Connect Claude & ChatGPT to Zoho Billing

25 tools for Zoho Billing

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

• add_subscription_noteChanges dataAdd an internal note (`description`) to a subscription by `subscription_id`.
• cancel_subscriptionDeletesCancel a subscription by `subscription_id`, immediately or at the end of the current term (`cancel_at_end` true), with an optional `reason`. The customer stops being billed.
• create_credit_noteChanges dataCreate a credit note for a customer (`customer_id`) with `date`, `creditnote_number` and `creditnote_items` (item, quantity, price).
• create_customerChanges dataCreate a customer; put `display_name` (required by Zoho), email, first/last name, company name, phone and currency in `body`.
• create_invoiceChanges dataCreate a one-off invoice; put `customer_id`, `invoice_items` (name/code, price, quantity), date and due date in `body`. Set `send` to true to email it to the customer immediately.
• get_customerGet one customer by `customer_id`, with contact details, addresses, outstanding balance and unused credits.
• get_invoiceGet one invoice by `invoice_id`, with line items, totals, balance due and payments.
• get_paymentGet one payment by `payment_id`, with the invoices it was applied to.
• get_planGet one plan by `plan_code`, with price, billing interval and trial settings.
• get_subscriptionGet one subscription by `subscription_id`: plan, add-ons, amount, status, next billing date and customer.
• list_addonsList add-ons, filtered by `filter_by` (e.g. AddonStatus.ACTIVE, AddonStatus.ONETIME) or `product_id`.
• list_customersList customers, filtered by `filter_by` (e.g. Status.Active, Status.Inactive, Status.NonSubscribers). Use `page` and `limit` to page.
• list_invoicesList invoices, filtered by `filter_by` status (Status.Unpaid, Status.OverDue, Status.Paid, Status.Draft...). Use `page` and `limit` to page.
• list_organizationsList the Zoho Billing organizations you have access to, with their IDs, names and currencies.
• list_paymentsList payments received, filtered by `filter_by` (e.g. PaymentType.Offline, PaymentStatus.OnlineFailure).
• list_plansList plans, filtered by `filter_by` (e.g. PlanStatus.ACTIVE) or `product_id`.
• list_productsList products (each groups plans and add-ons).
• list_subscription_activityList the recent activity (renewals, changes, payments) on a subscription by `subscription_id`.
• list_subscriptionsList subscriptions, optionally for one `customer_id` or by status via `filter_by` (e.g. SubscriptionStatus.LIVE, SubscriptionStatus.CANCELLED). Use `page` and `limit` to page.
• list_transactionsList a customer's transactions (invoices, payments, credits, refunds) with `filter_by` and `customer_id`.
• pause_subscriptionChanges dataPause a subscription by `subscription_id` from the date `pause_at` (yyyy-mm-dd) with a `reason`. Billing stops until it is resumed.
• record_paymentChanges dataRecord an offline payment from a customer (`customer_id`, `amount`, `payment_mode` such as cash, check or banktransfer) and apply it to `invoices`. This records money already received; it does not charge the customer.
• refund_paymentMoves moneyRefund `amount` of a payment by `payment_id`, with an optional `description`. This returns money to the customer and cannot be undone.
• resume_subscriptionChanges dataResume a paused subscription by `subscription_id` on `resume_at` (yyyy-mm-dd) with a `reason`. Billing restarts.
• send_invoiceVisible to othersEmail an invoice (`invoice_id`) to `to_mail_ids` with a `subject` and `body` message. The email is sent immediately to the customer.

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