zoho-books-automation

Automate Zoho Books accounting workflows including invoice creation, bill management, contact lookup, payment tracking, and multi-organization support through natural language commands

Zoho Books Automation

Automate Zoho Books accounting workflows -- create and manage invoices, track bills and payments, look up contacts, export PDFs, and handle multi-organization setups -- all through natural language.

Toolkit docs: [composio.dev/toolkits/zoho_books](https://composio.dev/toolkits/zoho_books)

---

Setup

Add the Rube MCP server to your environment: https://rube.app/mcp
Connect your Zoho Books account when prompted (OAuth flow via Composio)
Start issuing natural language commands for Zoho Books automation

---

Core Workflows

1. Discover Organizations

Retrieve all organizations for the authenticated user. This is a prerequisite since organization_id is required by nearly every other endpoint.

Tool: ZOHO_BOOKS_LIST_ORGANIZATIONS

No parameters required. Returns organization IDs, names, and metadata.

> Always call this first to obtain the organization_id needed by all other Zoho Books tools.

Example prompt: > "List my Zoho Books organizations"

---

2. Create and Manage Invoices

Create invoices with line items, manage existing invoices, and export them as PDFs.

Create: ZOHO_BOOKS_CREATE_INVOICE

Key parameters:

organization_id -- target organization (required)
customer_id -- customer to bill (required)
line_items -- array of line items (required), each with:
item_id or name -- reference existing item or create ad-hoc line
quantity, rate -- amount details
description, tax_id, discount -- optional details
date / due_date -- dates in YYYY-MM-DD format
invoice_number -- custom number (set ignore_auto_number_generation=true)
discount / discount_type -- invoice-level discount (entity_level or item_level)
notes / terms -- printed on the invoice
send -- email the invoice immediately after creation
payment_terms -- number of days for payment

List: ZOHO_BOOKS_LIST_INVOICES

Key parameters:

organization_id (required)
status -- sent, draft, overdue, paid, void, unpaid, partially_paid, viewed
customer_id / customer_name -- filter by customer
date_start / date_end -- date range filter (YYYY-MM-DD)
search_text -- search invoice number, reference, or customer name
sort_column / sort_order -- sort by date, due_date, total, balance, etc.
page / per_page -- pagination (max 200 per page)

Get details: ZOHO_BOOKS_GET_INVOICE -- fetch by invoice_id with accept format: json, pdf, or html

Delete: ZOHO_BOOKS_DELETE_INVOICE -- remove by invoice_id

Bulk export: ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF -- merge up to 25 invoices into a single PDF

Bulk print: ZOHO_BOOKS_BULK_PRINT_INVOICES -- generate a combined print-ready PDF for up to 25 invoices

Example prompt: > "Create an invoice for customer 1234567890 with 2 line items: 10 units of Widget A at $25 each, and 5 units of Widget B at $50 each, due in 30 days"

---

3. Track and Manage Bills

List, view, and update vendor bills with comprehensive filtering.

List: ZOHO_BOOKS_LIST_BILLS

Key parameters:

organization_id (required)
status -- paid, open, overdue, void, partially_paid
vendor_id / vendor_name_contains -- filter by vendor
bill_number / bill_number_contains -- filter by bill number
date_start / date_end -- date range filter
total_greater_than / total_less_than -- amount range filters
sort_column / sort_order -- sort by vendor_name, bill_number, date, due_date, total, etc.
page / per_page -- pagination (max 200)

Get details: ZOHO_BOOKS_GET_BILL -- fetch full bill by bill_id and organization_id

Update: ZOHO_BOOKS_UPDATE_BILL -- modify existing bill (requires bill_id, organization_id, vendor_id, bill_number)

Example prompt: > "List all overdue bills for my organization, sorted by due date"

---

4. Look Up Contacts

Search and filter contacts (customers and vendors) for use in invoices and bills.

