^5cr3 params(2 required)

Revert an invoice to draft status. Requires 'edit' permission.

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Invoice ID to revert to draft

query_paramsobject

Additional query parameters

invoice_email^5cr4 params(3 required)

Send an invoice by email. Requires 'edit' permission. Payload must include recipient email addresses, subject, and body.

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Invoice ID to email

payloadrequiredobject

Email details: to_mail_ids (array), subject (string), body (string)

query_paramsobject

Additional query parameters

bank_get_matching_transactions^5cr3 params(2 required)

Find existing transactions that could match an uncategorized bank transaction.

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Uncategorized bank transaction ID

query_paramsobject

Additional query parameters

bank_match_transaction^5cr4 params(2 required)

Match an uncategorized bank transaction to one or more existing transactions. Requires 'edit' permission.

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Uncategorized bank transaction ID to match

payloadobject

Match details: transactions_to_be_matched array with transaction_id and transaction_type

query_paramsobject

Additional query parameters

bank_unmatch_transaction^5cr3 params(2 required)

Remove the match from a previously matched bank transaction. Requires 'edit' permission.

organization_idrequiredstring

Zoho Books organization ID

record_idrequiredstring

Bank transaction ID to unmatch

query_paramsobject

Additional query parameters

describe_action^5cr1 param

Get the detailed parameter schema for any action. Useful for discovering required and optional fields.

action_to_describestring

The action name to describe. Omit to get schemas for all actions.

Values:

list_organizationslist_recordsget_recordcreate_recordupdate_recorddelete_recordinvoice_mark_sentinvoice_mark_voidinvoice_mark_draftinvoice_emailbank_get_matching_transactionsbank_match_transactionbank_unmatch_transaction

Usage Instructions

Usage guidance provided directly by the developer for this product.

Zoho Books

Name: Zoho Books
Brand: Apoth3osis
SKU: 69728b7b225b17b86aa9441c
Price: 0.05 USD
Availability: InStock

Actions

Use describe_action with action_to_describe to get the full schema for any action.

Supported Resources

contacts, items, invoices, estimates, creditnotes, chartofaccounts, journals, bankaccounts, banktransactions, bankstatements, bills, expenses, vendorcredits, customerpayments, vendorpayments, projects, tasks, time_entries

Note: tasks requires project_id. bankstatements only supports create_record.

Pagination

List responses default to 25 records per page. Use per_page (max 200) and page in query_params to control pagination. Check the page_context object in the response for has_more_page.

Tool Call Format

List Organizations

{
  "action": "list_organizations"
}

List Records

{
  "action": "list_records",
  "resource": "invoices",
  "organization_id": "YOUR_ORG_ID",
  "query_params": {
    "page": 1,
    "per_page": 25
  }
}

Get Record

{
  "action": "get_record",
  "resource": "contacts",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049"
}

Create Record

{
  "action": "create_record",
  "resource": "contacts",
  "organization_id": "YOUR_ORG_ID",
  "payload": {
    "contact_name": "Bowman & Co"
  }
}

Update Record

{
  "action": "update_record",
  "resource": "contacts",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049",
  "payload": {
    "contact_name": "Bowman & Co (Updated)"
  }
}

Delete Record

{
  "action": "delete_record",
  "resource": "invoices",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049"
}

Invoice - Mark as Sent

{
  "action": "invoice_mark_sent",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049"
}

Invoice - Mark as Void

{
  "action": "invoice_mark_void",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049"
}

Invoice - Mark as Draft

{
  "action": "invoice_mark_draft",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049"
}

Invoice - Send Email

{
  "action": "invoice_email",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049",
  "payload": {
    "to_mail_ids": ["customer@example.com"],
    "subject": "Invoice from Your Company",
    "body": "Please find the invoice attached."
  }
}

Bank - Get Matching Transactions

{
  "action": "bank_get_matching_transactions",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049"
}

Bank - Match Transaction

{
  "action": "bank_match_transaction",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049",
  "payload": {
    "transactions_to_be_matched": [
      {"transaction_id": "460000000026050", "transaction_type": "invoice"}
    ]
  }
}

Bank - Unmatch Transaction

{
  "action": "bank_unmatch_transaction",
  "organization_id": "YOUR_ORG_ID",
  "record_id": "460000000026049"
}

Describe Action

{
  "action": "describe_action",
  "action_to_describe": "list_records"
}

Tasks (requires project_id)

{
  "action": "list_records",
  "resource": "tasks",
  "organization_id": "YOUR_ORG_ID",
  "project_id": "460000000030001"
}

Permissions

Write actions require the corresponding permission in the permissions array:

create_record requires add
update_record, invoice_mark_sent, invoice_mark_void, invoice_mark_draft, invoice_email, bank_match_transaction, bank_unmatch_transaction require edit
delete_record requires delete
Combine exact scopes as needed, such as [read, edit] for read plus update access.
If permissions is omitted, Zoho Books defaults to read-only access.

About The Developer

Apoth3osis

★15 stars

Joined Agent Payment: August 14, 2025

We build tools that enable AI agents to excel in the mathematical realm.

Our small team develops experimental and unique solutions in the AI arena, with a strong focus on modular computing for agentic applications and custom model deployment. We have handled projects for a variety of applications across many sectors, from algorithmic trading and financial analysis, to molecular simulations and predictions, to habitat and biodiversity monitoring and wildlife conservation.

Zoho Books

Description