--- title: "Zoho Books" url: "https://lb.getknit.dev/mcp-servers/zoho-books-mcp-server/" date: "2026-08-13T12:31:04+00:00" modified: "2026-08-13T12:57:30+00:00" type: "mcp_server" --- # Zoho Books [MCP Servers](https://lb.getknit.dev/mcp-servers) / [Accounting](https://lb.getknit.dev/mcp-servers-categories/accounting-mcp-servers/) / Zoho Books ![Zoho Books](https://storage.googleapis.com/knit-website-media/2026/08/6827009fe3705cd7b92b767a_Zoho20Books-1.svg)Zoho Books MCP Server ===================== Knit's Zoho Books MCP Server gives your AI agents instant, code-free access to every Zoho Books API endpoint-read, write, and automate without OAuth headaches or custom endpoints. [See Docs](https://developers.getknit.dev/docs/getting-started-with-knit-mcp-server-for-ides-and-clis) [Set Up Zoho Books MCP Server](https://mcphub.getknit.dev/) Building Integrations Together·![4.9 out of 5 stars](https://lb.getknit.dev/wp-content/themes/knit/assets/images/g2/g2-star-rating.svg)4.9/5 on G2·![Google](https://lb.getknit.dev/wp-content/themes/knit/assets/images/investor-logos/google-g.png)Google for Startups Accelerator ![prismforce](https://storage.googleapis.com/knit-website-media/2026/08/6a1eebbdaa38eb74c2d39fc9_prismforce-1.svg)![Hackerearth](https://storage.googleapis.com/knit-website-media/2026/08/6a1eeb591e00bd216f61488b_hackerearth-1.svg)![Isotopes AI](https://storage.googleapis.com/knit-website-media/2026/08/691596a13b8cd38e2f3dc822_isotopes_ai_greyscale-1.svg)![Infojobs](https://storage.googleapis.com/knit-website-media/2026/08/68fc54d2ee31fc7f0e2f7ce1_infojobs_bnw-1.svg)![Payoneer](https://storage.googleapis.com/knit-website-media/2026/08/payoneer.png)![Outsolve](https://storage.googleapis.com/knit-website-media/2026/08/683469796fef776e21802928_outsolve-1.svg)![Skuad](https://storage.googleapis.com/knit-website-media/2026/08/68346986ac834ab404bc57d8_Skuad-1.svg)![Payworks](https://storage.googleapis.com/knit-website-media/2026/08/6879e68c044e681ac17de2b8_payworks_logo-1.svg)![Itilite](https://storage.googleapis.com/knit-website-media/2026/08/itilite.svg)![Onsurity](https://storage.googleapis.com/knit-website-media/2026/08/onsurity.svg)![RazorpayX](https://storage.googleapis.com/knit-website-media/2026/08/razorpay.png)![Multiplier](https://storage.googleapis.com/knit-website-media/2026/08/multiplier.svg)![Peoplestrong](https://storage.googleapis.com/knit-website-media/2026/08/68346a01a0576f307fa7b51c_people-strong-1.svg)![Scrut](https://storage.googleapis.com/knit-website-media/2026/08/scrut.svg)![Ceipal](https://storage.googleapis.com/knit-website-media/2026/08/ceipal.svg) Key Features ------------ All the power of AI-ready tools — serverless hosting, mix-and-match APIs, live updates, semantic search, and built-in auth — in a single, plug-and-play platform. ![](https://lb.getknit.dev/wp-content/themes/knit/assets/images/mcp-features/serverless-deployment.svg) ### Serverless by Default Spin up MCP Servers with zero infrastructure — Knit scales, patches, and monitors everything for you. ![](https://lb.getknit.dev/wp-content/themes/knit/assets/images/mcp-features/package-tools-across-apps.svg) ### Mix-and-Match Tool Bundles Deploy only the API tools you need from any app in a single lightweight server — no bloat, no duplication. ![](https://lb.getknit.dev/wp-content/themes/knit/assets/images/mcp-features/bring-your-own-apis.svg) ### Plug-In Your Own APIs Expose custom endpoints as AI-ready tools alongside Knit's catalog, unifying proprietary logic and third-party apps in one place. ![](https://lb.getknit.dev/wp-content/themes/knit/assets/images/mcp-features/semantic-search.svg) ### Semantic Tool Search Natural-language search surfaces the right tools for each use case, shrinking token costs and boosting LLM accuracy. ![](https://lb.getknit.dev/wp-content/themes/knit/assets/images/mcp-features/dynamic-tool-loading.svg) ### Hot-Swap Tools at Runtime Add or remove tools without downtime; your agents see new capabilities instantly — no server restarts required. ![](https://lb.getknit.dev/wp-content/themes/knit/assets/images/mcp-features/managed-auth.svg) ### Auth Handled for You OAuth, SAML, service accounts — Knit manages credentials and refreshes so your team never wrestles with tokens. See It In Action ---------------- Watch an agent automate workflows — all with