Zoho invoice AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Zoho invoice MCP or direct API to create invoices, send payment reminders, track expenses, and manage recurring bills through natural language.
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Zoho Invoice is an online invoicing and billing platform for freelancers and small businesses. It streamlines professional invoice creation, recurring payments, and expense tracking.
▪ Tools & Triggers
Supported Tools and Triggers
Every Zoho invoice action and event your agent gets out of the box.
Add Credit Note to Invoices
Tool to apply a credit note to one or more invoices. Use when you need to apply credits from a credit note to specific invoices. The invoice and credit note must belong to the same customer, and the invoice must not be in closed or paid status.
Add Invoice Comment
Tool to add a comment to an invoice. Use when you need to add notes or comments to a specific invoice for internal tracking or client communication.
Apply Credits to Invoice
Tool to apply credit notes to an invoice in Zoho Invoice. Use when you need to reduce an invoice balance by applying one or more existing credit notes.
Cancel Write Off Invoice
Tool to cancel a write-off on an invoice. Use when you need to reverse a previously written-off invoice amount.
Clone Zoho Invoice Project
Tool to clone an existing project. Use when you need to duplicate a project with a new name and description.
Create Additional Address
Tool to add an additional address to a contact. Use when you need to create a secondary shipping or billing address for an existing contact.
Create Contact
Tool to create a contact in Zoho Invoice. Use when you need to add a new customer or vendor to the system.
Create Contact Person
Tool to create a contact person for an existing contact. Use when you need to add a new contact person to a contact record.
Create Credit Note
Tool to create a credit note to refund or give credit to a customer. Use when you need to issue a credit for returned items or adjustments.
Create Credit Note Comment
Tool to add a comment to a credit note. Use when you need to add notes or comments to an existing credit note.
Create Currency
Tool to create a new currency in Zoho Invoice. Use when you need to add a currency with specific code, symbol, and formatting options.
Create Customer Payment
Tool to create a customer payment in Zoho Invoice. Use when you need to record a payment made by a customer and apply it to one or more invoices.
Create Employee
Tool to create an employee in Zoho Invoice. Use when you need to add a new employee to the organization.
Create Estimate
Tool to create a new estimate (quote) for a customer. Use when you need to generate a price quotation before creating an invoice.
Create Estimate Comment
Tool to add a comment to an estimate. Use when you need to add notes or comments to an existing estimate.
Create Exchange Rate
Tool to create an exchange rate for a specified currency. Use when you need to set or update the exchange rate for a currency with respect to the base currency, effective from a specific date.
Create Expense Category
Tool to create a new expense category in Zoho Invoice. Use when you need to add a new expense category for tracking business expenses.
Create Invoice
Tool to create a new invoice for a customer in Zoho Invoice. Use when you need to bill a customer with line items and pricing details.
Create Item
Tool to create a new item in Zoho Invoice. Use when you need to add a product or service to your item catalog.
Create Project Comment
Tool to post a comment to a project. Use when you need to add comments or notes to a specific project.
Create Recurring Invoice
Tool to create a recurring invoice profile that automatically generates invoices at specified intervals. Use when you need to set up automatic invoice generation for subscriptions or regular billing.
Create Refund Credit Note Refunds
Tool to create a refund for a credit note. Use when you need to refund credit note amount to a customer.
Create Task
Tool to create a new task in a Zoho Invoice project. Use when you need to add a task to an existing project with task name and optional details like description, hourly rate, and budget hours.
Create Tax
Tool to create a new tax in Zoho Invoice. Use when you need to add a tax rate that can be applied to items and invoices.
Create Tax Group
Tool to create a new tax group in Zoho Invoice. Use when you need to combine multiple taxes into a single group for easier application to invoices and items.
Create Time Entry
Tool to log time entries for projects in Zoho Invoice. Use when you need to track billable or non-billable hours against a project or task.
Create Zoho Invoice User
Tool to create a new user in Zoho Invoice. Use when you need to add a user to an organization. The user will receive an invitation email.
Delete Additional Address
Tool to delete an additional address from a contact. Use when you need to remove a specific address from a contact's address list.
Delete Contact
Tool to delete a contact from Zoho Invoice. Use when you need to permanently remove a contact from the system.
Delete Contact Person
Tool to delete a contact person from Zoho Invoice. Use when you need to remove a specific contact person from the system.
Delete Credit Notes Applied to Invoice
Tool to delete invoices credited from a credit note. Use when you need to remove an invoice that was previously credited by a credit note.
Delete Currency
Tool to delete a currency from Zoho Invoice settings. Use when you need to permanently remove a currency from the system.
