Zoho Books Accounting AI Integration
Pair Pickaxe with Zoho Books Accounting to automate cross-tool workflows and keep work moving after every model response. Reduce manual ops while preserving control.
Capabilities
5 capabilities
get_server_info
Get Books MCP server information and status
manage_contacts
Unified contact management for Zoho Books (customers & vendors) Actions: - list: List contacts (use contact_type to filter) - create_customer: Create new customer (requires contact_name) - create_vendor: Create new vendor (requires contact_name) - get: Get contact details (requires contact_id) - update: Update contact (requires contact_id)
manage_estimates
Unified estimate/quote management for Zoho Books Actions: - list: List estimates with optional status filter - create: Create new estimate (requires customer_id, line_items) - get: Get estimate details (requires estimate_id) - update: Update estimate (requires estimate_id) - delete: Delete estimate (requires estimate_id) - mark_sent: Mark estimate as sent (requires estimate_id) - mark_accepted: Mark estimate as accepted (requires estimate_id) Line items format: JSON string like: '[{"item_id": "123", "quantity": 2, "rate": 100}]'
manage_items
Unified product/service catalog management for Zoho Books Actions: - list: List items - create: Create new item (requires name, rate) - get: Get item details (requires item_id) - update: Update item (requires item_id) - activate: Activate item (requires item_id) - deactivate: Deactivate item (requires item_id)
manage_invoices
Unified invoice management for Zoho Books Actions: - list: List invoices with optional status filter - create: Create new invoice (requires customer_id, line_items) - get: Get invoice details (requires invoice_id) - update: Update invoice (requires invoice_id) - delete: Delete invoice (requires invoice_id) - mark_sent: Mark invoice as sent (requires invoice_id) - mark_void: Mark invoice as void (requires invoice_id) Line items format: JSON string like: '[{"item_id": "123", "quantity": 2, "rate": 100}]'
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