Zoho Books Automation

Books AutomationAuto-detects your installed agents and installs the skill to each one.

What This Skill Does

The Zoho Books Automation skill automates accounting workflows within Zoho Books using natural language commands. It allows users to create and manage invoices, track bills and payments, and handle multi-organization setups. This skill is ideal for finance teams and business owners using Zoho Books for accounting.

When to Use

Create new invoices in Zoho Books. List existing invoices and their details. Track bills and payments within Zoho Books. Export invoices as PDFs. Manage contacts in Zoho Books. Handle accounting tasks across multiple organizations.

Key Features

Automates Zoho Books tasks via natural language. Requires connection to a Zoho Books account. Uses tools like ZOHO_BOOKS_CREATE_INVOICE. Supports managing invoices with line items. Handles multi-organization setups. Allows exporting invoices as PDFs.

Setup

Add the Rube MCP server to your environment: https://rube.app/mcp Connect your Zoho Books account when prompted (OAuth flow via Composio) Start issuing natural language commands for Zoho Books automation

Core Workflows

1. Discover Organizations

Retrieve all organizations for the authenticated user. This is a prerequisite since organization_id is required by nearly every other endpoint.

Tool: ZOHO_BOOKS_LIST_ORGANIZATIONS

No parameters required. Returns organization IDs, names, and metadata.

Always call this first to obtain the organization_id needed by all other Zoho Books tools.

Example prompt:

"List my Zoho Books organizations"

2. Create and Manage Invoices

Create invoices with line items, manage existing invoices, and export them as PDFs.

Create: ZOHO_BOOKS_CREATE_INVOICE

Key parameters: organization_id -- target organization (required) customer_id -- customer to bill (required) line_items -- array of line items (required), each with:

• item_id or name -- reference existing item or create ad-hoc line
• quantity, rate -- amount details
• description, tax_id, discount -- optional details date / due_date -- dates in YYYY-MM-DD format invoice_number -- custom number (set ignore_auto_number_generation=true) discount / discount_type -- invoice-level discount (entity_level or item_level) notes / terms -- printed on the invoice send -- email the invoice immediately after creation payment_terms -- number of days for payment

List: ZOHO_BOOKS_LIST_INVOICES

Key parameters: organization_id (required) status -- sent, draft, overdue, paid, void, unpaid, partially_paid, viewed customer_id / customer_name -- filter by customer date_start / date_end -- date range filter (YYYY-MM-DD) search_text -- search invoice number, reference, or customer name sort_column / sort_order -- sort by date, due_date, total, balance, etc. page / per_page -- pagination (max 200 per page)

Get details: ZOHO_BOOKS_GET_INVOICE -- fetch by invoice_id with accept format: json, pdf, or html

Delete: ZOHO_BOOKS_DELETE_INVOICE -- remove by invoice_id

Bulk export: ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF -- merge up to 25 invoices into a single PDF

Bulk print: ZOHO_BOOKS_BULK_PRINT_INVOICES -- generate a combined print-ready PDF for up to 25 invoices

Example prompt:

"Create an invoice for customer 1234567890 with 2 line items: 10 units of Widget A at $25 each, and 5 units of Widget B at $50 each, due in 30 days"

3. Track and Manage Bills

List, view, and update vendor bills with comprehensive filtering.

List: ZOHO_BOOKS_LIST_BILLS

Key parameters: organization_id (required) status -- paid, open, overdue, void, partially_paid vendor_id / vendor_name_contains -- filter by vendor bill_number / bill_number_contains -- filter by bill number date_start / date_end -- date range filter total_greater_than / total_less_than -- amount range filters sort_column / sort_order -- sort by vendor_name, bill_number, date, due_date, total, etc. page / per_page -- pagination (max 200)

Get details: ZOHO_BOOKS_GET_BILL -- fetch full bill by bill_id and organization_id

Update: ZOHO_BOOKS_UPDATE_BILL -- modify existing bill (requires bill_id, organization_id, vendor_id, bill_number)

Example prompt:

"List all overdue bills for my organization, sorted by due date"

4. Look Up Contacts

Search and filter contacts (customers and vendors) for use in invoices and bills.

Tool: ZOHO_BOOKS_LIST_CONTACTS

Key parameters: organization_id (required) contact_type -- customer or vendor contact_name_contains / contact_name_startswith -- name filters email_contains / email_startswith -- email filters company_name_contains -- company name filter filter_by -- status filter: Status. Active, Status. Inactive, Status. Duplicate, etc. search_text -- search by contact name or notes (max 100 chars) sort_column -- sort by contact_name, email, outstanding_receivable_amount, created_time, etc. page / per_page -- pagination (max 200)

Example prompt:

"Find all active customers whose company name contains 'Acme'"

5. Track Invoice Payments

List all payments recorded against a specific invoice.

Tool: ZOHO_BOOKS_LIST_INVOICE_PAYMENTS

Key parameters: invoice_id -- the invoice to check (required) organization_id -- the organization (required)

Returns all payment transactions applied to the invoice including amounts, dates, and payment methods.

Example prompt:

"Show all payments recorded against invoice 451025000000123045"

6. Full Invoicing Workflow

Combine tools for end-to-end invoice management:

Organization: ZOHO_BOOKS_LIST_ORGANIZATIONS -- get organization_id Contacts: ZOHO_BOOKS_LIST_CONTACTS -- find or verify customer_id Create: ZOHO_BOOKS_CREATE_INVOICE -- create invoice with line items Review: ZOHO_BOOKS_GET_INVOICE -- fetch invoice details or PDF Track: ZOHO_BOOKS_LIST_INVOICE_PAYMENTS -- monitor payment status Export: ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF -- batch export for records

Example prompt:

"Find the customer ID for 'Acme Corp', create an invoice for them with consulting services, and then get the PDF"

Known Pitfalls

Quick Reference