Integration

Zoho Books integration

Cloud accounting platform by Zoho. Manage invoices, customers, vendors, items, estimates, expenses, bills, payments, bank accounts, and journals. Essential for accounting automation, billing workflows, and financial reporting integrations across Zoho's regional data centers (US, EU, IN, AU, JP).

Connect Zoho Books How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Zoho Books.Built from the 28 Zoho Books tools below, on the connection you add once.

Common Zoho Books use cases

AP aging
close sales
month-end close
AR aging reports
automate billing
expense reporting
customer directory
bank reconciliation
clean up duplicates
month-end adjustments

What you can do with Zoho Books

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Invoice, 8 operations

create_invoiceCreate invoicePOSTCreates a new Zoho Books invoice.
delete_invoiceDelete invoiceDELETEDeletes a Zoho Books invoice permanently.
email_invoiceEmail invoicePOSTEmails a Zoho Books invoice to the customer.
get_invoiceGet invoiceGETRetrieves a single Zoho Books invoice with its line items.
list_invoicesList invoicesGETLists invoices in a Zoho Books organization.
mark_invoice_as_sentMark invoice as sentPOSTMoves a Zoho Books invoice from draft to sent status.
update_invoiceUpdate invoicePUTUpdates an existing Zoho Books invoice.
void_invoiceVoid invoicePOSTVoids a Zoho Books invoice (preserves audit history).

Contact, 5 operations

create_contactCreate contactPOSTCreates a new Zoho Books contact (customer or vendor).
delete_contactDelete contactDELETEDeletes a Zoho Books contact.
get_contactGet contactGETRetrieves a single Zoho Books contact.
list_contactsList contactsGETLists Zoho Books contacts (customers and/or vendors).
update_contactUpdate contactPUTUpdates an existing Zoho Books contact.

Estimate, 3 operations

create_estimateCreate estimatePOSTCreates a new Zoho Books estimate (sales quote).
list_estimatesList estimatesGETLists Zoho Books estimates (sales quotes).
mark_estimate_as_acceptedMark estimate as acceptedPOSTMarks a Zoho Books estimate as accepted.

Bill, 2 operations

create_billCreate billPOSTCreates a new Zoho Books bill (accounts payable).
list_billsList billsGETLists Zoho Books bills (accounts payable).

Customer payment, 2 operations

create_customer_paymentCreate customer paymentPOSTRecords a customer payment in Zoho Books and applies it to invoices.
list_customer_paymentsList customer paymentsGETLists Zoho Books customer payments (AR receipts).

Expense, 2 operations

create_expenseCreate expensePOSTRecords a new Zoho Books expense.
list_expensesList expensesGETLists Zoho Books expenses.

Item, 2 operations

create_itemCreate itemPOSTCreates a new Zoho Books catalog item.
list_itemsList itemsGETLists Zoho Books catalog items (products and services).

Journal, 2 operations

create_journalCreate journalPOSTCreates a manual journal entry in Zoho Books.
list_journalsList journalsGETLists Zoho Books manual journal entries.

Bank account, 1 operation

list_bank_accountsList bank accountsGETLists Zoho Books bank, credit card, and payment processor accounts.

Organization, 1 operation

list_organizationsList organizationsGETLists Zoho Books organizations available to the authenticated user.

Zoho Books API rate limits

100 requests per minute
10,000 requests per day

100 requests/minute per organization. Daily quota varies by edition: Free=1000, Standard=2000, Professional=5000, Premium+=10000. Concurrent: 5 (free) / 10 (paid).

These are the limits Zoho Books documents, not ones LiveContext measured. They can change and often depend on your plan, so check the Zoho Books documentation for current values.

Use Zoho Books from Claude Code, Cursor or Codex

Connect Zoho Books in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Zoho Books operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Zoho Books

Create your workspace
Sign up free. Nothing to install.
Connect Zoho Books once
Add your Zoho Books connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Zoho Books integration FAQ

What can you do with the Zoho Books integration?

LiveContext exposes 28 operations on Zoho Books, covering invoice, contact, estimate and bill. Common uses include AP aging, close sales and month-end close.

What are the Zoho Books API rate limits?

Zoho Books documents 100 requests per minute and 10,000 requests per day. 100 requests/minute per organization. Daily quota varies by edition: Free=1000, Standard=2000, Professional=5000, Premium+=10000. Concurrent: 5 (free) / 10 (paid). Limits are set by Zoho Books and can depend on your plan.