Zoho Books API
Arcade Unoptimized
Tools that enable LLMs to interact directly with the zoho-books API.
511tools
511require secrets
The Zoho Books API toolkit connects LLMs directly to Zoho Books, enabling full programmatic control over accounting, invoicing, purchasing, banking, and financial reporting operations.
Capabilities
- Invoicing & Sales: Create, update, approve, void, email, and delete customer invoices, retainer invoices, recurring invoices, estimates, sales orders, and sales receipts; apply credits, generate payment links, and manage payment reminders.
- Purchasing & Payables: Full lifecycle management of vendor bills, purchase orders, recurring bills, vendor credits, and vendor payments — including approval workflows, credit application, refunds, and custom-field-based upserts.
- Banking & Transactions: Import bank statements, categorize uncategorized transactions (as expenses, payments, refunds, vendor payments, etc.), match/unmatch transactions, create and manage bank accounts and rules, and handle currency adjustments and exchange rates.
- Contacts, Items & Inventory: Create and update customers, vendors, contact persons, and addresses; manage inventory items, fixed assets, and asset types including depreciation, sale, write-off, and history retrieval.
- Accounting & Tax: Manage the chart of accounts, journal entries, opening balances, taxes, tax groups, tax authorities, tax exemptions, currencies, and multi-currency adjustments; support for 1099 tracking.
- Projects, Time & Organization: Create and manage projects, tasks, project users, time entries (including timer start/stop), comments, and organization settings including locations, users, and custom modules.
OAuth
This toolkit authenticates via OAuth 2.0 using the Zoho provider. See the Zoho auth provider docs for setup details.
Secrets
ZOHO_SERVER_URL — The base URL for Zoho Books API requests, which varies by data center region (e.g., https://www.zohoapis.com for the US, https://www.zohoapis.eu for Europe, https://www.zohoapis.in for India). You determine the correct value from Zoho's data center documentation. No dashboard page is required to generate this value — it is a static regional endpoint you select based on where your Zoho organization is hosted.
For guidance on configuring secrets in Arcade, see the tool secrets docs. You can also manage secrets at https://api.arcade.dev/dashboard/auth/secrets.
Available tools(511)
511 of 511 tools
| Tool name | Description | Secrets | |
|---|---|---|---|
Mark a sent estimate as accepted if the customer has accepted it.
Use this tool to update the status of a sent estimate to accepted once your customer has approved it. | 1 | ||
Activate a bank account in Zoho Books.
This tool is used to mark a bank account as active in Zoho Books. It should be called when there is a need to change the status of a bank account to active. | 1 | ||
Activate a chart of account in Zoho Books.
Use this tool to update the status of a chart of account to active in Zoho Books. This is useful when you need to ensure an account is reactivated and available for transactions. | 1 | ||
Activate a contact in Zoho Books.
Use this tool to mark a contact as active in Zoho Books. It should be called when a contact's status needs to be changed from inactive to active. | 1 | ||
Activate a fixed asset to begin depreciation calculation.
Use this tool to mark a fixed asset as active, which will initiate the calculation of its depreciation. | 1 | ||
Activate an inactive item in Zoho Books.
Use this tool to reactivate an item that has been previously marked as inactive in Zoho Books. It should be called when you need to make an item available again for transactions. | 1 | ||
Mark an inactive user as active.
Use this tool to activate a user who is currently marked as inactive in the system. | 1 | ||
Enable automated payment reminders for invoices.
Activate automatic reminders for invoice payments to ensure timely settlements. | 1 | ||
Marks a location as active.
Use this tool to mark a specified location as active in the system. This is useful for enabling locations that were previously inactive. | 1 | ||
Activate a project in Zoho Books.
This tool marks a specified project as active in Zoho Books. Call this tool when you need to change the status of a project to active to enable its functionalities or integrations. | 1 | ||
Add a comment to a specific bill in Zoho Books.
Use this tool to add a comment to a bill identified by its ID in Zoho Books. Useful for internal notes or communication about a bill.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add an additional address to a contact in Zoho Books.
Use this tool to append a new address to an existing contact in Zoho Books. Suitable when updating contact details with more location information.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to an existing credit note.
Use this tool to append a comment to a specific credit note by providing the credit note's ID and the comment text. Ideal for documenting additional information or context on credit notes.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment for a specific estimate in Zoho Books.
Use this tool to add a comment to an existing estimate in Zoho Books. Call it when you need to append notes or feedback to an estimate record.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to a fixed asset in Zoho Books.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to a specific invoice.
Use this tool to add a comment to an invoice by specifying the invoice ID. Useful for internal notes or communication related to invoice handling.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to a journal entry in Zoho Books.
This tool adds a comment to a specified journal entry in Zoho Books. Call this tool when you need to annotate or provide additional information for a journal entry.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a task to a specific project.
Use this tool to add a task to a specified project in Zoho Books. It is suitable when you need to organize tasks within a project and track them through Zoho's project management system.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to a purchase order in Zoho Books.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to a specific retainer invoice.
This tool is used to add a comment to a specified retainer invoice in Zoho Books. It should be called when a user wishes to provide additional information or notes related to an existing retainer invoice.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to a sales order in Zoho Books.
This tool is used to add a comment to a specific sales order in Zoho Books. It should be called when you need to leave additional remarks or notes on a sales order.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Add a comment to an existing vendor credit.
Use this tool to add a comment to a vendor credit in Zoho Books. It should be called when you need to attach notes or additional information to a vendor credit entry.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Apply credit note to existing invoices in Zoho Books.
This tool applies a credit note to specific existing invoices within the Zoho Books platform. It should be called when you want to manage or adjust invoice balances by using available credit notes.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Apply customer credits to an invoice.
This tool applies customer credits, from credit notes or excess payments, to a specified invoice. It can apply multiple credits at once.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 | ||
Apply vendor credits to a bill.
This tool applies vendor credits from excess payments to a specified bill. It is useful for managing accounts and applying multiple credits at once.
Note: Understanding the request schema is necessary to properly create
the stringified JSON input object for execution.
This operation also requires path, query parameters.
Modes:
- GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't
already have it. Do NOT call repeatedly if you already received
the schema.
- EXECUTE: Performs the operation with the provided request body
JSON.
Note: You must also provide the required path, query parameters when executing.
If you need the schema, call with mode='get_request_schema' ONCE, then execute.
| 1 |
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