Zoho Invoice MCP connector

Updated 10 September 2026

Zoho Invoice is Zoho's online invoicing platform for billing customers, tracking expenses, and managing client accounts. The Zoho Invoice MCP connector allows AI agents to create, update, and manage contact persons and contacts, keeping customer records accurate and up to date. It also supports listing and retrieving contact details and designating primary contacts, helping teams streamline invoicing and account management workflows.

Authentication type

• OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.

Uses

Use the Zoho Invoice MCP connector to perform the following actions:

• Send professional invoices to customers and track their payment status
• Organize contact records and additional addresses for every client
• Monitor client reviews and respond to feedback directly
• Automate payment reminder emails for overdue invoices
• Issue and track credit notes and refunds for customers
• Enable secure portal access for clients to view their accounts
• Email account statements to contacts with a single request
• Maintain accurate, up-to-date contact person details across accounts

Example prompts

Use the following example prompts to invoke Zoho Invoice MCP connector tools from your AI assistant or Boomi Connect workflow:

• Show me all open invoices from last month in Zoho Invoice.
• Create a new contact for Acme Corp in Zoho Invoice.
• Send a payment reminder to all overdue clients in Zoho Invoice.
• List the credit notes issued this quarter in Zoho Invoice.
• Mark John Smith as the primary contact person in Zoho Invoice.
• Email the latest account statement to our client in Zoho Invoice.
• Enable portal access for our new customer in Zoho Invoice.
• Find all client reviews we haven't replied to in Zoho Invoice.
• Add a new shipping address for a contact in Zoho Invoice.
• Deactivate a customer account that hasn't ordered in a year in Zoho Invoice.

