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Zoho Books MCP Tools Reference List

TL;DR: Complete Zoho Books MCP tools reference: 708 tools as of May 2026, organized by category. Plus the 300-tool-per-server limit Zoho's MCP docs leave out.

Many Zoho applications now work Zoho MCP servers, letting Claude, ChatGPT, and other LLMs operate Zoho apps directly from a chat window. Zoho Books MCP connector turns finance work from form-driven to conversational, with the model handling lookups, categorizations, journal entries, and reconciliations on request. Because the capabilities of any Zoho MCP server are defined entirely by the tools it registers (essentially, the API calls surfaced to the model), we’re publishing the current Zoho Books MCP tool inventory as of May 27, 2026 — for our own reference, and for any Zoho user evaluating the Zoho AI layer.

Zoho MCP Tools Limit

There is one, and Zoho’s own documentation is wrong about it. The Zoho MCP FAQ states: “The Zoho MCP service does not impose any limits on the number of tools that can be configured for your server.” It does. The Zoho MCP ceiling is 300 tools per server. Past that, the Zoho MCP configuration UI returns this error:

In practice, 300 is generous enough that you should never approach it. Two reasons.
First, the LLM side imposes its own limits, and they bite well before 300. Anthropic does not publish a hard cap on the number of tools a single MCP server can expose to Claude, but community testing against Claude Desktop points to a soft ceiling around 100 tools. Beyond that, later entries stop appearing in the model’s tool picker.

More importantly, every registered tool consumes context window space whether the model uses it or not. A Zoho MCP server with 200+ tools eats into the room left for the conversation itself, the attached documents, and the work the model is actually trying to do.

Anthropic’s support documentation now recommends switching to “On demand” tool loading once a workspace crosses 30 connected tools, that mode exists precisely because dense Zoho MCP servers, and others like them, exhaust context fast.

Second, model accuracy degrades sharply as the tool list grows. When 200 similarly named endpoints sit in front of the model, it picks the wrong one more often. A Zoho Books MCP server with every possible endpoint registered is not more capable than one with thirty well-chosen tools. On the contrary, it’s less reliable.

Zoho Books alone exposes well over 700 API endpoints, which means a maximalist Zoho Books MCP server would be unusable long before it hit the 300-tool ceiling.

For any team building a serious smart finance ops setup on top of Zoho MCP, the answer is to split the surface area across domain-scoped servers: separate Zoho Books MCP instances for AR, AP, banking, journals, and reporting, and let each task load only what it needs.

Zoho Books MCP — Tools Reference
708 tools available across the Zoho Books / Zoho Finance MCP server as of 05/27/2026.

Showing all 708

Jump to section Invoices (81) Workflows & Automation (54) Projects, Tasks & Time (49) Bills (41) Custom Functions & Schedulers (32) Bank & Transactions (30) Contacts (29) Credit Notes (27) Sales Orders (27) Custom Fields & Views (25) Estimates (24) Purchase Orders (24) Expenses (22) Taxes (20) Custom Modules & Records (19) Vendor Credits (19) Fixed Assets (18) Users & Organization (17) Delivery Challans (17) Items / Pricebooks (17) Vendor Payments (16) Currencies & Exchange Rates (15) Customer Payments (14) Reporting Tags (13) Journals (9) Locations (8) Chart of Accounts (7) Web Tabs (7) Sales Receipts (6) Blueprints (5) Customer Debit Notes (5) Employees (4) CRM Sync Imports (2) Other (5)

Invoices(81 tools)

Tool Name	Purpose
`add invoice attachment`	Attach a file to an invoice.
`add invoice comment`	Add a comment for an invoice.
`add retainer invoice attachment`	Attach a file to an invoice.
`add retainer invoice comment`	Add a comment for a retainer invoice.
`apply credit note to invoice`	Apply credit note to existing invoices.
`apply credits to invoice`	Apply the customer credits either from credit notes or excess customer payments to an invoice. Multiple credits can be applied at once.
`approve invoice`	Approve an invoice.
`approve retainer invoice`	Approve a retainer invoice.
`bulk export invoices as pdf`	Maximum of 25 invoices can be exported in a single pdf.
`bulk invoice reminder`	Remind your customer about an unpaid invoices by email. Reminder mail will be send, only for the invoices is in open or overdue status. Maximum 10 invoices can be reminded at once.
`bulk print invoices`	Export invoices as pdf and print them. Maximum of 25 invoices can be printed.
`cancel write off invoice`	Cancel the write off amount of an invoice.
`create invoice`	Create an invoice for your customer.
`create invoice from salesorder`	Create an instant invoice for all the confirmed sales orders you have selected.
`create recurring invoice`	Creating a new recurring invoice.
`create retainer invoice`	Create a retainer invoice for your customer.
`delete invoice`	Delete an existing invoice. Invoices which have payment or credits note applied cannot be deleted.
`delete invoice applied credit`	Delete a particular credit applied to an invoice.
`delete invoice attachment`	Delete the file attached to the invoice.
`delete invoice comment`	Delete an invoice comment.
`delete invoice document`	Delete a specific document attached to an invoice. This operation permanently removes the document from the invoice and cannot be undone. Only documents that are not system-generated can be deleted.
`delete invoice expense receipt`	Delete the expense receipts attached to an invoice which is raised from an expense.
`delete invoice of credit note`	Delete the credits applied to an invoice.
`delete invoice payment`	Delete a payment made to an invoice.
`delete recurring invoice`	Delete an existing recurring invoice.
`delete retainer invoice`	Delete an existing retainer invoice. Invoices which have payment or credits note applied cannot be deleted.
`delete retainer invoice attachment`	Delete the file attached to the retainer invoice.
`delete retainer invoice comment`	Delete a retainer invoice comment.
`disable invoice payment reminder`	Disable automated payment reminders for an invoice.
`email invoice`	Email an invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
`email invoices`	Send invoices to your customers by email. Maximum of 10 invoices can be sent at once.
`email retainer invoice`	Email a retainer invoice to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
`enable invoice payment reminder`	Enable automated payment reminders for an invoice.
`generate invoice payment link`	This API generates a payment link for the invoice with an expiry date.
`get invoice`	Get the details of an invoice.
`get invoice attachment`	Returns the file attached to the invoice.
`get invoice document details`	Retrieve a specific document attached to an invoice with advanced retrieval options.
`get invoice email`	Get the email content of an invoice.
`get payment reminder mail content for invoice`	Get the mail content of the payment reminder.
`get recurring invoice`	Get the details of a recurring invoice.
`get retainer invoice`	Get the details of a retainer invoice.
`get retainer invoice attachment`	Returns the file attached to the retainer invoice.
`get retainer invoice email`	Get the email content of a retainer invoice.
`list invoice comments`	Get the complete history and comments of an invoice.
`list invoice credits applied`	Get the list of credits applied for an invoice.
`list invoice payments`	Get the list of payments made for an invoice.
`list invoice templates`	Get all invoice pdf templates.
`list invoices`	Get a list of invoices with helpful pagination, filtering, search, and sorting features. Perfect for viewing your invoice data in organized ways, whether you need to find specific invoices or browse through your records.
`list invoices of credit note`	List invoices to which the credit note is applied.
`list project invoices`	Lists invoices created for this project.
`list recurring invoice history`	Get the complete history and comments of a recurring invoice.
`list recurring invoices`	List the details of all recurring invoice.
`list retainer invoice`	Get the complete history and comments of a retainer invoice.
`list retainer invoice templates`	Get all retainer invoice pdf templates.
`list retainer invoices`	List all retainer invoices with pagination.
`map invoice with salesorder`	Associate one or more existing invoices with a sales orders.
`mark invoice draft`	Mark a voided invoice as draft.
`mark invoice sent`	Mark a draft invoice as sent.
`mark invoice void`	Mark an invoice status as void. Upon voiding, the payments and credits associated with the invoices will be unassociated and will be under customer credits.
`mark retainer invoice draft`	Mark a voided retainer invoice as draft.
`mark retainer invoice sent`	Mark a draft retainer invoice as sent.
`mark retainer invoice void`	Mark an invoice status as void. Upon voiding, the payments and credits associated with the retainer invoices will be unassociated and will be under customer credits.
`remind customer for invoice payment`	Remind your customer about an unpaid invoice by email. Reminder will be sent, only for the invoices which are in open or overdue status.
`resume recurring invoice`	Resume a stopped recurring invoice.
`stop recurring invoice`	Stop an active recurring invoice.
`submit invoice`	Submit an invoice for approval.
`submit retainer invoice`	Submit a retainer invoice for approval.
`update custom fields in invoice`	Update the value of the custom field in existing invoices.
`update invoice`	Update an existing invoice. To delete a line item just remove it from the line_items list.
`update invoice attachment preference`	Set whether you want to send the attached file while emailing the invoice.
`update invoice comment`	Update an existing comment of an invoice.
`update invoice shipping address`	Updates the shipping address for this invoice alone.
`update invoice template`	Update the pdf template associated with the invoice.
`update invoice using custom field`	Update an invoice using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new invoice is created if no match is found.
`update recurring invoice`	Update the recurring invoice.
`update recurring invoice template`	Update the pdf template associated with the recurring invoice.
`update recurring invoice using custom field`	Update a recurring invoice using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new recurring invoice is created if no match is found.
`update retainer invoice`	Update an existing invoice.
`update retainer invoice comment`	Update an existing comment of a retainer invoice.
`update retainer invoice template`	Update the pdf template associated with the retainer invoice.
`write off invoice`	Write off the invoice balance amount of an invoice.

