Zoho Invoice
The Zoho Invoice connector lets AI agents create, update, send, and void invoices, as well as manage customers and record payments. 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 scopes when you connect a Zoho Invoice account.
| Scope | Purpose |
|---|---|
| ZohoInvoice.invoices.ALL | Read, create, update, send, and void invoices |
| ZohoInvoice.contacts.ALL | Read and create customers and contacts |
Tool reference#
The Zoho Invoice connector exposes 11 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 |
|---|---|---|
| zohoinvoice_list_invoices | read | List invoices in Zoho Invoice |
| zohoinvoice_get_invoice | read | Get a specific Zoho Invoice invoice by ID |
| zohoinvoice_list_customers | read | List customers in Zoho Invoice |
| zohoinvoice_list_payments | read | List payments in Zoho Invoice |
| zohoinvoice_list_estimates | read | List estimates in Zoho Invoice |
| zohoinvoice_create_invoice | write | Create a new invoice in Zoho Invoice |
| zohoinvoice_update_invoice | write | Update an existing Zoho Invoice invoice |
| zohoinvoice_send_invoice | write | Send a Zoho Invoice invoice to the customer via email |
| zohoinvoice_create_customer | write | Create a new customer in Zoho Invoice |
| zohoinvoice_create_payment | write | Record a payment in Zoho Invoice |
| zohoinvoice_mark_void | write | Mark a Zoho Invoice invoice as void |
Sending invoices emails the customer
zohoinvoice_send_invoice immediately emails the invoice to the customer address on file. Always deny this tool in testing or staging apps to avoid accidentally contacting real customers.Common guardrail recipes#
Read-only access#
Apply the read_only preset to enable the five read tools and deny all write tools. Useful for billing agents that check invoice status and outstanding balances without initiating any transactions.
Transact preset#
Use the transact preset to enable all tools except zohoinvoice_send_invoice and zohoinvoice_mark_void. This lets agents draft and update invoices and record payments while requiring a human to approve sending and voiding.
Full access#
The full_access preset enables all 11 tools. Pair it with a max_value guardrail on zohoinvoice_create_invoice targeting the total field to prevent agents from issuing invoices above a safe threshold.
Troubleshooting#
- Organisation ID — Zoho Invoice is organisation-scoped. MCPGate uses the organisation selected during OAuth. If you have multiple organisations, reconnect and choose the correct one on the Zoho consent screen.
- Estimate vs invoice — Zoho Invoice treats estimates and invoices as separate entities. Use
zohoinvoice_list_estimatesto browse draft quotes andzohoinvoice_list_invoicesfor finalised bills. - Void is irreversible — Once
zohoinvoice_mark_voidis called the invoice cannot be re-opened. Consider usingzohoinvoice_update_invoiceto correct errors instead.