Zoho Invoice MCP connector tools

The Zoho Invoice MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

Tool	Description
create_contact_person	Create a contact person
update_contact_person	Update a contact person
delete_contact_person	Delete a contact person
list_contact_persons	List contact persons
get_contact_person	Get a contact person
mark_contact_person_as_primary	Mark as primary contact person
list_contacts	List Contacts
create_contact	Create a Contact
get_contact	Get a Contact
update_contact	Update a Contact
delete_contact	Delete a Contact
mark_as_contact_active	Mark as Active
mark_as_contact_inactive	Mark as Inactive
enable_portal_access	Enable Portal Access
list_client_reviews	View All Client Reviews
get_client_review	Details of a Particular Client Review
create_client_review_comment	Reply a Client Review
enable_payment_reminders	Enable Payment Reminders
disable_payment_reminders	Disable Payment Reminders
get_statement_mail_content	Get Statement Mail Content
email_statement	Email Statement
list_contact_comments	List Comments
get_contact_addresses	Get Contact Addresses
create_additional_address	Add Additional Address
update_additional_address	Edit Additional Address
delete_additional_address	Delete Additional Address
list_contact_refunds	List Refunds
list_credit_notes	List Credit Notes
create_credit_note	Create a credit note
get_credit_note	Get a credit note
update_credit_note	Update a credit note
delete_credit_note	Delete a credit note
email_credit_note	Email a credit note
mark_credit_note_as_void	Void a credit note
mark_credit_note_as_open	Open a voided credit note
get_credit_note_email_history	Email history
update_credit_note_billing_address	Update billing address
update_credit_note_shipping_address	Update Shipping address
list_credit_note_templates	List credit note templates
update_credit_note_template	Update a credit note template
list_invoices_credited	List invoices credited
apply_credit_to_invoice	Credit to an invoice
delete_credit_notes_applied_to_invoice	Delete invoices credited
list_credit_note_comments	List credit note comments & history
create_credit_note_comment	Add a comment
delete_credit_note_comment	Delete a Comment
list_credit_note_refunds	List credit note refunds
list_credit_note_refunds_of_a_credit_note	List refunds of a credit note
refund_credit_note	Refund credit note
get_credit_note_refund	Get credit note refund
update_credit_note_refund	Update credit note refund
delete_credit_note_refund	Delete credit note refund
list_currencies	List Currencies
create_currency	Create a Currency
get_currency	Get a Currency
update_currency	Update a Currency
delete_currency	Delete a currency
list_exchange_rates	List exchange rates
create_exchange_rate	Create an exchange rate
get_exchange_rate	Get an exchange rate.
update_exchange_rate	Update an exchange rate
delete_exchange_rate	Delete an exchage rate
list_customer_payments	List Customer Payments
create_customer_payment	Create a payment
update_custom_field_in_customer_payment	Update custom field in existing customerpayments
get_customer_payment	Retrieve a payment
update_customer_payment	Update a payment
delete_customer_payment	Delete a payment
list_customer_payment_refunds	List refunds of a customer payment
refund_customer_payment	Refund an excess customer payment
get_customer_payment_refund	Details of a refund
update_customer_payment_refund	Update a refund
delete_customer_payment_refund	Delete a Refund
list_estimates	List estimates
create_estimate	Create an Estimate
get_estimate	Get an estimate
update_estimate	Update an Estimate
delete_estimate	Delete an Estimate
update_custom_field_in_estimate	Update custom field in existing estimates
mark_estimate_as_sent	Mark an estimate as sent
mark_estimate_as_accepted	Mark an estimate as accepted
mark_estimate_as_declined	Mark an estimate as declined
get_estimate_email_content	Get estimate email content
email_estimate	Email an estimate
email_multiple_estimates	Email multiple estimates
bulk_export_estimates	Bulk export estimates
bulk_print_estimates	Bulk print estimates
update_billing_address	Update billing address
update_estimate_shipping_address	Update shipping address
list_estimate_templates	List estimate templates
update_estimate_template	Update estimate template
list_estimate_comments	List estimate comments & history
create_estimate_comment	Add Comments
update_estimate_comment	Update comment
delete_estimate_comment	Delete a comment
list_expense_categories	List expense categories
create_expense_category	Create an expense category
get_expense_category	Get an expense category
update_expense_category	Update an expense category
delete_expense_category	Delete an expense category
mark_expense_category_as_active	Mark an expense category as active
mark_expense_category_as_inactive	Mark an expense category as inactive
list_expenses	List Expenses
create_expense	Create an Expense
get_expense	Get an Expense
update_expense	Update an Expense
delete_expense	Delete an Expense
list_expense_comments	List expense History & Comments
list_employees	List employees
create_employee	Create an employee
delete_employee	Delete an employee
import_customer_using_crm_account_id	Import a customer using the CRM account ID
import_customer_using_crm_contact_id	Import a customer using CRM contact ID
import_item_using_crm_product_id	Import an item using the CRM product ID
list_invoices	List invoices
create_invoice	Create an invoice
get_invoice	Get an invoice
update_invoice	Update an invoice
delete_invoice	Delete an invoice
update_custom_fields_invoice	Update custom field in existing invoices
mark_invoice_as_sent	Mark an invoice as sent
mark_invoice_as_void	Void an invoice
mark_invoice_as_draft	Mark as draft
get_invoice_email_content	Get invoice email content
email_invoice	Email an invoice
email_invoices	Email invoices