Workflows & Automation(54 tools)

Tool Name	Purpose
`activate workflow`	Mark an existing workflow as active.
`bulk resend webhooks`	Resend multiple failed webhook executions at once.
`create alert`	Create a new email alert configuration for workflow automation.
`create custom trigger`	Create a new custom trigger that can be used to invoke workflows via API.
`create push notification`	Create a new push notification action for workflow automation.
`create retry policy`	Create a new retry policy for webhook or custom function actions.
`create webhook`	Create a new webhook configuration for sending HTTP callbacks.
`create workflow`	Create a new workflow rule for automating actions based on triggers.
`deactivate workflow`	Mark an existing workflow as inactive.
`delete alert`	Delete an existing email alert configuration.
`delete custom trigger`	Delete an existing custom trigger.
`delete push notification`	Delete an existing push notification configuration.
`delete retry policy`	Delete an existing retry policy.
`delete webhook`	Delete an existing webhook configuration.
`delete workflow`	Delete an existing workflow rule.
`execute custom trigger`	Execute a custom trigger for a specific entity using OAuth or ZAPI key authentication.
`get alert`	Get the details of a specific email alert configuration.
`get alert editpage`	Get the data needed to render the alert edit page, including entities, templates, recipients, and attachments.
`get alert history`	Get the details of a specific email alert execution history entry.
`get custom trigger editpage`	Get the data needed to render the custom trigger edit page.
`get custom trigger url`	Get the ZAPI key URL for a custom trigger.
`get module filters`	Get the list of module filters available for workflow configuration.
`get push notification`	Get the details of a specific push notification configuration.
`get push notification editpage`	Get the data needed to render the push notification edit page, including entities, recipients, and placeholders.
`get retry policy`	Get the details of a specific retry policy.
`get webhook`	Get the details of a specific webhook configuration.
`get webhook editpage`	Get the data needed to render the webhook edit page, including entities, fields, and connection link names.
`get webhook history`	Get the details of a specific webhook execution history entry.
`get workflow`	Get the details of a specific workflow rule.
`get workflow editpage`	Get the data needed to render the workflow edit page, including entities, fields, actions, and related configurations.
`get workflow log details`	Get the detailed execution log of a specific workflow run.
`list alert histories`	Get a list of email alert execution history records.
`list alerts`	Get a list of all email alert configurations in your organization.
`list custom triggers`	Get a list of all custom triggers configured in your organization.
`list failed workflow actions`	Get a report of failed workflow action executions.
`list failed workflows`	Get a report of failed workflow executions.
`list push notifications`	Get a list of all push notification configurations in your organization.
`list retry policies`	Get a list of all retry policies configured in your organization.
`list upcoming workflows`	Get a report of upcoming time-based workflow executions.
`list webhook histories`	Get a list of webhook execution history records.
`list webhooks`	Get a list of all webhook configurations in your organization.
`list workflow logs`	Get a list of workflow execution logs.
`list workflows`	Get a list of all workflow rules configured in your organization.
`regenerate custom trigger apikey`	Regenerate the API key for a custom trigger.
`reorder workflows`	Change the execution order of workflow rules.
`resend webhook`	Resend a failed webhook execution.
`trigger workflow`	Manually trigger a workflow for a specific entity.
`trigger workflow action`	Manually trigger time-based actions of a workflow for a specific entity.
`update alert`	Update an existing email alert configuration.
`update custom trigger`	Update an existing custom trigger.
`update push notification`	Update an existing push notification configuration.
`update retry policy`	Update an existing retry policy.
`update webhook`	Update an existing webhook configuration.
`update workflow`	Update an existing workflow rule.