Knit's plug-and-play MCP Servers. Actions Available via Zoho Books MCP Server ------------------------------------------- Every action below is real and already live — not a roadmap item. [Browse the full API reference →](https://developers.getknit.dev/) Create Payment in Accounting System This API endpoint allows the creation of a payment in the accounting system. It supports various applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The request requires headers specifying 'accept' and 'content-type' as 'application/json'. The body must include 'accountId', 'contactId', 'amount', 'invoiceId', 'paymentLinkedTo', and 'linkedInvoices'. Optional fields include 'date', 'description', 'currency', 'exchangeRate', and 'metaData'. The response returns a success status and the 'paymentId' if successful, or an error message if failed. Create Accounting Expense The Create Accounting Expense API allows users to create a new expense record in the accounting system. The request requires a transaction date, total amount, and line items as mandatory fields. Optional fields include employee ID, contact ID, company ID, description, currency, and metadata. The response returns a success status and the ID of the created expense if successful, or an error message if the request fails. Create Accounting Account This API endpoint allows the creation of an accounting account. It supports various applications like Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The request requires a JSON body with 'name' and 'category' as mandatory fields. The 'category' can be either 'BANK\_ACCOUNT' or 'LEDGER\_ACCOUNT'. Additional optional fields include 'type', 'subType', 'accountCode', 'accountNumber', 'description', and 'metaData'. The response returns a success status and the unique 'accountId' of the created account. In case of an error, a descriptive error message is provided. Create Journal Entry This API endpoint allows the creation of a journal entry with specified details. The request must include headers specifying 'accept' and 'content-type' as 'application/json'. The body of the request requires 'date', 'lineItems', and 'description' as mandatory fields. 'lineItems' is an array of objects, each containing 'accountId', 'amount', 'notes', 'transactionType', 'contactType', and 'contactId'. Optional fields include 'currency', 'referenceNumber', and 'metaData'. The response returns a success status and a 'journalId' if successful, or an error message if unsuccessful. Get Tracking Categories for Financial Reporting This API endpoint retrieves tracking categories used for financial reporting purposes. It supports various applications such as Xero, Microsoft Dynamics 365, Quickbooks, Netsuite, and Freshbooks. The request requires an 'accept' header with 'application/json' and optionally a 'categoryId' query parameter to specify a particular tracking category. The response includes a success flag and data containing an array of tracking categories with details such as id, name, creation and update timestamps, category type, status, description, and parent category information. Get Tax Rates from Accounting App This API endpoint retrieves tax rates from an accounting application. It supports various apps such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The API method is GET, and it requires an 'accept' header with 'application/json'. Optionally, a 'taxRateId' can be provided as a query parameter to fetch details of a specific tax rate. The response includes a success flag, and if successful, a list of tax rates with details such as id, name, code, type, creation and update timestamps, status, description, effective and total tax rates, and components. In case of an error, an error message is returned. Update Accounting Invoice The Update Accounting Invoice API allows users to update an existing invoice in various supported applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The API requires a POST request with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include 'type', 'invoiceId', 'contactId', and 'lineItems'. Additional optional fields include 'invoiceNumber', 'status', 'issueDate', 'dueDate', 'paidOnDate', 'currency', 'exchangeRate', 'description', 'totalAmount', 'totalTax', 'totalDiscount', and 'metaData'. The response will indicate success or failure, with a