How to integrate Zoho books MCP with CrewAI

This guide walks you through connecting Zoho books to CrewAI using the Composio tool router. By the end, you'll have a working Zoho books agent that can list unpaid invoices for this month, create a new expense entry today, send payment reminder to a client through natural language commands. This guide will help you understand how to give your CrewAI agent real control over a Zoho books account through Composio's Zoho books MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Zoho Books is a cloud-based accounting platform for invoicing, expenses, and finance management. It streamlines collaboration and automates business finances in real-time.

265 Tools

Introduction

This guide walks you through connecting Zoho books to CrewAI using the Composio tool router. By the end, you'll have a working Zoho books agent that can list unpaid invoices for this month, create a new expense entry today, send payment reminder to a client through natural language commands.

This guide will help you understand how to give your CrewAI agent real control over a Zoho books account through Composio's Zoho books MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Zoho books with

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TL;DR

Here's what you'll learn:
  • Get a Composio API key and configure your Zoho books connection
  • Set up CrewAI with an MCP enabled agent
  • Create a Tool Router session or standalone MCP server for Zoho books
  • Build a conversational loop where your agent can execute Zoho books operations

What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.

Key features include:

  • Agent Roles: Define specialized agents with specific goals and backstories
  • Task Management: Create tasks with clear descriptions and expected outputs
  • Crew Orchestration: Combine agents and tasks into collaborative workflows
  • MCP Integration: Connect to external tools through Model Context Protocol

What is the Zoho books MCP server, and what's possible with it?

The Zoho Books MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Zoho Books account. It provides structured and secure access to your accounting data, so your agent can perform actions like managing invoices, tracking expenses, creating customers, reconciling transactions, and generating financial reports on your behalf.

  • Automated invoice management: Ask your agent to create, send, update, or retrieve invoices, helping you streamline your billing process and get paid faster.
  • Expense and transaction tracking: Let your agent record new expenses, categorize transactions, or pull detailed expense reports to keep your books up to date without manual entry.
  • Customer and vendor management: Have your agent add new customers or vendors, update their details, and fetch account histories to support your business relationships.
  • Bank reconciliation and payment handling: Enable your agent to match bank transactions, record payments, and reconcile accounts, giving you an accurate financial overview at any time.
  • Financial reporting and insights: Generate real-time financial statements, analyze cash flow, or pull profit and loss reports—so you always know where your business stands.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account and API key
  • A Zoho books connection authorized in Composio
  • An OpenAI API key for the CrewAI LLM
  • Basic familiarity with Python
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio crewai crewai-tools[mcp] python-dotenv
What's happening:
  • composio connects your agent to Zoho books via MCP
  • crewai provides Agent, Task, Crew, and LLM primitives
  • crewai-tools[mcp] includes MCP helpers
  • python-dotenv loads environment variables from .env
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates with Composio
  • USER_ID scopes the session to your account
  • OPENAI_API_KEY lets CrewAI use your chosen OpenAI model
5

Import dependencies

python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
What's happening:
  • CrewAI classes define agents and tasks, and run the workflow
  • MCPServerHTTP connects the agent to an MCP endpoint
  • Composio will give you a short lived Zoho books MCP URL
6

Create a Composio Tool Router session for Zoho books

python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["zoho_books"])

url = session.mcp.url
What's happening:
  • You create a Zoho books only session through Composio
  • Composio returns an MCP HTTP URL that exposes Zoho books tools
7

Initialize the MCP Server

python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
What's Happening:
  • Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
  • MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
  • Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
  • Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
  • Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.
8

Create a CLI Chatloop and define the Crew

python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
What's Happening:
  • Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
  • Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
  • Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
  • Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
  • Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
  • Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.

Complete Code

Here's the complete code to get you started with Zoho books and CrewAI:

python
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["zoho_books"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")

Conclusion

You now have a CrewAI agent connected to Zoho books through Composio's Tool Router. The agent can perform Zoho books operations through natural language commands.

Next steps:

  • Add role-specific instructions to customize agent behavior
  • Plug in more toolkits for multi-app workflows
  • Chain tasks for complex multi-step operations
TOOLS

Supported Tools

Every Zoho books action and event your agent gets out of the box.