Projects, Tasks & Time(49 tools)

Tool Name	Purpose
`add project comment`	Post comment to a project.
`add project task`	The project task has been added.
`add project user`	Assign a users to a project.
`add task`	Add a task.
`add task attachment`	Add attachment to a task.
`add task comment`	Add comment to a task.
`clone project`	Cloning a project.
`create project`	Create a project.
`create time entries`	Logging time entries.
`delete project`	Deleting a existing project.
`delete project comment`	Deleting a comment.
`delete project task`	Delete a task added to a project.
`delete project user`	Remove user from a project.
`delete task`	Delete a tasks.
`delete task comment`	Delete a comment of a task.
`delete task document`	Delete a document of a task.
`delete tasks`	Delete tasks.
`delete time entries`	Deleting time entries.
`delete time entry`	Deleting a logged time entry.
`get project`	Get the details of a project.
`get project task`	Get the details of a project task.
`get project user`	Get details of a user in project.
`get running timer`	Get current running timer.
`get task`	Get a task.
`get task document`	Get a document of a task.
`get time entry`	Get details of a time entry.
`invite project user`	Invite and user to the project.
`list project comments`	Get comments for a project.
`list project tasks`	Get list of tasks added to a project.
`list project users`	Get list of users associated with a project.
`list projects`	List all projects with pagination.
`list task comments`	List comments of a task.
`list tasks`	List a task.
`list time entries`	List all time entries with pagination.
`mark project active`	Mark project as active.
`mark project inactive`	Marking a project as inactive.
`mark task as completed`	Mark a task as completed.
`mark task as ongoing`	Mark a task as ongoing.
`mark task as open`	Mark a task as open.
`start entry timer`	Start tracking time spent.
`stop entry timer`	Stop tracking time, say taking a break or leaving.
`update a task`	Update a tasks.
`update percentage task`	Update completed percentage of a task.
`update project`	Update details of a project.
`update project task`	Update the details of a project task.
`update project user`	Update details of a user.
`update projects using custom field`	Update a project using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new project is created if no match is found.
`update tasks`	Update tasks.
`update time entry`	Update logged time entry.

Bills(41 tools)

Tool Name	Purpose
`add bill attachment`	Attach a file to a bill.
`add bill comment`	Add a comment for a bill.
`apply credits to a bill`	Apply vendor credit to existing bills.
`apply credits to bill`	Apply the vendor credits from excess vendor payments to a bill. Multiple credits can be applied at once.
`approve bill`	Approve a bill.
`convert purchase order to bill`	Create a bill for the selected purchase orders. Use this api to fetch the Bill payload by passing the purchaseorder_ids in the query parameters and then use the create bill api and pass the payload to create a bill.
`create bill`	Create a bill received from your vendor.
`create recurring bill`	Create a recurring bill.
`delete bill`	Delete an existing bill. Bills which have payments applied cannot be deleted.
`delete bill attachment`	Delete the file attached to a bill.
`delete bill comment`	Delete a bill comment.
`delete bill payment`	Delete a payment made to a bill.
`delete recurring bill`	Delete an existing recurring bill.
`delete vendor credit bill`	Delete the credits applied to a bill. Note: You should pass the vendor_credit_bill_id from "Get vendor credits > bills credited > vendor_credit_bill_id" section.
`get bill`	Get the details of a bill.
`get bill attachment`	Returns the file attached to the bill.
`get bill comments`	Get the complete history and comments of a bill.
`get recurring bill`	Get the details of a recurring bill.
`list bill payments`	Get the list of payments made for a bill.
`list bills`	List all bills with pagination.
`list bills credited`	List bills to which the vendor credit is applied.
`list recurring bill history`	Get history and comments of a recurring bill.
`list recurring bills`	List all recurring bills with pagination.
`mark bill open`	Mark a void bill as open.
`mark bill void`	Mark a bill status as void.
`mark purchase order billed`	Mark a purchase order as billed.
`resume recurring bill`	Resume a stopped recurring bill.
`stop recurring bill`	Stop an active recurring bill.
`submit bill`	Submit a bill for approval.
`update bill`	Update a bill. To delete a line item just remove it from the line_items list.
`update bill billing address`	Updates the billing address for this bill.
`update bill using custom field`	Update a bill using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new bill is created if no match is found.
`update credit note billing address`	Updates the billing address for an existing credit note alone.
`update custom fields in bill`	Update the value of the custom field in existing bills.
`update estimate billing address`	Updates the billing address for this estimate alone.
`update invoice billing address`	Updates the billing address for this invoice alone.
`update purchase order billing address`	Updates the billing address for this purchase order alone.
`update recurring bill`	Update a recurring bill. To delete a line item just remove it from the line_items list.
`update recurring bill using custom field`	Update a recurring bill using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new recurring bill is created if no match is found.
`update retainer invoice billing address`	Updates the billing address for this retainer invoice alone.
`update sales order billing address`	Updates the billing address for this sales order alone.

708 Zoho Books MCP tools is a lot. You probably need 40 of them.

We architect Zoho Books MCP deployments around the finance workflows you actually run — typically 30 to 60 tools per server, partitioned by function. Built and supported by United Parts of Chicago, Advanced Zoho Partner in Illinois.

Book a Clarity Call

Custom Functions & Schedulers(32 tools)

Tool Name	Purpose
`bulk execute custom functions`	Manually re-execute multiple failed custom functions from history.
`create custom action`	Create a new custom action.
`create custom button`	Create a new custom button for a module.
`create custom function`	Create a new custom function for workflow automation.
`create custom scheduler`	Create a new custom scheduler to run custom functions at scheduled intervals.
`delete custom action`	Delete an existing custom action.
`delete custom button`	Delete an existing custom button.
`delete custom function`	Delete an existing custom function.
`delete custom scheduler`	Delete an existing custom scheduler.
`deploy custom function`	Deploy a cloud-based custom function (Node.js, Java, Python, or Go).
`download custom function`	Download the code package (ZIP) for a cloud-based custom function.
`enable custom function integration`	Enable a custom function integration type (DRE or Cloud).
`execute custom function`	Execute a custom function for a specific entity.
`execute custom function manually`	Manually re-execute a failed custom function from history.
`get custom action`	Get the details of a specific custom action.
`get custom button`	Get the details of a specific custom button.
`get custom button history`	Get the details of a specific custom button execution history entry.
`get custom function`	Get the details of a specific custom function.
`get custom function editpage`	Get the data needed to render the custom function edit page, including entities, languages, parameters, and sample scripts.
`get custom function history`	Get the details of a specific custom function execution history entry.
`get custom scheduler`	Get the details of a specific custom scheduler.
`list custom actions`	List all the custom actions configured for the organization.
`list custom buttons`	List all the custom buttons configured for the organization.
`list custom buttons meta`	Get the meta information of custom buttons available for a specific entity and page view. This is used to render buttons on entity detail or list pages.
`list custom function histories`	Get a list of custom function execution history records.
`list custom functions`	Get a list of all custom functions configured in your organization.
`list custom schedulers`	List all the custom schedulers configured for the organization.
`poll custom function status`	Check if a custom function integration type is enabled.
`update custom action`	Update an existing custom action.
`update custom button`	Update an existing custom button.
`update custom function`	Update an existing custom function.
`update custom scheduler`	Update an existing custom scheduler.

