--- title: "Zoho Books integrations and MCP server - APIANT.ai" description: "Connect Zoho Books to any other app, or use it from your AI client over MCP. Zoho Books is cloud-based accounting software in which you can record, audit and..." canonical: "https://apiant.ai/connections/zoho-books" --- # Zoho Books integrations Connect Zoho Books to any other app, or use it from your AI client over MCP. 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 OAuth [zoho.com](https://zoho.com/) **6** triggers **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Zoho Books? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Zoho Books with the apps people pair it with most - [ **HubSpot to Zoho Books** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zoho-books) - [ **Salesforce to Zoho Books** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zoho-books) - [ **Slack to Zoho Books** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zoho-books) - [ **Google Sheets to Zoho Books** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zoho-books) - [ **Gmail to Zoho Books** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zoho-books) - [ **Google Calendar to Zoho Books** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zoho-books) - [ **Google Drive to Zoho Books** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-zoho-books) - [ **Mailchimp to Zoho Books** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-zoho-books) Pair it ## Connect Zoho Books with another app - [ **Zoho Books to Dust**](https://apiant.ai/connect/zoho-books-to-dust) - [ **HubSpot to Zoho Books**](https://apiant.ai/connect/hubspot-to-zoho-books) - [ **Salesforce to Zoho Books**](https://apiant.ai/connect/salesforce-to-zoho-books) - [ **Slack to Zoho Books**](https://apiant.ai/connect/slack-to-zoho-books) - [ **Google Sheets to Zoho Books**](https://apiant.ai/connect/google-sheets-to-zoho-books) - [ **Gmail to Zoho Books**](https://apiant.ai/connect/gmail-to-zoho-books) - [ **Google Calendar to Zoho Books**](https://apiant.ai/connect/google-calendar-to-zoho-books) - [ **Google Drive to Zoho Books**](https://apiant.ai/connect/google-drive-to-zoho-books) - [ **Mailchimp to Zoho Books**](https://apiant.ai/connect/mailchimp-to-zoho-books) - [ **Stripe to Zoho Books**](https://apiant.ai/connect/stripe-to-zoho-books) - [ **Shopify to Zoho Books**](https://apiant.ai/connect/shopify-to-zoho-books) - [ **QuickBooks Online to Zoho Books**](https://apiant.ai/connect/quickbooks-online-to-zoho-books) - [ **Pipedrive to Zoho Books**](https://apiant.ai/connect/pipedrive-to-zoho-books) - [ **ActiveCampaign to Zoho Books**](https://apiant.ai/connect/activecampaign-to-zoho-books) - [ **Notion to Zoho Books**](https://apiant.ai/connect/notion-to-zoho-books) - [ **Airtable to Zoho Books**](https://apiant.ai/connect/airtable-to-zoho-books) - [ **Trello to Zoho Books**](https://apiant.ai/connect/trello-to-zoho-books) - [ **Asana to Zoho Books**](https://apiant.ai/connect/asana-to-zoho-books) - [ **JIRA to Zoho Books**](https://apiant.ai/connect/jira-to-zoho-books) - [ **ClickUp to Zoho Books**](https://apiant.ai/connect/clickup-to-zoho-books) - [ **Zoho Books to Zoom**](https://apiant.ai/connect/zoho-books-to-zoom) - [ **Discord to Zoho Books**](https://apiant.ai/connect/discord-to-zoho-books) - [ **Twilio to Zoho Books**](https://apiant.ai/connect/twilio-to-zoho-books) - [ **SendGrid to Zoho Books**](https://apiant.ai/connect/sendgrid-to-zoho-books) - [ **Outlook to Zoho Books**](https://apiant.ai/connect/outlook-to-zoho-books) - [ **Intercom to Zoho Books**](https://apiant.ai/connect/intercom-to-zoho-books) - [ **Freshdesk to Zoho Books**](https://apiant.ai/connect/freshdesk-to-zoho-books) - [ **Klaviyo to Zoho Books**](https://apiant.ai/connect/klaviyo-to-zoho-books) - [ **Brevo to Zoho Books**](https://apiant.ai/connect/brevo-to-zoho-books) - [ **Typeform to Zoho Books**](https://apiant.ai/connect/typeform-to-zoho-books) - [ **JotForm to Zoho Books**](https://apiant.ai/connect/jotform-to-zoho-books) - [ **Calendly