Delete Customer Payment
Tool to delete an existing payment from Zoho Invoice. Use when you need to remove a specific customer payment from the system.
Delete Employee
Tool to delete an employee from Zoho Invoice. Use when you need to permanently remove an employee from the system.
Delete Estimate Comment
Tool to delete a comment from an estimate. Use when you need to remove a specific comment from an existing estimate.
Delete Estimates
Tool to delete one or more estimates (quotes). Use when you need to permanently remove estimates from the system. This is a bulk delete operation that can delete multiple estimates at once.
Delete Expense
Tool to delete an expense from Zoho Invoice. Use when you need to permanently remove an expense from the system.
Delete Expense Category
Tool to delete an expense category from Zoho Invoice. Use when you need to permanently remove an expense category. Note: Categories associated with expenses cannot be deleted.
Delete Invoice
Tool to delete an existing invoice from Zoho Invoice. Use when you need to permanently remove an invoice. Invoices with payments or credit notes applied cannot be deleted.
Delete Invoice Attachment
Tool to delete an attachment from an invoice. Use when you need to remove a document or file from a Zoho Invoice.
Delete Invoice Comment
Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an existing invoice.
Delete Invoice Expense Receipt
Tool to delete the receipt attached to an expense in Zoho Invoice. Use when you need to remove the receipt file from an expense while keeping the expense itself.
Delete Item
Tool to delete an existing item from Zoho Invoice. Items that are part of a transaction cannot be deleted and will return an error.
Delete Project
Tool to delete a project from Zoho Invoice. Use when you need to permanently remove a project from the system.
Delete Project Comment
Tool to delete a comment from a project. Use when you need to remove a specific comment from an existing project.
Delete Tax
Tool to delete a simple or compound tax from Zoho Invoice settings. Use when you need to permanently remove a tax from the system.
Delete Task
Tool to delete a task from a Zoho Invoice project. Use when you need to permanently remove a task from a project.
Delete Time Entry
Tool to delete a time entry from Zoho Invoice. Use when you need to permanently remove a time entry from a project.
Delete User
Tool to delete a user from Zoho Invoice. Use when you need to permanently remove a user from an organization.
Disable Contact Payment Reminders
Tool to disable payment reminders for a contact. Use when you need to stop automatic payment reminder notifications for all invoices associated with a specific contact.
Disable Invoice Payment Reminder
Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder notifications for a specific invoice.
Email Contact Statement
Tool to email a statement to a contact in Zoho Invoice. Use when you need to send account statements showing transaction history for a specific period to a customer or vendor.
Email Estimate
Tool to email an estimate to a customer. Use when you need to send an estimate via email to one or more recipients.
Email Invoice
Tool to email an invoice to customers. Use when you need to send an invoice via email to one or more recipients with optional CC recipients and custom email content.
Email Multiple Estimates
Tool to send estimates via email to customers in bulk. Use when you need to email multiple estimates at once to their respective customers.
Enable Invoice Payment Reminder
Tool to enable payment reminders for an invoice. Use when you need to activate automatic payment reminder notifications for a specific invoice.
Enable Payment Reminders
Tool to enable payment reminders for a contact. Use when you need to activate automatic payment reminder notifications for a specific contact.
Enable Portal Access
Tool to enable portal access for contact persons in Zoho Invoice. Use when you need to grant customer portal access to specific contact persons.
Bulk Export Invoices
Tool to bulk export multiple invoices as a single PDF file. Use when you need to download invoices in PDF format for multiple invoice IDs at once.
Get All Tasks
Tool to list all tasks in a Zoho Invoice project. Use when you need to retrieve tasks for a specific project with optional pagination.
Get Client Review
Tool to retrieve details of a particular client review by comment ID. Use when you need to fetch a specific client review or feedback from Zoho Invoice.
Get Contact
Tool to retrieve a specific contact by ID. Use when you need to fetch detailed information about a customer or vendor.
Get Contact Addresses
Tool to retrieve all addresses for a contact. Use when you need to fetch shipping or billing addresses associated with a specific contact.
Get Contact Person
Tool to retrieve details of a specific contact person. Use when you need to fetch information about a contact person associated with a contact.
Get Credit Note
Tool to retrieve the details of a specific credit note by creditnote_id. Use when you need to fetch a credit note's information after confirming its existence.
Get Credit Note Email History
Tool to retrieve email history for a credit note. Use when you need to see all emails sent for a specific credit note.
Get Credit Note Refund
Tool to retrieve details of a specific credit note refund. Use when you need to fetch refund information by credit note ID and refund ID.
Get Expense
Tool to retrieve a specific expense by ID. Use when you need to fetch detailed information about an expense record.