Bank & Transactions(30 tools)

Tool Name	Purpose
`categorize bank transaction`	Categorize an uncategorized transaction by creating a new transaction.
`categorize bank transaction as payment refund`	Categorizing bank transactions as Payment Refund.
`create bank account`	Create a bank account or a credit card account for your organization.
`create bank account rule`	Create a rule and apply it on deposit/withdrawal for bank accounts and on refund/charges for credit card accounts.
`create bank transaction`	Create a bank transaction based on the allowed transaction types.
`delete bank account`	Delete a bank account from your organization.
`delete bank account rule`	Delete a rule from your account and make it no longer applicable on the transactions.
`delete bank transaction`	Delete a transaction from an account by specifying the transaction_id.
`delete chart of account transaction`	Deletes the transaction.
`delete last imported bank statement`	Delete the statement that was previously imported.
`exclude bank transaction`	Exclude a transaction from your bank or credit card account.
`get bank account`	Get a detailed look of the account specified.
`get bank account rule`	Get details of a specific rule.
`get bank transaction`	Fetch the details of a transaction by specifying the transaction_id.
`get last imported bank statement`	Get the details of previously imported statement for the account.
`get matching bank transactions`	Provide criteria to search for matching uncategorised transactions. The list of transactions can also include invoices/bills/credit-notes which will not be matched directly. Instead, a new (payment/refund) transaction is recorded and matched.
`import bank statements`	Import your bank/credit card feeds into your account.
`list bank account rules`	Fetch all the rules created for a specified bank or credit card account ID.
`list bank accounts`	List all bank and credit card accounts for your organization.
`list bank transactions`	Get all the transaction details involved in an account.
`list chart of account transactions`	List all involved transactions for the given account.
`mark bank account active`	Make an account active.
`mark bank account inactive`	Make an account inactive.
`match bank transaction`	Match an uncategorized transaction with an existing transaction in the account.
`restore bank transaction`	Restore an excluded transaction in your account.
`uncategorize bank transaction`	Revert a categorized transaction as uncategorized.
`unmatch bank transaction`	Unmatch a transaction that was previously matched and make it uncategorized.
`update bank account`	Modify the account that was created.
`update bank account rule`	Make changes to the rule, add or modify it and update.
`update bank transaction`	Make changes in the applicable fields of a transaction and update it.

Contacts(29 tools)

Tool Name	Purpose
`add contact address`	Add an additional address for a contact using the arguments below.
`create contact`	Create a new contact with comprehensive business information. This operation allows you to create a customer or vendor by providing details such as contact name, company information, addresses, contact persons, payment terms, tax settings, and custom fields. The created contact can be used for generating invoices, bills, estimates, and other business transactions. The system automatically assigns a unique contact ID.
`create contact person`	Create a contact person for contact.
`delete contact`	Delete an existing contact.
`delete contact address`	Delete the additional address of a contact.
`delete contact person`	Delete an existing contact person.
`disable contact payment reminder`	Disable automated payment reminders for a contact.
`email contact`	Send email to contact.
`email contact statement`	Email statement to the contact. If JSONString is not inputted, mail will be sent with the default mail content.
`enable contact payment reminder`	Enable automated payment reminders for a contact.
`enable contact portal`	Enable portal access for a contact.
`get contact`	Retrieve comprehensive details of a specific contact. This operation provides complete contact details such as basic information, addresses, contact persons, payment terms, tax settings, custom fields, and financial data including outstanding amounts, credit limits, and transaction history.
`get contact address`	Get addresses of a contact including its Shipping Address, Billing Address and other additional addresses.
`get contact person`	Get the contact person details.
`get contact statement mail`	Get the statement mail content.
`import customer using crm contact id`	Zoho Books must be integrated with Zoho CRM using Contacts only sync or Accounts & their Contacts and Include contacts that are not associated to any accounts sync type contacts that are not associated to any accounts in Zoho CRM to import a customer from CRM with its CRM contact ID.
`list contact comments`	List recent activities of a contact.
`list contact persons`	List all contacts with pagination.
`list contact refunds`	List the refund history of a contact.
`list contacts`	Retrieve a comprehensive list of all contacts with advanced filters. This operation supports multiple search criteria including contact name, company name, address, email, phone, and general text search. You can filter contacts by status (active, inactive, duplicate, CRM) and sort by various fields. The response includes essential contact information, financial data including outstanding amounts and credit limits, and pagination details for efficient data retrieval.
`mark contact active`	Mark a contact as active.
`mark contact inactive`	Mark a contact as inactive.
`mark contact person primary`	Mark a contact person as primary for the contact.
`track contact 1099`	Track a contact for 1099 reporting. Note: This API is only available when the organization's country is U.S.A.
`untrack contact 1099`	Use this API to stop tracking payments to a vendor for 1099 reporting. Note: This API is only available when the organization's country is U.S.A.
`update contact`	Update an existing contact with comprehensive business information. This operation allows you to modify all contact details including basic information, addresses, contact persons, payment terms, tax settings, and custom fields. For contact person, you can add new contact persons, update existing ones, or remove them by excluding them from the contact_persons list.
`update contact address`	Edit the additional address of a contact using the arguments below.
`update contact person`	Update an existing contact person.
`update contact using custom field`	Update a contact using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new contact is created if no match is found.

Credit Notes(27 tools)

Tool Name	Purpose
`add credit note comment`	Add a comment to an existing credit note.
`approve credit note`	Approve a credit note.
`categorize as credit note refunds`	Categorize an Uncategorized transaction as a refund from a credit note.
`create credit note`	Create a new credit note to record credits issued to customers for returned items, overpayments, or adjustments. Supports multi-currency transactions, custom line items, tax calculations, and workflows.
`create credit note refund`	Refund credit note amount.
`delete credit note`	Delete an existing credit note.
`delete credit note comment`	Delete a credit note comment.
`delete credit note refund`	Delete a credit note refund.
`email credit note`	Email a credit note.
`get credit note`	Details of an existing creditnote.
`get credit note email`	Get email content of a credit note.
`get credit note email history`	Get email history of a credit code.
`get credit note refund`	Get refund of a particular credit note.
`list credit note comments`	Get history and comments of a credit note.
`list credit note refunds of a credit note`	List all refunds of an existing credit note.
`list credit note refunds of all credit notes`	List all refunds with pagination.
`list credit note templates`	Get all credit note pdf templates.
`list credit notes`	Retrieve a paginated list of credit notes with comprehensive filtering, sorting, and search capabilities. Use query parameters to filter by date, status, amount, customer details, items, taxes, and custom fields.
`mark credit note draft`	Convert a voided credit note to Draft.
`mark credit note open`	Convert a credit note in Draft status to Open.
`mark credit note void`	Mark the credit note as Void.
`submit credit note`	Submit an estimate for approval.
`update credit note`	Details of an existing creditnote.
`update credit note refund`	Update the refunded transaction.
`update credit note shipping address`	Updates the shipping address for an existing credit note alone.
`update credit note template`	Update the pdf template associated with the credit note.
`update credit note using custom field`	Update a credit note using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new credit note is created if no match is found.

