Connect Claude & ChatGPT to Zoho Books

28 tools for Zoho Books

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

• convert_estimates_to_invoicesChanges dataCreate invoices from one or more accepted estimates (comma-separated estimate_ids).
• create_billChanges dataCreate a vendor bill with vendor_id, bill_number, date, due date and line items (account or item, quantity, rate).
• create_contactChanges dataCreate a customer or vendor with contact_name and optional company, email, addresses, contact persons and payment terms. Search first to avoid duplicates.
• create_credit_noteChanges dataCreate a credit note for a customer_id with date, creditnote_number and line items; optionally link it to an invoice_id. Set is_draft to keep it as a draft.
• create_estimateChanges dataCreate an estimate (quote) for a customer_id with line items, date and expiry date. It is created as a draft unless send is true, which emails it to the customer.
• create_expenseChanges dataRecord an expense with date, expense account, amount and the account it was paid through; optionally link a vendor, customer or project.
• create_invoiceChanges dataCreate an invoice for a customer_id with line items (item_id or name, quantity, rate), date and due date. It is created as a draft unless send is true, which emails it to the customer.
• create_itemChanges dataCreate a product or service item with name and rate, and optional SKU, description, tax, sales and purchase accounts.
• email_estimateVisible to othersEmail an estimate to the given addresses (to_mail_ids, optional cc, subject and body). The email goes out immediately and cannot be recalled.
• email_invoiceVisible to othersEmail an invoice to the given addresses (to_mail_ids, optional cc, subject and body) and mark it sent. The email goes out immediately and cannot be recalled.
• get_billGet one vendor bill by ID (pass the bill ID as invoice_id) with line items, totals, balance and status.
• get_contactGet one contact (customer or vendor) by ID with addresses, contact persons, currency and outstanding balances.
• get_estimateGet one estimate by ID (pass it as quote_id) with line items, totals, status and expiry date.
• get_invoiceGet one invoice by ID with line items, totals, balance due, status and payments.
• list_billsSearch vendor bills by vendor, bill number, status, due date or free text. Results are paginated.
• list_chart_of_accountsList chart of accounts entries with account names, codes, types and IDs, optionally with balances (showbalance). Use it to find account IDs for bills, expenses and items.
• list_contactsSearch customers and vendors by name, company, email, phone or free text; filter by contact_type (customer or vendor). Results are paginated.
• list_credit_notesSearch credit notes by customer, number, status, item or date. Results are paginated.
• list_customer_paymentsSearch received customer payments by customer, payment mode, reference number, date or free text. Results are paginated.
• list_estimatesSearch estimates (quotes) by customer, estimate number, status, expiry date or free text. Results are paginated.
• list_expensesSearch recorded expenses by vendor, customer, account, status, amount, date or free text. Results are paginated.
• list_invoice_paymentsList the payments recorded against one invoice by invoice ID.
• list_invoicesSearch invoices by customer, invoice number, status (draft, sent, overdue, paid, void, unpaid, partially_paid), free text or date and due-date ranges. Results are paginated.
• list_itemsSearch products and services (items) by name, SKU, description, rate or free text, with their sales rate and tax. Results are paginated.
• mark_invoice_sentChanges dataMark a draft invoice as sent without emailing it, for example when it was delivered by other means.
• record_customer_paymentChanges dataRecord a payment received from a customer_id with date, amount and payment_mode, applied to invoices (invoices list of invoice_id and amount_applied; also pass invoice_id and amount_applied for the first invoice). This reduces the invoices' balance due.
• update_contactChanges dataUpdate a customer or vendor by ID, such as name, email, addresses, contact persons or payment terms.
• update_invoiceChanges dataUpdate an invoice by ID, such as line items, dates, terms or notes.

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