How to integrate Zoho invoice MCP with Autogen

This guide walks you through connecting Zoho invoice to AutoGen using the Composio tool router. By the end, you'll have a working Zoho invoice agent that can list all unpaid invoices from last month, show expenses categorized by project for may, find payments received from a specific client through natural language commands. This guide will help you understand how to give your AutoGen agent real control over a Zoho invoice account through Composio's Zoho invoice MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

Get started for freeGet a demo
Zoho invoice logoZoho invoice
Oauth2

Zoho Invoice is an online invoicing and billing platform for freelancers and small businesses. It streamlines professional invoice creation, recurring payments, and expense tracking.

137 Tools

Introduction

This guide walks you through connecting Zoho invoice to AutoGen using the Composio tool router. By the end, you'll have a working Zoho invoice agent that can list all unpaid invoices from last month, show expenses categorized by project for may, find payments received from a specific client through natural language commands.

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

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

Also integrate Zoho invoice with

OpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the required dependencies for Autogen and Composio
  • Initialize Composio and create a Tool Router session for Zoho invoice
  • Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
  • Configure an Autogen AssistantAgent that can call Zoho invoice tools
  • Run a live chat loop where you ask the agent to perform Zoho invoice operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

  • Multi-Agent Systems: Build collaborative agent workflows
  • MCP Workbench: Native support for Model Context Protocol tools
  • Streaming HTTP: Connect to external services through streamable HTTP
  • AssistantAgent: Pre-built agent class for tool-using assistants

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

The Zoho invoice 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 Invoice account. It provides structured and secure access to your invoicing, billing, and expense data, so your agent can perform actions like listing invoices, fetching payments, retrieving contacts, and managing expenses on your behalf.

  • Comprehensive invoice management: Let your agent list and review all invoices, making it easy to track billing history, filter by status, or check for outstanding payments.
  • Automated expense tracking: Have your agent retrieve and organize expense records, helping you monitor spending and simplify bookkeeping.
  • Contact catalog access: Quickly pull a list of clients, vendors, or customers from your Zoho Invoice account to streamline outreach and relationship management.
  • Real-time payment tracking: Direct your agent to list all payments, filter by customer or date range, and ensure nothing falls through the cracks.
  • Itemized inventory insights: Fetch detailed item catalogs or retrieve specific item details to keep your invoicing accurate and up to date.

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

You will need:

  • A Composio API key
  • An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
  • A Zoho invoice account you can connect to Composio
  • Some basic familiarity with Autogen and Python async
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 python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

  • composio connects your agent to Zoho invoice via MCP
  • autogen-agentchat provides the AssistantAgent class
  • autogen-ext-openai provides the OpenAI model client
  • autogen-ext-tools provides MCP workbench support

4

Set up environment variables

bash
COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

  • COMPOSIO_API_KEY is required to talk to Composio
  • OPENAI_API_KEY is used by Autogen's OpenAI client
  • USER_ID is how Composio identifies which user's Zoho invoice connections to use
5

Import dependencies and create Tool Router session

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Zoho invoice session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["zoho_invoice"]
    )
    url = session.mcp.url
What's happening:
  • load_dotenv() reads your .env file
  • Composio(api_key=...) initializes the SDK
  • create(...) creates a Tool Router session that exposes Zoho invoice tools
  • session.mcp.url is the MCP endpoint that Autogen will connect to
6

Configure MCP parameters for Autogen

python
# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

  • url points to the Tool Router MCP endpoint from Composio
  • timeout is the HTTP timeout for requests
  • sse_read_timeout controls how long to wait when streaming responses
  • terminate_on_close=True cleans up the MCP server process when the workbench is closed
7

Create the model client and agent

python
# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Zoho invoice assistant agent with MCP tools
    agent = AssistantAgent(
        name="zoho_invoice_assistant",
        description="An AI assistant that helps with Zoho invoice operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

  • OpenAIChatCompletionClient wraps the OpenAI model for Autogen
  • McpWorkbench connects the agent to the MCP tools
  • AssistantAgent is configured with the Zoho invoice tools from the workbench
8

