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Connectors · Accounting & finance

Zoho Invoice MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Zoho Invoice and the rest of your systems. It gives your agent 260 Zoho Invoice actions (84 reads, 132 writes and 44 that wait for a confirmation) and holds the Zoho Invoice credential itself, so the agent never does. It paces Zoho Invoice's limits and records every call. Connecting Zoho Invoice needs your own Zoho Invoice OAuth app and one admin sign-in.

Connect Zoho Invoice freeSee pricing

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_invoice.list_all_invoices",  intent: "check which Zoho Invoice account is connected"}# List invoices · read · 1 upstream call
  • 260actionsin one signed file
  • 84readlook, never change
  • 132writecreate and update
  • 44wait for a yesdestructive, confirmed first

Set up

Connect Zoho Invoice 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 Invoice.

    OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Zoho Invoice, 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 Invoice needs an OAuth app of your own, registered in its developer portal. actionlake has no Zoho Invoice 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 Invoice lives: your api domain
    • organization_idYour Zoho Invoice organization id

    Found for you at connect: api base.

    account { op: "connections.requirements", service: "zoho_invoice" }
# 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_invoice.list_all_invoices" }# list invoices · read · 1 upstream callcheck { action: "zoho_invoice.create_an_invoice", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Zoho Invoice at a glance

Sign-in
OAuth 2.0, authorization code with PKCE. You register your own OAuth app with Zoho Invoice, 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 Invoice API 3www.zohoapis.com/invoice/v3
Built from
Zoho Invoice's documentation, read 20 September 2026zoho.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
84 of 84 reads, for up to an hour; a write clears what it affects
Ready-made plans
9 in the store
Shared entities
11, so ask can line Zoho Invoice 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 Invoice.

260 actions in 1 area. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 84readlook, never change
  • 132writecreate and update
  • 44destructivewait for a confirmation

  1. Accounting

    260

    84 read · 132 write · 44 destructive

    List invoices · List Customer Payments · List estimates · List Expenses

Top actions

The Zoho Invoice API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 161 of Zoho Invoice's 161 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
zoho_invoice.list_all_invoicesList invoicesList invoicesreadfinance.invoice.list101 connectors
zoho_invoice.list_all_customer_paymentsList Customer PaymentsList Customer Paymentsreadfinance.payment.list75 connectors
zoho_invoice.list_all_estimatesList estimatesList estimatesreadfinance.quote.list52 connectors
zoho_invoice.list_all_expensesList ExpensesList Expensesreadfinance.expense.list40 connectors
zoho_invoice.list_all_credit_notesList Credit NotesList Credit Notesreadfinance.credit_note.list33 connectors
zoho_invoice.list_all_tasks_of_a_projectList project tasksList project tasksreadwork.task.list122 connectors
zoho_invoice.list_all_usersList UsersList Usersreadidentity.user.list474 connectors
zoho_invoice.list_all_projectsList projectsList projectsreadwork.project.list109 connectors
zoho_invoice.create_an_invoiceCreate an invoiceCreate an invoicewritefinance.invoice.create74 connectors
zoho_invoice.create_a_retainer_invoiceCreate a retainer invoiceCreate a retainer invoicewritefinance.invoice.create74 connectors
zoho_invoice.create_a_customer_paymentCreate a paymentCreate a paymentwritefinance.payment.create67 connectors
zoho_invoice.delete_an_invoiceDelete an invoiceDelete an invoicedestructivefinance.invoice.delete56 connectors

Try it

Prompts to paste into Claude.

Each one names the Zoho Invoice actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Zoho Invoice invoices are more than 30 days overdue? Group them by customer with the total owed.

    callszoho_invoice.list_all_invoices

  2. Planwrite

    Create a customer and turn their billing on in Zoho Invoice.

    callszoho_invoice.create_a_contactzoho_invoice.create_a_contact_personzoho_invoice.mark_a_contact_person_as_primaryzoho_invoice.enable_portal_access_for_a_contactzoho_invoice.enable_payment_reminders_for_a_contact+1 more

  3. Planwrite

    Turn logged project time into an invoice in Zoho Invoice. Ask me before anything is sent or changed.

    callszoho_invoice.get_a_projectzoho_invoice.list_all_tasks_of_a_projectzoho_invoice.get_the_current_running_timerzoho_invoice.stop_the_timerzoho_invoice.list_all_time_entries+1 more

  4. Writewrite

    Create an invoice in Zoho Invoice. Show me exactly what you will send before you save it.

    callszoho_invoice.create_an_invoice

  5. Across systemsread

    For each customer, how many invoices are in Zoho Invoice and how many tickets in ConnectWise PSA?

    callszoho_invoice.list_all_invoicesconnectwise_manage.tickets.list

Across your systems

Zoho Invoice, joined to the rest of your business.