Get Invoice
Tool to retrieve the details of a specific invoice by invoice_id. Use when you need to fetch an invoice's information after confirming its existence.
Get Invoice Attachment
Tool to get invoice attachment details. Use when you need to retrieve information about files attached to a Zoho Invoice.
Get Invoice Email Content
Tool to retrieve the email content for a specific invoice. Use when you need to fetch the email subject, body, and recipients that would be used when emailing an invoice.
Get Zoho Invoice Item
Tool to retrieve the details of a specific item by item_id. Use when you need to fetch an item's data after confirming its existence.
Get Payment Reminder Mail Content
Tool to retrieve payment reminder mail content for a specific invoice. Use when you need to fetch the email subject, body, and settings for sending payment reminder emails.
Get Price List
Tool to retrieve the details of a specific price list by pricebook_id. Use when you need to fetch pricing information for items.
Get Project
Tool to retrieve details of a specific project by project ID. Use when you need to fetch project information including tasks, users, and billing details.
Get Project User
Tool to retrieve a specific user from a project. Use when you need to fetch details about a user assigned to a project.
Get Recurring Invoice
Tool to retrieve the details of a specific recurring invoice by recurring_invoice_id. Use when you need to fetch a recurring invoice's information.
Get Statement Mail Content
Tool to retrieve statement mail content for a specific contact. Use when you need to fetch the email subject, body, and settings for sending statement emails to customers or vendors.
Get Task
Tool to retrieve a specific task from a Zoho Invoice project. Use when you need to fetch detailed information about a task using its ID.
Get Tax
Tool to retrieve details of a specific tax by tax_id. Use when you need to fetch information about a tax rate configured in Zoho Invoice.
Get Tax Group
Tool to retrieve a specific tax group by ID. Use when you need to fetch details about a tax group including its name, total percentage, and individual taxes.
Get Time Entry
Tool to retrieve a specific time entry from Zoho Invoice. Use when you need to fetch details of a time entry by its ID.
Inactivate Project
Tool to deactivate a project in Zoho Invoice. Use when you need to change a project's status from active to inactive.
List Child Expenses Created
Tool to list child expenses created from a recurring expense. Use when you need to retrieve all expense instances generated from a recurring expense pattern.
List Client Reviews
Tool to retrieve all client reviews for contacts. Use when you need to view feedback and reviews from clients in Zoho Invoice.
List Contact Comments
Tool to list all comments on a contact. Use when you need to retrieve comments or notes added to a specific contact.
List Contact Refunds
Tool to list refunds associated with a contact. Use when you need to retrieve all refunds for a specific contact with optional pagination.
List Contacts
Tool to list contacts. Use after obtaining the organization ID to retrieve contacts with optional filters and pagination.
List Credit Notes
Tool to list credit notes. Use when you need to retrieve all credit notes with optional filters and pagination.
List Currencies
Tool to list all currencies configured for the organization. Use when you need to retrieve available currencies after specifying the organization ID.
List Customer Payment Refunds
Tool to list refunds of a customer payment. Use when you need to retrieve all refunds for a specific customer payment with optional pagination.
List Employees
Tool to list all employees in the organization. Use when you need to retrieve the list of employees with pagination support after specifying the organization ID.
List Estimates
Tool to list all estimates. Use when you need to retrieve estimates with optional filtering and pagination.
List Expense Categories
Tool to list all expense categories with optional filtering, sorting, and pagination. Use when you need to retrieve expense categories for tracking business expenses.
List Expense Comments
Tool to list expense history and comments. Use when you need to retrieve all comments, notes, and history entries for a specific expense.
List Expenses
List all expenses with optional filtering, sorting, and pagination. Use this tool when you need to: - Retrieve a list of expenses - Filter expenses by status (billable, unbilled, invoiced, reimbursed) - Search expenses by customer name, account name, or description - Filter expenses by date range - Sort expenses by date, total, account name, etc.
List Invoice Comments
Tool to list all comments and history for an invoice. Use when you need to retrieve comment history and notes associated with a specific invoice.
List Invoice Payments
Tool to list payments for a specific invoice. Use when you need to retrieve all payments applied to a particular invoice.
List Invoices
Tool to list invoices. Use after obtaining the organization ID to retrieve invoices with optional filters and pagination.
List Invoices Credited
Tool to list invoices to which a specific credit note has been applied. Use when you need to see which invoices have received credits from a particular credit note.
List Items
Tool to list all items. Use when you need to retrieve your item catalog with optional pagination and filtering after specifying the organization ID.
List Organizations
Tool to list all organizations. Use when you need to retrieve all organizations you are part of to obtain organization IDs for other API calls.
