Zoho Books MCP Server

Connect your Zoho Books account to AI assistants like Claude Desktop through the Model Context Protocol (MCP).

Quick Start

1. Get Zoho API Credentials

1. Go to Zoho API Console

2. Create a "Server-based Application"

3. Add redirect URI: http://localhost:8099/callback

4. Select scope: ZohoBooks.fullaccess.all

5. Save your Client ID, Client Secret, and Organization ID

2. Install via uvx

Add to your Claude Desktop configuration:

{
  "mcpServers": {
    "zoho-books": {
      "command": "uvx",
      "args": ["zoho-books-mcp"],
      "env": {
        "ZOHO_CLIENT_ID": "your_client_id",
        "ZOHO_CLIENT_SECRET": "your_client_secret",
        "ZOHO_REFRESH_TOKEN": "your_refresh_token",
        "ZOHO_ORGANIZATION_ID": "your_organization_id",
        "ZOHO_REGION": "US"
      }
    }
  }
}

To get a refresh token: uvx zoho-books-mcp --setup-oauth

3. Restart Claude Desktop

Look for the 🔌 icon to verify connection.

Related MCP server: HLedger MCP Server

Local Development

# Clone and setup
git clone https://github.com/kkeeling/zoho-mcp.git
cd zoho-mcp
python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate
pip install -r requirements.txt

# Run tests
pytest

# Run server
python server.py

For local development in Claude Desktop:

{
  "mcpServers": {
    "zoho-books": {
      "command": "/path/to/venv/bin/python",
      "args": ["/path/to/zoho-mcp/server.py"],
      "env": {
        "ZOHO_CLIENT_ID": "your_client_id",
        "ZOHO_CLIENT_SECRET": "your_client_secret",
        "ZOHO_REFRESH_TOKEN": "your_refresh_token",
        "ZOHO_ORGANIZATION_ID": "your_organization_id",
        "ZOHO_REGION": "US"
      }
    }
  }
}

Available Features

Tools

Invoices: create_invoice, email_invoice, record_payment, send_payment_reminder, void_invoice, list_invoices, get_invoice, mark_invoice_as_sent

Contacts: create_customer, create_vendor, update_contact, delete_contact, email_statement, list_contacts, get_contact

Expenses: create_expense, update_expense, categorize_expense, upload_receipt, list_expenses, get_expense

Items: create_item, update_item, list_items, get_item

Sales Orders: create_sales_order, update_sales_order, convert_to_invoice, list_sales_orders, get_sales_order

Resources

• dashboard://summary - Business metrics overview

• invoice://overdue - Overdue invoices list

• invoice://unpaid - Unpaid invoices

• payment://recent - Recent payments

• contact://list - All contacts

• expenses://summary - Expense overview

Prompts

• invoice_collection_workflow - Complete invoice-to-payment cycle

• monthly_invoicing - Bulk invoice creation

• expense_tracking_workflow - Expense recording and categorization

Configuration

Regions

• US (zoho.com), EU (zoho.eu), IN (zoho.in), AU (zoho.com.au), JP (zoho.jp), UK (zoho.uk), CA (zoho.ca)

Troubleshooting

• Tools not showing: Restart Claude Desktop completely

• Auth errors: Regenerate refresh token with uvx zoho-books-mcp --setup-oauth

• Module errors: Ensure virtual environment is activated

Development & Releases

Creating a Release

To publish a new version to PyPI and create a GitHub release:

1. Update version in pyproject.toml

2. Update CHANGELOG.md with release notes

3. Create and push a git tag:

   git tag v0.1.0
   git push origin v0.1.0

4. Follow manual publishing steps in PUBLISHING.md to build, upload to PyPI, and create GitHub release

Prerequisites for Publishing

• PyPI account with API token

• GitHub CLI (gh) installed and authenticated

• Build tools: pip install --upgrade pip build twine

License

MIT License - see LICENSE file for details.