Connectors · Accounting & finance
Zoho Expense MCP server for AI agents.
actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Zoho Expense and the rest of your systems. It gives your agent 139 Zoho Expense actions (32 reads, 84 writes and 23 that wait for a confirmation) and holds the Zoho Expense credential itself, so the agent never does. It paces Zoho Expense's limits and records every call. Connecting Zoho Expense needs your own Zoho Expense OAuth app and one admin sign-in.
100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.
claude mcp add --transport http actionlake https://connect.actionlake.com/mcpdo { action: "zoho_expense.list_users", intent: "check which Zoho Expense account is connected"}# Retrieve list of users · read · 1 upstream call- 139actionsin one signed file
- 32readlook, never change
- 84writecreate and update
- 23wait for a yesdestructive, confirmed first
Set up
Connect Zoho Expense in three steps.
- 01
Add actionlake to Claude.
Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.
https://connect.actionlake.com/mcp - 02
Connect Zoho Expense.
OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Zoho Expense, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on. actionlake stores what you paste write-only, sealed under your tenant's key.
Before the first sign-in, Zoho Expense needs an OAuth app of your own, registered in its developer portal. actionlake has no Zoho Expense app to lend you.
access_tokenAccess token from one sign-in with your own OAuth apprefresh_tokenRefresh token from the same sign-in; the access token is renewed from itclient_idZoho client idclient_secretZoho client secretapi_domainWhere your Zoho Expense lives: your api domainorganization_idYour Zoho Expense organization id
Found for you at connect: api base.
account { op: "connections.requirements", service: "zoho_expense" } # free: exactly what to paste, and what is found for you - 03
Make the first call. Check before a write.
Ask in plain words; Claude picks the action. Before anything changes,
checkvalidates the call and prices it, for free.do { action: "zoho_expense.list_users" }# retrieve list of users · read · 1 upstream callcheck { action: "zoho_expense.create_user", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent
Zoho Expense at a glance
- Sign-in
- OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Zoho Expense, an admin signs in once, and you paste the app's client id and secret and the tokens from that sign-in; actionlake renews the access token from then on.
- You provide
access_tokenrefresh_tokenclient_idclient_secret- Setup fields
api_domainorganization_id- Found for you
- api base
- Limits we pace to
- 100 calls a minute, per connection
- API covered
- Zoho Expense API 1, at your Zoho Expense instance's API base URL, which you enter when connecting (path /expense/v1)
- Service file
- Version 1.0.0, signed (Ed25519)
- Cached reads
- 32 of 32 reads, for up to an hour; a write clears what it affects
- Shared entities
- 5, so ask can line Zoho Expense up with your other systems
- Data
- Processed and stored in Sydney, Australia. No US region yet
Capabilities
What an AI agent can do in Zoho Expense.
139 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest.
- 32readlook, never change
- 84writecreate and update
- 23destructivewait for a confirmation
Expense
13932 read · 84 write · 23 destructive
Retrieve list of users · List all expenses · List of all reports · Create an user
Top actions
The Zoho Expense API, shaped for agents.
The ids your agent types, what each does, and the one name it shares with other systems. 39 of Zoho Expense's 39 action names are shared with at least one other connector, so an agent learns them once.
| Action | What it does | Effect | Same name in |
|---|---|---|---|
zoho_expense.list_usersRetrieve list of users | Retrieve list of users | read | identity.user.list474 connectors |
zoho_expense.list_expensesList all expenses | List all expenses | read | finance.expense.list40 connectors |
zoho_expense.list_expense_reportsList of all reports | List of all reports | read | finance.expense_report.list11 connectors |
zoho_expense.create_userCreate an user | Create an user | write | identity.user.create262 connectors |
zoho_expense.list_customersList all customers | List all customers | read | crm.company.list162 connectors |
zoho_expense.list_projectsList of all projects | List of all projects | read | work.project.list109 connectors |
zoho_expense.create_expenseCreate an expense | Create an expense | write | finance.expense.create36 connectors |
zoho_expense.delete_userDelete an user | Delete an user | destructive | identity.user.delete253 connectors |
zoho_expense.create_expense_reportCreate a report | Create a report | write | finance.expense_report.create9 connectors |
zoho_expense.create_customerCreate a new customer or contact person | Create a new customer or contact person | write | crm.company.create142 connectors |
zoho_expense.create_projectCreate a project | Create a project | write | work.project.create102 connectors |
zoho_expense.list_taxesRetrieve list of taxes | Retrieve list of taxes | read | finance.tax_rate.list36 connectors |
Try it
Prompts to paste into Claude.
Each one names the Zoho Expense actions it will call, so you know what it reads and what it changes before you send it.