Accept Estimate

Tool to mark an estimate as accepted.

Activate Bank Account

Tool to activate a bank account.

Add Bill Attachment

Tool to add an attachment to an existing bill in Zoho Books.

Add Bill Comment

Tool to add a comment to a bill in Zoho Books.

Add Contact Address

Tool to add an additional address to a contact in Zoho Books.

Add Invoice Comment

Tool to add a comment to an invoice.

Add Project Comment

Tool to add a comment to a project.

Add Purchase Order Comment

Tool to add a comment to a purchase order in Zoho Books.

Add Sales Order Comment

Tool to add a comment to a sales order in Zoho Books.

Add Vendor Credit Comment

Tool to add a comment to a vendor credit.

Apply Credit Note to Invoice

Tool to apply a credit note to one or more invoices in Zoho Books.

Apply Credits to Bill

Tool to apply vendor credits to a bill in Zoho Books.

Apply Credits to Invoice

Tool to apply credit notes to an invoice in Zoho Books.

Bulk Export Invoices PDF

Tool to export multiple invoices to a single PDF.

Bulk Print Invoices

Tool to bulk print up to 25 invoices as a single PDF.

Categorize As Customer Payment Refund

Tool to categorize an uncategorized bank transaction as a customer payment refund.

Categorize Uncategorized Transaction

Tool to categorize an uncategorized bank transaction.

Clone Project

Tool to clone an existing project.

Convert Purchase Order To Bill

Tool to retrieve bill data from purchase orders for conversion.

Create Bank Account

Tool to create a bank or credit card account.

Create Bank Transaction

Tool to create a manual bank transaction.

Create Chart Of Account

Tool to create a new chart of account in Zoho Books.

Create Contact

Tool to create a new contact in Zoho Books.

Create Contact Person

Tool to create a new contact person for an existing contact in Zoho Books.

Create Currency

Tool to create a new currency for an organization.

Create Customer Payment Refund

Tool to refund an excess customer payment.

Create Employee

Tool to create a new employee in Zoho Books.

Create Exchange Rate

Tool to create a new exchange rate for a currency.

Create Expense

Tool to create a new expense in Zoho Books.

Create Invoice From Sales Order

Tool to create an instant invoice from an existing sales order.

Create Item

Tool to create a new item (product or service).

Create Journal

Tool to create a journal entry in Zoho Books.

Create Location

Tool to create a new location in Zoho Books.

Create Project

Tool to create a project in Zoho Books.

Create Recurring Bill

Tool to create a recurring bill in Zoho Books.

Create Recurring Expense

Tool to create a new recurring expense in Zoho Books.

Create Recurring Invoice

Tool to create a recurring invoice.

Create Reporting Tag

Tool to create a new reporting tag in Zoho Books.

Create Bank Account Rule

Tool to create a rule for automatic transaction categorization.

Create Sales Receipt

Tool to create a sales receipt in Zoho Books.

Create Time Entry

Tool to create a new time entry for a project task.

Create User

Tool to create a new user in Zoho Books.

Create Vendor Credit

Tool to create a vendor credit in Zoho Books.

Create Vendor Payment

Tool to create a vendor payment in Zoho Books.

Deactivate Bank Account

Tool to deactivate a bank account.

Delete Bank Account

Tool to delete a bank account from your organization.

Delete Bank Transaction

Tool to delete a specific bank transaction.

Delete Bill

Tool to delete a specific bill.

Delete Bill Attachment

Tool to delete an attachment from a specific bill.

Delete Bill Comment

Tool to delete a comment from a bill.

Delete Bill Payment

Tool to delete a specific bill payment.

Delete Bulk Customer Payments

Tool to bulk delete multiple customer payments.

Delete Bulk Vendor Payments

Tool to bulk delete multiple vendor payments.

Delete Chart of Account

Tool to delete a specific chart of account.

Delete Chart Of Account Transaction

Tool to delete a chart of account transaction.

Delete Contact

Tool to delete a specific contact.