One ask fetches from Zoho Invoice and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • For each customer, how many invoices are in Zoho Invoice and how many tickets in ConnectWise PSA?

    zoho_invoice.list_all_invoices + connectwise_manage.tickets.list, on crm.company · ConnectWise PSA

  • For each customer, how many invoices are in Zoho Invoice and how many tickets in HubSpot CRM?

    zoho_invoice.list_all_invoices + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517crm.company 227work.project 116commerce.product 109work.task 105finance.invoice 91finance.payment 53finance.quote 45
ask
ask {  intent: "for each customer, how many invoices are in Zoho Invoice and how many tickets in ConnectWise PSA",  steps: [    { action: "zoho_invoice.list_all_invoices", as: "inv", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.tickets.list", as: "tix", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "inv",        right: "tix",        on: "crm.company",        group_by: "inv.company_name",        select: ["inv.company_name", "count(inv.id) as invoices", "count(tix.id) as tickets"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

The plan store

Ready-made plans for Zoho Invoice.

9 plans in the store. Install one and your agent runs it by name; the reply says which connections are still missing. A schedule can run a plan on a timetable. There are no triggers or webhooks, by design.

  1. Build a billing statement pack for every customer

    Use it when Someone wants a month-end statement and activity pack across the whole customer book.

    Effect
    read
    Steps
    3 · loops
    Needs
    organization id, start date and end date
    Install
    zoho_invoice-customer-billing-statement-pack

  2. Check recurring invoices and expenses for drift

    Use it when Someone wants to know whether the recurring billing and recurring costs are still running correctly.

    Effect
    read
    Steps
    4 · loops
    Needs
    organization id
    Install
    zoho_invoice-recurring-billing-health-check

  3. Review credit notes and apply one to an invoice

    Use it when Outstanding credit notes need reviewing and one of them should be applied to an invoice.

    A person decidesApply this credit note against the customer's invoice, reducing what they owe.

    Effect
    write
    Steps
    5 · loops
    Needs
    organization id and creditnote id
    Install
    zoho_invoice-credit-note-refund-review

  4. Send payment reminders across overdue invoices

    Use it when Customers are late paying and someone wants a reviewed batch of payment reminders sent.

    A person decidesEmail payment reminders to the customers on the overdue invoices listed above.

    Effect
    write
    Steps
    5 · loops
    Needs
    organization id, invoice id and reminder
    Install
    zoho_invoice-overdue-invoice-reminder-sweep

  5. Accept an estimate and raise the invoice

    Use it when A customer has agreed a quote and it should become a sent invoice.

    A person decidesRaise and send a real invoice to the customer for this accepted estimate.

    Effect
    write
    Steps
    6
    Needs
    organization id, estimate id and invoice
    Install
    zoho_invoice-estimate-to-invoice-conversion

  6. Create a customer and turn their billing on

    Use it when A new customer has been won and needs setting up in Zoho Invoice ready to bill.

    Effect
    write
    Steps
    6
    Needs
    organization id, contact and contact person
    Install
    zoho_invoice-new-customer-onboarding

  7. Turn logged project time into an invoice

    Use it when A project period has closed and the logged hours need billing to the client.

    A person decidesInvoice the client for the billable hours logged on this project in the period.

    Effect
    write
    Steps
    7
    Needs
    organization id, project id, from date, to date and invoice
    Install
    zoho_invoice-project-time-billing-run

  8. Write off an uncollectable invoice after sign-off

    Use it when A debt has been judged uncollectable and needs writing off with a record of who agreed.

    A person decidesWrite this invoice off as bad debt, permanently removing it from receivables.

    Effect
    destructive
    Steps
    6
    Needs
    organization id and invoice id
    Install
    zoho_invoice-invoice-write-off-with-signoff

  9. Void a retainer invoice raised in error

    Use it when A retainer invoice was raised in error or agreed cancelled and must be voided with a record.