Order-to-cash, configured to your books — not to the Zoho Books MCP catalog

Estimates, sales orders, invoices, credits, refunds, write-offs. We configure Zoho Books MCP around how your sales and finance teams actually close revenue, then hand over documentation and ongoing tool curation.

Sales Orders(27 tools)

Tool Name	Purpose
`add sales order attachment`	Attach a file to a sales order.
`add sales order comment`	Add a comment for a sales order.
`approve sales order`	Approve a sales order.
`bulk export sales orders as pdf`	Maximum of 25 sales orders can be exported in a single pdf.
`bulk print sales orders`	Export sales orders as pdf and print them. Maximum of 25 sales orders can be printed.
`create sales order`	Create a sales order for your customer.
`delete sales order`	Delete an existing sales order. Invoiced sales order cannot be deleted.
`delete sales order attachment`	Delete the file attached to the sales order.
`delete sales order comment`	Delete a sales order comment.
`email sales order`	Email a sales order to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
`get sales order`	Get the details of a sales order.
`get sales order attachment`	Returns the file attached to the sales order.
`get sales order email`	Get the email content of a sales order.
`list sales order comments`	Get the complete history and comments of sales order.
`list sales order templates`	Get all sales order pdf templates.
`list sales orders`	List all sales orders.
`mark sales order as open`	Mark a draft sales order as open.
`mark sales order as void`	Mark a sales order as void.
`submit sales order`	Submit a sales order for approval.
`update sales order`	Update an existing sales order. To delete a line item just remove it from the line_items list.
`update sales order attachment preference`	Set whether you want to send the attached file while emailing the sales order.
`update sales order comment`	Update existing comment of a sales order.
`update sales order shipping address`	Updates the shipping address for this sales order alone.
`update sales order sub status`	Update a sales order sub status.
`update sales order template`	Update the pdf template associated with the sales order.
`update sales order using custom field`	Update a sales order using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new sales order is created if no match is found.
`update salesorder customfields`	Update the value of the custom field in existing sales orders.

Custom Fields & Views(25 tools)

Tool Name	Purpose
`create custom field`	Create a new custom field for a specific entity.
`create custom view`	Create a new custom view for a specific entity type. Filter criteria fields must use the format ${entity.field_name} (e.g., ${invoice.status} for standard fields, ${invoice.cf_text_field} for custom fields). Use ${PLACEHOLDER.EMPTY} as the value to match empty/null fields.
`create field update`	Create a new field update action for workflow automation.
`delete custom field`	Delete an existing custom field.
`delete custom view`	Delete an existing custom view.
`delete field update`	Delete an existing field update configuration.
`get advance search fields`	Get the available fields and operators for advanced search/filter criteria for a specific entity type.
`get custom view`	Get the details of a specific custom view.
`get entity fields meta`	Fetch the complete fields metadata for an entity, including system and custom fields.
`get field update`	Get the details of a specific field update configuration.
`get field update editpage`	Get the data needed to render the field update edit page, including entities, fields, and available field values.
`get field usage`	Get the usage details of a custom field in custom reports and other configurations.
`get fields meta`	Get field metadata for a specific entity type, including all available field types and configurations.
`list custom fields`	List all custom fields configured for a specific entity.
`list custom fields simple`	List all custom fields for a specific entity type in a simplified format.
`list custom views`	List all the custom views configured for the organization. You can filter by entity type.
`list field updates`	Get a list of all field update configurations in your organization.
`list lookup fields`	List available lookup fields for a specific entity.
`reorder custom fields`	Reorder the display order of custom fields for a specific entity type.
`reorder custom views`	Reorder the custom views for a specific entity type.
`update custom field`	Update an existing custom field.
`update custom view`	Update an existing custom view.
`update field dropdown options`	Add, update, or remove dropdown options for a custom field.
`update field status`	Activate or deactivate a custom field.
`update field update`	Update an existing field update configuration.

Estimates(24 tools)

Tool Name	Purpose
`approve estimate`	Approve an estimate.
`bulk export estimates as pdf`	Maximum of 25 estimates can be exported in a single pdf.
`bulk print estimates`	Export estimates as pdf and print them. Maximum of 25 estimates can be printed.
`create estimate`	Create an estimate for your customer.
`create estimate comment`	Add a comment for an estimate.
`delete estimate`	Delete an existing estimate.
`delete estimate comment`	Delete an estimate comment.
`email estimate`	Email an estimate to the customer. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
`email multiple estimates`	Send estimates to your customers by email. Maximum of 10 estimates can be sent at once.
`get estimate`	Get the details of an estimate.
`get estimate email`	Get the email content of an estimate.
`list estimate comments`	Get the complete history and comments of an estimate.
`list estimate templates`	Get all estimate pdf templates.
`list estimates`	List all estimates with pagination.
`mark estimate accepted`	Mark a sent estimate as accepted if the customer has accepted it.
`mark estimate declined`	Mark a sent estimate as declined if the customer has rejected it.
`mark estimate sent`	Mark a draft estimate as sent.
`submit estimate`	Submit an estimate for approval.
`update custom fields in estimate`	Update the value of the custom field in existing estimates.
`update estimate`	Update an existing estimate. To delete a line item just remove it from the line_items list.
`update estimate comment`	Update an existing comment of an estimate.
`update estimate shipping address`	Updates the shipping address for an existing estimate alone.
`update estimate template`	Update the pdf template associated with the estimate.
`update estimate using custom field`	Update an estimate using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new estimate is created if no match is found.

Purchase Orders(24 tools)

Tool Name	Purpose
`add purchase order attachment`	Attach a file to a purchase order.
`add purchase order comment`	Add a comment for a purchase order.
`approve purchase order`	Approve a purchase order.
`create purchase order`	Create a purchase order for your vendor.
`delete purchase order`	Delete an existing purchase order.
`delete purchase order attachment`	Delete the file attached to the purchase order.
`delete purchase order comment`	Delete a purchase order comment.
`email purchase order`	Email a purchase order to the vendor. Input json string is not mandatory. If input json string is empty, mail will be send with default mail content.
`get purchase order`	Get the details of a purchase order.
`get purchase order attachment`	Returns the file attached to the purchase order.
`get purchase order email`	Get the email content of a purchase order.
`list purchase order comments`	Get the complete history and comments of purchase order.
`list purchase order templates`	Get all purchase order pdf templates.
`list purchase orders`	List all purchase orders.
`mark purchase order cancelled`	Mark a purchase order as cancelled.
`mark purchase order open`	Mark a draft purchase order as open.
`reject purchase orders`	Reject a purchase order.
`submit purchase order`	Submit a purchase order for approval.
`update custom fields in purchase order`	Update the value of the custom field in existing purchase orders.
`update purchase order`	Update an existing purchase order.
`update purchase order attachment`	Set whether you want to send the attached file while emailing the purchase order.
`update purchase order comment`	Update an existing comment of a purchase order.
`update purchase order template`	Update the pdf template associated with the purchase order.
`update purchase order using custom field`	Update a purchase order using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new purchase order is created if no match is found.