Delete Contact Address

Tool to delete an additional address from a contact.

Delete Contact Person

Tool to delete a specific contact person.

Delete Credit Note

Tool to delete a specific credit note.

Delete Credit Note Comment

Tool to delete a comment from a credit note.

Delete Credit Note Refund

Tool to delete a specific credit note refund.

Delete Currency

Tool to delete a specific currency from organization settings.

Delete Customer Payment

Tool to delete a customer payment.

Delete Customer Payment Refund

Tool to delete a specific customer payment refund.

Delete Employee

Tool to delete a specific employee.

Delete Estimate

Tool to delete a specific estimate.

Delete Exchange Rate

Tool to delete an exchange rate for a currency.

Delete Expense

Tool to delete a specific expense.

Delete Expense Receipt

Tool to delete a receipt from an expense.

Delete Invoice

Tool to delete a specific invoice.

Delete Invoice Attachment

Tool to delete the last attached attachment from an invoice.

Delete Invoice Comment

Tool to delete a comment from an invoice.

Delete Invoice Document

Tool to delete a document/attachment from a specific invoice.

Delete Invoice Payment

Tool to delete a payment applied to an invoice.

Delete Item

Tool to delete a specific item.

Delete Journal Comment V4

Tool to delete a journal comment using Zoho Books API v4 (Beta).

Delete Journal Document

Tool to delete a document/attachment from a journal entry.

Delete Journals

Tool to delete multiple journal entries in one request.

Delete Journal (v4 Beta)

Tool to delete a journal using the v4 Beta API.

Delete Location

Tool to delete a specific location.

Delete Project Comment (v4 Beta)

Tool to delete a project comment using v4 Beta API.

Delete Project Task

Tool to delete a project task.

Delete Project V4

Tool to delete a specific project using v4 Beta API.

Delete Purchase Order

Tool to delete a specific purchase order.

Delete Purchase Order Attachment

Tool to delete an attachment from a purchase order.

Delete Purchase Order Comment

Tool to delete a comment from a purchase order.

Delete Recurring Bill

Tool to delete a recurring bill.

Delete Recurring Invoice

Tool to delete a recurring invoice.

Delete Bank Account Rule

Tool to delete a bank account rule from your account.

Delete Sales Order Comment

Tool to delete a comment from a sales order.

Delete Sales Receipt

Tool to delete a specific sales receipt.

Delete Time Entry

Tool to delete a specific time entry from a project.

Delete Vendor Credit

Tool to delete a specific vendor credit.

Delete Vendor Credit Refund

Tool to delete a vendor credit refund.

Delete Vendor Payment

Tool to delete a vendor payment.

Disable Contact Payment Reminder

Tool to disable payment reminders for a contact.

Disable Invoice Payment Reminder

Tool to disable payment reminders for an invoice.

Email Contact Statement

Tool to email a statement to a contact.

Email Estimate

Tool to send an estimate email.

Email Invoice

Tool to send an invoice email.

Enable Contact Payment Reminder

Tool to enable payment reminders for a contact.

Enable Contact Portal

Tool to enable portal access for a contact.

Enable Invoice Payment Reminder

Tool to enable payment reminders for an invoice.

Exclude Bank Transaction

Tool to exclude an uncategorized bank transaction.

Bulk Export Estimates PDF

Tool to export multiple estimates to a single PDF.

Bulk Export Sales Orders PDF

Tool to export multiple sales orders to a single PDF.

Get All Tag Options

Tool to retrieve all options for a reporting tag.

Get Bank Account

Tool to fetch details of a specific bank account.

Get Base Currency Adjustment

Tool to fetch details of a specific base currency adjustment.

Get Bill

Tool to fetch details of a specific bill.

Get Bill Attachment

Tool to fetch an attachment from a specific bill.

Get Chart Of Account

Tool to fetch details of a specific chart of account.

Get Contact

Tool to fetch details of a specific contact.

Get Contact Address

Tool to retrieve all addresses associated with a contact.

Get Contact Person

Tool to retrieve details of a specific contact person.

Get Contact Statement Mail

Tool to retrieve the pre-populated email content for a contact statement.

