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Zoho Books integration for AI agents
Connect your AI agent to 104 production-ready Zoho Books actions via MCP, A2A, or SDK — with managed agent tool auth, optimized execution, and built-in security.
Zoho Books AI agent actions
104 production-ready actions for your agent to do more on Zoho Books.
104 Actions
List Bank Accounts - Retrieve a list of bank and cash accounts from Zoho Books
Get Bank Account - Retrieve details of a specific bank account by ID from Zoho Books
Create Bank Account - Create a new bank or cash account in Zoho Books
List Bank Transactions - Retrieve a list of transactions for a specific bank account in Zoho Books
Update Bank Account - Update an existing bank or cash account in Zoho Books
Delete Bank Account - Delete a bank account from Zoho Books
Get Bank Transaction - Retrieve details of a specific bank transaction by ID from Zoho Books
Create Bank Transaction - Create a manual bank transaction in Zoho Books
Delete Bank Transaction - Delete a bank transaction from Zoho Books
List Bills - Retrieve a list of bills from Zoho Books
Get Bill - Retrieve details of a specific bill by ID from Zoho Books
Create Bill - Create a new bill from a vendor in Zoho Books
Update Bill - Update an existing bill in Zoho Books
Delete Bill - Delete a bill from Zoho Books
List Contacts - Retrieve a list of contacts (customers and vendors) from Zoho Books
Get Contact - Retrieve details of a specific contact by ID from Zoho Books
Create Contact - Create a new contact (customer or vendor) in Zoho Books
Update Contact - Update an existing contact in Zoho Books
Delete Contact - Delete a contact from Zoho Books
List Credit Notes - Retrieve a list of credit notes from Zoho Books
Get Credit Note - Retrieve details of a specific credit note by ID from Zoho Books
Create Credit Note - Create a new credit note for a customer in Zoho Books
Delete Credit Note - Delete a credit note from Zoho Books
Create Currency - Add a new currency to Zoho Books
Get Currency - Retrieve details of a specific currency by ID from Zoho Books
Update Currency - Update a currency configuration in Zoho Books
Delete Currency - Remove a currency from Zoho Books
Update Exchange Rate - Update an exchange rate entry for a currency in Zoho Books
List Debit Notes - Retrieve a list of vendor credits (debit notes) from Zoho Books
Get Debit Note - Retrieve details of a specific vendor credit (debit note) by ID from Zoho Books
Create Debit Note - Create a new vendor credit (debit note) in Zoho Books
Delete Debit Note - Delete a vendor credit (debit note) from Zoho Books
List Estimates - Retrieve a list of estimates (quotes) from Zoho Books
Get Estimate - Retrieve details of a specific estimate by ID from Zoho Books
Create Estimate - Create a new estimate (quote) in Zoho Books
Update Estimate - Update an existing estimate in Zoho Books
Delete Estimate - Delete an estimate from Zoho Books
List Expenses - Retrieve a list of expenses from Zoho Books
Get Expense - Retrieve details of a specific expense by ID from Zoho Books
Create Expense - Record a new expense in Zoho Books
Update Expense - Update an existing expense in Zoho Books
Delete Expense - Delete an expense from Zoho Books
List Invoices - Retrieve a list of invoices from Zoho Books
Get Invoice - Retrieve details of a specific invoice by ID from Zoho Books
Create Invoice - Create a new invoice in Zoho Books
Update Invoice - Update an existing invoice in Zoho Books
Delete Invoice - Delete a draft invoice from Zoho Books
Get Organization - Retrieve details of the Zoho Books organization
List Organizations - Retrieve a list of all organizations accessible with the current credentials
List Chart Of Accounts - Retrieve the chart of accounts from Zoho Books
Get Account - Retrieve details of a specific account from the chart of accounts
List Journals - Retrieve a list of journal entries from Zoho Books
Create Account - Create a new account in the Zoho Books chart of accounts
Update Account - Update an existing account in the Zoho Books chart of accounts
Delete Account - Delete an account from the Zoho Books chart of accounts
Activate Account - Mark an inactive account as active in Zoho Books
Create Journal Entry - Create a new manual journal entry in Zoho Books
Get Journal Entry - Retrieve details of a specific journal entry by ID from Zoho Books
Update Journal Entry - Update an existing journal entry in Zoho Books
Delete Journal Entry - Delete a journal entry from Zoho Books
List Projects - Retrieve a list of projects from Zoho Books
Get Project - Retrieve details of a specific project by ID from Zoho Books
Create Project - Create a new project in Zoho Books
Update Project - Update an existing project in Zoho Books
Delete Project - Delete a project from Zoho Books
List Project Tasks - Retrieve a list of tasks for a specific project in Zoho Books
Create Task - Add a new task to a project in Zoho Books
Get Task - Retrieve details of a specific task within a project in Zoho Books
Update Task - Update an existing task within a project in Zoho Books
Delete Task - Delete a task from a project in Zoho Books
Assign User To Project - Assign a user to a project in Zoho Books
List Purchase Orders - Retrieve a list of purchase orders from Zoho Books
Get Purchase Order - Retrieve details of a specific purchase order by ID from Zoho Books
Create Purchase Order - Create a new purchase order in Zoho Books
Update Purchase Order - Update an existing purchase order in Zoho Books
Delete Purchase Order - Delete a purchase order from Zoho Books
List Recurring Invoices - Retrieve a list of recurring invoice profiles from Zoho Books
Get Recurring Invoice - Retrieve details of a specific recurring invoice profile by ID
Create Recurring Invoice - Create a new recurring invoice profile in Zoho Books
Update Recurring Invoice - Update an existing recurring invoice profile in Zoho Books
Delete Recurring Invoice - Delete a recurring invoice profile from Zoho Books
List Sales Orders - Retrieve a list of sales orders from Zoho Books
Get Sales Order - Retrieve details of a specific sales order by ID from Zoho Books
Create Sales Order - Create a new sales order in Zoho Books
Update Sales Order - Update an existing sales order in Zoho Books
Delete Sales Order - Delete a sales order from Zoho Books
List Items - Retrieve a list of items (products and services) from Zoho Books
Get Item - Retrieve details of a specific item by ID from Zoho Books
Create Item - Create a new item (product or service) in Zoho Books
Update Item - Update an existing item in Zoho Books
Delete Item - Delete an item from Zoho Books
List Taxes - Retrieve a list of taxes configured in Zoho Books
List Currencies - Retrieve a list of currencies configured in Zoho Books
List Users - Retrieve a list of users in Zoho Books
Update User - Update a user in Zoho Books
Get Preferences - Retrieve organization preferences from Zoho Books
List Vendor Payments - Retrieve a list of vendor payments (payments made) from Zoho Books
Get Vendor Payment - Retrieve details of a specific vendor payment by ID from Zoho Books
Create Vendor Payment - Record a new vendor payment (payment made) in Zoho Books
Delete Vendor Payment - Delete a vendor payment from Zoho Books
List Customer Payments - Retrieve a list of customer payments (payments received) from Zoho Books
Get Customer Payment - Retrieve details of a specific customer payment by ID from Zoho Books
Create Customer Payment - Record a new customer payment (payment received) in Zoho Books
Delete Customer Payment - Delete a customer payment from Zoho Books
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Luna Schmid, Partner at GV
"We've been impressed by how quickly and deeply StackOne integrates with complex enterprise systems -- and now, with their focus on agent-to-agent interoperability, they're unlocking even more powerful use cases for customers. StackOne delivers all of the above in a universal layer -- without compromise."
Barbry McGann, SVP at Workday Ventures
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