zoho-books

Zoho Books accounting and invoicing

Server path: /zoho-books | Type: Application | PCID required: Yes

Tools

Tool	Description
zoho_books_create_bill	Create a new bill (vendor invoice) in Zoho Books
zoho_books_create_contact	Create a new contact (customer or vendor) in Zoho Books
zoho_books_create_estimate	Create a new estimate/quote in Zoho Books
zoho_books_create_expense	Create a new expense in Zoho Books
zoho_books_create_invoice	Create a new invoice in Zoho Books
zoho_books_get_contact	Get details of a specific contact in Zoho Books
zoho_books_get_invoice	Get details of a specific invoice in Zoho Books
zoho_books_list_bills	List bills (vendor invoices) in Zoho Books
zoho_books_list_contacts	List contacts (customers and vendors) in Zoho Books
zoho_books_list_customer_payments	List customer payments received in Zoho Books
zoho_books_list_estimates	List estimates/quotes in Zoho Books
zoho_books_list_expenses	List expenses in Zoho Books
zoho_books_list_invoices	List invoices in Zoho Books
zoho_books_list_items	List items (products/services) in Zoho Books
zoho_books_list_organizations	List all organizations the user has access to in Zoho Books. Use this first to get the organization_id needed by all other tools.

---

zoho_books_create_bill

Create a new bill (vendor invoice) in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
vendorId	string	Yes	—	Vendor ID for the bill
billNumber	string	No	—	Custom bill number
date	string	No	—	Bill date (YYYY-MM-DD)
dueDate	string	No	—	Payment due date (YYYY-MM-DD)
lineItems	object[]	Yes	—	Line items for the bill
notes	string	No	—	Notes

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "vendorId": {
      "type": "string",
      "description": "Vendor ID for the bill"
    },
    "billNumber": {
      "type": "string",
      "description": "Custom bill number"
    },
    "date": {
      "type": "string",
      "description": "Bill date (YYYY-MM-DD)"
    },
    "dueDate": {
      "type": "string",
      "description": "Payment due date (YYYY-MM-DD)"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "account_id": {
            "type": "string",
            "description": "Expense account ID"
          },
          "item_id": {
            "type": "string",
            "description": "Item ID"
          },
          "name": {
            "type": "string",
            "description": "Item name"
          },
          "description": {
            "type": "string",
            "description": "Item description"
          },
          "rate": {
            "type": "number",
            "description": "Unit price"
          },
          "quantity": {
            "type": "number",
            "default": 1,
            "description": "Quantity"
          }
        }
      },
      "description": "Line items for the bill"
    },
    "notes": {
      "type": "string",
      "description": "Notes"
    }
  },
  "required": [
    "PCID",
    "organizationId",
    "vendorId",
    "lineItems"
  ]
}

---

zoho_books_create_contact

Create a new contact (customer or vendor) in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
contactName	string	Yes	—	Contact display name
contactType	string	No	"customer"	Contact type
companyName	string	No	—	Company name
email	string	No	—	Email address
phone	string	No	—	Phone number
website	string	No	—	Website URL
billingStreet	string	No	—	Billing street address
billingCity	string	No	—	Billing city
billingState	string	No	—	Billing state
billingZip	string	No	—	Billing ZIP code
billingCountry	string	No	—	Billing country
notes	string	No	—	Notes about the contact

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "contactName": {
      "type": "string",
      "description": "Contact display name"
    },
    "contactType": {
      "type": "string",
      "enum": [
        "customer",
        "vendor"
      ],
      "default": "customer",
      "description": "Contact type"
    },
    "companyName": {
      "type": "string",
      "description": "Company name"
    },
    "email": {
      "type": "string",
      "description": "Email address"
    },
    "phone": {
      "type": "string",
      "description": "Phone number"
    },
    "website": {
      "type": "string",
      "description": "Website URL"
    },
    "billingStreet": {
      "type": "string",
      "description": "Billing street address"
    },
    "billingCity": {
      "type": "string",
      "description": "Billing city"
    },
    "billingState": {
      "type": "string",
      "description": "Billing state"
    },
    "billingZip": {
      "type": "string",
      "description": "Billing ZIP code"
    },
    "billingCountry": {
      "type": "string",
      "description": "Billing country"
    },
    "notes": {
      "type": "string",
      "description": "Notes about the contact"
    }
  },
  "required": [
    "PCID",
    "organizationId",
    "contactName"
  ]
}