to Zoho Books**](https://apiant.ai/connect/calendly-to-zoho-books) - [ **PandaDoc to Zoho Books**](https://apiant.ai/connect/pandadoc-to-zoho-books) - [ **Webflow to Zoho Books**](https://apiant.ai/connect/webflow-to-zoho-books) - [ **Wix to Zoho Books**](https://apiant.ai/connect/wix-to-zoho-books) - [ **Zoho Books to LinkedIn**](https://apiant.ai/connect/zoho-books-to-linkedin) - [ **Zoho Books to Facebook**](https://apiant.ai/connect/zoho-books-to-facebook) - [ **Instagram to Zoho Books**](https://apiant.ai/connect/instagram-to-zoho-books) - [ **OpenAI to Zoho Books**](https://apiant.ai/connect/openai-to-zoho-books) - [ **Zoho Books to Anthropic**](https://apiant.ai/connect/zoho-books-to-anthropic) - [ **OneDrive to Zoho Books**](https://apiant.ai/connect/onedrive-to-zoho-books) - [ **Google Docs to Zoho Books**](https://apiant.ai/connect/google-docs-to-zoho-books) - [ **Ontraport to Zoho Books**](https://apiant.ai/connect/ontraport-to-zoho-books) - [ **Freshworks CRM to Zoho Books**](https://apiant.ai/connect/freshworks-crm-to-zoho-books) - [ **GoHighLevel to Zoho Books**](https://apiant.ai/connect/gohighlevel-to-zoho-books) - [ **Capsule CRM to Zoho Books**](https://apiant.ai/connect/capsule-crm-to-zoho-books) - [ **Copper to Zoho Books**](https://apiant.ai/connect/copper-to-zoho-books) - [ **Streak to Zoho Books**](https://apiant.ai/connect/streak-to-zoho-books) - [ **NetHunt CRM to Zoho Books**](https://apiant.ai/connect/nethunt-crm-to-zoho-books) - [ **MINDBODY to Zoho Books**](https://apiant.ai/connect/mindbody-to-zoho-books) - [ **Zoho Books to Supabase**](https://apiant.ai/connect/zoho-books-to-supabase) - [ **PostgreSQL to Zoho Books**](https://apiant.ai/connect/postgresql-to-zoho-books) - [ **MySQL to Zoho Books**](https://apiant.ai/connect/mysql-to-zoho-books) - [ **Vercel to Zoho Books**](https://apiant.ai/connect/vercel-to-zoho-books) - [ **Zoho Books to ElevenLabs**](https://apiant.ai/connect/zoho-books-to-elevenlabs) - [ **PagerDuty to Zoho Books**](https://apiant.ai/connect/pagerduty-to-zoho-books) - [ **Zoho Books to Pushover**](https://apiant.ai/connect/zoho-books-to-pushover) - [ **Gravity Forms to Zoho Books**](https://apiant.ai/connect/gravity-forms-to-zoho-books) - [ **HubSpot Enterprise to Zoho Books**](https://apiant.ai/connect/hubspot-enterprise-to-zoho-books) - [ **Google Forms to Zoho Books**](https://apiant.ai/connect/google-forms-to-zoho-books) What your agent can do with Zoho Books ## Triggers and actions 6 triggers · 18 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 bill** Creates a bill received from a vendor in Zoho Books. - Action **Add customer payment** Record a customer payment. - Action **Add expense** Create an expense. - Action **Create Customer** Creates a new customer contact in a Zoho Books organization. - Action **Create Estimate** Creates a new estimate. - Action **Create Item** Creates a new item. - 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 item** Update an item. - 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 ### ### Is there a Zoho Books MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Zoho Books. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Zoho Books actions on demand, or have APIANT build, test and run automations that use Zoho Books. Nothing to install. ### ### 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 18 actions, including Create Customer, Create Estimate, Create Item and Create Sales Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Zoho Books directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Zoho Books two ways. Ask it to do something in Zoho Books once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Zoho Books API? No. APIANT connects to the Zoho Books API for you, and you sign in to Zoho Books once with OAuth. Describe what you want in plain language and your agent builds it on the Zoho Books triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Zoho Books API documentation and adds it. ### ### 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.