get_payment_reminder_mail_content	Get payment reminder mail content
invoice_payment_reminder	Remind Customer
bulk_invoice_reminder	Bulk invoice reminder
bulk_export_invoices	Bulk export Invoices
bulk_print_invoices	Bulk print invoices
disable_invoice_payment_reminder	Disable payment reminder
enable_invoice_payment_reminder	Enable payment reminder
write_off_invoice	Write off invoice
cancel_write_off_invoice	Cancel write off
update_invoice_billing_address	Update billing address
update_invoice_shipping_address	Update shipping address
list_invoice_templates	List invoice templates
update_invoice_template	Update invoice template
list_invoice_payments	List invoice payments
list_invoice_credits_applied	List credits applied
apply_credits_to_invoice	Apply credits
delete_invoice_payment	Delete a payment
delete_applied_credit_to_invoice	Delete applied credit
get_invoice_attachment	Get an invoice attachment
add_attachment_to_invoice	Add attachment to an invoice
update_invoice_attachment	Update attachment preference
delete_invoice_attachment	Delete an attachment
delete_invoice_expense_receipt	Delete the expense receipt
list_invoice_comments	List invoice comments & history
add_invoice_comment	Add comment
update_invoice_comment	Update comment
delete_invoice_comment	Delete a comment
list_items	List items
create_item	Create an Item
list_item_details	Bulk fetch item details
get_item	Retrieve an item
update_item	Update an item
delete_item	Delete an item
update_custom_field_in_items	Update custom field in existing items
mark_item_as_active	Mark as active
mark_item_as_inactive	Mark as inactive
list_organizations	List organizations
create_organization	Create an organization
get_organization	Get an organization
update_organization	Update an organization
list_price_lists	List of all the Price Lists
create_price_list	Create a Price List
get_price_list	Retrieve a Price list
update_price_list	Update a Price List
delete_price_list	Delete a Price List
list_projects	List projects
create_project	Create a project
get_project	Get a project
update_project	Update a project
delete_project	Delete project
activate_project	Activate a project
inactivate_project	Deactivate a project
clone_project	Clone a project
list_project_users	List Users
assign_project_users	Assign users
invite_project_user	Invite user
get_project_user	Get a User
update_project_user	Update user
delete_project_user	Delete user
list_project_comments	List comments
create_project_comment	Post comment
delete_project_comment	Delete comment
list_project_invoices	List invoices
list_recurring_expenses	List recurring expenses
create_recurring_expense	Create a recurring expense
get_recurring_expense	Get a recurring expense
update_recurring_expense	Update a recurring expense
delete_recurring_expense	Delete a recurring expense
stop_recurring_expense	Stop a recurring expense
resume_recurring_expense	Resume a recurring Expense
list_child_expenses_created	List child expenses created
list_recurring_expense_comments	List recurring expense history
list_recurring_invoices	List Recurring Invoice
create_recurring_invoice	Create a Recurring Invoice
get_recurring_invoice	Get a Recurring Invoice
update_recurring_invoice	Update Recurring Invoice
delete_recurring_invoice	Delete a Recurring Invoice
stop_recurring_invoice	Stop a Recurring Invoice
resume_recurring_invoice	Resume a Recurring Invoice
update_recurring_invoice_template	Update Recurring Invoice template
list_recurring_invoice_comments	List Recurring Invoice History
list_retainer_invoices	List Retainer invoices
create_retainer_invoice	Create a retainer invoice
get_retainer_invoice	Get a retainer invoice
update_retainer_invoice	Update a retainer invoice
delete_retainer_invoice	Delete a retainer invoice
mark_retainer_invoice_as_sent	Mark a retainer invoice as sent
update_retainer_invoice_template	Update retainer invoice template
mark_retainer_invoice_as_void	Void a retainer invoice
mark_retainer_invoice_as_draft	Mark as draft
get_retainer_invoice_email_content	Get retainer invoice email content
email_retainer_invoice	Email a retainer invoice
update_retainer_invoice_billing_address	Update billing address
list_retainer_invoice_templates	List retainer invoice templates
get_retainer_invoice_attachment	Get a retainer invoice attachment
delete_retainer_invoice_attachment	Delete an attachment
list_retainer_invoice_comments	List retainer invoice comments & history
add_retainer_invoice_comment	Add comment
update_retainer_invoice_comment	Update comment
delete_retainer_invoice_comment	Delete a comment
list_tasks	List tasks
create_task	Add a task
get_task	Get a task
update_task	Update a task
delete_task	Delete a Task
list_taxes	List taxes
create_tax	Create a tax
get_tax	Get a tax
update_tax	Update a tax
delete_tax	Delete a tax
get_tax_group	Get a tax group
update_tax_group	Update a tax group
delete_tax_group	Delete a tax group
create_tax_group	Create a tax group
list_tax_exemptions	List Tax Exemptions
create_tax_exemption	Create Tax Exemption.
update_tax_exemption	Update Tax Exemption.
delete_tax_exemption	Delete Tax Exemption
list_tax_authorities	List Tax Authorities
create_tax_authority	Create Tax Authority.
update_tax_authority	Update Tax Authority.
delete_tax_authority	Delete Tax Authority
list_time_entries	List time entries.
create_time_entry	Log time entries
delete_time_entries	Delete time entries
get_time_entry	Get a time entry
update_time_entry	Update time entry
delete_time_entry	Delete time entry
start_timer	Start timer
stop_timer	Stop timer
get_timer	Get timer
list_users	List Users
create_user	Create a user
get_user	Get a user
update_user	Update a user
delete_user	Delete a user
get_current_user	Get current user
invite_user	Invite a user
mark_user_as_active	Mark user as active
mark_user_as_inactive	Mark user as inactive