    A person decidesVoid this retainer invoice permanently, removing it from the customer's ledger.

    Effect
    destructive
    Steps
    7
    Needs
    organization id and retainerinvoice id
    Install
    zoho_invoice-retainer-invoice-void-run
install a plan
account { op: "plans.install", slug: "zoho_invoice-customer-billing-statement-pack" }
# then ask for it by name; a schedule can run it on a timetable

Governance for Zoho Invoice

Destructive actions wait for a yes.

44 Zoho Invoice actions are destructive. The first 10:

  • Delete an invoicezoho_invoice.delete_an_invoice
  • Delete a retainer invoicezoho_invoice.delete_a_retainer_invoice
  • Delete a paymentzoho_invoice.delete_a_customer_payment
  • Delete a paymentzoho_invoice.delete_a_payment_from_an_invoice
  • Delete an Estimatezoho_invoice.delete_an_estimate
  • Delete an Expensezoho_invoice.delete_an_expense
  • Delete a project Taskzoho_invoice.delete_a_task_of_a_project
  • Write off invoicezoho_invoice.write_off_an_invoice
  • Void an invoicezoho_invoice.mark_an_invoice_as_void
  • Void a retainer invoicezoho_invoice.mark_a_retainer_invoice_as_void

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_invoice.delete_an_invoiceconfirm_policy: human

Delete an invoice?

intent: the user asked me to delete an invoice

run suspended · waiting for a named person · key zoho-invoice-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "zoho-invoice-agent",  allowed_actions: ["zoho_invoice.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "zoho_invoice.delete_an_invoice", approver: "[email protected]" },    { match: "zoho_invoice.delete_a_retainer_invoice", approver: "[email protected]" },    { match: "zoho_invoice.delete_a_customer_payment", approver: "[email protected]" }  ]}
Illustrative. Scoped to Zoho Invoice only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Zoho Invoice costs on actionlake.

Every Zoho Invoice action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Zoho Invoice 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 260 Zoho Invoice actions
  • 260actions pageeach page of a long list is one call
  • 84reads 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 Invoice action.

260 actions by area: the id your agent calls, what it does, and its effect.