Expenses(22 tools)

Tool Name	Purpose
`add expense attachment`	Attach one or multiple files to an expense. This endpoint allows you to attach various types of documents to support your expense records. Returns document details for the uploaded attachments.
`categorize bank transaction as expense`	Categorize an Uncategorized transaction as expense.
`create expense`	Create billable or non-billable expense.
`create expense receipt`	Attach a receipt to an expense.
`create recurring expense`	Create a recurring expense.
`delete expense`	Delete an existing expense.
`delete expense receipt`	Delete the receipt attached to the expense.
`delete recurring expense`	Deleting an existing recurring expense.
`get expense`	Get the details of the Expense.
`get expense receipt`	Returns the receipt attached to the expense.
`get recurring expense`	Get the details of the recurring expense.
`list child expenses of recurring expense`	List child expenses created from recurring expense.
`list expense comments`	Get history and comments of expense.
`list expenses`	List all the Expenses with pagination.
`list recurring expense history`	Get history and comments of a recurring expense.
`list recurring expenses`	List all the Expenses with pagination.
`resume recurring expense`	Resume a stopped recurring expense.
`stop recurring expense`	Stop an active recurring expense.
`update expense`	Update an existing Expense.
`update expense using custom field`	Update an expense using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new expense is created if no match is found.
`update recurring expense`	Update a recurring expense.
`update recurring expense using custom field`	Update a recurring expense using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new recurring expense is created if no match is found.

Custom fields, custom modules, custom Zoho MCP servers

If your Zoho Books MCP needs to surface proprietary modules, custom fields, or non-standard workflows to an LLM, off-the-shelf connectors fall short. We build Zoho MCP servers that handle them correctly — for U.S. mid-market companies with real complexity in their books.

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Taxes(20 tools)

Tool Name	Purpose
`check formula syntax`	Validate the syntax of a formula field expression.
`create tax`	Create a tax which can be associated with an item. Note: You have to enable Sales Tax in order to perform tax related operations.
`create tax authority`	Create a tax authority. Note: You have to enable Sales Tax in order to perform tax related operations.
`create tax exemption`	Create a tax exemption. Note: You have to enable Sales Tax in order to perform tax related operations.
`create tax group`	Create a tax group associating multiple taxes. Note: You have to enable Sales Tax in order to perform tax related operations.
`delete tax`	Delete a simple or compound tax. Note: You have to enable Sales Tax in order to perform tax related operations.
`delete tax authority`	Delete a tax authority. Note: You have to enable Sales Tax in order to perform tax related operations.
`delete tax exemption`	Delete a tax exemption. Note: You have to enable Sales Tax in order to perform tax related operations.
`delete tax group`	Delete a tax group. Tax group that is associated to transactions cannot be deleted. Note: You have to enable Sales Tax in order to perform tax related operations.
`get tax`	Get the details of a simple or compound tax. Note: You have to enable Sales Tax in order to perform tax related operations.
`get tax authority`	Get the details of a tax authority. Note: You have to enable Sales Tax in order to perform tax related operations.
`get tax exemption`	Get the details of a tax exemption. Note: You have to enable Sales Tax in order to perform tax related operations.
`get tax group`	Get the details of a tax group. Note: You have to enable Sales Tax in order to perform tax related operations.
`list tax authorities`	List of tax authorities. Note: You have to enable Sales Tax in order to perform tax related operations.
`list tax exemptions`	List of tax exemptions. Note: You have to enable Sales Tax in order to perform tax related operations.
`list taxes`	List of simple and compound taxes with pagination. Note: You have to enable Sales Tax in order to perform tax related operations.
`update tax`	Update the details of a simple or compound tax. Note: You have to enable Sales Tax in order to perform tax related operations.
`update tax authority`	Update the details of a tax authority. Note: You have to enable Sales Tax in order to perform tax related operations.
`update tax exemption`	Update the details of a tax exemption. Note: You have to enable Sales Tax in order to perform tax related operations.
`update tax group`	Update the details of the tax group. Note: You have to enable Sales Tax in order to perform tax related operations.

Custom Modules & Records(19 tools)

Tool Name	Purpose
`bulk update custom module records`	Update existing custom module records in bulk.
`create custom module`	Create a new custom module configuration. Define the module name, fields, permissions, and other settings.
`create custom module record`	Create a new record in a custom module.
`create related list`	Create a new related list for a module.
`delete custom module`	Delete an existing custom module configuration and all its records.
`delete custom module record`	Delete an individual record from a custom module.
`delete custom module records`	Delete records from a custom module.
`delete related list`	Delete an existing related list.
`get custom module`	Get the configuration details of a specific custom module.
`get custom module record`	Get the details of an individual record in a custom module.
`get related list`	Get the details of a specific related list.
`list custom module records`	Get the list of records of a custom module.
`list custom modules`	List all custom module configurations in the organization. This returns the module definitions including field configurations, permissions, and portal settings.
`list related lists`	List all the related lists configured for a specific entity.
`reorder related lists`	Reorder the display order of related lists for a specific entity.
`update custom module`	Update the configuration of an existing custom module.
`update custom module record`	Update an existing record in a custom module.
`update related list`	Update an existing related list.
`update related list status`	Activate or deactivate a related list.

Vendor Credits(19 tools)

Tool Name	Purpose
`add vendor credit comment`	Add a comment to an existing vendor credit.
`approve vendor credit`	Approve a Vendor credit.
`categorize as vendor credit refunds`	Categorize an uncategorized transaction as a refund from a vendor credit.
`create vendor credit`	Create a new vendor credit to record credits issued by vendors for returned items, overpayments, or adjustments. Supports multi-currency transactions, custom line items, tax calculations, and workflows.
`delete vendor credit`	Delete a vendor credit.
`delete vendor credit comment`	Delete a vendor credit comment.
`delete vendor credit refund`	Delete a vendor credit refund.
`get vendor credit`	Get details of a vendor credit.
`get vendor credit refund`	Get refund of a particular vendor credit.
`list vendor credit comments`	Get history and comments of a vendor credit.
`list vendor credit refunds of a vendor credit`	List all refunds of an existing vendor credit.
`list vendor credit refunds of all vendor credits`	List all refunds with pagination.
`list vendor credits`	Retrieve a paginated list of vendor credits with comprehensive filtering, sorting, and search capabilities. Use query parameters to filter by date, status, amount, vendor details, items, taxes, and custom fields.
`mark vendor credit open`	Change an existing vendor credit status to open.
`mark vendor credit void`	Mark an existing vendor credit as void.
`refund vendor credit`	Refund vendor credit amount.
`submit vendor credit`	Submit a Vendor credit for approval.
`update vendor credit`	Update an existing vendor credit.
`update vendor credit refund`	Update the refunded transaction.