Run the interactive chat loop

python
print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Zoho invoice related question or task to the agent.\n")

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

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

    if not user_input:
        continue

    print("\nAgent is thinking...\n")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")
What's happening:
  • The script prompts you in a loop with You:
  • Autogen passes your input to the model, which decides which Zoho invoice tools to call via MCP
  • agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
  • Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Zoho invoice and AutoGen:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Zoho invoice session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["zoho_invoice"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Zoho invoice assistant agent with MCP tools
        agent = AssistantAgent(
            name="zoho_invoice_assistant",
            description="An AI assistant that helps with Zoho invoice operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Zoho invoice related question or task to the agent.\n")

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

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

            if not user_input:
                continue

            print("\nAgent is thinking...\n")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You now have an Autogen assistant wired into Zoho invoice through Composio's Tool Router and MCP. From here you can:
  • Add more toolkits to the toolkits list, for example notion or hubspot
  • Refine the agent description to point it at specific workflows
  • Wrap this script behind a UI, Slack bot, or internal tool
Once the pattern is clear for Zoho invoice, you can reuse the same structure for other MCP-enabled apps with minimal code changes.
TOOLS

Supported Tools

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

Add Credit Note to Invoices

Tool to apply a credit note to one or more invoices.

Add Invoice Comment

Tool to add a comment to an invoice.

Apply Credits to Invoice

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

Cancel Write Off Invoice

Tool to cancel a write-off on an invoice.

Clone Zoho Invoice Project

Tool to clone an existing project.

Create Additional Address

Tool to add an additional address to a contact.

Create Contact

Tool to create a contact in Zoho Invoice.

Create Contact Person

Tool to create a contact person for an existing contact.

Create Credit Note

Tool to create a credit note to refund or give credit to a customer.

Create Credit Note Comment

Tool to add a comment to a credit note.

Create Currency

Tool to create a new currency in Zoho Invoice.

Create Customer Payment

Tool to create a customer payment in Zoho Invoice.

Create Employee

Tool to create an employee in Zoho Invoice.

Create Estimate

Tool to create a new estimate (quote) for a customer.

Create Estimate Comment

Tool to add a comment to an estimate.

Create Exchange Rate

Tool to create an exchange rate for a specified currency.

Create Expense Category

Tool to create a new expense category in Zoho Invoice.

Create Invoice

Tool to create a new invoice for a customer in Zoho Invoice.

Create Item

Tool to create a new item in Zoho Invoice.

Create Project Comment

Tool to post a comment to a project.

Create Recurring Invoice

Tool to create a recurring invoice profile that automatically generates invoices at specified intervals.

Create Refund Credit Note Refunds

Tool to create a refund for a credit note.

Create Task

Tool to create a new task in a Zoho Invoice project.

Create Tax

Tool to create a new tax in Zoho Invoice.

Create Tax Group

Tool to create a new tax group in Zoho Invoice.

Create Time Entry

Tool to log time entries for projects in Zoho Invoice.

Create Zoho Invoice User

Tool to create a new user in Zoho Invoice.

Delete Additional Address

Tool to delete an additional address from a contact.

Delete Contact

Tool to delete a contact from Zoho Invoice.

Delete Contact Person

Tool to delete a contact person from Zoho Invoice.

Delete Credit Notes Applied to Invoice

Tool to delete invoices credited from a credit note.

Delete Currency

Tool to delete a currency from Zoho Invoice settings.

Delete Customer Payment

Tool to delete an existing payment from Zoho Invoice.

Delete Employee

Tool to delete an employee from Zoho Invoice.

Delete Estimate Comment

Tool to delete a comment from an estimate.

Delete Estimates

Tool to delete one or more estimates (quotes).

Delete Expense

Tool to delete an expense from Zoho Invoice.

Delete Expense Category

Tool to delete an expense category from Zoho Invoice.

Delete Invoice

Tool to delete an existing invoice from Zoho Invoice.

Delete Invoice Attachment

Tool to delete an attachment from an invoice.

