Summary Automate Zoho Books accounting workflows including invoice creation, bill management, contact lookup, payment tracking, and multi-organization support through natural language commands
Zoho Books Automation
Automate Zoho Books accounting workflows -- create and manage invoices, track bills and payments, look up contacts, export PDFs, and handle multi-organization setups -- all through natural language.
Toolkit docs: composio.dev/toolkits/zoho_books
Setup
Add the Rube MCP server to your environment: https://rube.app/mcp
Connect your Zoho Books account when prompted (OAuth flow via Composio)
Start issuing natural language commands for Zoho Books automation
Core Workflows
1. Discover Organizations
Retrieve all organizations for the authenticated user. This is a prerequisite since organization_id is required by nearly every other endpoint.
Tool: ZOHO_BOOKS_LIST_ORGANIZATIONS
No parameters required. Returns organization IDs, names, and metadata.
Always call this first to obtain the organization_id needed by all other Zoho Books tools.
Example prompt:
"List my Zoho Books organizations"
2. Create and Manage Invoices
Create invoices with line items, manage existing invoices, and export them as PDFs.
Create: ZOHO_BOOKS_CREATE_INVOICE
Key parameters:
organization_id -- target organization (required)customer_id -- customer to bill (required)line_items -- array of line items (required), each with:
item_id or name -- reference existing item or create ad-hoc linequantity,
rate
description, tax_id, discount -- optional details
date / due_date -- dates in YYYY-MM-DD format
invoice_number -- custom number (set ignore_auto_number_generation=true)
discount / discount_type -- invoice-level discount (entity_level or item_level)
notes / terms -- printed on the invoice
send -- email the invoice immediately after creation
payment_terms -- number of days for paymentList: ZOHO_BOOKS_LIST_INVOICES
organization_id (required)status -- sent, draft, overdue, paid, void, unpaid, partially_paid, viewedcustomer_id / customer_name -- filter by customerdate_start / date_end -- date range filter (YYYY-MM-DD)search_text -- search invoice number, reference, or customer namesort_column / sort_order -- sort by date, due_date, total, balance, etc.page / per_page -- pagination (max 200 per page) Get details: ZOHO_BOOKS_GET_INVOICE -- fetch by invoice_id with accept format: json, pdf, or html
Delete: ZOHO_BOOKS_DELETE_INVOICE -- remove by invoice_id
Bulk export: ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF -- merge up to 25 invoices into a single PDF
Bulk print: ZOHO_BOOKS_BULK_PRINT_INVOICES -- generate a combined print-ready PDF for up to 25 invoices
"Create an invoice for customer 1234567890 with 2 line items: 10 units of Widget A at $25 each, and 5 units of Widget B at $50 each, due in 30 days"
3. Track and Manage Bills List, view, and update vendor bills with comprehensive filtering.
List: ZOHO_BOOKS_LIST_BILLS
organization_id (required)status -- paid, open, overdue, void, partially_paidvendor_id / vendor_name_contains -- filter by vendorbill_number / bill_number_contains -- filter by bill numberdate_start / date_end -- date range filtertotal_greater_than / total_less_than -- amount range filterssort_column / sort_order -- sort by vendor_name, bill_number, date, due_date, total, etc.page / per_page -- pagination (max 200) Get details: ZOHO_BOOKS_GET_BILL -- fetch full bill by bill_id and organization_id
Update: ZOHO_BOOKS_UPDATE_BILL -- modify existing bill (requires bill_id, organization_id, vendor_id, bill_number)
"List all overdue bills for my organization, sorted by due date"
4. Look Up Contacts Search and filter contacts (customers and vendors) for use in invoices and bills.
Tool: ZOHO_BOOKS_LIST_CONTACTS
organization_id (required)contact_type -- customer or vendorcontact_name_contains / contact_name_startswith -- name filtersemail_contains / email_startswith -- email filterscompany_name_contains -- company name filterfilter_by -- status filter: Status.Active, Status.Inactive, Status.Duplicate, etc.search_text -- search by contact name or notes (max 100 chars)sort_column -- sort by contact_name, email, outstanding_receivable_amount, created_time, etc.page / per_page -- pagination (max 200)
"Find all active customers whose company name contains 'Acme'"
5. Track Invoice Payments List all payments recorded against a specific invoice.
Tool: ZOHO_BOOKS_LIST_INVOICE_PAYMENTS
invoice_id -- the invoice to check (required)organization_id -- the organization (required) Returns all payment transactions applied to the invoice including amounts, dates, and payment methods.
"Show all payments recorded against invoice 451025000000123045"
6. Full Invoicing Workflow Combine tools for end-to-end invoice management:
Organization : ZOHO_BOOKS_LIST_ORGANIZATIONS -- get organization_idContacts : ZOHO_BOOKS_LIST_CONTACTS -- find or verify customer_idCreate : ZOHO_BOOKS_CREATE_INVOICE -- create invoice with line itemsReview : ZOHO_BOOKS_GET_INVOICE -- fetch invoice details or PDFTrack : ZOHO_BOOKS_LIST_INVOICE_PAYMENTS -- monitor payment statusExport : ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF -- batch export for records
"Find the customer ID for 'Acme Corp', create an invoice for them with consulting services, and then get the PDF"
Known Pitfalls Pitfall Details Organization ID always required Nearly every endpoint requires organization_id -- always call ZOHO_BOOKS_LIST_ORGANIZATIONS first Line items required for invoices ZOHO_BOOKS_CREATE_INVOICE requires at least one line item with either item_id or nameInvoice ID format Use the numeric invoice_id from the invoice object (e.g., 7472322000000264123), not the encoded ID from invoice_url Bulk limits Both ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF and ZOHO_BOOKS_BULK_PRINT_INVOICES accept a maximum of 25 invoice IDs Pagination max 200 All list endpoints cap at 200 records per page -- iterate pages for complete results Bill update requires all fields ZOHO_BOOKS_UPDATE_BILL requires bill_id, organization_id, vendor_id, and bill_number even for partial updatesDate format All date parameters use YYYY-MM-DD format response_option undocumented ZOHO_BOOKS_LIST_INVOICES has an undocumented response_option parameter (0=full, 1=full+totals, 2=counts only) that may change without notice
Quick Reference Action Tool Slug Key Params List organizations ZOHO_BOOKS_LIST_ORGANIZATIONS(none) Create invoice ZOHO_BOOKS_CREATE_INVOICEorganization_id, customer_id, line_itemsList invoices ZOHO_BOOKS_LIST_INVOICESorganization_id, status, date_startGet invoice ZOHO_BOOKS_GET_INVOICEinvoice_id, organization_id, acceptDelete invoice ZOHO_BOOKS_DELETE_INVOICEinvoice_id, organization_idBulk export PDF ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDForganization_id, invoice_idsBulk print ZOHO_BOOKS_BULK_PRINT_INVOICESorganization_id, invoice_idsList bills ZOHO_BOOKS_LIST_BILLSorganization_id, status, vendor_idGet bill ZOHO_BOOKS_GET_BILLbill_id, organization_idUpdate bill ZOHO_BOOKS_UPDATE_BILLbill_id, organization_id, vendor_idList contacts ZOHO_BOOKS_LIST_CONTACTSorganization_id, contact_type, search_textList payments ZOHO_BOOKS_LIST_INVOICE_PAYMENTSinvoice_id, organization_id