- Readread
Give me a one-line status for every active Zoho Expense project.
calls
zoho_expense.list_projects - Writewrite
Create an user in Zoho Expense. Show me exactly what you will send before you save it.
calls
zoho_expense.create_user - Across systemsread
Which Zoho Expense companies have invoices in ConnectWise PSA, and how many each?
calls
zoho_expense.list_customersconnectwise_manage.invoices.list
Across your systems
Zoho Expense, joined to the rest of your business.
One ask fetches from Zoho Expense and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.
Which Zoho Expense companies have invoices in ConnectWise PSA, and how many each?
zoho_expense.list_customers+connectwise_manage.invoices.list, oncrm.company· ConnectWise PSAWhich Zoho Expense companies have tickets in HubSpot CRM, and how many each?
zoho_expense.list_customers+hubspot_crm.tickets.list, oncrm.company· HubSpot CRM
identity.user 517crm.company 227work.project 116finance.expense 26finance.expense_report 5ask { intent: "which Zoho Expense companies have invoices in ConnectWise PSA, and how many each", steps: [ { action: "zoho_expense.list_customers", as: "co", input: {}, limit: 100, max_pages: 5 }, { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 }, { join: { left: "co", right: "inv", on: "crm.company", group_by: "co.name", select: ["co.name", "count(inv.id) as invoices"] } } ]}Governance for Zoho Expense
Destructive actions wait for a yes.
23 Zoho Expense actions are destructive. These are all of them:
- Delete an user
zoho_expense.delete_user - Delete an expense
zoho_expense.delete_expense - Delete a customer
zoho_expense.delete_customer - Delete a project
zoho_expense.delete_project - Delete a report
zoho_expense.delete_expense_report - Delete a tax
zoho_expense.delete_tax - Delete a currency
zoho_expense.delete_currency - Delete a reporting tag
zoho_expense.delete_tag - Delete a trip request
zoho_expense.delete_trip - Make an user inactive
zoho_expense.deactivate_user - Fully return an advance
zoho_expense.void_advance_payment - Delete an advance payment
zoho_expense.delete_advance_payment - Delete a comment
zoho_expense.delete_expense_comment - Delete an expense category
zoho_expense.delete_expense_category - Delete an expense document
zoho_expense.delete_expense_document - Delete multiple expenses
zoho_expense.delete_multiple_expenses - Delete multiple reports
zoho_expense.bulk_delete_expense_reports - Delete a comment on an advance payment
zoho_expense.delete_advance_payment_comment - Delete a comment of a report
zoho_expense.delete_comment_of_expense_report - Delete an attachment of a report
zoho_expense.delete_expense_report_attachment - Delete an advance payment attachment
zoho_expense.delete_advance_payment_attachment - Cancel a trip
zoho_expense.cancel_trip - Cancel a reimbursement of a report
zoho_expense.cancel_reimbursement_of_expense_report
A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.
Delete an user?
intent: the user asked me to delete an user
account { op: "keys.create", name: "zoho-expense-agent", allowed_actions: ["zoho_expense.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "zoho_expense.delete_user", approver: "[email protected]" }, { match: "zoho_expense.delete_expense", approver: "[email protected]" }, { match: "zoho_expense.delete_customer", approver: "[email protected]" } ]}Cost
What Zoho Expense costs on actionlake.
Every Zoho Expense action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Zoho Expense refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
- 1upstream call per actionall 139 Zoho Expense actions
- 139actions pageeach page of a long list is one call
- 32reads can be cacheda cache hit costs nothing
- 100,000calls a month, freepaid plans from US$49 a month for 250,000
Action index
Every Zoho Expense action.
139 actions by area: the id your agent calls, what it does, and its effect.
