manage_project
Creates or updates a project in Zoho Invoice. If projectId is provided, the existing project is updated; otherwise a new project is created. Projects can be linked to a customer and configured with billing type, rate, and budget settings.
estimate_actions
Perform various actions on a Zoho Invoice estimate. Supported actions include marking an estimate as sent, accepted, or declined, and sending an estimate via email.
manage_recurring_invoice
Creates or updates a recurring invoice in Zoho Invoice. If recurringInvoiceId is provided, the existing recurring invoice is updated; otherwise a new one is created. Recurring invoices automatically generate invoices on a set schedule.
invoice_actions
Perform various actions on a Zoho Invoice. Supported actions include marking an invoice as sent or draft, voiding an invoice, writing off an invoice, cancelling a write-off, and sending an invoice via email.
manage_payment
Creates or updates a customer payment in Zoho Invoice. If **paymentId** is provided, updates the existing payment. Otherwise, creates a new payment. The **customerId**, **amount**, and **date** fields are required when creating a new payment. Optionally apply the payment to specific invoices via the **invoices** array.
list_invoices
Search and list invoices in Zoho Invoice. Supports filtering by status, customer, date range, amounts, and free-text search. Returns paginated invoice summaries.
get_invoice
Retrieve full details of a specific invoice by its ID, including line items, customer information, totals, and payment status.
list_payments
Lists customer payments in Zoho Invoice with optional filtering by customer, date, payment mode, and more. Supports pagination via **page** and **perPage** parameters.
manage_estimate
Create or update an estimate in Zoho Invoice. If **estimateId** is provided, the existing estimate will be updated. If **estimateId** is omitted, a new estimate will be created (requires **customerId** and **lineItems**). Supports line items with pricing, taxes, and discounts.
update_invoice
Update an existing invoice's details such as customer, dates, line items, discount, notes, terms, and currency settings.
list_estimates
List and search estimates in Zoho Invoice. Supports filtering by status, customer, date range, and total amount. Returns paginated results with estimate details.
manage_expense
Creates or updates an expense in Zoho Invoice. If **expenseId** is provided, updates the existing expense. Otherwise, creates a new expense. The **amount** field is required when creating a new expense.
manage_credit_note
Creates or updates a credit note in Zoho Invoice. If **creditNoteId** is provided, updates the existing credit note. Otherwise, creates a new credit note. The **customerId** field is required when creating a new credit note. Provide **lineItems** to specify the items on the credit note.
list_projects
List projects in Zoho Invoice with optional filtering by customer and status. Supports pagination and sorting.
list_contacts
List and search contacts in Zoho Invoice. Supports filtering by name, company, email, phone, and status. Returns paginated results with outstanding receivable information.
manage_time_entry
Creates or updates a time entry in Zoho Invoice. If timeEntryId is provided, the existing time entry is updated; otherwise a new time entry is created. Time entries track work logged against a project task by a specific user.
list_items
List items (products and services) in Zoho Invoice with optional filtering by name, description, rate, tax, or free-text search. Supports pagination and sorting.
manage_item
Creates or updates an item (product or service) in Zoho Invoice. If itemId is provided, the existing item is updated; otherwise a new item is created. Items can be used across invoices, estimates, and other transactions.
create_invoice
Create a new invoice for a customer in Zoho Invoice. Include line items with quantities and rates, apply taxes and discounts, and set payment terms and due dates.
manage_contact
Create or update a contact in Zoho Invoice. If **contactId** is provided, the existing contact will be updated. If **contactId** is omitted, a new contact will be created (requires **contactName**). Supports billing/shipping addresses and multiple contact persons.
list_expenses
Lists expenses in Zoho Invoice with optional filtering by status, customer, date, and more. Supports pagination via **page** and **perPage** parameters.
list_credit_notes
Lists credit notes in Zoho Invoice with optional filtering by status, customer, date, and more. Supports pagination via **page** and **perPage** parameters.
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.
Manage GitLab projects, repositories, issues, merge requests, releases, and CI/CD workflows from one provider. Includes pipeline, job, variable, environment, schedule, trigger, runner, deployment, CI lint, and test report tools.
Create, send, and manage invoices, estimates, credit notes, and recurring invoices for customers. Record customer payments, apply credits, and process refunds. Track expenses (billable and non-billable) and manage expense categories. Create and manage projects with tasks, user assignments, and time tracking with start/stop timers. Manage a catalog of items, price lists, tax rates, and multi-currency exchange rates. Handle customer and contact management with billing/shipping addresses and portal access. Send invoices and estimates via email individually or in bulk. Supports GST, VAT, and regional tax treatments across multiple Zoho data center regions.
Common questions about connecting Zoho Invoice to AI agents with Metorial.