success response containing a 'success' boolean and a failure response containing an 'error' object with a descriptive message. Create Accounting Contact This API endpoint allows the creation of a new accounting contact. The request requires a POST method to the specified URL with headers indicating 'accept' and 'content-type' as 'application/json'. The request body must include 'name' and 'contactType' as required fields, with optional fields such as 'contactPersonFirstName', 'contactPersonLastName', 'email', 'phoneNumber', 'taxNumber', 'addresses', and 'metaData'. The response will return a success status with a 'contactId' if successful, or an error message if unsuccessful. Get Basic Information About Companies Related to Accounting App This API endpoint allows you to retrieve basic information about companies related to your accounting app. It supports various apps such as Xero, Zohobooks, Microsoft Dynamics 365, Quickbooks, Freshbooks, and Netsuite. The request is made using the GET method and requires an 'accept' header with 'application/json'. You can optionally provide a 'companyId' as a query parameter to fetch details for a specific company. The response includes a success flag and data containing an array of company details such as id, name, legal name, tax number, fiscal year start month and day, creation date, active status, currency, URLs, addresses, phone numbers, and contact information. Update Payment Details The Update Payment Details API allows updating payment information linked to invoices or bills. It requires parameters such as paymentId, accountId, contactId, amount, invoiceId, and paymentLinkedTo. Optional fields include date, description, currency, exchangeRate, linkedInvoices, and metaData. The response indicates success or failure with an optional error message. Create Accounting Invoice The Create Accounting Invoice API allows users to create an invoice or bill in the accounting system. The request requires a JSON body with the type of document (INVOICE or BILL), a contact ID, and at least one line item. Additional optional fields include status, invoice number, issue date, due date, paid on date, currency, exchange rate, description, total amount, total tax, total discount, and metadata. The response returns a success status and the created invoice ID if successful, or an error message if the request fails. Get Accounting Items The Get Accounting Items API allows customers to retrieve records of products and services they buy and sell. It supports various applications such as Xero, Zohobooks, Microsoft Dynamics 365, Quickbooks, Netsuite, and Freshbooks. The API accepts a query parameter 'itemId' to fetch details of a specific item. The response includes details such as item ID, name, code, type, creation and update timestamps, status, description, total quantity, unit price, sales details, and purchase details. In case of an error, a descriptive error message is returned. Update Accounting Account The Update Accounting Account API allows users to update details of an existing accounting account. The API requires the accountId and category as mandatory fields in the request body. The category can be either BANK\_ACCOUNT or LEDGER\_ACCOUNT. The API supports various accounting applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The response indicates whether the update was successful or not, and in case of an error, a descriptive message is provided. Update Accounting Contact The Update Accounting Contact API allows users to update contact information in supported accounting applications such as Xero, Zohobooks, Microsoft Dynamics 365, Sage Intacct, Quickbooks, Netsuite, and Freshbooks. The API requires a POST request with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include 'name', 'contactType', and 'contactId' as required fields, along with optional fields such as 'contactPersonFirstName', 'contactPersonLastName', 'email', 'phoneNumber', 'taxNumber', 'addresses', and 'metaData'. The response will indicate success with a boolean and may include additional data or an error message if applicable. [ Missing an action? Our AI Agent builds it instantly. Try Now ](/products/integrations-agent/) Knit vs. building a standalone Zoho Books MCP Server ---------------------------------------------------- #### Building it yourself - A