Expense139
zoho_expense.activate_projectMake a project activewritezoho_expense.activate_userMake an user activewritezoho_expense.active_tagMark Reporting Tag as activewritezoho_expense.active_tag_optionMark an option as activewritezoho_expense.add_advance_payment_commentAdd a comment to an advance paymentwritezoho_expense.add_comment_to_expense_reportAdd a comment to a reportwritezoho_expense.add_expense_commentAdd a commentwritezoho_expense.add_expense_to_reportAdd an expense to a reportwritezoho_expense.add_expenses_to_expense_reportAdd expenses to a reportwritezoho_expense.all_tag_optionsGet all Optionsreadzoho_expense.approval_history_expense_reportApproval history of a reportreadzoho_expense.approve_advance_paymentApprove an advance paymentwritezoho_expense.approve_expense_reportApprove a reportwritezoho_expense.approve_tripApprove a trip requestwritezoho_expense.archive_expense_reportArchive a reportwritezoho_expense.assign_role_to_userAssign a role to userwritezoho_expense.associate_expense_tagsAssociate tagswritezoho_expense.associate_tags_to_expense_reportAssociate tags to a reportwritezoho_expense.bulk_add_expensesBulk add expenseswritezoho_expense.bulk_approve_expense_reportsApprove multiple reportswritezoho_expense.bulk_archive_expense_reportsArchive multiple reportswritezoho_expense.bulk_change_status_of_expense_reportsChange the status of multiple reportswritezoho_expense.bulk_delete_expense_reportsDelete multiple reportsdestructivezoho_expense.bulk_field_update_expense_reportsBulk update fields of multiple reportswritezoho_expense.bulk_field_update_expensesBulk update a fieldwritezoho_expense.bulk_forward_approval_expense_reportsForward approval of multiple reportswritezoho_expense.bulk_reimburse_expense_reportsReimburse multiple reportswritezoho_expense.bulk_reject_expense_reportsReject multiple reportswritezoho_expense.bulk_reject_expenses_in_reportBulk reject expenses in a reportwritezoho_expense.bulk_reset_substatus_of_expense_reportsReset the substatus of multiple reportswritezoho_expense.bulk_submit_expense_reportsSubmit multiple reportswritezoho_expense.bulk_unarchive_expense_reportsUnarchive multiple reportswritezoho_expense.cancel_reimbursement_of_expense_reportCancel a reimbursement of a reportdestructivezoho_expense.cancel_tripCancel a tripdestructivezoho_expense.change_status_of_expense_reportChange the status of a reportwritezoho_expense.close_tripClose a tripwritezoho_expense.create_advance_paymentCreate an advance paymentwritezoho_expense.create_currencyCreate a currencywritezoho_expense.create_customerCreate a new customer or contact personwritezoho_expense.create_expenseCreate an expensewritezoho_expense.create_expense_categoryCreate an expense categorywritezoho_expense.create_expense_reportCreate a reportwritezoho_expense.create_organizationCreate an organizationwritezoho_expense.create_projectCreate a projectwritezoho_expense.create_tagCreate Reporting Tagwritezoho_expense.create_taxCreate a taxwritezoho_expense.create_tripCreate a tripwritezoho_expense.create_userCreate an userwritezoho_expense.deactivate_projectMake a project inactivewritezoho_expense.deactivate_userMake an user inactivedestructivezoho_expense.delete_advance_paymentDelete an advance paymentdestructivezoho_expense.delete_advance_payment_attachmentDelete an advance payment attachmentdestructivezoho_expense.delete_advance_payment_commentDelete a comment on an advance paymentdestructivezoho_expense.delete_comment_of_expense_reportDelete a comment of a reportdestructivezoho_expense.delete_currencyDelete a currencydestructivezoho_expense.delete_customerDelete a customerdestructivezoho_expense.delete_expenseDelete an expensedestructivezoho_expense.delete_expense_categoryDelete an expense categorydestructivezoho_expense.delete_expense_commentDelete a commentdestructivezoho_expense.delete_expense_documentDelete an expense documentdestructivezoho_expense.delete_expense_reportDelete a reportdestructivezoho_expense.delete_expense_report_attachmentDelete an attachment of a reportdestructivezoho_expense.delete_multiple_expensesDelete multiple expensesdestructivezoho_expense.delete_projectDelete a projectdestructivezoho_expense.delete_tagDelete a reporting tagdestructivezoho_expense.delete_taxDelete a taxdestructivezoho_expense.delete_tripDelete a trip requestdestructivezoho_expense.delete_userDelete an userdestructivezoho_expense.disable_expense_categoryDisable an expense categorywritezoho_expense.enable_expense_categoryEnable an expense categorywritezoho_expense.export_expense_reportExport a reportwritezoho_expense.forward_approval_expense_reportForward approval of a reportwritezoho_expense.get_advance_paymentRetrieve an advance paymentreadzoho_expense.get_all_tag_optionsGet Reporting Tags Options Detail Pagereadzoho_expense.get_currencyRetrieve details of a currencyreadzoho_expense.get_customerRetrieve details of a customerreadzoho_expense.get_expenseGet an expensereadzoho_expense.get_expense_categoryRetrieve details of an expense categoryreadzoho_expense.get_expense_reportRetrieve details of a reportreadzoho_expense.get_expense_report_budget_summaryRetrieve the budget summary of a reportreadzoho_expense.get_expense_report_reimbursementRetrieve the reimbursement details of a reportreadzoho_expense.get_organizationGet an organizationreadzoho_expense.get_projectRetrieve details of a projectreadzoho_expense.get_tagsList of all Reporting Tagsreadzoho_expense.get_taxRetrieve details of a taxreadzoho_expense.get_tax_groupRetrieve details of a tax groupreadzoho_expense.get_tripRetrieve details of a