Zoho Books by Apoth3osis

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

Zoho Books

Function

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.

Workflows Using This Tool

2 / 5

Workflow

Saves ~45 min

Invoice OCR and Booking Pipeline

Automates accounts payable by accepting uploaded vendor invoices, extracting invoice data via OCR (vendor name, invoice number, date, line items, totals), categorizing expenses to the correct chart of accounts, booking them as bills in Zoho Books, and logging a processing summary. Eliminates manual invoice data entry for accounting teams.

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

Dynamic MCP Setup

Connect once through AgentPMT Dynamic MCP, then use approved tools from the same agent connection.

30 Second Setup

STDIO connector for Claude Code, Codex, Cursor, Zed, and other LLMs that require STDIO or custom connections.

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

Hosted Streamable HTTPS

MCP endpoint for browser-based apps like ChatGPT, Claude, Grok, or any time you want a streamable connection with no local install.

https://api.agentpmt.com/mcp

Config Example

Use the hosted endpoint directly in clients that support remote MCP. Store your Bearer token in the client config or secret field.

Full connection guide

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

Need client videos, organization controls, audit details, and the full feature overview?

More About Dynamic MCP

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

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.

Usage Instructions

Usage guidance provided directly by the developer for this product.

Zoho Books

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.

Frequently Asked Questions

How do I connect this tool to an external agent?

You can install the local MCP server by opening a terminal and running:

Install commands

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

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How does an external agent use this tool?

After the external agent is connected to an Agent Group that can use this tool, paste this prompt into the agent:

Agent prompt

Use the AgentPMT-Tool-Search-and-Execution tool. First call action 'get_instructions' so you know how to use the tool search interface. Then call action 'get_schema' with tool_id 69728b7b225b17b86aa9441c ("Zoho Books"). After reading the schema and any returned instructions, tell me what this tool can do, we are going to be using it

The agent should fetch the tool schema first, collect the required parameters for your request, and then call the tool through AgentPMT.

Zoho Books

Available ActionsEach successful request consumes credits as outlined below.

Details

Workflows Using This Tool

Invoice OCR and Booking Pipeline

Use Cases

Dynamic MCP Setup

30 Second Setup

Hosted Streamable HTTPS

Config Example

Credentials

Actions(14)

Credit-Based Access Using AgentAddress

Direct x402 Payment

Usage Instructions

Zoho Books

Actions

Supported Resources

Pagination

Tool Call Format

List Organizations

List Records

Get Record

Create Record

Update Record

Delete Record

Invoice - Mark as Sent

Invoice - Mark as Void

Invoice - Mark as Draft

Invoice - Send Email

Bank - Get Matching Transactions

Bank - Match Transaction

Bank - Unmatch Transaction

Describe Action

Tasks (requires project_id)

Permissions

Frequently Asked Questions

How do I connect this tool to an external agent?

How does an external agent use this tool?

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