Zoho Books is an online accounting software that enables businesses to streamline financial operations, including invoicing, expense tracking, and tax compliance. Use it to automate accounting tasks and gain financial insights.
This MCP server bundle is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.
Obtain a list of bank accounts associated with your Zoho Books account. Use this for reconciling accounts or monitoring cash flow. It returns account ...
Gather a list of sales orders from your Zoho Books account. Perfect for monitoring order fulfillment, updating sales strategies, or tracking delivery ...
Fetch a list of users within your Zoho Books account. Use this when you need to manage user permissions or verify user access. It returns details such...
List all tax configurations and rates applicable in your Zoho Books account. Use this for ensuring compliance with tax regulations, calculating tax li...
Retrieve a list of all customer payments in your Zoho Books account. Use this to track incoming payments, manage outstanding balances, or verify recen...
Fetch all invoices issued from your Zoho Books account. Essential for tracking revenue or monitoring outstanding payments. It provides invoice details...
Retrieve a list of credit notes issued in Zoho Books. Use this for managing customer refunds or adjustments. It returns credit note information, inclu...
Retrieve a list of organizations connected to your Zoho Books account. Useful when managing multiple business entities or switching accounts. It provi...
Generate a list of expenses recorded in Zoho Books. Apply this to track expenditure or compile expense reports. It returns details like expense amount...
Retrieve estimates you've created in Zoho Books. Employ this tool to manage client proposals or track project bidding. It returns estimate details, in...
Access a comprehensive list of bills entered in Zoho Books. Use this to track payables or prepare for financial audits. It provides bill details, such...
Gather a list of items that are part of your Zoho Books inventory or service catalog. Use it to manage stock levels or update pricing schemes. It retu...
Retrieve a log of all journal entries recorded in your Zoho Books account. This is essential for conducting financial audits or reconciling accounting...
List all contacts, such as customers and vendors, stored in Zoho Books. Utilize this for maintaining updated contact records or preparing communicatio...
Access a list of all bank transactions stored in your Zoho Books account. Useful for reconciling bank statements, monitoring cash flow, or auditing re...
Access a comprehensive list of purchase orders created within your Zoho Books account. Ideal for managing vendors, tracking order statuses, and overse...
Connect this Zoho Books Tools MCP server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.