Fixed Assets(18 tools)

Tool Name	Purpose
`create fixed asset`	Create a fixed asset.
`create fixed asset comment`	Add a comment to the fixed asset.
`create fixed asset type`	Create a fixed asset type.
`delete fixed asset`	Deletes the given fixed asset.
`delete fixed asset comment`	Delete the comment of the fixed asset.
`delete fixed asset type`	Deletes the given fixed asset type.
`get fixed asset`	Get the details of the fixed asset.
`get fixed asset forecast`	It displays a detailed summary of the asset's future depreciation rates.
`get fixed asset history`	It displays a detailed summary of the asset from acquisition till write off.
`get fixed asset type`	List fixed asset type list.
`list fixed assets`	Fixed asset list.
`mark fixed asset active`	Mark the fixed asset as active to start calculating depreciation for the asset.
`mark fixed asset cancel`	Cancel the fixed asset.
`mark fixed asset draft`	Mark the fixed asset as draft.
`sell fixed asset`	Sell the fixed asset.
`update fixed asset`	Updates the fixed asset with given information.
`update fixed asset type`	Updates the fixed asset type with given information.
`write off fixed asset`	Write off the fixed asset.

Users & Organization(17 tools)

Tool Name	Purpose
`create opening balance`	Creates opening balance with the given information.
`create organization`	Create an organization.
`create user`	Create a user for your organization.
`delete opening balance`	Delete the entered opening balance.
`delete user`	Delete a user associated to the organization.
`get current user`	Get the details of the current user.
`get opening balance`	Get opening balance.
`get organization`	Get the details of an organization.
`get user`	Get the details of a user.
`invite user`	Send invitation email to a user.
`list organizations`	Get the list of organizations.
`list users`	Get the list of all users in the organization.
`mark user active`	Mark an inactive user as active.
`mark user inactive`	Mark an active user as inactive.
`update opening balance`	Updates the existing opening balance information.
`update organization`	Update the details of an organization.
`update user`	Update the details of a user.

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Delivery Challans(17 tools)

Tool Name	Purpose
`add attachment to delivery challan`	Attach files to an existing delivery challan (maximum of 20 files).
`create delivery challan`	Create a new delivery challan for a customer. The customer ID is required.
`delete delivery challan`	Delete an existing delivery challan.
`delete delivery challan attachment`	Delete an attachment.
`get delivery challan`	Retrieve the details of an existing delivery challan.
`get delivery challan attachment`	Retrieve an attachment.
`list delivery challan templates`	Retrieve a list of available templates for delivery challans.
`list delivery challans`	Retrieve a list of delivery challans with pagination. Filter by status, customer, date, and more.
`mark delivery challan as delivered`	Change the status of a delivery challan to delivered.
`mark delivery challan as open`	Change the status of a delivery challan to open.
`mark delivery challan as returned`	Change the status of a delivery challan to returned.
`mark delivery challan as undelivered`	Change the status of a delivery challan to undelivered.
`return delivery challans`	Partially return one or more delivery challans by specifying the line items and quantities to return.
`undo return delivery challans`	Undo a previously applied return for one or more delivery challans.
`update delivery challan`	Update an existing delivery challan.
`update delivery challan shipping address`	Update the shipping address of an existing delivery challan.
`update delivery challan template`	Assign a different template to an existing delivery challan.

Items / Pricebooks(17 tools)

Tool Name	Purpose
`create item`	Create a new item.
`create pricebook`	Create a new pricebook.
`delete item`	Delete the item created. Items that are part of transaction cannot be deleted.
`delete pricebook`	Delete the pricebook.
`get item`	Details of an existing item.
`import item using crm product id`	Zoho Books must be integrated with Zoho CRM using Products only sync to import an item from CRM with its CRM product ID.
`list item details`	Fetch item details for the mentioned item IDs.
`list items`	Get the list of all active items with pagination.
`list pricebooks`	List all the available pricebooks in your zoho books organization.
`mark item active`	Mark an inactive item as active.
`mark item inactive`	Mark an active item as inactive.
`mark pricebook active`	Mark the pricebook as Active.
`mark pricebook inactive`	Mark the pricebook as Inactive.
`update custom fields in item`	Update the value of the custom field in existing items.
`update item`	Update the details of an item.
`update item using custom field`	Update an item using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new item is created if no match is found.
`update pricebook`	Update existing pricebook.

Vendor Payments(16 tools)

Tool Name	Purpose
`bulk delete vendor payments`	Delete multiple vendor payments.
`categorize as vendor payment refund`	Categorizing bank transactions as Vendor Payment Refund.
`categorize bank transaction as vendor payment`	Categorize an uncategorized transaction as Vendor Payment.
`create vendor payment`	Create a payment made to your vendor and you can also apply them to bills either partially or fully.
`delete vendor payment`	Delete an existing vendor payment.
`delete vendor payment refund`	Delete refund pertaining to an existing vendor payment.
`email vendor payment`	Send a vendor payment receipt to the vendor via email. You can customize the email content, attach files, and control sender preferences. If the request body is empty, the email will be sent with default content based on the email template associated with the vendor or the default template.
`get vendor payment`	Get the details of a vendor payment.
`get vendor payment email content`	Retrieve the pre-populated email content for a vendor payment, including subject, body, recipient contacts, sender options, and attachment details. This endpoint provides all the necessary information to compose and send a vendor payment receipt email.
`get vendor payment refund`	Obtain details of a particular refund of a vendor payment.
`list vendor payment refunds`	List all the refunds pertaining to an existing vendor payment.
`list vendor payments`	List all the payments made to your vendor.
`refund excess vendor payment`	Refund the excess amount paid to the vendor.
`update vendor payment`	Update an existing vendor payment. You can also modify the amount applied to the bills.
`update vendor payment refund`	Update the refunded transaction.
`update vendor payment using custom field`	Update a vendor payment using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new vendor payment is created if no match is found.

Currencies & Exchange Rates(15 tools)

Tool Name	Purpose
`create base currency adjustment`	Creates a base currency adjustment for the given information.
`create currency`	Create a currency for transaction.
`create exchange rate`	Create an exchange rate for the specified currency.
`delete base currency adjustment`	Deletes the base currency adjustment.
`delete currency`	Delete a currency. Currency that is associated to transactions cannot be deleted.
`delete exchange rate`	Delete an exchange rate for the specified currency.
`get base currency adjustment`	Get the base currency adjustment details.
`get currency`	Get the details of a currency.
`get exchange rate`	Get the details of an exchange rate that has been associated to the currency.
`list base currency adjustment accounts`	List of accounts having transaction with effect to the given exchange rate.
`list base currency adjustments`	Lists base currency adjustment.
`list currencies`	Get list of currencies configured.
`list exchange rates`	List of exchange rates configured for the currency.
`update currency`	Update the details of a currency.
`update exchange rate`	Update the details of exchange rate for a currency.

