Zoho Billing

The Zoho Billing connector lets AI agents manage recurring subscription billing — listing and creating subscriptions, plans, customers, and reading transaction history. It uses OAuth 2.0 so your credentials are stored encrypted in MCPGate's vault and are never exposed to the AI client.

Required scopes#

MCPGate requests the following OAuth scope when you connect a Zoho Billing account.

ScopePurpose
ZohoSubscriptions.fullaccess.ALLFull access to subscriptions, plans, customers, and billing data

Tool reference#

The Zoho Billing connector exposes 12 tools. Use the MCP Apps page to enable or disable individual tools per app, and the Guardrails page to add fine-grained rules on top.

ToolCategoryDescription
zohobilling_list_subscriptionsreadList subscriptions in Zoho Billing
zohobilling_get_subscriptionreadGet a specific subscription by ID from Zoho Billing
zohobilling_list_customersreadList customers in Zoho Billing
zohobilling_list_invoicesreadList invoices in Zoho Billing
zohobilling_list_plansreadList plans in Zoho Billing
zohobilling_list_addonsreadList addons in Zoho Billing
zohobilling_list_credit_notesreadList credit notes in Zoho Billing
zohobilling_list_transactionsreadList transactions in Zoho Billing
zohobilling_create_subscriptionwriteCreate a new subscription in Zoho Billing
zohobilling_create_customerwriteCreate a new customer in Zoho Billing
zohobilling_create_planwriteCreate a new plan in Zoho Billing
zohobilling_cancel_subscriptiondeleteCancel a subscription in Zoho Billing

Subscription cancellation ends customer access immediately

zohobilling_cancel_subscription terminates the subscription and the customer loses access to any associated services immediately. There is no grace period by default. Always deny this tool unless the agent is explicitly managing cancellation workflows.

Common guardrail recipes#

Read-only access#

Apply the read_only preset to enable the eight read tools and deny all write and delete tools. Suitable for revenue analytics agents that report on MRR, churn, and transaction history without modifying any subscriptions.

Transact preset#

Use the transact preset to enable all tools except zohobilling_cancel_subscription. This lets agents onboard customers, create plans, and start subscriptions while blocking the most destructive operation.

Full access#

The full_access preset enables all 12 tools. Consider adding a rate-limit guardrail on zohobilling_cancel_subscription to prevent bulk cancellations in a single agent session.

Troubleshooting#

  • Organisation ID — Zoho Billing (formerly Zoho Subscriptions) uses the same organisation model as other Zoho Finance apps. MCPGate uses the organisation from your OAuth session. If tools return organisation errors, reconnect the connector.
  • Plan code vs plan ID — Zoho Billing uses both a human-readable plan code and an internal plan ID. Use zohobilling_list_plans to retrieve both before passing a plan reference to zohobilling_create_subscription.
  • Credit notes not applied automatically — Credit notes appear in zohobilling_list_credit_notes but are not automatically applied to invoices. Apply credits manually via the Zoho Billing dashboard if the agent raises them.