Get Credit Note

Tool to fetch details of a specific credit note by ID.

Get Currency

Tool to retrieve details of a specific currency.

Get Estimate

Tool to fetch details of a specific estimate.

Get Estimate Email

Tool to retrieve the pre-populated email content for an estimate.

Get Expense

Tool to fetch details of a specific expense.

Get Invoice

Tool to fetch details of a specific invoice.

Get Invoice Attachment

Tool to fetch the last attached attachment from a specific invoice.

Get Invoice Email

Tool to retrieve the pre-populated email content for an invoice.

Get Item

Tool to fetch details of a specific item.

Get Journal Credits List (v4 Beta)

Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API.

Get Journal Details V4

Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta).

Get Journals List (v4 Beta)

Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API.

Get Last Imported Statement

Tool to get details of previously imported statement for a bank account.

Get Matching Bank Transactions

Tool to retrieve potential matching transactions for an uncategorized bank transaction.

Get Opening Balance

Tool to retrieve opening balance for an organization.

Get Organization

Tool to fetch details of a specific organization.

Get Payment Reminder Mail Content

Tool to retrieve the pre-populated payment reminder email content for an invoice.

Get Project

Tool to fetch details of a specific project.

Get Project User

Tool to fetch details of a specific user associated with a project.

Get Purchase Order

Tool to fetch details of a specific purchase order.

Get Recurring Invoice

Tool to retrieve a single recurring invoice profile's full configuration by ID.

Get Sales Order

Tool to fetch details of a specific sales order.

Get Sales Order Attachment

Tool to fetch an attachment from a specific sales order.

Get Sales Order Email Content

Tool to retrieve the pre-populated email content for a sales order.

Get User

Tool to fetch details of a specific user.

Get Vendor Credit Refund

Tool to fetch details of a specific vendor credit refund.

Import Bank Statements

Tool to import bank or credit card statement transactions in bulk.

List Bank Accounts

Tool to list bank and credit card accounts.

List Bank Rules

Tool to list all rules created for a bank or credit card account.

List Bank Transactions

Tool to list bank transactions with optional filters.

List Base Currency Adjustments

Tool to list base currency adjustments for an organization.

List Bill Comments and History

Tool to list comments and history entries for a bill.

List Bill Payments

Tool to list payments recorded against a bill.

List Bills

Tool to retrieve a paginated list of bills.

List Chart Of Accounts

Tool to list chart of accounts.

List Chart of Account Transactions

Tool to list transactions for a specific chart of account.

List Contact Comments

Tool to retrieve recent activities and comments for a specific contact.

List Contact Persons

Tool to retrieve a paginated list of contact persons from Zoho Books.

List Contact Refunds

Tool to list refunds for a contact.

List Contacts

Tool to retrieve a paginated list of contacts with optional filters.

List Credit Note Refunds

Tool to retrieve a paginated list of credit note refunds with filters.

List Credit Notes

Tool to retrieve a paginated list of credit notes with optional filters.

List Currencies

Tool to list currencies configured for the organization.

List Customer Payment Refunds

Tool to list refunds of a customer payment.

List Customer Payments

Tool to list customer payments in Zoho Books.

List Employees

Tool to retrieve a paginated list of employees.

List Estimate Comments & History

Tool to retrieve comments and history for a specific estimate.

List Estimates

Tool to retrieve a paginated list of estimates with optional filters.

List Estimate Templates

Tool to retrieve a list of estimate templates.

List Expense Comments

Tool to retrieve history and comments for a specific expense.

List Expenses

Tool to retrieve a paginated list of expenses with filters and search.

List Fixed Assets

Tool to retrieve a paginated list of fixed assets from Zoho Books.

List Fixed Asset Types

Tool to retrieve a paginated list of fixed asset types from Zoho Books.

List Invoice Comments and History

Tool to list comments and history entries for an invoice.

List Invoice Credits Applied

Tool to list credit notes applied to an invoice.

List Invoice Payments

Tool to list payments recorded against an invoice.

List Invoices

Tool to retrieve a paginated list of invoices with filters and search.