List Payments
Tool to list payments. Use when you need to retrieve all payments with optional filters like customer, invoice, date range, and pagination.
List Price Lists
Tool to list all price lists. Use when you need to retrieve available price lists with optional pagination.
List Project Comments
Tool to list all comments for a project. Use when you need to retrieve comments or notes associated with a specific project.
List Project Invoices
Tool to list all invoices for a specific project. Use when you need to retrieve invoices associated with a project, with optional sorting and pagination.
List Projects
Tool to list all projects. Use when you need to retrieve projects with optional filters by status or customer, and pagination support.
List Project Users
Tool to list all users assigned to a specific project. Use when you need to retrieve all users working on a project.
List Recurring Invoices
Tool to list recurring invoices. Use when you need to retrieve all recurring invoices with optional filters for status, search text, and pagination.
List Retainer Invoices
Tool to list retainer invoices. Use when you need to retrieve all retainer invoices with optional filters and pagination.
List Retainer Invoice Templates
Tool to list retainer invoice templates. Use when you need to retrieve available retainer invoice templates for an organization.
List Users
Tool to list users in a Zoho Invoice organization. Use after obtaining the organization ID to retrieve all users with optional filters and pagination.
Mark Contact as Active
Tool to mark an inactive contact as active. Use when you need to reactivate a previously deactivated contact.
Mark Contact as Inactive
Tool to mark a contact as inactive in Zoho Invoice. Use when you need to deactivate a contact without deleting it.
Mark Contact Person as Primary
Tool to mark a contact person as primary in Zoho Invoice. Use when you need to designate a specific contact person as the primary contact.
Mark Estimate as Declined
Tool to mark an estimate as declined. Use when you need to change an estimate's status to declined.
Mark Expense Category as Active
Tool to mark an inactive expense category as active. Use when you need to reactivate a previously deactivated expense category.
Mark Invoice as Sent
Tool to mark an invoice as sent. Use when you need to update an invoice's status to sent without actually emailing it.
Mark Invoice as Void
Tool to mark an invoice as void. Use when you need to void an existing invoice without deleting it.
Mark Item as Inactive
Tool to mark an active item as inactive. Use when you need to deactivate an item without deleting it.
Mark Retainer Invoice as Sent
Tool to mark a retainer invoice as sent. Use when you need to update a retainer invoice's status to sent without actually emailing it.
Bulk Print Estimates
Tool to bulk print multiple estimates as PDF. Use when you need to generate printable versions of multiple estimates at once. Maximum of 10 estimates can be printed at once.
Bulk Print Invoices
Tool to bulk print invoices as PDF. Use when you need to export and print multiple invoices. Maximum of 25 invoices can be printed at once.
Refund Customer Payment
Tool to refund an excess customer payment. Use when you need to process a refund for a customer payment that has excess funds.
Resume Recurring Invoice
Tool to resume a recurring invoice in Zoho Invoice. Use when you need to reactivate a stopped recurring invoice to restart automatic invoice generation.
Send Bulk Invoice Reminder
Tool to send payment reminders for multiple invoices in bulk. Use when you need to remind customers about pending payments for multiple invoices at once.
Send Contact Email
Tool to send an email to a contact in Zoho Invoice. Use when you need to email customer statements or other communications to contacts.
Start Timer
Tool to start a timer on an existing time entry in Zoho Invoice. Use when you need to begin tracking time on a previously created time entry.
Stop Recurring Invoice
Tool to stop a recurring invoice in Zoho Invoice. Use when you need to prevent future invoices from being automatically generated while keeping the profile and history intact.
Update Additional Address
Tool to update an additional address for a contact. Use when you need to modify an existing secondary shipping or billing address.
Update Contact
Tool to update an existing contact in Zoho Invoice. Use when you need to modify customer or vendor information. To delete a contact person, remove it from the contact_persons list.
Update Contact Person
Tool to update a contact person in Zoho Invoice. Use when you need to modify details of an existing contact person such as name, email, phone, or other attributes.
Update Credit Note
Tool to update an existing credit note in Zoho Invoice. Use when you need to modify credit note details such as line items, reference numbers, or notes.
Update Credit Note Template
Tool to update the template associated with a credit note. Use when you need to change the PDF template applied to an existing credit note.
Update Customer Payment Refund
Tool to update an existing customer payment refund. Use when you need to modify refund details such as amount, date, refund mode, reference number, or description.
Update Estimate Shipping Address
Tool to update the shipping address for an estimate. Use when you need to modify the delivery address for an existing estimate.
Write Off Invoice
Tool to write off an invoice. Use when you need to mark an invoice amount as uncollectable or bad debt.
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