custom MCP server for Zoho Books, hosted and maintained in-house - Handle Zoho Books's OAuth, rate limits, and pagination yourself - Re-test and patch every time Zoho Books changes their API - No tool search — every tool sits in your agent's context at once - Engineering time spent on plumbing, not your product - Weeks of dev time before you ship #### With Knit - Zoho Books MCP Server already built, hosted, and maintained - Knit handles Zoho Books's OAuth, storage, and refresh for you - Knit absorbs Zoho Books's API changes — nothing breaks on your end - Semantic tool search keeps agent context lean - Your team ships your product, not integration plumbing - Live in minutes, not weeks Other Accounting MCP Servers ---------------------------- [ ![FreshBooks](https://storage.googleapis.com/knit-website-media/2026/08/6826fc8dc648da8360993fc3_FreshBooks-1.svg)### FreshBooks ](https://lb.getknit.dev/mcp-servers/freshbooks-mcp-server/) [ ![Quickbooks](https://storage.googleapis.com/knit-website-media/2026/08/6826ff421004ab3722d55066_Quickbooks-1.svg)### QuickBooks ](https://lb.getknit.dev/mcp-servers/quickbooks-mcp-server/) [ ![Xero](https://storage.googleapis.com/knit-website-media/2026/08/6827006ec7aecd46626a09f7_Xero-1.svg)### Xero ](https://lb.getknit.dev/mcp-servers/xero-mcp-server/) [ ![odoo](https://storage.googleapis.com/knit-website-media/2026/08/6a298a26c7031adae53628c7_Odoo-1.svg)### Odoo ](https://lb.getknit.dev/mcp-servers/odoo/) [See all Accounting MCP Servers](https://lb.getknit.dev/mcp-servers-categories/accounting-mcp-servers/) Real Use Cases for Zoho Books ----------------------------- See how teams put Zoho Books to work as part of a bigger workflow. [### ERP Integrations For AR & AP Automation Connect your AR/AP automation platform to QuickBooks, Xero, NetSuite, Sage, and 12+ accounting and ERP systems. Enable your… ](https://lb.getknit.dev/solutions/erp-integrations-for-ar-ap-automation/) [### Financial Planning & Analysis (FP&A) Platform Integrations Connect your FP&A platform to Oracle, SAP, Microsoft Dynamics, and 100+ ERPs and data sources. Enable finance teams… ](https://lb.getknit.dev/solutions/integrations-for-financial-planning-and-analysis-platforms/) [### ERP Integrations for B2B Lending and Invoice Financing Pull credit scores/KYC data, import borrower bank statements, and push repayment schedules into accounting alongside chart-of-accounts and AP/AR… ](https://lb.getknit.dev/solutions/integrations-for-lending-platforms/) Enterprise-grade security ------------------------- ![SOC 2 certified](/wp-content/themes/knit/assets/images/security-logos/soc2.svg) ![GDPR compliant](/wp-content/themes/knit/assets/images/security-logos/gdpr.svg) ![ISO 27001 certified](/wp-content/themes/knit/assets/images/security-logos/iso.png) [Visit our Security Center](https://compliance.getknit.dev/) [Review the DPA](/dpa) Customer Stories ---------------- See how leading technology firms are scaling their operations ![Multiplier](https://storage.googleapis.com/knit-website-media/2026/08/multiplier.svg)[Case Study ](https://lb.getknit.dev/case-studies/multiplier-closes-enterprise-deals-by-shipping-a-workday-integration-in-one-week-through-knit/) > Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude. HHuynh H Developer, Multiplier ![Scrut](https://storage.googleapis.com/knit-website-media/2026/08/scrut.svg)[Case Study ](https://lb.getknit.dev/case-studies/how-scrut-automation-automates-grc-automation-with-knits-unified-hris-api/) > A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level. JJayesh Co-Founder, Scrut ![Onsurity](https://storage.googleapis.com/knit-website-media/2026/08/onsurity.svg) > Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support. PPoorvi Product Manager, Onsurity ![RazorpayX](https://storage.googleapis.com/knit-website-media/2026/08/razorpay.png)[Case Study ](https://lb.getknit.dev/case-studies/razorpayx-payroll-unlocks-multi-entity-pay-runs-with-knits-unified-hrms-api/) > Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development. AAditya Product Lead, RazorpayXPayroll ![Payoneer](https://storage.googleapis.com/knit-website-media/2026/08/payoneer.png)[Case Study ](https://lb.getknit.dev/case-studies/payoneer-workforce-management-launches-a-global-hris-to-netsuite-bridge-for-clients-using-knits-unified-api/) > Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries. RRohit