Zoho Books Tools

Financial

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.

16 tools

Tools in this Bundle (16)

Zoho Books List Banking

Global
v1.0.0

Obtain a list of bank accounts associated with your Zoho Books account. Use this for reconciling accounts or monitoring cash flow. It returns account ...

Providers

Zoho Books List Sales Orders

Global
v1.0.0

Gather a list of sales orders from your Zoho Books account. Perfect for monitoring order fulfillment, updating sales strategies, or tracking delivery ...

Providers

Zoho Books List Users

Global
v1.0.0

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...

Providers

Zoho Books List Taxes

Global
v1.0.0

List all tax configurations and rates applicable in your Zoho Books account. Use this for ensuring compliance with tax regulations, calculating tax li...

Providers

Zoho Books List Customer Payments

Global
v1.0.0

Retrieve a list of all customer payments in your Zoho Books account. Use this to track incoming payments, manage outstanding balances, or verify recen...

Providers

Zoho Books List Invoices

Global
v1.0.0

Fetch all invoices issued from your Zoho Books account. Essential for tracking revenue or monitoring outstanding payments. It provides invoice details...

Providers

Zoho Books List Creditnotes

Global
v1.0.0

Retrieve a list of credit notes issued in Zoho Books. Use this for managing customer refunds or adjustments. It returns credit note information, inclu...

Providers

Zoho Books List Organizations

Global
v1.0.0

Retrieve a list of organizations connected to your Zoho Books account. Useful when managing multiple business entities or switching accounts. It provi...

Providers

Zoho Books List Expenses

Global
v1.0.0

Generate a list of expenses recorded in Zoho Books. Apply this to track expenditure or compile expense reports. It returns details like expense amount...

Providers

Zoho Books List Estimates

Global
v1.0.0

Retrieve estimates you've created in Zoho Books. Employ this tool to manage client proposals or track project bidding. It returns estimate details, in...

Providers

Zoho Books List Bills

Global
v1.0.0

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...

Providers

Zoho Books List Items

Global
v1.0.0

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...

Providers

Zoho Books List Journals

Global
v1.0.0

Retrieve a log of all journal entries recorded in your Zoho Books account. This is essential for conducting financial audits or reconciling accounting...

Providers

Zoho Books List Contacts

Global
v1.0.0

List all contacts, such as customers and vendors, stored in Zoho Books. Utilize this for maintaining updated contact records or preparing communicatio...

Providers

Zoho Books List Transactions

Global
v1.0.0

Access a list of all bank transactions stored in your Zoho Books account. Useful for reconciling bank statements, monitoring cash flow, or auditing re...

Providers

Zoho Books List Purchase Orders

Global
v1.0.0

Access a comprehensive list of purchase orders created within your Zoho Books account. Ideal for managing vendors, tracking order statuses, and overse...

Providers

Required Providers (1)

Zoho Books

Financial Services
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...

Setup Instructions

Connect this Zoho Books Tools MCP server to any MCP client in minutes

Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients

https://mcp.mcpbundles.com/bundle/zoho-books

What is MCP?

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.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

⚑ Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

Ready to use Zoho Books Tools?

Get started with this MCP server bundle and connect it to your MCP client

Zoho Books Tools MCP Server - MCP Bundles β€’ MCP Bundles