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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/mcp
the first call
do {  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.

  1. 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
  2. 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 app
    • refresh_tokenRefresh token from the same sign-in; the access token is renewed from it
    • client_idZoho client id
    • client_secretZoho client secret
    • api_domainWhere your Zoho Expense lives: your api domain
    • organization_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
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates 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)
Built from
Zoho Expense's documentation, read 23 October 2026zoho.comzoho.com
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
  1. Expense

    139

    32 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.

ActionWhat it doesEffectSame name in
zoho_expense.list_usersRetrieve list of usersRetrieve list of usersreadidentity.user.list474 connectors
zoho_expense.list_expensesList all expensesList all expensesreadfinance.expense.list40 connectors
zoho_expense.list_expense_reportsList of all reportsList of all reportsreadfinance.expense_report.list11 connectors
zoho_expense.create_userCreate an userCreate an userwriteidentity.user.create262 connectors
zoho_expense.list_customersList all customersList all customersreadcrm.company.list162 connectors
zoho_expense.list_projectsList of all projectsList of all projectsreadwork.project.list109 connectors
zoho_expense.create_expenseCreate an expenseCreate an expensewritefinance.expense.create36 connectors
zoho_expense.delete_userDelete an userDelete an userdestructiveidentity.user.delete253 connectors
zoho_expense.create_expense_reportCreate a reportCreate a reportwritefinance.expense_report.create9 connectors
zoho_expense.create_customerCreate a new customer or contact personCreate a new customer or contact personwritecrm.company.create142 connectors
zoho_expense.create_projectCreate a projectCreate a projectwritework.project.create102 connectors
zoho_expense.list_taxesRetrieve list of taxesRetrieve list of taxesreadfinance.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.

  1. Readread

    Give me a one-line status for every active Zoho Expense project.

    callszoho_expense.list_projects

  2. Writewrite

    Create an user in Zoho Expense. Show me exactly what you will send before you save it.

    callszoho_expense.create_user

  3. Across systemsread

    Which Zoho Expense companies have invoices in ConnectWise PSA, and how many each?

    callszoho_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, on crm.company · ConnectWise PSA

  • Which Zoho Expense companies have tickets in HubSpot CRM, and how many each?

    zoho_expense.list_customers + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517crm.company 227work.project 116finance.expense 26finance.expense_report 5
ask
ask {  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"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Zoho Expense

Destructive actions wait for a yes.

23 Zoho Expense actions are destructive. These are all of them:

  • Delete an userzoho_expense.delete_user
  • Delete an expensezoho_expense.delete_expense
  • Delete a customerzoho_expense.delete_customer
  • Delete a projectzoho_expense.delete_project
  • Delete a reportzoho_expense.delete_expense_report
  • Delete a taxzoho_expense.delete_tax
  • Delete a currencyzoho_expense.delete_currency
  • Delete a reporting tagzoho_expense.delete_tag
  • Delete a trip requestzoho_expense.delete_trip
  • Make an user inactivezoho_expense.deactivate_user
  • Fully return an advancezoho_expense.void_advance_payment
  • Delete an advance paymentzoho_expense.delete_advance_payment
  • Delete a commentzoho_expense.delete_expense_comment
  • Delete an expense categoryzoho_expense.delete_expense_category
  • Delete an expense documentzoho_expense.delete_expense_document
  • Delete multiple expenseszoho_expense.delete_multiple_expenses
  • Delete multiple reportszoho_expense.bulk_delete_expense_reports
  • Delete a comment on an advance paymentzoho_expense.delete_advance_payment_comment
  • Delete a comment of a reportzoho_expense.delete_comment_of_expense_report
  • Delete an attachment of a reportzoho_expense.delete_expense_report_attachment
  • Delete an advance payment attachmentzoho_expense.delete_advance_payment_attachment
  • Cancel a tripzoho_expense.cancel_trip
  • Cancel a reimbursement of a reportzoho_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.

dozoho_expense.delete_userconfirm_policy: human

Delete an user?

intent: the user asked me to delete an user

run suspended · waiting for a named person · key zoho-expense-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
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]" }  ]}
Illustrative. Scoped to Zoho Expense only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