List Invoice Templates

Tool to retrieve a list of invoice templates.

List Item Details

Tool to bulk fetch details for multiple items from Zoho Books using their IDs.

List Items

Tool to retrieve a paginated list of items from Zoho Books.

List Journal Templates

Tool to list journal templates with pagination.

List Locations

Tool to list all locations in the organization.

List Organizations

Tool to list all organizations for the authenticated user.

List Projects

Tool to retrieve a paginated list of projects with optional filters.

List Project Users

Tool to retrieve all users assigned to a project.

List Purchase Orders

Tool to retrieve a paginated list of purchase orders.

List Recurring Bill History

Tool to list comments and history entries for a recurring bill.

List Recurring Invoice History

Tool to retrieve comments and history for a specific recurring invoice.

List Reporting Tags

Tool to retrieve all reporting tags from Zoho Books.

List Retainer Invoices

Tool to retrieve a paginated list of retainer invoices with filters and sorting.

List Sales Order Comments & History

Tool to list comments and history entries for a sales order.

List Sales Orders

Tool to retrieve a paginated list of sales orders.

List Sales Receipts

Tool to retrieve a paginated list of sales receipts with filters.

List Tasks

Tool to retrieve a paginated list of tasks for a specific project.

List Taxes

Tool to retrieve a paginated list of taxes.

List Tax Exemptions

Tool to retrieve a list of tax exemptions from Zoho Books.

List Users

Tool to retrieve a paginated list of users.

List Vendor Credit Refunds

Tool to retrieve a paginated list of vendor credit refunds with filters.

List Vendor Credit Refunds

Tool to list refunds of a specific vendor credit.

List Vendor Credits

Tool to retrieve a paginated list of vendor credits with filters and search.

List Vendor Payment Refunds

Tool to list refunds of a vendor payment.

List Vendor Payments

Tool to retrieve a paginated list of vendor payments with filters and search.

Mark Bill Open

Tool to mark a bill as open.

Mark Bill Void

Tool to mark a bill as Void.

Mark Contact as Active

Tool to mark a contact as active.

Mark Contact as Inactive

Tool to mark a contact as inactive.

Mark Estimate As Sent

Tool to mark an estimate as Sent.

Mark Invoice As Sent

Tool to mark an invoice as Sent.

Mark Item as Active

Tool to mark an item as active.

Mark Item as Inactive

Tool to mark an item as inactive.

Mark Location Active

Tool to mark a location as active.

Mark Location as Inactive

Tool to mark a location as inactive.

Mark Location Primary

Tool to mark a location as primary.

Mark Project Active

Tool to mark a project as active.

Mark Reporting Tag as Active

Tool to mark a reporting tag as active.

Mark Reporting Tag as Inactive

Tool to mark a reporting tag as inactive.

Mark Reporting Tag Default Option

Tool to mark an option as default for a reporting tag.

Mark Retainer Invoice Sent

Tool to mark a retainer invoice as Sent.

Mark Sales Order Void

Tool to mark a sales order as Void.

Mark Tag Option Active

Tool to mark a reporting tag option as active.

Mark Tag Option as Inactive

Tool to mark a reporting tag option as inactive.

Mark User as Inactive

Tool to mark a user as inactive in Zoho Books.

Mark Vendor Credit Void

Tool to void a vendor credit.

Open Sales Order

Tool to mark a sales order as Open.

Bulk Print Estimates

Tool to bulk print up to 25 estimates as a single PDF.

Bulk Print Sales Orders

Tool to bulk print up to 25 sales orders as a single PDF.

Send Payment Reminder

Tool to send a payment reminder for an invoice.

Resume Recurring Invoice

Tool to resume a recurring invoice.

Send Bulk Invoice Reminder

Tool to send payment reminders for multiple invoices at once.

Send Contact Email

Tool to send an email to a contact in Zoho Books.

Stop Recurring Invoice

Tool to stop a recurring invoice.

Untrack Contact 1099

Tool to untrack a contact for 1099 reporting.

Update Bank Transaction

Tool to update an existing bank transaction in Zoho Books.

