ZOHO_BOOKS_CREATE_CONTACT
Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.
ZOHO_BOOKS_CREATE_ESTIMATE
Tool to create an estimate (quote). Use when you need to raise a new customer quote in Zoho Books.
ZOHO_BOOKS_CREATE_EXCHANGE_RATE
Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.
ZOHO_BOOKS_CREATE_INVOICE
Tool to create a new invoice. Use when you need to bill a customer with line items.
ZOHO_BOOKS_CREATE_ITEM
Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details.
ZOHO_BOOKS_CREATE_SALES_ORDER
Tool to create a sales order. Use when you need to record a new sales order in Zoho Books.
ZOHO_BOOKS_CREATE_USER
Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.
ZOHO_BOOKS_DELETE_BANK_TRANSACTION
Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.
ZOHO_BOOKS_DELETE_CONTACT
Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.
ZOHO_BOOKS_DELETE_INVOICE
Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.
ZOHO_BOOKS_DELETE_ITEM
Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.
ZOHO_BOOKS_EMAIL_INVOICE
Tool to send an invoice email. Use after invoice creation to share it with the customer.
ZOHO_BOOKS_GET_BANK_ACCOUNT
Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.
ZOHO_BOOKS_GET_BILL
Tool to fetch details of a specific bill. Use after confirming the organization context.
ZOHO_BOOKS_GET_CONTACT
Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.
ZOHO_BOOKS_GET_ESTIMATE
Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.
ZOHO_BOOKS_GET_INVOICE
Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.
ZOHO_BOOKS_GET_ITEM
Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.
ZOHO_BOOKS_GET_SALES_ORDER
Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.
ZOHO_BOOKS_GET_USER
Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.
ZOHO_BOOKS_LIST_BANK_ACCOUNTS
Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview.
ZOHO_BOOKS_LIST_BANK_TRANSACTIONS
Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.
ZOHO_BOOKS_LIST_BILLS
Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.
ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS
Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.
ZOHO_BOOKS_LIST_CONTACTS
Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.
ZOHO_BOOKS_LIST_CURRENCIES
Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.
ZOHO_BOOKS_LIST_INVOICE_PAYMENTS
Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.
ZOHO_BOOKS_LIST_INVOICES
Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.
ZOHO_BOOKS_LIST_ITEMS
Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.
ZOHO_BOOKS_LIST_ORGANIZATIONS
Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.
ZOHO_BOOKS_LIST_SALES_ORDERS
Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.
ZOHO_BOOKS_LIST_USERS
Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.
ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE
Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.
ZOHO_BOOKS_MARK_INVOICE_AS_SENT
Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.
ZOHO_BOOKS_OPEN_SALES_ORDER
Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.
ZOHO_BOOKS_REMIND_CUSTOMER_INVOICE
Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.
ZOHO_BOOKS_UPDATE_BILL
Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.
ZOHO_BOOKS_UPDATE_CONTACT
Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.
ZOHO_BOOKS_UPDATE_INVOICE
Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.
ZOHO_BOOKS_UPDATE_ITEM
Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.
ZOHO_BOOKS_UPDATE_SALES_ORDER
Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.
ZOHO_BOOKS_VOID_INVOICE
Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.