Tool: ZOHO_BOOKS_LIST_CONTACTS

Key parameters:

organization_id (required)
contact_type -- customer or vendor
contact_name_contains / contact_name_startswith -- name filters
email_contains / email_startswith -- email filters
company_name_contains -- company name filter
filter_by -- status filter: Status.Active, Status.Inactive, Status.Duplicate, etc.
search_text -- search by contact name or notes (max 100 chars)
sort_column -- sort by contact_name, email, outstanding_receivable_amount, created_time, etc.
page / per_page -- pagination (max 200)

Example prompt: > "Find all active customers whose company name contains 'Acme'"

---

5. Track Invoice Payments

List all payments recorded against a specific invoice.

Tool: ZOHO_BOOKS_LIST_INVOICE_PAYMENTS

Key parameters:

invoice_id -- the invoice to check (required)
organization_id -- the organization (required)

Returns all payment transactions applied to the invoice including amounts, dates, and payment methods.

Example prompt: > "Show all payments recorded against invoice 451025000000123045"

---

6. Full Invoicing Workflow

Combine tools for end-to-end invoice management:

Organization: ZOHO_BOOKS_LIST_ORGANIZATIONS -- get organization_id
Contacts: ZOHO_BOOKS_LIST_CONTACTS -- find or verify customer_id
Create: ZOHO_BOOKS_CREATE_INVOICE -- create invoice with line items
Review: ZOHO_BOOKS_GET_INVOICE -- fetch invoice details or PDF
Track: ZOHO_BOOKS_LIST_INVOICE_PAYMENTS -- monitor payment status
Export: ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF -- batch export for records

Example prompt: > "Find the customer ID for 'Acme Corp', create an invoice for them with consulting services, and then get the PDF"

---

Known Pitfalls

| Pitfall | Details | |---------|---------| | Organization ID always required | Nearly every endpoint requires organization_id -- always call ZOHO_BOOKS_LIST_ORGANIZATIONS first | | Line items required for invoices | ZOHO_BOOKS_CREATE_INVOICE requires at least one line item with either item_id or name | | Invoice ID format | Use the numeric invoice_id from the invoice object (e.g., 7472322000000264123), not the encoded ID from invoice_url | | Bulk limits | Both ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF and ZOHO_BOOKS_BULK_PRINT_INVOICES accept a maximum of 25 invoice IDs | | Pagination max 200 | All list endpoints cap at 200 records per page -- iterate pages for complete results | | Bill update requires all fields | ZOHO_BOOKS_UPDATE_BILL requires bill_id, organization_id, vendor_id, and bill_number even for partial updates | | Date format | All date parameters use YYYY-MM-DD format | | response_option undocumented | ZOHO_BOOKS_LIST_INVOICES has an undocumented response_option parameter (0=full, 1=full+totals, 2=counts only) that may change without notice |

---

Quick Reference

| Action | Tool Slug | Key Params | |--------|-----------|------------| | List organizations | ZOHO_BOOKS_LIST_ORGANIZATIONS | (none) | | Create invoice | ZOHO_BOOKS_CREATE_INVOICE | organization_id, customer_id, line_items | | List invoices | ZOHO_BOOKS_LIST_INVOICES | organization_id, status, date_start | | Get invoice | ZOHO_BOOKS_GET_INVOICE | invoice_id, organization_id, accept | | Delete invoice | ZOHO_BOOKS_DELETE_INVOICE | invoice_id, organization_id | | Bulk export PDF | ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF | organization_id, invoice_ids | | Bulk print | ZOHO_BOOKS_BULK_PRINT_INVOICES | organization_id, invoice_ids | | List bills | ZOHO_BOOKS_LIST_BILLS | organization_id, status, vendor_id | | Get bill | ZOHO_BOOKS_GET_BILL | bill_id, organization_id | | Update bill | ZOHO_BOOKS_UPDATE_BILL | bill_id, organization_id, vendor_id | | List contacts | ZOHO_BOOKS_LIST_CONTACTS | organization_id, contact_type, search_text | | List payments | ZOHO_BOOKS_LIST_INVOICE_PAYMENTS | invoice_id, organization_id |

---

Cómo usarla

Seguridad

Cómo instalarla en Claude

Instrucciones completas (SKILL.md)