Update Vendor Bill

Tool to update a vendor bill.

Update Contact

Tool to update details of a contact.

Update Contact Person

Tool to update an existing contact person in Zoho Books.

Update Credit Note Refund

Tool to update details of a specific credit note refund.

Update Currency

Tool to update an existing currency in Zoho Books.

Update Custom Fields in Item

Tool to update custom field values in an existing item.

Update Estimate

Tool to update an existing estimate (quote).

Update Estimate Billing Address

Tool to update the billing address of an estimate.

Update Estimate Shipping Address

Tool to update the shipping address for an estimate.

Update Estimate Template

Tool to update the template associated with an estimate.

Update Invoice

Tool to update details of a specific invoice.

Update Invoice Attachment Preference

Tool to update attachment preference for an invoice.

Update Invoice Billing Address

Tool to update the billing address of an invoice.

Update Invoice Shipping Address

Tool to update the shipping address of a specific invoice.

Update Invoice Template

Tool to update the template associated with an invoice.

Update Item

Tool to update details of a specific item.

Update Journal

Tool to update a journal entry in Zoho Books.

Update Location

Tool to update an existing location in Zoho Books.

Update Organization

Tool to update an organization's settings and details.

Update Project

Tool to update a project in Zoho Books.

Update Project User

Tool to update a user's details in a project.

Update Purchase Order Billing Address

Tool to update the billing address of a purchase order.

Update Purchase Order Comment

Tool to update a comment on a purchase order.

Update Recurring Bill

Tool to update a recurring bill in Zoho Books.

Update Recurring Invoice Template

Tool to update the template associated with a recurring invoice.

Update Reporting Tag

Tool to update an existing reporting tag in Zoho Books.

Update Reporting Tag Options

Tool to update reporting tag options in Zoho Books.

Update Sales Order

Tool to update a specific sales order.

Update Sales Order Attachment Preference

Tool to update attachment preference for a sales order.

Update Sales Order Billing Address

Tool to update the billing address of a sales order.

Update Sales Order Shipping Address

Tool to update the shipping address of a specific sales order.

Update Sales Order Template

Tool to update the template associated with a sales order.

Update User

Tool to update an existing user in Zoho Books.

Update Vendor Payment Refund

Tool to update a vendor payment refund in Zoho Books.

Void Invoice

Tool to mark an invoice as Void.

Write Off Invoice

Tool to write off an invoice.

FRAMEWORKS

How to build Zoho books MCP Agent with another framework

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ChatGPT

Use Zoho books MCP with ChatGPT

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Zoho books MCP with OpenAI Agents SDK

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Claude Agent SDK

Use Zoho books MCP with Claude Agent SDK

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Claude Code

Use Zoho books MCP with Claude Code

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Claude Cowork

Use Zoho books MCP with Claude Cowork

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Codex

Use Zoho books MCP with Codex

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Cursor

Use Zoho books MCP with Cursor

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OpenClaw

Use Zoho books MCP with OpenClaw

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Hermes

Use Zoho books MCP with Hermes

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CLI

Use Zoho books MCP with CLI

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Google ADK

Use Zoho books MCP with Google ADK

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LangChain

Use Zoho books MCP with LangChain

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Vercel AI SDK

Use Zoho books MCP with Vercel AI SDK

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Mastra AI

Use Zoho books MCP with Mastra AI

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LlamaIndex

Use Zoho books MCP with LlamaIndex

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OpenCode

Use Zoho books MCP with OpenCode

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VS Code

Use Zoho books MCP with VS Code

FAQ

Frequently asked questions

With a standalone Zoho books MCP server, the agents and LLMs can only access a fixed set of Zoho books tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Zoho books and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. CrewAI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Zoho books tools.

Yes, absolutely. You can configure which Zoho books scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Zoho books data and credentials are handled as safely as possible.

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Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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Abhi Arya
Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

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CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Ryan Yu
Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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Founder & CEO, SwarmZero

With hands-on help from their founder, we integrated Gmail and Google Drive in just 30 minutes. This level of personal support and commitment is exactly what startups should strive for.

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Co-Founder, Ingram Technologies