Connect Zoho Books to AI agents

Connect Zoho Books to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools37Triggers6

create_bill

Create Bill

Create a new bill from a vendor with line items. Bills represent amounts owed to vendors for goods or services received.

list_purchase_orders

List Purchase Orders

Search and list purchase orders with filtering by status, vendor, and date range.

update_bill_status

Update Bill Status

Change the status of a bill — mark it as open or void.

update_estimate_status

Update Estimate Status

Change the status of an estimate — mark it as sent, accepted, declined, or convert it to an invoice.

list_sales_orders

List Sales Orders

Search and list sales orders with filtering by status, customer, and date range.

update_item

Update Item

Update an existing item's details, pricing, or status. Supports marking items as active or inactive.

create_project

Create Project

Create a new project linked to a customer. Configure billing type, budget, and assign users.

list_expenses

List Expenses

Search and list expenses with filtering by status, date range, category, and vendor.

delete_invoice

Delete Invoice

Permanently delete an invoice from Zoho Books. Only draft invoices can be deleted.

list_credit_notes

List Credit Notes

List credit notes issued to customers with filtering by status and customer.

create_sales_order

Create Sales Order

Create a new sales order for a customer with line items. Can optionally convert to an invoice.

list_projects

List Projects

List projects with filtering by status and customer.

record_customer_payment

Record Customer Payment

Record a payment received from a customer. Can be applied to specific invoices or recorded as an advance/excess payment.

delete_contact

Delete Contact

Permanently delete a customer or vendor from Zoho Books. This action cannot be undone.

create_invoice

Create Invoice

Create a new invoice for a customer. Include line items with quantities and rates, apply taxes and discounts, and set payment terms.

create_contact

Create Contact

Create a new customer or vendor in Zoho Books with company details, billing/shipping addresses, and contact persons.

update_contact

Update Contact

Update an existing customer or vendor contact. Can modify company details, addresses, payment terms, and status. Supports marking contacts as active or inactive.

create_expense

Create Expense

Record a new expense with category, amount, vendor, and optional customer billing.

list_bills

List Bills

Search and list bills from vendors with filtering by status, vendor, and date range.

get_contact

Get Contact

Retrieve full details of a specific customer or vendor by their contact ID, including addresses, contact persons, and payment terms.

create_credit_note

Create Credit Note

Issue a credit note to a customer. Credit notes can be applied to outstanding invoices or refunded.

get_invoice

Get Invoice

Retrieve full details of a specific invoice including line items, taxes, payment history, and customer information.

list_invoices

List Invoices

Search and list invoices with filtering by status, customer, date range, and more. Returns invoice summaries with amounts and status.

list_bank_accounts

List Bank Accounts

List all bank and credit card accounts configured in Zoho Books.

update_invoice

Update Invoice

Update an existing invoice's details, line items, or status. Supports marking invoices as sent, void, or writing them off.

log_time_entry

Log Time Entry

Log a time entry against a project for time tracking and billing. Supports manual duration or start/stop timer.

list_estimates

List Estimates

Search and list estimates/quotes with filtering by status, customer, and date range.

list_items

List Items

Search and list products and services (items) that can be used in invoices, estimates, and other transactions.

create_journal_entry

Create Journal Entry

Create a manual journal entry for accounting adjustments. Each journal must have at least two line items that balance (total debits = total credits).

list_customer_payments

List Customer Payments

List payments received from customers with filtering by customer and date range.

list_contacts

List Contacts

Search and list customers and vendors. Supports filtering by contact type, name, email, status, and pagination.

record_vendor_payment

Record Vendor Payment

Record a payment made to a vendor. Can be applied to specific bills or recorded as an advance payment.

create_item

Create Item

Create a new product or service item that can be used across invoices, estimates, bills, and other transactions.

list_chart_of_accounts

List Chart of Accounts

List all ledger accounts in the chart of accounts. Useful for finding account IDs to use in bills, expenses, and journal entries.

create_estimate

Create Estimate

Create a new estimate/quote for a customer with line items, taxes, and discounts. Can optionally convert to invoice.

create_purchase_order

Create Purchase Order

Create a new purchase order for a vendor with line items. Can optionally convert to a bill.

list_bank_transactions

List Bank Transactions

List bank transactions for a specific account with filtering by status, date, and type.

More integrations teams use with Zoho Books

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Abstract

Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.

Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

Acuity Scheduling

Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.

Agiled

Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.

Technical notes for Zoho Books

Manage small and medium business accounting including invoicing, expense tracking, payments, and financial reporting. Create and send invoices, estimates, sales orders, purchase orders, and bills with full lifecycle management. Record customer and vendor payments, issue credit notes and vendor credits, and process refunds. Track expenses with receipt attachments and manage recurring expenses. Manage contacts (customers and vendors) with billing/shipping addresses and payment terms. Handle banking operations including bank statement imports, transaction categorization, and matching. Manage chart of accounts, journal entries, fixed assets, inventory items, taxes, and multi-currency exchange rates. Create and track projects with tasks, time entries, and billing. Configure organization settings, users, roles, and reporting tags. Attach documents to transactions and send emails with customizable templates. Receive webhook notifications for events on invoices, contacts, expenses, bills, payments, and other modules.

Connect Zoho Books to production AI agents

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Frequently asked questions

Common questions about connecting Zoho Books to AI agents with Metorial.

  1. Can Metorial connect Zoho Books to AI agents?
    Yes. Metorial connects AI agents to Zoho Books through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.