Accounting260
  • zoho_invoice.add_a_comment_to_a_credit_noteAdd a commentwrite
  • zoho_invoice.add_a_comment_to_a_retainer_invoiceAdd commentwrite
  • zoho_invoice.add_a_comment_to_an_estimateAdd Commentswrite
  • zoho_invoice.add_a_comment_to_an_invoiceAdd commentwrite
  • zoho_invoice.apply_a_credit_to_an_invoiceCredit to an invoicewrite
  • zoho_invoice.apply_multiple_credits_to_an_invoiceApply creditswrite
  • zoho_invoice.assign_users_to_a_projectAssign userswrite
  • zoho_invoice.cancel_write_off_of_an_invoiceCancel write offwrite
  • zoho_invoice.clone_a_projectClone a projectwrite
  • zoho_invoice.create_a_contactCreate a Contactwrite
  • zoho_invoice.create_a_contact_personCreate a contact personwrite
  • zoho_invoice.create_a_credit_noteCreate a credit notewrite
  • zoho_invoice.create_a_currencyCreate a Currencywrite
  • zoho_invoice.create_a_customer_paymentCreate a paymentwrite
  • zoho_invoice.create_a_price_listCreate a Price Listwrite
  • zoho_invoice.create_a_projectCreate a projectwrite
  • zoho_invoice.create_a_recurring_expenseCreate a recurring expensewrite
  • zoho_invoice.create_a_recurring_invoiceCreate a Recurring Invoicewrite
  • zoho_invoice.create_a_retainer_invoiceCreate a retainer invoicewrite
  • zoho_invoice.create_a_task_in_a_projectAdd a project taskwrite
  • zoho_invoice.create_a_taxCreate a taxwrite
  • zoho_invoice.create_a_tax_authorityCreate Tax Authority.write
  • zoho_invoice.create_a_tax_exemptionCreate Tax Exemption.write
  • zoho_invoice.create_a_tax_groupCreate a tax groupwrite
  • zoho_invoice.create_a_userCreate a userwrite
  • zoho_invoice.create_an_additional_address_for_a_contactAdd Additional Addresswrite
  • zoho_invoice.create_an_employeeCreate an employeewrite
  • zoho_invoice.create_an_estimateCreate an Estimatewrite
  • zoho_invoice.create_an_exchange_rateCreate an exchange ratewrite
  • zoho_invoice.create_an_expenseCreate an Expensewrite
  • zoho_invoice.create_an_expense_categoryCreate an expense categorywrite
  • zoho_invoice.create_an_invoiceCreate an invoicewrite
  • zoho_invoice.create_an_itemCreate an Itemwrite
  • zoho_invoice.create_an_organizationCreate an organizationwrite
  • zoho_invoice.delete_a_comment_of_a_credit_noteDelete a Commentdestructive
  • zoho_invoice.delete_a_comment_of_a_projectDelete commentdestructive
  • zoho_invoice.delete_a_comment_of_a_retainer_invoiceDelete a commentdestructive
  • zoho_invoice.delete_a_comment_of_an_estimateDelete a commentdestructive
  • zoho_invoice.delete_a_comment_of_an_invoiceDelete a commentdestructive
  • zoho_invoice.delete_a_contactDelete a Contactdestructive
  • zoho_invoice.delete_a_contact_personDelete a contact persondestructive
  • zoho_invoice.delete_a_credit_noteDelete a credit notedestructive
  • zoho_invoice.delete_a_currencyDelete a currencydestructive
  • zoho_invoice.delete_a_customer_paymentDelete a paymentdestructive
  • zoho_invoice.delete_a_payment_from_an_invoiceDelete a paymentdestructive
  • zoho_invoice.delete_a_price_listDelete a Price Listdestructive
  • zoho_invoice.delete_a_projectDelete projectdestructive
  • zoho_invoice.delete_a_recurring_expenseDelete a recurring expensedestructive
  • zoho_invoice.delete_a_recurring_invoiceDelete a Recurring Invoicedestructive
  • zoho_invoice.delete_a_refund_of_a_credit_noteDelete credit note refunddestructive
  • zoho_invoice.delete_a_refund_of_a_customer_paymentDelete a Refunddestructive
  • zoho_invoice.delete_a_retainer_invoiceDelete a retainer invoicedestructive
  • zoho_invoice.delete_a_task_of_a_projectDelete a project Taskdestructive
  • zoho_invoice.delete_a_taxDelete a taxdestructive
  • zoho_invoice.delete_a_tax_authorityDelete Tax Authoritydestructive
  • zoho_invoice.delete_a_tax_exemptionDelete Tax Exemptiondestructive
  • zoho_invoice.delete_a_tax_groupDelete a tax groupdestructive
  • zoho_invoice.delete_a_time_entryDelete time entrydestructive
  • zoho_invoice.delete_a_userDelete a userdestructive
  • zoho_invoice.delete_an_additional_address_of_a_contactDelete Additional Addressdestructive
  • zoho_invoice.delete_an_applied_credit_from_an_invoiceDelete applied creditdestructive
  • zoho_invoice.delete_an_attachment_from_a_retainer_invoiceDelete an attachmentdestructive
  • zoho_invoice.delete_an_attachment_from_an_invoiceDelete an attachmentdestructive
  • zoho_invoice.delete_an_employeeDelete an employeedestructive
  • zoho_invoice.delete_an_estimateDelete an Estimatedestructive
  • zoho_invoice.delete_an_exchange_rateDelete an exchage ratedestructive
