Integration & MCP for Zoho Books
Integrate and automate your Zoho Books workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Zoho Books and make your data and tools truly work for you, not the other way around.
Commerce
Transforming Financial Workflows with Zoho Books Integration
Connecting Zoho Books via Boost.Space integration streamlines operations by automating workflows and enhancing transaction tracking, thus removing operational barriers. This empowers accounting and financial management teams by improving invoice and expense management, allowing them to focus on strategic tasks. Additionally, with centralized data management, the business is better prepared for AI-readiness, setting the foundation for future advancements.
Supported MCP tools
Connect insights. Empower action. With MCP, Zoho Books becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Zoho Books MCP:
Watch purchase orders
Triggers when a purchase order is created.
Watch bill
Watch for bill.
Watch customers
Watch for customer.
Watch estimates
Watch for estimate.
Watch expenses
Watch for expense.
Watch invoices
Watch for Invoice.
Watch items
Watch for item.
Watch payments
Watch for customer payment.
Watch sales oders
Triggers by a sales order workflow.
Watch vendors
Triggers by a vendor workflow.
Add an attachment to a bill
Adds an attachment to a bill.
Add an attachment to an invoice
Adds an attachment to an invoice.
Add an attachment to a sales order
Adds an attachment to a sales order.
Add a receipt to an expense
Adds a receipt to an expense.
Configure invoice number auto generation
Configures the number auto generation setting of invoices.
Create an estimate
Create an estimate for your customer.
Create a bill
Create a bill received from your vendor.
Create a contact
Create a contact with given information.
Create a contact person
Create a contact person for a contact.
Create a credit note
Creates a new credit note.
Create an employee
Create an employee for an expense.
Create an expense
Create a billable or non-billable expense.
Create an invoice
Create an invoice for your customer.
Create an item
Create a new item.
Create a payment
Create a new payment.
Create a retainer invoice
Creates a new retainer invoice.
Create a sales order
Creates a sales order for your customer.
Delete an estimate
Delete an existing estimate.
Delete a bill
Delete an existing bill. Bills which have payments applied cannot be deleted.
Delete a contact
Delete an existing contact.
Delete a contact person
Delete an existing contact person.
Delete a credit note
Deletes the selected credit note.
Delete an employee
Delete an existing employee.
Delete an expense
Delete an existing expense.
Delete an invoice
Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
Delete an invoice payment
Delete a payment made to an invoice.
Delete an item
Delete the item created. Items that are part of transaction cannot be deleted.
Delete a payment
Delete an existing payment.
Delete a retainer invoice
Deletes an existing retainer invoice.
Delete a sales order
Deletes an existing sales order. Invoiced sales order cannot be deleted.
Download an invoice
Download the PDF file of an invoice.
Email an invoice
Email an invoice to the customer.
[keep this private] email a retainer invoice
Emails a retainer invoice to the customer.
Email a sales order
Emails a sales order to the customer.
Get an estimate
Get the details of an estimate.
Get a bill
Get the details of a bill.
Get a contact
Get the details of a contact.
Get a contact person
Get the details of a contact person.
Get a credit note
Returns the selected credit note.
Get an employee
Get the details of an employee.
Get an expense
Get the details of the Expense.
Get an invoice
Get the details of an invoice.
Get an item
Details of an existing item.
Get a payment
Get the details of an existing payment.
Get a retainer invoice
Get the details of a retainer invoice.
Get a sales order
Get the details of a sales order.
Mark an item as active
Mark an inactive item as active.
Mark an item as inactive
Mark an active item as inactive.
Mark an invoice as draft
Mark a voided invoice as draft.
Mark a sales order as open
Marks a draft sales order as open.
Remind customer about an unpaid invoice
Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.
Make an api call
Performs an arbitrary authorized API call.
Update an estimate
Update an existing estimate. To delete a line item just remove it from the line_items list.
Update a bill
Update a bill. To delete a line item just remove it from the line_items list.
Update a contact
Update an existing contact. To delete a contact person remove it from the contact_persons list.
Update a contact person
Update an existing contact person.
Update a credit note
Updates the selected credit note.
Update an expense
Update an existing Expense.
Update an invoice
Update an existing invoice.
Update an item
Update the details of an item.
Update a payment
Update an existing payment.
Update a retainer invoice
Updates an existing retainer invoice.
Update a sales order
Updates an existing sales order. To delete a line item just remove it from the line_items list.
Void an invoice
Marks an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
Void a retainer invoice
Marks an invoice status as void. Upon voiding, the payments and credits associated with the retainer invoices will be unassociated and will be under customer credits.
Void a sales order
Marks a sales order as void.
List bills
List all bills.
List contact persons
List all contact persons.
List contacts
List all contacts.
List credit notes
Lists all credit notes.
List customer payments
List all the payments made by your customer.
List employees
List employees with pagination.
List estimates
List all estimates.
List expenses
List all the Expenses.
List invoice payments
Get the list of payments made for an invoice.
List invoices
List all invoices.
List items
Get the list of all active items.
List retainer invoices
List all retainer invoices.
List sales orders
List all sales orders.
How to use MCP with Zoho Books
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Boost.space MCP enhances Zoho Books by integrating its data across a wide range of applications, optimizing financial operations through unique workflows and automation. This integration allows businesses to centralize their accounting processes, streamlining transaction tracking and improving the management of invoices and expenses. With automated actions, users can set predefined triggers for transaction updates or invoice processing, reducing manual intervention and minimizing errors. Additionally, Boost.space harnesses AI to provide insights into financial trends and anomalies, empowering proactive decision-making. By automating data synchronization between Zoho Books and other platforms, businesses can ensure consistency and accuracy across their financial records. This seamless integration not only saves time but also enhances overall financial efficiency, enabling companies to focus more on strategic growth.