Delete Invoice Comment

Tool to delete a comment from an invoice.

Delete Invoice Expense Receipt

Tool to delete the receipt attached to an expense in Zoho Invoice.

Delete Item

Tool to delete an existing item from Zoho Invoice.

Delete Project

Tool to delete a project from Zoho Invoice.

Delete Project Comment

Tool to delete a comment from a project.

Delete Tax

Tool to delete a simple or compound tax from Zoho Invoice settings.

Delete Task

Tool to delete a task from a Zoho Invoice project.

Delete Time Entry

Tool to delete a time entry from Zoho Invoice.

Delete User

Tool to delete a user from Zoho Invoice.

Disable Contact Payment Reminders

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 in Zoho Invoice.

Email Estimate

Tool to email an estimate to a customer.

Email Invoice

Tool to email an invoice to customers.

Email Multiple Estimates

Tool to send estimates via email to customers in bulk.

Enable Invoice Payment Reminder

Tool to enable payment reminders for an invoice.

Enable Payment Reminders

Tool to enable payment reminders for a contact.

Enable Portal Access

Tool to enable portal access for contact persons in Zoho Invoice.

Bulk Export Invoices

Tool to bulk export multiple invoices as a single PDF file.

Get All Tasks

Tool to list all tasks in a Zoho Invoice project.

Get Client Review

Tool to retrieve details of a particular client review by comment ID.

Get Contact

Tool to retrieve a specific contact by ID.

Get Contact Addresses

Tool to retrieve all addresses for a contact.

Get Contact Person

Tool to retrieve details of a specific contact person.

Get Credit Note

Tool to retrieve the details of a specific credit note by creditnote_id.

Get Credit Note Email History

Tool to retrieve email history for a credit note.

Get Credit Note Refund

Tool to retrieve details of a specific credit note refund.

Get Expense

Tool to retrieve a specific expense by ID.

Get Invoice

Tool to retrieve the details of a specific invoice by invoice_id.

Get Invoice Attachment

Tool to get invoice attachment details.

Get Invoice Email Content

Tool to retrieve the email content for a specific invoice.

Get Zoho Invoice Item

Tool to retrieve the details of a specific item by item_id.

Get Payment Reminder Mail Content

Tool to retrieve payment reminder mail content for a specific invoice.

Get Price List

Tool to retrieve the details of a specific price list by pricebook_id.

Get Project

Tool to retrieve details of a specific project by project ID.

Get Project User

Tool to retrieve a specific user from a project.

Get Recurring Invoice

Tool to retrieve the details of a specific recurring invoice by recurring_invoice_id.

Get Statement Mail Content

Tool to retrieve statement mail content for a specific contact.

Get Task

Tool to retrieve a specific task from a Zoho Invoice project.

Get Tax

Tool to retrieve details of a specific tax by tax_id.

Get Tax Group

Tool to retrieve a specific tax group by ID.

Get Time Entry

Tool to retrieve a specific time entry from Zoho Invoice.

Inactivate Project

Tool to deactivate a project in Zoho Invoice.

List Child Expenses Created

Tool to list child expenses created from a recurring expense.

List Client Reviews

Tool to retrieve all client reviews for contacts.

List Contact Comments

Tool to list all comments on a contact.

List Contact Refunds

Tool to list refunds associated with a contact.

List Contacts

Tool to list contacts.

List Credit Notes

Tool to list credit notes.

List Currencies

Tool to list all currencies configured for the organization.

List Customer Payment Refunds

Tool to list refunds of a customer payment.

List Employees

Tool to list all employees in the organization.

List Estimates

Tool to list all estimates.

List Expense Categories

Tool to list all expense categories with optional filtering, sorting, and pagination.

List Expense Comments

Tool to list expense history and comments.

List Expenses

List all expenses with optional filtering, sorting, and pagination.

List Invoice Comments

Tool to list all comments and history for an invoice.

List Invoice Payments

Tool to list payments for a specific invoice.

List Invoices

Tool to list invoices.