  • zoho_invoice.delete_an_expenseDelete an Expensedestructive
  • zoho_invoice.delete_an_expense_categoryDelete an expense categorydestructive
  • zoho_invoice.delete_an_expense_receipt_from_an_invoiceDelete the expense receiptdestructive
  • zoho_invoice.delete_an_invoiceDelete an invoicedestructive
  • zoho_invoice.delete_an_itemDelete an itemdestructive
  • zoho_invoice.delete_credit_notes_applied_to_an_invoiceDelete invoices crediteddestructive
  • zoho_invoice.delete_multiple_time_entriesDelete time entriesdestructive
  • zoho_invoice.disable_payment_reminder_for_an_invoiceDisable payment reminderwrite
  • zoho_invoice.disable_payment_reminders_for_a_contactDisable Payment Reminderswrite
  • zoho_invoice.email_a_contactEmail Contactwrite
  • zoho_invoice.email_a_credit_noteEmail a credit notewrite
  • zoho_invoice.email_a_retainer_invoiceEmail a retainer invoicewrite
  • zoho_invoice.email_a_statement_to_a_contactEmail Statementwrite
  • zoho_invoice.email_an_estimateEmail an estimatewrite
  • zoho_invoice.email_an_invoiceEmail an invoicewrite
  • zoho_invoice.email_multiple_estimatesEmail multiple estimateswrite
  • zoho_invoice.email_multiple_invoicesEmail invoiceswrite
  • zoho_invoice.enable_payment_reminder_for_an_invoiceEnable payment reminderwrite
  • zoho_invoice.enable_payment_reminders_for_a_contactEnable Payment Reminderswrite
  • zoho_invoice.enable_portal_access_for_a_contactEnable Portal Accesswrite
  • zoho_invoice.get_a_client_reviewDetails of a Particular Client Reviewread
  • zoho_invoice.get_a_contactGet a Contactread
  • zoho_invoice.get_a_contact_personGet a contact personread
  • zoho_invoice.get_a_credit_noteGet a credit noteread
  • zoho_invoice.get_a_currencyGet a Currencyread
  • zoho_invoice.get_a_customer_paymentRetrieve a paymentread
  • zoho_invoice.get_a_price_listRetrieve a Price listread
  • zoho_invoice.get_a_projectGet a projectread
  • zoho_invoice.get_a_recurring_expenseGet a recurring expenseread
  • zoho_invoice.get_a_recurring_invoiceGet a Recurring Invoiceread
  • zoho_invoice.get_a_refund_of_a_credit_noteGet credit note refundread
  • zoho_invoice.get_a_refund_of_a_customer_paymentDetails of a refundread
  • zoho_invoice.get_a_retainer_invoiceGet a retainer invoiceread
  • zoho_invoice.get_a_task_of_a_projectGet a project taskread
  • zoho_invoice.get_a_taxGet a taxread
  • zoho_invoice.get_a_tax_groupGet a tax groupread
  • zoho_invoice.get_a_time_entryGet a time entryread
  • zoho_invoice.get_a_userGet a userread
  • zoho_invoice.get_a_user_of_a_projectGet a Userread
  • zoho_invoice.get_all_addresses_of_a_contactGet Contact Addressesread
  • zoho_invoice.get_an_estimateGet an estimateread
  • zoho_invoice.get_an_exchange_rateGet an exchange rate.read
  • zoho_invoice.get_an_expenseGet an Expenseread
  • zoho_invoice.get_an_expense_categoryGet an expense categoryread
  • zoho_invoice.get_an_invoiceGet an invoiceread
  • zoho_invoice.get_an_itemRetrieve an itemread
  • zoho_invoice.get_an_organizationGet an organizationread
  • zoho_invoice.get_email_content_of_a_retainer_invoiceGet retainer invoice email contentread
  • zoho_invoice.get_email_content_of_an_estimateGet estimate email contentread
  • zoho_invoice.get_email_content_of_an_invoiceGet invoice email contentread
  • zoho_invoice.get_email_history_of_a_credit_noteEmail historyread
  • zoho_invoice.get_mail_content_of_a_contact_billing_statementGet Statement Mail Contentread
  • zoho_invoice.get_mail_content_of_a_payment_reminderGet payment reminder mail contentread
  • zoho_invoice.get_the_current_running_timerGet timerread
  • zoho_invoice.get_the_current_userGet current userread
  • zoho_invoice.import_a_customer_from_crm_using_account_idImport a customer using the CRM account IDwrite
  • zoho_invoice.import_a_customer_from_crm_using_contact_idImport a customer using CRM contact IDwrite
  • zoho_invoice.import_an_item_from_crm_using_product_idImport an item using the CRM product IDwrite
  • zoho_invoice.invite_a_userInvite a userwrite
  • zoho_invoice.invite_a_user_to_a_projectInvite userwrite
  • zoho_invoice.list_all_active_itemsList itemsread
  • zoho_invoice.list_all_client_reviews_of_a_contactView All Client Reviewsread
  • zoho_invoice.list_all_comments_of_a_credit_noteList credit note comments & historyread
  • zoho_invoice.list_all_comments_of_a_projectList commentsread
  • zoho_invoice.list_all_comments_of_a_recurring_expenseList recurring expense historyread
  • zoho_invoice.list_all_comments_of_a_recurring_invoiceList Recurring Invoice Historyread
