App

Connect Zoho Books to any app

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Connects with OAuthzoho.com
6 triggers13 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Zoho Books?

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Connect your AI client

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https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

Zoho Books with the apps people pair it with most

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What your agent can do with Zoho Books

Triggers and actions 6 triggers · 13 actions

  • Trigger
    New bill

    Triggered when a new bill is created

  • Trigger
    New Customer

    Triggers when a new customer is created.

  • Trigger
    New Estimate

    Triggers when a new estimate is created.

  • Trigger
    New Expense

    Triggers when an expense is created.

  • Trigger
    New Item

    Triggers when a new item is created.

  • Trigger
    New Sales Invoice

    Triggers when a new sales invoice is created.

  • Action
    Add customer payment

    Record a customer payment.

  • Action
    Create Customer

    Creates a new customer contact in a Zoho Books organization.

  • Action
    Create Sales Invoice

    Creates a new sales invoice.

  • Action
    Find customers by criteria

    Returns the customers in a Zoho Books organization that match the specified criteria (name, company, contact person, address, email, phone, status or free text).

  • Action
    Find Invoice

    Returns up to 200 invoices that match the specified criteria, such as invoice number, customer, status or date range.

  • Action
    Get Bill

    Returns one vendor bill from Zoho Books, including its number, vendor, status and total.

  • Action
    Get customer

    Get a contact by id.

  • Action
    Get Estimate

    Returns one estimate (quote) from Zoho Books, including its number, customer, status and total.

  • Action
    Get Expense

    Returns one expense recorded in Zoho Books, including its amount, date and accounts.

  • Action
    Get Item

    Returns one item from your Zoho Books item list, including its name, rate and description.

  • Action
    Get sales invoice

    Retrieves the details of an existing invoice in Zoho Books.

  • Action
    Update customer

    Updates an existing customer in Zoho Books. Only the fields you fill in are changed.

  • Action
    Update sales invoice

    Updates an existing sales invoice in Zoho Books. The line items you send replace the invoice's line items.

Reviews

What our customers say

Questions

Zoho Books, answered

What can start an automation from Zoho Books?

Any of Zoho Books's 6 triggers in the catalog, including New bill, New Customer, New Estimate and New Expense. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Zoho Books?

Any of Zoho Books's 13 actions, including Create Customer, Create Sales Invoice, Update customer and Update sales invoice. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Zoho Books connect to?

Any app in the catalog; the list on this page pairs Zoho Books with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.