List Invoices Credited

Tool to list invoices to which a specific credit note has been applied.

List Items

Tool to list all items.

List Organizations

Tool to list all organizations.

List Payments

Tool to list payments.

List Price Lists

Tool to list all price lists.

List Project Comments

Tool to list all comments for a project.

List Project Invoices

Tool to list all invoices for a specific project.

List Projects

Tool to list all projects.

List Project Users

Tool to list all users assigned to a specific project.

List Recurring Invoices

Tool to list recurring invoices.

List Retainer Invoices

Tool to list retainer invoices.

List Retainer Invoice Templates

Tool to list retainer invoice templates.

List Users

Tool to list users in a Zoho Invoice organization.

Mark Contact as Active

Tool to mark an inactive contact as active.

Mark Contact as Inactive

Tool to mark a contact as inactive in Zoho Invoice.

Mark Contact Person as Primary

Tool to mark a contact person as primary in Zoho Invoice.

Mark Estimate as Declined

Tool to mark an estimate as declined.

Mark Expense Category as Active

Tool to mark an inactive expense category as active.

Mark Invoice as Sent

Tool to mark an invoice as sent.

Mark Invoice as Void

Tool to mark an invoice as void.

Mark Item as Inactive

Tool to mark an active item as inactive.

Mark Retainer Invoice as Sent

Tool to mark a retainer invoice as sent.

Bulk Print Estimates

Tool to bulk print multiple estimates as PDF.

Bulk Print Invoices

Tool to bulk print invoices as PDF.

Refund Customer Payment

Tool to refund an excess customer payment.

Resume Recurring Invoice

Tool to resume a recurring invoice in Zoho Invoice.

Send Bulk Invoice Reminder

Tool to send payment reminders for multiple invoices in bulk.

Send Contact Email

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

Start Timer

Tool to start a timer on an existing time entry in Zoho Invoice.

Stop Recurring Invoice

Tool to stop a recurring invoice in Zoho Invoice.

Update Additional Address

Tool to update an additional address for a contact.

Update Contact

Tool to update an existing contact in Zoho Invoice.

Update Contact Person

Tool to update a contact person in Zoho Invoice.

Update Credit Note

Tool to update an existing credit note in Zoho Invoice.

Update Credit Note Template

Tool to update the template associated with a credit note.

Update Customer Payment Refund

Tool to update an existing customer payment refund.

Update Estimate Shipping Address

Tool to update the shipping address for an estimate.

Write Off Invoice

Tool to write off an invoice.

FRAMEWORKS

How to build Zoho invoice MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Zoho invoice MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Zoho invoice MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Zoho invoice MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Zoho invoice MCP with Claude Cowork

Codex logo

Codex

Use Zoho invoice MCP with Codex

OpenClaw logo

OpenClaw

Use Zoho invoice MCP with OpenClaw

Hermes logo

Hermes

Use Zoho invoice MCP with Hermes

CLI logo

CLI

Use Zoho invoice MCP with CLI

Google ADK logo

Google ADK

Use Zoho invoice MCP with Google ADK

LangChain logo

LangChain

Use Zoho invoice MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Zoho invoice MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Zoho invoice MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Zoho invoice MCP with LlamaIndex

CrewAI logo

CrewAI

Use Zoho invoice MCP with CrewAI

FAQ

Frequently asked questions

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

Yes, you can. Autogen 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 invoice tools.

Yes, absolutely. You can configure which Zoho invoice 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 invoice data and credentials are handled as safely as possible.

Start with Zoho invoice.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Zoho invoice tool your agent needs.Free to start.

Start building
Customer stories

Teams ship real agents on Composio

GET STARTED FOR FREEBOOK A DEMO
agent.aiZoomLettaGleanHubSpotAWSWabi

Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

Harsha Gaddipati
Harsha Gaddipati
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.

Abhi Arya
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.

Nirman Dave
Nirman Dave
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.

Ryan Yu
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.

Tomisin Jenrola
Tomisin Jenrola
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.

Jerome Leclanche
Jerome Leclanche
Co-Founder, Ingram Technologies