  • zoho_invoice.list_all_comments_of_a_retainer_invoiceList retainer invoice comments & historyread
  • zoho_invoice.list_all_comments_of_an_estimateList estimate comments & historyread
  • zoho_invoice.list_all_comments_of_an_expenseList expense History & Commentsread
  • zoho_invoice.list_all_comments_of_an_invoiceList invoice comments & historyread
  • zoho_invoice.list_all_contact_personsList contact personsread
  • zoho_invoice.list_all_contactsList Contactsread
  • zoho_invoice.list_all_credit_note_pdf_templatesList credit note templatesread
  • zoho_invoice.list_all_credit_note_refundsList credit note refundsread
  • zoho_invoice.list_all_credit_notesList Credit Notesread
  • zoho_invoice.list_all_credits_applied_to_an_invoiceList credits appliedread
  • zoho_invoice.list_all_currenciesList Currenciesread
  • zoho_invoice.list_all_customer_paymentsList Customer Paymentsread
  • zoho_invoice.list_all_employeesList employeesread
  • zoho_invoice.list_all_estimate_pdf_templatesList estimate templatesread
  • zoho_invoice.list_all_estimatesList estimatesread
  • zoho_invoice.list_all_exchange_ratesList exchange ratesread
  • zoho_invoice.list_all_expense_categoriesList expense categoriesread
  • zoho_invoice.list_all_expensesList Expensesread
  • zoho_invoice.list_all_invoice_pdf_templatesList invoice templatesread
  • zoho_invoice.list_all_invoicesList invoicesread
  • zoho_invoice.list_all_invoices_of_a_projectList invoicesread
  • zoho_invoice.list_all_item_detailsBulk fetch item detailsread
  • zoho_invoice.list_all_organizationsList organizationsread
  • zoho_invoice.list_all_payments_of_an_invoiceList invoice paymentsread
  • zoho_invoice.list_all_price_listsList of all the Price Listsread
  • zoho_invoice.list_all_projectsList projectsread
  • zoho_invoice.list_all_recurring_expensesList recurring expensesread
  • zoho_invoice.list_all_recurring_invoicesList Recurring Invoiceread
  • zoho_invoice.list_all_refunds_of_a_contactList Refundsread
  • zoho_invoice.list_all_refunds_of_a_credit_noteList refunds of a credit noteread
  • zoho_invoice.list_all_refunds_of_a_customer_paymentList refunds of a customer paymentread
  • zoho_invoice.list_all_retainer_invoice_pdf_templatesList retainer invoice templatesread
  • zoho_invoice.list_all_retainer_invoicesList Retainer invoicesread
  • zoho_invoice.list_all_tasks_of_a_projectList project tasksread
  • zoho_invoice.list_all_tax_authoritiesList Tax Authoritiesread
  • zoho_invoice.list_all_tax_exemptionsList Tax Exemptionsread
  • zoho_invoice.list_all_taxesList taxesread
  • zoho_invoice.list_all_time_entriesList time entries.read
  • zoho_invoice.list_all_usersList Usersread
  • zoho_invoice.list_all_users_of_a_projectList Usersread
  • zoho_invoice.list_child_expenses_of_a_recurring_expenseList child expenses createdread
  • zoho_invoice.list_invoices_to_which_a_credit_note_is_appliedList invoices creditedread
  • zoho_invoice.list_recent_activities_of_a_contactList Commentsread
  • zoho_invoice.log_a_time_entryLog time entrieswrite
  • zoho_invoice.mark_a_contact_as_activeMark as Activewrite
  • zoho_invoice.mark_a_contact_as_inactiveMark as Inactivewrite
  • zoho_invoice.mark_a_contact_person_as_primaryMark as primary contact personwrite
  • zoho_invoice.mark_a_credit_note_as_voidVoid a credit notedestructive
  • zoho_invoice.mark_a_project_as_activeActivate a projectwrite
  • zoho_invoice.mark_a_project_as_inactiveDeactivate a projectwrite
  • zoho_invoice.mark_a_retainer_invoice_as_sentMark a retainer invoice as sentwrite
  • zoho_invoice.mark_a_retainer_invoice_as_voidVoid a retainer invoicedestructive
  • zoho_invoice.mark_a_user_as_activeMark user as activewrite
  • zoho_invoice.mark_a_user_as_inactiveMark user as inactivewrite
  • zoho_invoice.mark_a_voided_credit_note_as_openOpen a voided credit notewrite
  • zoho_invoice.mark_a_voided_invoice_as_draftMark as draftwrite
  • zoho_invoice.mark_a_voided_retainer_invoice_as_draftMark as draftwrite
  • zoho_invoice.mark_an_estimate_as_acceptedMark an estimate as acceptedwrite
  • zoho_invoice.mark_an_estimate_as_declinedMark an estimate as declinedwrite
  • zoho_invoice.mark_an_estimate_as_sentMark an estimate as sentwrite
  • zoho_invoice.mark_an_expense_category_as_activeMark an expense category as activewrite
  • zoho_invoice.mark_an_expense_category_as_inactiveMark an expense category as inactivewrite
  • zoho_invoice.mark_an_invoice_as_sentMark an invoice as sentwrite
  • zoho_invoice.mark_an_invoice_as_voidVoid an invoicedestructive
  • zoho_invoice.mark_an_item_as_activeMark as activewrite