---

zoho_books_create_estimate

Create a new estimate/quote in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
customerId	string	Yes	—	Customer ID for the estimate
estimateNumber	string	No	—	Custom estimate number
date	string	No	—	Estimate date (YYYY-MM-DD)
expiryDate	string	No	—	Expiry date (YYYY-MM-DD)
lineItems	object[]	Yes	—	Line items for the estimate
notes	string	No	—	Notes to display on estimate
terms	string	No	—	Terms and conditions
discount	number	No	—	Discount percentage

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "customerId": {
      "type": "string",
      "description": "Customer ID for the estimate"
    },
    "estimateNumber": {
      "type": "string",
      "description": "Custom estimate number"
    },
    "date": {
      "type": "string",
      "description": "Estimate date (YYYY-MM-DD)"
    },
    "expiryDate": {
      "type": "string",
      "description": "Expiry date (YYYY-MM-DD)"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "item_id": {
            "type": "string",
            "description": "Item ID from items list"
          },
          "name": {
            "type": "string",
            "description": "Item name (if not using item_id)"
          },
          "description": {
            "type": "string",
            "description": "Item description"
          },
          "rate": {
            "type": "number",
            "description": "Unit price"
          },
          "quantity": {
            "type": "number",
            "default": 1,
            "description": "Quantity"
          }
        }
      },
      "description": "Line items for the estimate"
    },
    "notes": {
      "type": "string",
      "description": "Notes to display on estimate"
    },
    "terms": {
      "type": "string",
      "description": "Terms and conditions"
    },
    "discount": {
      "type": "number",
      "description": "Discount percentage"
    }
  },
  "required": [
    "PCID",
    "organizationId",
    "customerId",
    "lineItems"
  ]
}

---

zoho_books_create_expense

Create a new expense in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
accountId	string	Yes	—	Expense account ID
amount	number	Yes	—	Expense amount
date	string	No	—	Expense date (YYYY-MM-DD)
description	string	No	—	Expense description
customerId	string	No	—	Associated customer ID
vendorId	string	No	—	Associated vendor ID
isBillable	boolean	No	—	Whether expense is billable to customer
referenceNumber	string	No	—	Reference number

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "accountId": {
      "type": "string",
      "description": "Expense account ID"
    },
    "amount": {
      "type": "number",
      "description": "Expense amount"
    },
    "date": {
      "type": "string",
      "description": "Expense date (YYYY-MM-DD)"
    },
    "description": {
      "type": "string",
      "description": "Expense description"
    },
    "customerId": {
      "type": "string",
      "description": "Associated customer ID"
    },
    "vendorId": {
      "type": "string",
      "description": "Associated vendor ID"
    },
    "isBillable": {
      "type": "boolean",
      "description": "Whether expense is billable to customer"
    },
    "referenceNumber": {
      "type": "string",
      "description": "Reference number"
    }
  },
  "required": [
    "PCID",
    "organizationId",
    "accountId",
    "amount"
  ]
}

---

zoho_books_create_invoice

Create a new invoice in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
customerId	string	Yes	—	Customer ID for the invoice
invoiceNumber	string	No	—	Custom invoice number
date	string	No	—	Invoice date (YYYY-MM-DD)
dueDate	string	No	—	Payment due date (YYYY-MM-DD)
lineItems	object[]	Yes	—	Line items for the invoice
notes	string	No	—	Notes to display on invoice
terms	string	No	—	Terms and conditions
discount	number	No	—	Discount percentage
isInclusiveTax	boolean	No	—	Whether tax is inclusive in item rate

