Zoho Books in Claude at a glance
- Reads
- 22 tools
- Contacts, customer payments, estimates and 8 more
- Creates & edits
- 18 tools
- Contacts, customer payments, estimates and 6 more
- Deletes
- 9 tools
- Contacts, customer payments, estimates and 6 more
- Acts as
- Your account
- Claude works through your own Zoho Books sign-in
Counts come from the tool names in the official listing. See every tool
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1 · You ask
“Create a Zoho Books contact for [what it is about].”
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2 · Claude calls
create_contactAdds a new contact
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3 · Server runs it
claude-zohobooks.zohomcp.com
As your Zoho Books account
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4 · Answer
Reply in the chat
Write tools can be set to ask you first
The prompt is our example and the tool is one from Zoho Books’s list. Claude chooses tools itself, so real calls can differ.
How to add Zoho Books to Claude
Zoho Books docsClaude app web · desktop · mobile
- 1 Click Add to Claude or open Settings → Connectors and search for Zoho Books.
- 2 Click Connect. Sign in to Zoho Books and approve access.
- 3 In a chat, check Zoho Books is on in the tools menu under the message box. Then ask.
On Team and Enterprise plans an owner may need to allow it first.
Claude Code terminal
- 1 Add the server:Add
claude mcp add --transport http zoho-books https://claude-zohobooks.zohomcp.com/mcp/message--scope userto use it in every project. - 2
Run
/mcp, pick zoho-books and sign in. - 3
Check with
claude mcp list.
Custom connector or any MCP client
In Claude: Settings → Connectors → Add custom connector. Other clients that support remote (streamable HTTP) servers take the same URL.
Zoho Books MCP server URL
https://claude-zohobooks.zohomcp.com/mcp/message Zoho Books MCP tools
4922 read, 18 write, 9 delete. The official listing gives tool names only, so the text beside each name is our summary of it, not the developer’s wording.
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Contacts 5 tools
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list_contactsPulls up a list of contacts (our summary) -
get_contactOpens one contact with its details (our summary)
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delete_contactDeletes Deletes a contact (our summary) -
create_contactWrites Adds a new contact (our summary) -
update_contactWrites Edits an existing contact (our summary)
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Customer payments 5 tools
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get_customer_paymentOpens one customer payment with its details (our summary) -
list_customer_paymentsPulls up a list of customer payments (our summary)
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delete_customer_paymentDeletes Deletes a customer payment (our summary) -
update_customer_paymentWrites Edits an existing customer payment (our summary) -
create_customer_paymentWrites Adds a new customer payment (our summary)
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Estimates 5 tools
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get_estimateOpens one estimate with its details (our summary) -
list_estimatesPulls up a list of estimates (our summary)
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delete_estimateDeletes Deletes an estimate (our summary) -
update_estimateWrites Edits an existing estimate (our summary) -
create_estimateWrites Adds a new estimate (our summary)
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Show Hide 8 more groups · 34 tools, 18 that change data · expenses, invoices, items, purchase orders, sales orders, taxes, organizations, users
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Expenses 5 tools
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get_expenseOpens one expense with its details (our summary) -
list_expensesPulls up a list of expenses (our summary)
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create_expenseWrites Adds a new expense (our summary) -
update_expenseWrites Edits an existing expense (our summary) -
delete_expenseDeletes Deletes an expense (our summary)
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Invoices 5 tools
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get_invoiceOpens one invoice with its details (our summary) -
list_invoicesPulls up a list of invoices (our summary)
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create_invoiceWrites Adds a new invoice (our summary) -
update_invoiceWrites Edits an existing invoice (our summary) -
delete_invoiceDeletes Deletes an invoice (our summary)
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Items 5 tools
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get_itemOpens one item with its details (our summary) -
list_itemsPulls up a list of items (our summary)
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create_itemWrites Adds a new item (our summary) -
delete_itemDeletes Deletes an item (our summary) -
update_itemWrites Edits an existing item (our summary)