tripreadzoho_expense.get_userRetrieve details of an userreadzoho_expense.inactive_tagMark Reporting Tag as inactivewritezoho_expense.inactive_tag_optionMark an option as inactivewritezoho_expense.list_advance_paymentsList advance paymentsreadzoho_expense.list_currenciesRetrieve list of currenciesreadzoho_expense.list_customersList all customersreadzoho_expense.list_expense_categoriesList of expense categoriesreadzoho_expense.list_expense_commentsList expense commentsreadzoho_expense.list_expense_duplicatesList duplicate expensesreadzoho_expense.list_expense_reportsList of all reportsreadzoho_expense.list_expensesList all expensesreadzoho_expense.list_organizationsList organizationsreadzoho_expense.list_projectsList of all projectsreadzoho_expense.list_taxesRetrieve list of taxesreadzoho_expense.list_tripsRetrieve list of all tripsreadzoho_expense.list_usersRetrieve list of usersreadzoho_expense.mark_default_optionMark an option as default for a reporting tagwritezoho_expense.mark_document_as_primaryMark a document as primarywritezoho_expense.merge_expensesMerge expenseswritezoho_expense.recall_advance_paymentRecall an advance paymentwritezoho_expense.reimburse_expense_reportReimburse a reportwritezoho_expense.reject_advance_paymentReject an advance paymentwritezoho_expense.reject_expense_in_reportReject an expense in a reportwritezoho_expense.reject_expense_reportReject a reportwritezoho_expense.reject_tripReject a trip requestwritezoho_expense.remove_advance_payment_from_expense_reportRemove advance payments from a reportwritezoho_expense.remove_expenses_from_expense_reportRemove expenses from a reportwritezoho_expense.reorder_tagsReorder Reporting Tagswritezoho_expense.reupload_expense_report_attachmentRe-upload an attachment of a reportwritezoho_expense.share_expense_reportShare a reportwritezoho_expense.skip_duplicate_expenseSkip duplicate detectionwritezoho_expense.split_expenseSplit an expensewritezoho_expense.submit_advance_paymentSubmit an advance payment for approvalwritezoho_expense.submit_expense_reportSubmit a reportwritezoho_expense.takeback_expense_reportTake back a reportwritezoho_expense.unarchive_expense_reportUnarchive a reportwritezoho_expense.update_advance_paymentUpdate an advance paymentwritezoho_expense.update_currencyUpdate details of a currencywritezoho_expense.update_customerUpdate a customerwritezoho_expense.update_expenseUpdate an expensewritezoho_expense.update_expense_categoryUpdate an expense categorywritezoho_expense.update_expense_reportUpdate a reportwritezoho_expense.update_organizationUpdate an organizationwritezoho_expense.update_projectUpdate the details of a projectwritezoho_expense.update_tagUpdate Reporting Tagwritezoho_expense.update_tag_criteriaUpdate Reporting Tag - Visibility Conditionswritezoho_expense.update_tag_optionsUpdate Reporting Tag Optionswritezoho_expense.update_taxUpdate details of a taxwritezoho_expense.update_tripUpdate a tripwritezoho_expense.update_userUpdate details of an userwritezoho_expense.validate_expense_reportValidate a reportreadzoho_expense.void_advance_paymentFully return an advancedestructive
Questions
The Zoho Expense MCP server, answered.
Is there a Zoho Expense MCP server for Claude?
Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 139 Zoho Expense actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Zoho Expense.
What do I need to connect Zoho Expense?
Your own Zoho Expense OAuth app, registered with Zoho Expense (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Zoho Expense app of its own, so this is not a one-step consent. actionlake renews the access token as it expires. Plus your api domain and your organization id. actionlake finds api base for you when you connect. The free call account { op: "connections.requirements", service: "zoho_expense" } lists exactly what to paste.
Can an AI agent delete or change things in Zoho Expense?
Only if its key allows it, and only with an explicit confirmation. 23 Zoho Expense actions are destructive, including delete an user, delete an expense and delete a customer. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.
Will an AI agent use up my Zoho Expense API limit?
actionlake paces every call to the limits in the Zoho Expense service file: 100 calls a minute per connection. Repeated reads are answered from cache (32 Zoho Expense actions can be), which never reaches Zoho Expense.
What does a Zoho Expense action cost?
One upstream call, the only unit actionlake bills. A list that pages bills one call per page (139 Zoho Expense actions page). Cache hits, searches, dry runs and calls Zoho Expense refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.
Which Zoho Expense API does it cover?
The Zoho Expense API 1 at your Zoho Expense instance's API base URL, which you enter when connecting (path /expense/v1). It is built from Zoho Expense's documentation as read on 23 October 2026. 139 actions in 1 area, each one in the signed service file (version 1.0.0).
Can I combine Zoho Expense with my other systems?
Yes. ask joins Zoho Expense to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Zoho Expense maps crm.company, which 227 other connectors also map.
Does actionlake keep my Zoho Expense data, and where?
actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to an hour, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Zoho Expense credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.
Which AI clients can use it?
Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.
Give your agent Zoho Expense today.
Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.