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "customerId": {
      "type": "string",
      "description": "Customer ID for the invoice"
    },
    "invoiceNumber": {
      "type": "string",
      "description": "Custom invoice number"
    },
    "date": {
      "type": "string",
      "description": "Invoice date (YYYY-MM-DD)"
    },
    "dueDate": {
      "type": "string",
      "description": "Payment due date (YYYY-MM-DD)"
    },
    "lineItems": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "item_id": {
            "type": "string",
            "description": "Item ID from items list"
          },
          "name": {
            "type": "string",
            "description": "Item name (if not using item_id)"
          },
          "description": {
            "type": "string",
            "description": "Item description"
          },
          "rate": {
            "type": "number",
            "description": "Unit price"
          },
          "quantity": {
            "type": "number",
            "default": 1,
            "description": "Quantity"
          }
        }
      },
      "description": "Line items for the invoice"
    },
    "notes": {
      "type": "string",
      "description": "Notes to display on invoice"
    },
    "terms": {
      "type": "string",
      "description": "Terms and conditions"
    },
    "discount": {
      "type": "number",
      "description": "Discount percentage"
    },
    "isInclusiveTax": {
      "type": "boolean",
      "description": "Whether tax is inclusive in item rate"
    }
  },
  "required": [
    "PCID",
    "organizationId",
    "customerId",
    "lineItems"
  ]
}

---

zoho_books_get_contact

Get details of a specific contact in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
contactId	string	Yes	—	Contact ID to retrieve

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "contactId": {
      "type": "string",
      "description": "Contact ID to retrieve"
    }
  },
  "required": [
    "PCID",
    "organizationId",
    "contactId"
  ]
}

---

zoho_books_get_invoice

Get details of a specific invoice in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
invoiceId	string	Yes	—	Invoice ID to retrieve

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "invoiceId": {
      "type": "string",
      "description": "Invoice ID to retrieve"
    }
  },
  "required": [
    "PCID",
    "organizationId",
    "invoiceId"
  ]
}

---

zoho_books_list_bills

List bills (vendor invoices) in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
page	number	No	1	Page number
perPage	number	No	200	Records per page
status	string	No	—	Filter by bill status
vendorId	string	No	—	Filter by vendor ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "page": {
      "type": "number",
      "default": 1,
      "description": "Page number"
    },
    "perPage": {
      "type": "number",
      "default": 200,
      "description": "Records per page"
    },
    "status": {
      "type": "string",
      "enum": [
        "draft",
        "open",
        "overdue",
        "paid",
        "void",
        "partially_paid"
      ],
      "description": "Filter by bill status"
    },
    "vendorId": {
      "type": "string",
      "description": "Filter by vendor ID"
    }
  },
  "required": [
    "PCID",
    "organizationId"
  ]
}

---

zoho_books_list_contacts

List contacts (customers and vendors) in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
page	number	No	1	Page number
perPage	number	No	200	Records per page
sortColumn	string	No	—	Column to sort by (e.g., “contact_name”, “created_time”)
sortOrder	string	No	—	Sort order: A for ascending, D for descending
filter	string	No	—	Filter contacts by status

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "page": {
      "type": "number",
      "default": 1,
      "description": "Page number"
    },
    "perPage": {
      "type": "number",
      "default": 200,
      "description": "Records per page"
    },
    "sortColumn": {
      "type": "string",
      "description": "Column to sort by (e.g., \"contact_name\", \"created_time\")"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "A",
        "D"
      ],
      "description": "Sort order: A for ascending, D for descending"
    },
    "filter": {
      "type": "string",
      "enum": [
        "Status.All",
        "Status.Active",
        "Status.Inactive",
        "Status.CRM",
        "Status.Duplicate"
      ],
      "description": "Filter contacts by status"
    }
  },
  "required": [
    "PCID",
    "organizationId"
  ]
}

---

zoho_books_list_customer_payments

List customer payments received in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
page	number	No	1	Page number
perPage	number	No	200	Records per page
customerId	string	No	—	Filter by customer ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "page": {
      "type": "number",
      "default": 1,
      "description": "Page number"
    },
    "perPage": {
      "type": "number",
      "default": 200,
      "description": "Records per page"
    },
    "customerId": {
      "type": "string",
      "description": "Filter by customer ID"
    }
  },
  "required": [
    "PCID",
    "organizationId"
  ]
}

