Zoho Invoice MCP connector

Zoho Invoice is online invoicing software for sending invoices, tracking expenses, and managing customer payments. The Zoho Invoice MCP connector allows AI agents to create and update contacts and contact persons, manage primary contact designations, and retrieve contact information across customer accounts. It also supports deleting contact records and listing all contacts or contact persons within the invoicing system.

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 invoices and track payment status across all customers
• Create and manage credit notes to process customer refunds
• Organize customer contacts and enable portal access for payments
• Record and monitor expense refunds in real time
• Automate payment reminders and statement emails to customers
• Maintain multiple customer addresses and contact person records
• Review customer feedback and respond to client concerns
• Manage contact activity with comments and communication history

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 contacts marked as inactive in Zoho Invoice.
• Create a new credit note for customer ABC Corp in Zoho Invoice.
• Send a payment reminder email to our top 10 customers in Zoho Invoice.
• List all refunds processed this month in Zoho Invoice.
• Add a secondary contact person to the Smith Manufacturing account in Zoho Invoice.
• Enable portal access for the primary contact at Johnson Enterprises in Zoho Invoice.
• Get all client reviews and show me the details of negative feedback in Zoho Invoice.
• Email a statement to all active customers in Zoho Invoice.
• Delete an outdated address record for XYZ Company in Zoho Invoice.
• Show me comments added to the Henderson account 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	Creates a new contact person associated with an existing contact.
update_contact_person	Modifies the details of an existing contact person.
delete_contact_person	Removes a contact person from the system.
list_contact_persons	Retrieves all contact persons for a specified contact.
get_contact_person	Retrieves detailed information about a specific contact person.
mark_contact_person_as_primary	Designates a contact person as the primary contact.
list_contacts	Retrieves all contacts in the system.
create_contact	Creates a new contact with the provided information.
get_contact	Retrieves detailed information about a specific contact.
update_contact	Modifies the details of an existing contact.
delete_contact	Removes a contact from the system.
mark_as_contact_active	Changes a contact's status to active.
mark_as_contact_inactive	Changes a contact's status to inactive.
enable_portal_access	Grants a contact access to the customer portal.
list_client_reviews	Retrieves all reviews submitted by clients.
get_client_review	Retrieves detailed information about a specific client review.
create_client_review_comment	Adds a reply or comment to an existing client review.
enable_payment_reminders	Activates automatic payment reminder notifications for a contact.
disable_payment_reminders	Deactivates automatic payment reminder notifications for a contact.
get_statement_mail_content	Retrieves the email content for account statements.
email_statement	Sends an account statement to a contact via email.
list_contact_comments	Retrieves all comments associated with a contact.
get_contact_addresses	Retrieves all addresses on file for a specific contact.
create_additional_address	Adds a new address record for an existing contact.
update_additional_address	Modifies an existing address record for a contact.
delete_additional_address	Removes an address record from a contact.
list_contact_refunds	Retrieves all refund transactions for a specific contact.
list_credit_notes	Retrieves all credit notes in the system.
create_credit_note	Creates a new credit note for a contact.
get_credit_note	Retrieves detailed information about a specific 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.