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Purchase orders 5 tools
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list_purchase_ordersPulls up a list of purchase orders (our summary) -
get_purchase_orderOpens one purchase order with its details (our summary)
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create_purchase_orderWrites Adds a new purchase order (our summary) -
update_purchase_orderWrites Edits an existing purchase order (our summary) -
delete_purchase_orderDeletes Deletes a purchase order (our summary)
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Sales orders 5 tools
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list_sales_ordersPulls up a list of sales orders (our summary) -
get_sales_orderOpens one sales order with its details (our summary)
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delete_sales_orderDeletes Deletes a sales order (our summary) -
create_sales_orderWrites Adds a new sales order (our summary) -
update_sales_orderWrites Edits an existing sales order (our summary)
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Taxes 5 tools
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list_taxesPulls up a list of taxes (our summary) -
get_taxOpens one tax with its details (our summary)
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update_taxWrites Edits an existing tax (our summary) -
create_taxWrites Adds a new tax (our summary) -
delete_taxDeletes Deletes a tax (our summary)
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Organizations 2 tools
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list_organizationsPulls up a list of organizations (our summary) -
get_organizationOpens one organization with its details (our summary)
- None
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Users 2 tools
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get_userOpens one user with its details (our summary) -
list_usersPulls up a list of users (our summary)
- None
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Read or write is our reading of each name. List checked 2026-10-20; developers can change tools at any time.
Things to ask Claude with Zoho Books
Our suggestions, one for each kind of tool Zoho Books offers. Not from Zoho or Anthropic. Fill in the [brackets].
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Create a Zoho Books contact for [what it is about].
usescreate_contact -
Update the Zoho Books contact [name or link]: [what to change].
usesupdate_contact -
Turn these notes into Zoho Books contacts, one per action item: [paste notes].
usescreate_contact -
Open the Zoho Books contact [name or link] and give me the key points.
usesget_contact -
Create a Zoho Books customer payment for [what it is about].
usescreate_customer_payment -
List the Zoho Books contacts and give me a short overview.
useslist_contacts
Security and access
Where requests go, whose account Claude uses, and what you control.
- Server
claude-zohobooks.zohomcp.com
A different domain from the developer site (zoho.com). Claude sends requests here when it uses a tool.
- Account
Your own Zoho Books account
You sign in when you connect. Claude works through that account, so it reaches what the account can reach.
- Control
You approve write tools
In Claude’s connector settings you can choose, tool by tool, whether Claude must ask before using it. Write tools are marked in the list above. See write tools
- Policy
Privacy policy
Published by Zoho and linked from the official listing. Read it ↗
Anthropic’s directory notes that it does not control which tools a developer exposes and cannot guarantee they work as intended or stay the same. Connect connectors you trust.
Reviews
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Questions people ask
What does the Zoho Books connector do in Claude?
Connect MCP to Zoho Books for automated billing and finance workflows.
Is the Zoho Books connector official?
It is made by Zoho and carries the Anthropic verified mark in Anthropic’s directory. This site is independent and lists it from the official directory.
What is the Zoho Books MCP server URL?
https://claude-zohobooks.zohomcp.com/mcp/message. It is a remote MCP server hosted at claude-zohobooks.zohomcp.com. Paste it into Claude as a custom connector, or add it to Claude Code with: claude mcp add --transport http zoho-books https://claude-zohobooks.zohomcp.com/mcp/message
How do I add Zoho Books to Claude Code?
Run "claude mcp add --transport http zoho-books https://claude-zohobooks.zohomcp.com/mcp/message" in your terminal, then start Claude Code, type /mcp, choose zoho-books and sign in to Zoho Books. Add "--scope user" to make it available in every project.
Do I need a Zoho Books account?
Yes. You sign in to Zoho Books when you connect it, and Claude works through that account.
Can Claude change or delete my Zoho Books data?
Judging by tool names, 27 of its 49 tools can change data, including 9 that delete or remove things. The other 22 only read. In Claude you can choose, per tool, whether Claude must ask before using it.