  • zoho_invoice.mark_an_item_as_inactiveMark as inactivewrite
  • zoho_invoice.post_a_comment_on_a_projectPost commentwrite
  • zoho_invoice.refund_a_credit_noteRefund credit notewrite
  • zoho_invoice.refund_excess_amount_of_a_customer_paymentRefund an excess customer paymentwrite
  • zoho_invoice.remove_a_user_from_a_projectDelete userdestructive
  • zoho_invoice.reply_to_a_client_reviewReply a Client Reviewwrite
  • zoho_invoice.resume_a_recurring_expenseResume a recurring Expensewrite
  • zoho_invoice.resume_a_recurring_invoiceResume a Recurring Invoicewrite
  • zoho_invoice.send_email_payment_reminder_for_an_invoiceRemind Customerwrite
  • zoho_invoice.send_payment_reminder_for_multiple_invoicesBulk invoice reminderwrite
  • zoho_invoice.set_email_attachment_setting_for_an_invoiceUpdate attachment preferencewrite
  • zoho_invoice.start_the_timerStart timerwrite
  • zoho_invoice.stop_a_recurring_expenseStop a recurring expensewrite
  • zoho_invoice.stop_a_recurring_invoiceStop a Recurring Invoicewrite
  • zoho_invoice.stop_the_timerStop timerwrite
  • zoho_invoice.update_a_comment_of_a_retainer_invoiceUpdate commentwrite
  • zoho_invoice.update_a_comment_of_an_estimateUpdate commentwrite
  • zoho_invoice.update_a_comment_of_an_invoiceUpdate commentwrite
  • zoho_invoice.update_a_contactUpdate a Contactwrite
  • zoho_invoice.update_a_contact_personUpdate a contact personwrite
  • zoho_invoice.update_a_credit_noteUpdate a credit notewrite
  • zoho_invoice.update_a_currencyUpdate a Currencywrite
  • zoho_invoice.update_a_customer_paymentUpdate a paymentwrite
  • zoho_invoice.update_a_price_listUpdate a Price Listwrite
  • zoho_invoice.update_a_projectUpdate a projectwrite
  • zoho_invoice.update_a_recurring_expenseUpdate a recurring expensewrite
  • zoho_invoice.update_a_recurring_invoiceUpdate Recurring Invoicewrite
  • zoho_invoice.update_a_refund_of_a_credit_noteUpdate credit note refundwrite
  • zoho_invoice.update_a_refund_of_a_customer_paymentUpdate a refundwrite
  • zoho_invoice.update_a_retainer_invoiceUpdate a retainer invoicewrite
  • zoho_invoice.update_a_task_of_a_projectUpdate a project taskwrite
  • zoho_invoice.update_a_taxUpdate a taxwrite
  • zoho_invoice.update_a_tax_authorityUpdate Tax Authority.write
  • zoho_invoice.update_a_tax_exemptionUpdate Tax Exemption.write
  • zoho_invoice.update_a_tax_groupUpdate a tax groupwrite
  • zoho_invoice.update_a_time_entryUpdate time entrywrite
  • zoho_invoice.update_a_userUpdate a userwrite
  • zoho_invoice.update_a_user_of_a_projectUpdate userwrite
  • zoho_invoice.update_an_additional_address_of_a_contactEdit Additional Addresswrite
  • zoho_invoice.update_an_estimateUpdate an Estimatewrite
  • zoho_invoice.update_an_exchange_rateUpdate an exchange ratewrite
  • zoho_invoice.update_an_expenseUpdate an Expensewrite
  • zoho_invoice.update_an_expense_categoryUpdate an expense categorywrite
  • zoho_invoice.update_an_invoiceUpdate an invoicewrite
  • zoho_invoice.update_an_itemUpdate an itemwrite
  • zoho_invoice.update_an_organizationUpdate an organizationwrite
  • zoho_invoice.update_billing_address_of_a_credit_noteUpdate billing addresswrite
  • zoho_invoice.update_billing_address_of_a_retainer_invoiceUpdate billing addresswrite
  • zoho_invoice.update_billing_address_of_an_estimateUpdate billing addresswrite
  • zoho_invoice.update_billing_address_of_an_invoiceUpdate billing addresswrite
  • zoho_invoice.update_custom_fields_in_a_customer_paymentUpdate custom field in existing customerpaymentswrite
  • zoho_invoice.update_custom_fields_in_an_estimateUpdate custom field in existing estimateswrite
  • zoho_invoice.update_custom_fields_in_an_invoiceUpdate custom field in existing invoiceswrite
  • zoho_invoice.update_custom_fields_in_itemsUpdate custom field in existing itemswrite
  • zoho_invoice.update_pdf_template_of_a_credit_noteUpdate a credit note templatewrite
  • zoho_invoice.update_pdf_template_of_a_recurring_invoiceUpdate Recurring Invoice templatewrite
  • zoho_invoice.update_pdf_template_of_a_retainer_invoiceUpdate retainer invoice templatewrite
  • zoho_invoice.update_pdf_template_of_an_estimateUpdate estimate templatewrite
  • zoho_invoice.update_pdf_template_of_an_invoiceUpdate invoice templatewrite
  • zoho_invoice.update_shipping_address_of_a_credit_noteUpdate Shipping addresswrite
  • zoho_invoice.update_shipping_address_of_an_estimateUpdate shipping addresswrite
  • zoho_invoice.update_shipping_address_of_an_invoiceUpdate shipping addresswrite
  • zoho_invoice.write_off_an_invoiceWrite off invoicedestructive