---

zoho_books_list_estimates

List estimates/quotes in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
page	number	No	1	Page number
perPage	number	No	200	Records per page
status	string	No	—	Filter by estimate status
customerId	string	No	—	Filter by customer ID

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "page": {
      "type": "number",
      "default": 1,
      "description": "Page number"
    },
    "perPage": {
      "type": "number",
      "default": 200,
      "description": "Records per page"
    },
    "status": {
      "type": "string",
      "enum": [
        "draft",
        "sent",
        "invoiced",
        "accepted",
        "declined",
        "expired"
      ],
      "description": "Filter by estimate status"
    },
    "customerId": {
      "type": "string",
      "description": "Filter by customer ID"
    }
  },
  "required": [
    "PCID",
    "organizationId"
  ]
}

---

zoho_books_list_expenses

List expenses in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
page	number	No	1	Page number
perPage	number	No	200	Records per page
status	string	No	—	Filter by expense status
sortColumn	string	No	—	Column to sort by
sortOrder	string	No	—	Sort order: A for ascending, D for descending

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "page": {
      "type": "number",
      "default": 1,
      "description": "Page number"
    },
    "perPage": {
      "type": "number",
      "default": 200,
      "description": "Records per page"
    },
    "status": {
      "type": "string",
      "enum": [
        "unbilled",
        "invoiced",
        "reimbursed",
        "non-billable"
      ],
      "description": "Filter by expense status"
    },
    "sortColumn": {
      "type": "string",
      "description": "Column to sort by"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "A",
        "D"
      ],
      "description": "Sort order: A for ascending, D for descending"
    }
  },
  "required": [
    "PCID",
    "organizationId"
  ]
}

---

zoho_books_list_invoices

List invoices in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
page	number	No	1	Page number
perPage	number	No	200	Records per page
status	string	No	—	Filter by invoice status
customerId	string	No	—	Filter by customer ID
sortColumn	string	No	—	Column to sort by (e.g., “date”, “invoice_number”)
sortOrder	string	No	—	Sort order: A for ascending, D for descending

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "page": {
      "type": "number",
      "default": 1,
      "description": "Page number"
    },
    "perPage": {
      "type": "number",
      "default": 200,
      "description": "Records per page"
    },
    "status": {
      "type": "string",
      "enum": [
        "draft",
        "sent",
        "overdue",
        "paid",
        "void",
        "unpaid",
        "partially_paid"
      ],
      "description": "Filter by invoice status"
    },
    "customerId": {
      "type": "string",
      "description": "Filter by customer ID"
    },
    "sortColumn": {
      "type": "string",
      "description": "Column to sort by (e.g., \"date\", \"invoice_number\")"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "A",
        "D"
      ],
      "description": "Sort order: A for ascending, D for descending"
    }
  },
  "required": [
    "PCID",
    "organizationId"
  ]
}

---

zoho_books_list_items

List items (products/services) in Zoho Books

Parameters:

Parameter	Type	Required	Default	Description
organizationId	string	Yes	—	Zoho Books organization ID
page	number	No	1	Page number
perPage	number	No	200	Records per page
sortColumn	string	No	—	Column to sort by (e.g., “name”, “rate”)
sortOrder	string	No	—	Sort order: A for ascending, D for descending

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    },
    "organizationId": {
      "type": "string",
      "description": "Zoho Books organization ID"
    },
    "page": {
      "type": "number",
      "default": 1,
      "description": "Page number"
    },
    "perPage": {
      "type": "number",
      "default": 200,
      "description": "Records per page"
    },
    "sortColumn": {
      "type": "string",
      "description": "Column to sort by (e.g., \"name\", \"rate\")"
    },
    "sortOrder": {
      "type": "string",
      "enum": [
        "A",
        "D"
      ],
      "description": "Sort order: A for ascending, D for descending"
    }
  },
  "required": [
    "PCID",
    "organizationId"
  ]
}

---

zoho_books_list_organizations

List all organizations the user has access to in Zoho Books. Use this first to get the organization_id needed by all other tools.

Show inputSchema

{
  "type": "object",
  "properties": {
    "PCID": {
      "type": "string",
      "description": "Pink Connect ID"
    }
  },
  "required": [
    "PCID"
  ]
}