Zoho Books
The Zoho Books connector lets AI agents read and manage accounting data including invoices, customers, payments, and financial reports. 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 Books account.
| Scope | Purpose |
|---|---|
| ZohoBooks.fullaccess.all | Full read and write access to all Zoho Books data |
Tool reference#
The Zoho Books 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.
| Tool | Category | Description |
|---|---|---|
| zohobooks_list_invoices | read | List invoices in Zoho Books |
| zohobooks_get_invoice | read | Get a specific Zoho Books invoice by ID |
| zohobooks_list_customers | read | List customers in Zoho Books |
| zohobooks_list_payments | read | List payments in Zoho Books |
| zohobooks_list_accounts | read | List chart of accounts in Zoho Books |
| zohobooks_list_items | read | List items/products in Zoho Books |
| zohobooks_get_report | read | Get a financial report from Zoho Books |
| zohobooks_create_invoice | write | Create a new invoice in Zoho Books |
| zohobooks_update_invoice | write | Update an existing Zoho Books invoice |
| zohobooks_create_customer | write | Create a new customer in Zoho Books |
| zohobooks_create_payment | write | Record a payment in Zoho Books |
| zohobooks_delete_invoice | delete | Delete a Zoho Books invoice |
Invoice deletion cannot be undone
zohobooks_delete_invoice permanently removes the invoice from Zoho Books. This can affect audit trails and accounting records. Deny this tool unless the agent explicitly needs to void and remove invoices.Common guardrail recipes#
Read-only access#
Apply the read_onlypreset to enable the seven read tools and deny all write and delete tools. Suitable for finance reporting agents that retrieve P&L data, invoice summaries, or customer balances without initiating transactions.
Transact preset#
Use the transact preset to enable all tools except zohobooks_delete_invoice. This allows agents to create invoices, record payments, and onboard customers while blocking irreversible deletions.
Full access#
The full_access preset enables all 12 tools including invoice deletion. Apply an additional max_value guardrail to zohobooks_create_invoice targeting the total field to cap the maximum invoice amount the agent may raise.
Troubleshooting#
- Organisation ID required — Zoho Books is multi-organisation. MCPGate uses the organisation ID set during OAuth. If you manage multiple organisations, reconnect and select the target organisation on the Zoho consent screen.
- Duplicate customer name — Zoho Books enforces unique display names for contacts. If
zohobooks_create_customerfails with a duplicate error, usezohobooks_list_customersto find the existing record before creating another. - Report not found —
zohobooks_get_reportrequires a valid report type string (e.g.ProfitAndLoss,BalanceSheet). Consult the Zoho Books API documentation for the full list of supported report identifiers.