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

See pricing

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 activewrite
  • zoho_expense.activate_userMake an user activewrite
  • zoho_expense.active_tagMark Reporting Tag as activewrite
  • zoho_expense.active_tag_optionMark an option as activewrite
  • zoho_expense.add_advance_payment_commentAdd a comment to an advance paymentwrite
  • zoho_expense.add_comment_to_expense_reportAdd a comment to a reportwrite
  • zoho_expense.add_expense_commentAdd a commentwrite
  • zoho_expense.add_expense_to_reportAdd an expense to a reportwrite
  • zoho_expense.add_expenses_to_expense_reportAdd expenses to a reportwrite
  • zoho_expense.all_tag_optionsGet all Optionsread
  • zoho_expense.approval_history_expense_reportApproval history of a reportread
  • zoho_expense.approve_advance_paymentApprove an advance paymentwrite
  • zoho_expense.approve_expense_reportApprove a reportwrite
  • zoho_expense.approve_tripApprove a trip requestwrite
  • zoho_expense.archive_expense_reportArchive a reportwrite
  • zoho_expense.assign_role_to_userAssign a role to userwrite
  • zoho_expense.associate_expense_tagsAssociate tagswrite
  • zoho_expense.associate_tags_to_expense_reportAssociate tags to a reportwrite
  • zoho_expense.bulk_add_expensesBulk add expenseswrite
  • zoho_expense.bulk_approve_expense_reportsApprove multiple reportswrite
  • zoho_expense.bulk_archive_expense_reportsArchive multiple reportswrite
  • zoho_expense.bulk_change_status_of_expense_reportsChange the status of multiple reportswrite
  • zoho_expense.bulk_delete_expense_reportsDelete multiple reportsdestructive
  • zoho_expense.bulk_field_update_expense_reportsBulk update fields of multiple reportswrite
  • zoho_expense.bulk_field_update_expensesBulk update a fieldwrite
  • zoho_expense.bulk_forward_approval_expense_reportsForward approval of multiple reportswrite
  • zoho_expense.bulk_reimburse_expense_reportsReimburse multiple reportswrite
  • zoho_expense.bulk_reject_expense_reportsReject multiple reportswrite
  • zoho_expense.bulk_reject_expenses_in_reportBulk reject expenses in a reportwrite
  • zoho_expense.bulk_reset_substatus_of_expense_reportsReset the substatus of multiple reportswrite
  • zoho_expense.bulk_submit_expense_reportsSubmit multiple reportswrite
  • zoho_expense.bulk_unarchive_expense_reportsUnarchive multiple reportswrite
  • zoho_expense.cancel_reimbursement_of_expense_reportCancel a reimbursement of a reportdestructive
  • zoho_expense.cancel_tripCancel a tripdestructive
  • zoho_expense.change_status_of_expense_reportChange the status of a reportwrite
  • zoho_expense.close_tripClose a tripwrite
  • zoho_expense.create_advance_paymentCreate an advance paymentwrite
  • zoho_expense.create_currencyCreate a currencywrite
  • zoho_expense.create_customerCreate a new customer or contact personwrite
  • zoho_expense.create_expenseCreate an expensewrite
  • zoho_expense.create_expense_categoryCreate an expense categorywrite
  • zoho_expense.create_expense_reportCreate a reportwrite
  • zoho_expense.create_organizationCreate an organizationwrite
  • zoho_expense.create_projectCreate a projectwrite
  • zoho_expense.create_tagCreate Reporting Tagwrite
  • zoho_expense.create_taxCreate a taxwrite
  • zoho_expense.create_tripCreate a tripwrite
  • zoho_expense.create_userCreate an userwrite
  • zoho_expense.deactivate_projectMake a project inactivewrite
  • zoho_expense.deactivate_userMake an user inactivedestructive
  • zoho_expense.delete_advance_paymentDelete an advance paymentdestructive
  • zoho_expense.delete_advance_payment_attachmentDelete an advance payment attachmentdestructive
  • zoho_expense.delete_advance_payment_commentDelete a comment on an advance paymentdestructive
  • zoho_expense.delete_comment_of_expense_reportDelete a comment of a reportdestructive
  • zoho_expense.delete_currencyDelete a currencydestructive
  • zoho_expense.delete_customerDelete a customerdestructive
  • zoho_expense.delete_expenseDelete an expensedestructive
  • zoho_expense.delete_expense_categoryDelete an expense categorydestructive
  • zoho_expense.delete_expense_commentDelete a commentdestructive
  • zoho_expense.delete_expense_documentDelete an expense documentdestructive
  • zoho_expense.delete_expense_reportDelete a reportdestructive
  • zoho_expense.delete_expense_report_attachmentDelete an attachment of a reportdestructive
  • zoho_expense.delete_multiple_expensesDelete multiple expensesdestructive
  • zoho_expense.delete_projectDelete a projectdestructive
  • zoho_expense.delete_tagDelete a reporting tagdestructive
  • zoho_expense.delete_taxDelete a taxdestructive
  • zoho_expense.delete_tripDelete a trip requestdestructive