Questions

The Zoho Invoice MCP server, answered.

Is there a Zoho Invoice MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 260 Zoho Invoice actions, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Zoho Invoice.

What do I need to connect Zoho Invoice?

Your own Zoho Invoice OAuth app, registered with Zoho Invoice (its client id and client secret), and the access and refresh tokens from one admin sign-in. actionlake has no Zoho Invoice 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_invoice" } lists exactly what to paste.

Can an AI agent delete or change things in Zoho Invoice?

Only if its key allows it, and only with an explicit confirmation. 44 Zoho Invoice actions are destructive, including delete an invoice, delete a retainer invoice and delete a payment. 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 Invoice API limit?

actionlake paces every call to the limits in the Zoho Invoice service file: 100 calls a minute per connection. Repeated reads are answered from cache (84 Zoho Invoice actions can be), which never reaches Zoho Invoice.

What does a Zoho Invoice action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (260 Zoho Invoice actions page). Cache hits, searches, dry runs and calls Zoho Invoice 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 Invoice API does it cover?

The Zoho Invoice API 3 at www.zohoapis.com/invoice/v3 by default, or the base URL set when you connect. It is built from Zoho Invoice's documentation as read on 20 September 2026. 260 actions in 1 area, each one in the signed service file (version 1.0.0).

Can I combine Zoho Invoice with my other systems?

Yes. ask joins Zoho Invoice to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Zoho Invoice maps crm.company, which 227 other connectors also map.

Does actionlake keep my Zoho Invoice 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 Invoice 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.

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actionlake is independent. It is not made or endorsed by Zoho Invoice; the name is the vendor's own. Counts are from the Zoho Invoice service file, version 1.0.0.

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