Singh GM, Payoneer Workforce Management \#1 in Ease of Integrations --------------------------- ![4.9 out of 5 stars](/wp-content/themes/knit/assets/images/g2/g2-star-rating.svg) 4.9 out of 5 stars on G2 ![G2 Leader, Spring 2026](/wp-content/themes/knit/assets/images/g2/g2-leader.svg)![G2 Fastest Implementation, Spring 2026](/wp-content/themes/knit/assets/images/g2/g2-fastest-implementation.svg)![G2 High Performer, Spring 2026](/wp-content/themes/knit/assets/images/g2/g2-high-performer.svg)![G2 Best Est. ROI, Spring 2026](/wp-content/themes/knit/assets/images/g2/g2-best-roi.svg) FAQCommon questions about the Zoho Books MCP Server ------------------------------------------------ Does Knit have an MCP Server for Zoho Books out of the box?Yes — the Zoho Books MCP Server is live and already built, not a roadmap item. It exposes Zoho Books's real actions as AI-ready tools your agent can call directly. Does the Zoho Books MCP Server support both reading and writing data?Yes. Its actions cover both reads and writes, so your agent can pull data from Zoho Books and push updates back to it, not just query it. How does authentication work for the Zoho Books MCP Server?Knit manages Zoho Books's OAuth, credential storage, and refresh for you — there's no auth to configure yourself before your agent can start calling tools. What happens if Zoho Books changes their API?Knit absorbs it. We maintain and update the Zoho Books connector on our end, so the MCP Server keeps working without you tracking Zoho Books's changelog. Do you store Zoho Books data or customer PII?No. Knit acts as a stateless passthrough — data is processed on our application server and returned directly to your agent, without being stored on Knit's servers. What is the pricing model, and is there a free trial?You choose the model that fits your business — pricing based on integrated accounts, or based on API call volume. Every plan includes a 30-day free trial before billing starts. Can I use this as an LLM tool for function calling?Yes — this MCP server exposes Zoho Books's actions as tools your AI agent can call directly, the same underlying capability previously offered as a standalone LLM Tool integration. MCP is the protocol; the tool-calling access is the same. Does this work with Claude, GPT, and other LLMs?Yes — any MCP-compatible client or agent framework can connect to this server and call its exposed actions, regardless of which underlying LLM is driving the agent. [See all FAQs](/faq) From the blog ------------- [![Zoho Books API : Endpoints, Auth & Rate Limits (2026)](https://storage.googleapis.com/knit-website-media/2026/08/blog-banner-red-scaled-640x400.png)](https://lb.getknit.dev/blog/zoho-books-api-directory-9eebzn/)### [Zoho Books API : Endpoints, Auth & Rate Limits (2026)](https://lb.getknit.dev/blog/zoho-books-api-directory-9eebzn/) Complete Zoho Books API reference covering all v3 endpoints (invoices, contacts, bills, bank accounts), OAuth 2.0 auth, rate limits by plan, and integration patterns. [![Developer guide to get expense data from Zoho Books API](https://storage.googleapis.com/knit-website-media/2026/08/blog-banner-yellow-scaled-640x400.png)](https://lb.getknit.dev/blog/developer-guide-to-get-expense-data-from-zoho-books-api/)### [Developer guide to get expense data from Zoho Books API](https://lb.getknit.dev/blog/developer-guide-to-get-expense-data-from-zoho-books-api/) Learn how to fetch expense data from the Zoho Books API with step-by-step examples, common pitfalls to avoid, FAQs, and a faster integration approach using Knit. [![Full list of Knit’s Accounting API Guides](https://storage.googleapis.com/knit-website-media/2026/08/blog-banner-green-640x400.png)](https://lb.getknit.dev/blog/full-list-of-knits-accounting-api-guides/)### [Full list of Knit’s Accounting API Guides](https://lb.getknit.dev/blog/full-list-of-knits-accounting-api-guides/) This directory is a live list of all Accounting API integration guides we have written at Knit. Use it to quickly find the guide related to the specific Accounting APP you want to learn more about. Put Integrations on Autopilot. Talk to Experts. ----------------------------------------------- Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too! [Talk to a Human](/book-demo)