  • zoho_expense.delete_userDelete an userdestructive
  • zoho_expense.disable_expense_categoryDisable an expense categorywrite
  • zoho_expense.enable_expense_categoryEnable an expense categorywrite
  • zoho_expense.export_expense_reportExport a reportwrite
  • zoho_expense.forward_approval_expense_reportForward approval of a reportwrite
  • zoho_expense.get_advance_paymentRetrieve an advance paymentread
  • zoho_expense.get_all_tag_optionsGet Reporting Tags Options Detail Pageread
  • zoho_expense.get_currencyRetrieve details of a currencyread
  • zoho_expense.get_customerRetrieve details of a customerread
  • zoho_expense.get_expenseGet an expenseread
  • zoho_expense.get_expense_categoryRetrieve details of an expense categoryread
  • zoho_expense.get_expense_reportRetrieve details of a reportread
  • zoho_expense.get_expense_report_budget_summaryRetrieve the budget summary of a reportread
  • zoho_expense.get_expense_report_reimbursementRetrieve the reimbursement details of a reportread
  • zoho_expense.get_organizationGet an organizationread
  • zoho_expense.get_projectRetrieve details of a projectread
  • zoho_expense.get_tagsList of all Reporting Tagsread
  • zoho_expense.get_taxRetrieve details of a taxread
  • zoho_expense.get_tax_groupRetrieve details of a tax groupread
  • zoho_expense.get_tripRetrieve details of a tripread
  • zoho_expense.get_userRetrieve details of an userread
  • zoho_expense.inactive_tagMark Reporting Tag as inactivewrite
  • zoho_expense.inactive_tag_optionMark an option as inactivewrite
  • zoho_expense.list_advance_paymentsList advance paymentsread
  • zoho_expense.list_currenciesRetrieve list of currenciesread
  • zoho_expense.list_customersList all customersread
  • zoho_expense.list_expense_categoriesList of expense categoriesread
  • zoho_expense.list_expense_commentsList expense commentsread
  • zoho_expense.list_expense_duplicatesList duplicate expensesread
  • zoho_expense.list_expense_reportsList of all reportsread
  • zoho_expense.list_expensesList all expensesread
  • zoho_expense.list_organizationsList organizationsread
  • zoho_expense.list_projectsList of all projectsread
  • zoho_expense.list_taxesRetrieve list of taxesread
  • zoho_expense.list_tripsRetrieve list of all tripsread
  • zoho_expense.list_usersRetrieve list of usersread
  • zoho_expense.mark_default_optionMark an option as default for a reporting tagwrite
  • zoho_expense.mark_document_as_primaryMark a document as primarywrite
  • zoho_expense.merge_expensesMerge expenseswrite
  • zoho_expense.recall_advance_paymentRecall an advance paymentwrite
  • zoho_expense.reimburse_expense_reportReimburse a reportwrite
  • zoho_expense.reject_advance_paymentReject an advance paymentwrite
  • zoho_expense.reject_expense_in_reportReject an expense in a reportwrite
  • zoho_expense.reject_expense_reportReject a reportwrite
  • zoho_expense.reject_tripReject a trip requestwrite
  • zoho_expense.remove_advance_payment_from_expense_reportRemove advance payments from a reportwrite
  • zoho_expense.remove_expenses_from_expense_reportRemove expenses from a reportwrite
  • zoho_expense.reorder_tagsReorder Reporting Tagswrite
  • zoho_expense.reupload_expense_report_attachmentRe-upload an attachment of a reportwrite
  • zoho_expense.share_expense_reportShare a reportwrite
  • zoho_expense.skip_duplicate_expenseSkip duplicate detectionwrite
  • zoho_expense.split_expenseSplit an expensewrite
  • zoho_expense.submit_advance_paymentSubmit an advance payment for approvalwrite
  • zoho_expense.submit_expense_reportSubmit a reportwrite
  • zoho_expense.takeback_expense_reportTake back a reportwrite
  • zoho_expense.unarchive_expense_reportUnarchive a reportwrite
  • zoho_expense.update_advance_paymentUpdate an advance paymentwrite
  • zoho_expense.update_currencyUpdate details of a currencywrite
  • zoho_expense.update_customerUpdate a customerwrite
  • zoho_expense.update_expenseUpdate an expensewrite
  • zoho_expense.update_expense_categoryUpdate an expense categorywrite
  • zoho_expense.update_expense_reportUpdate a reportwrite
  • zoho_expense.update_organizationUpdate an organizationwrite
  • zoho_expense.update_projectUpdate the details of a projectwrite
  • zoho_expense.update_tagUpdate Reporting Tagwrite
  • zoho_expense.update_tag_criteriaUpdate Reporting Tag - Visibility Conditionswrite
  • zoho_expense.update_tag_optionsUpdate Reporting Tag Optionswrite
  • zoho_expense.update_taxUpdate details of a taxwrite
  • zoho_expense.update_tripUpdate a tripwrite
  • zoho_expense.update_userUpdate details of an userwrite
  • zoho_expense.validate_expense_reportValidate a reportread
  • zoho_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.