Customer Payments(14 tools)

Tool Name	Purpose
`bulk delete customer payments`	Delete multiple customer payments.
`categorize bank transaction as customer payment`	Categorize an uncategorized transaction as Customer Payment.
`create customer payment`	Create a new payment.
`create customer payment refund`	Refund the excess amount paid by the customer.
`delete customer payment`	Delete an existing payment.
`delete customer payment refund`	Delete refund pertaining to an existing customer payment.
`get customer payment`	Details of an existing payment.
`get customer payment refund`	Obtain details of a particular refund of a customer payment.
`list customer payment refunds`	List all the refunds pertaining to an existing customer payment.
`list customer payments`	List all the payments made by your customer.
`update custom fields in customer payment`	Update the value of the custom field in existing customer payments.
`update customer payment`	Update an existing payment information.
`update customer payment refund`	Update the refunded transaction.
`update customer payment using custom field`	Update a customer payment using a unique custom field value via X-Unique-Identifier-Key/Value headers. With X-Upsert: true, a new payment is created if no match is found.

Reporting Tags(13 tools)

Tool Name	Purpose
`active tag`	Mark a reporting tag as active so that you can use it on entities which you allowed. A newly created tag will be in draft state. Use this to mark that tag as ready.
`active tag option`	Mark a reporting tag's option as active.
`all tag options`	Get all options for a reporting tag.
`create tag`	Create a reporting tag.
`delete tag`	Delete a reporting tag. If there are any usages of the reporting tag in transactions, custom views or workflows, you will not be able to delete the tag.
`get all tag options`	Get the options and its criteria details of a reporting tag. For each page, you can retrieve only 200 options.
`get tags`	Get a list of all reporting tags in the preferred order that you can set.
`inactive tag`	Mark a reporting tag as inactive.
`inactive tag option`	Mark a reporting tag's option as inactive.
`reorder tags`	Reorder the reporting tags in your organization. The order of tags will be followed in transactions and reports.
`update tag`	Update a reporting tag.
`update tag criteria`	Update the visibility conditions (or filter in some places) of a reporting tag. You can set other tags or location as filters for a tag.
`update tag options`	Create, update or delete the options of a reporting tag. Reorder and arrange them in an hierarchical structure as per your organization requirements. An option cannot be a child option beyond five hierarchical levels. The overall children of an option cannot exceed 500 options.

Journals(9 tools)

Tool Name	Purpose
`add journal attachment`	Attach a file to a journal.
`add journal comment`	Add a comment for a journal.
`create journal`	Create a journal.
`delete journal`	Deletes the given journal.
`delete journal comment`	Delete a journal comment.
`get journal`	Get the details of the journal.
`list journals`	Get journal list.
`mark journal published`	Mark a draft journal as published.
`update journal`	Updates the journal with given information.

Locations(8 tools)

Tool Name	Purpose
`create location`	Create a location.
`delete location`	Delete a location.
`enable locations`	Enable Locations for an organisation.
`list locations`	List all the available locations in your zoho inventory.
`mark location active`	Mark location as Active.
`mark location inactive`	Mark location as Inactive.
`mark location primary`	Mark location as primary.
`update location`	Update location.

Chart of Accounts(7 tools)

Tool Name	Purpose
`create chart of account`	Creates an account with the given account type.
`delete chart of account`	Deletes the given account. Accounts associated in any transaction/products could not be deleted.
`get chart of account`	Gets the details of an account.
`list chart of accounts`	List all chart of accounts along with pagination.
`mark chart of account active`	Updates the account status as active.
`mark chart of account inactive`	Updates the account status as inactive.
`update chart of account`	Updates the account information.

Multi-entity, multi-currency, multi-server Zoho Books MCP

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Web Tabs(7 tools)

Tool Name	Purpose
`create web tab`	Create a new web tab for the organization.
`delete web tab`	Delete an existing web tab.
`get web tab`	Get the details of a specific web tab.
`list web tabs`	List all the web tabs configured for the organization.
`reorder web tabs`	Reorder the display order of web tabs.
`update web tab`	Update an existing web tab.
`update web tab status`	Activate or deactivate a web tab.

Sales Receipts(6 tools)

Tool Name	Purpose
`create sales receipt`	Create a sales receipt for immediate payment transactions.
`delete sales receipt`	Delete an existing sales receipt.
`email sales receipt`	Email a sales receipt to the customer.
`get sales receipt`	Get the details of a sales receipt.
`list sales receipts`	List all sales receipts.
`update sales receipt`	Update an existing sales receipt.

Blueprints(5 tools)

Tool Name	Purpose
`create blueprint`	Create a new blueprint for a module.
`delete blueprint`	Delete an existing blueprint.
`get blueprint`	Get the details of a specific blueprint.
`list blueprints`	List all the blueprints configured for the organization.
`update blueprint`	Update an existing blueprint.

Customer Debit Notes(5 tools)

Tool Name	Purpose
`create customer debit note`	Create a customer debit note for additional charges or adjustments to be made to the original invoice.
`delete customer debit note`	Delete an existing customer debit note. Debit notes which have payment or credits note applied cannot be deleted.
`get customer debit note`	Get the details of a customer debit note.
`list customer debit notes`	Get a list of customer debit notes with helpful pagination, filtering, search, and sorting features. Perfect for viewing your debit note data in organized ways, whether you need to find specific debit notes or browse through your records.
`update customer debit note`	Update an existing customer debit note. To delete a line item just remove it from the line_items list.

Employees(4 tools)

Tool Name	Purpose
`create employee`	Create an employee for an expense.
`delete employee`	Delete an existing employee.
`get employee`	Get the details of the employee.
`list employees`	List employees with pagination.

CRM Sync Imports(2 tools)

Tool Name	Purpose
`import customer using crm account id`	Zoho Books must be integrated with Zoho CRM using Accounts and Contacts sync or using Accounts only sync to import a customer from CRM with its CRM account ID.
`import vendor using crm vendor id`	Zoho Books must be integrated with Zoho CRM using Vendor only sync to import a vendor from CRM with its CRM vendor ID.

Other(5 tools)

Tool Name	Purpose
`bulk fetch fields`	Fetch fields for one or more entities in a single request. Optionally filter by last modified time to get only updated fields.
`get unused retainer payments`	Retrieve information about unused retainer payments for a specific contact. This endpoint returns details of retainer payments that have been made but not yet applied to invoices, providing insight into available credit balances from retainer payments.
`list created views`	List all the custom views created by the current user.
`list upcoming actions`	Get a report of upcoming time-based workflow action executions.
`mark default option`	Mark an option as the default option or clear default option for a reporting tag.

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