Zoho books

Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs.

Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

Tool to create an estimate (quote). Use when you need to raise a new customer quote in Zoho Books.

Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

Tool to create a new invoice. Use when you need to bill a customer with line items.

Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details.

Tool to create a sales order. Use when you need to record a new sales order in Zoho Books.

Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.

Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.

Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.

Tool to send an invoice email. Use after invoice creation to share it with the customer.

Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.

Tool to fetch details of a specific bill. Use after confirming the organization context.

Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.

Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.

Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.

Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.

Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.

Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.

Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview.

Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.

Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.

Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.

Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.

Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.

Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.

Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.

Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.

Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.

Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.

Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.

Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.

Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.

Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.

Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.

Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.

Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.

Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.

Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.

Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.

Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.