---
title: "Zoho Invoice MCP server for AI agents - actionlake"
description: "Give Claude 260 Zoho Invoice actions through one MCP server: invoices, customerpayments. Your agent never holds the credential. 100,000 calls a month free."
canonical: https://actionlake.com/connectors/zoho-invoice
updated: 2026-10-10
---

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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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
```

- 260 actions in one signed file
- 84 read look, never change
- 132 write create and update
- 44 wait for a yes destructive, 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_token` Access token from one sign-in with your own OAuth app
   - `refresh_token` Refresh token from the same sign-in; the access token is renewed from it
   - `client_id` Zoho client id
   - `client_secret` Zoho client secret
   - `api_domain` Where your Zoho Invoice lives: your api domain
   - `organization_id` Your 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 call
   check { 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_token` `refresh_token` `client_id` `client_secret`

**Setup fields**

`api_domain` `organization_id`

**Found for you**

api base

**Limits we pace to**

100 calls a minute, per connection

**API covered**

Zoho Invoice API 3`www.zohoapis.com/invoice/v3`

**Built from**

Zoho Invoice's documentation, read 20 September 2026[zoho.com](https://www.zoho.com/invoice/api/v3/introduction/)

**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.

- **84** read look, never change
- **132** write create and update
- **44** destructive wait 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.

| Action | What it does | Effect | Same name in |
| --- | --- | --- | --- |
| `zoho_invoice.list_all_invoices` List invoices | List invoices | read | `finance.invoice.list` 101 connectors |
| `zoho_invoice.list_all_customer_payments` List Customer Payments | List Customer Payments | read | `finance.payment.list` 75 connectors |
| `zoho_invoice.list_all_estimates` List estimates | List estimates | read | `finance.quote.list` 52 connectors |
| `zoho_invoice.list_all_expenses` List Expenses | List Expenses | read | `finance.expense.list` 40 connectors |
| `zoho_invoice.list_all_credit_notes` List Credit Notes | List Credit Notes | read | `finance.credit_note.list` 33 connectors |
| `zoho_invoice.list_all_tasks_of_a_project` List project tasks | List project tasks | read | `work.task.list` 122 connectors |
| `zoho_invoice.list_all_users` List Users | List Users | read | `identity.user.list` 474 connectors |
| `zoho_invoice.list_all_projects` List projects | List projects | read | `work.project.list` 109 connectors |
| `zoho_invoice.create_an_invoice` Create an invoice | Create an invoice | write | `finance.invoice.create` 74 connectors |
| `zoho_invoice.create_a_retainer_invoice` Create a retainer invoice | Create a retainer invoice | write | `finance.invoice.create` 74 connectors |
| `zoho_invoice.create_a_customer_payment` Create a payment | Create a payment | write | `finance.payment.create` 67 connectors |
| `zoho_invoice.delete_an_invoice` Delete an invoice | Delete an invoice | destructive | `finance.invoice.delete` 56 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. Read read
   Which Zoho Invoice invoices are more than 30 days overdue? Group them by customer with the total owed.
   calls `zoho_invoice.list_all_invoices`
2. Plan write
   Create a customer and turn their billing on in Zoho Invoice.
   calls `zoho_invoice.create_a_contact` `zoho_invoice.create_a_contact_person` `zoho_invoice.mark_a_contact_person_as_primary` `zoho_invoice.enable_portal_access_for_a_contact` `zoho_invoice.enable_payment_reminders_for_a_contact` +1 more
3. Plan write
   Turn logged project time into an invoice in Zoho Invoice. Ask me before anything is sent or changed.
   calls `zoho_invoice.get_a_project` `zoho_invoice.list_all_tasks_of_a_project` `zoho_invoice.get_the_current_running_timer` `zoho_invoice.stop_the_timer` `zoho_invoice.list_all_time_entries` +1 more
4. Write write
   Create an invoice in Zoho Invoice. Show me exactly what you will send before you save it.
   calls `zoho_invoice.create_an_invoice`
5. Across systems read
   For each customer, how many invoices are in Zoho Invoice and how many tickets in ConnectWise PSA?
   calls `zoho_invoice.list_all_invoices` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm)

Also mapped by other connectors `identity.user` **517** `crm.company` **227** `work.project` **116** `commerce.product` **109** `work.task` **105** `finance.invoice` **91** `finance.payment` **53** `finance.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 decides Apply 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 decides Email 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 decides Raise 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 decides Invoice 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 decides Write 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 decides Void 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 invoice `zoho_invoice.delete_an_invoice`
- Delete a retainer invoice `zoho_invoice.delete_a_retainer_invoice`
- Delete a payment `zoho_invoice.delete_a_customer_payment`
- Delete a payment `zoho_invoice.delete_a_payment_from_an_invoice`
- Delete an Estimate `zoho_invoice.delete_an_estimate`
- Delete an Expense `zoho_invoice.delete_an_expense`
- Delete a project Task `zoho_invoice.delete_a_task_of_a_project`
- Write off invoice `zoho_invoice.write_off_an_invoice`
- Void an invoice `zoho_invoice.mark_an_invoice_as_void`
- Void a retainer invoice `zoho_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.

do zoho_invoice.delete_an_invoice confirm_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: "lead@example.com" },
    { match: "zoho_invoice.delete_a_retainer_invoice", approver: "lead@example.com" },
    { match: "zoho_invoice.delete_a_customer_payment", approver: "lead@example.com" }
  ]
}
```

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.

- 1 upstream call per action all 260 Zoho Invoice actions
- 260 actions page each page of a long list is one call
- 84 reads can be cached a cache hit costs nothing
- 100,000 calls a month, free paid plans from US$49 a month for 250,000

[See pricing](https://actionlake.com/pricing)

Action index

## Every Zoho Invoice action.

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

**Accounting 260**

- `zoho_invoice.add_a_comment_to_a_credit_note` Add a comment write
- `zoho_invoice.add_a_comment_to_a_retainer_invoice` Add comment write
- `zoho_invoice.add_a_comment_to_an_estimate` Add Comments write
- `zoho_invoice.add_a_comment_to_an_invoice` Add comment write
- `zoho_invoice.apply_a_credit_to_an_invoice` Credit to an invoice write
- `zoho_invoice.apply_multiple_credits_to_an_invoice` Apply credits write
- `zoho_invoice.assign_users_to_a_project` Assign users write
- `zoho_invoice.cancel_write_off_of_an_invoice` Cancel write off write
- `zoho_invoice.clone_a_project` Clone a project write
- `zoho_invoice.create_a_contact` Create a Contact write
- `zoho_invoice.create_a_contact_person` Create a contact person write
- `zoho_invoice.create_a_credit_note` Create a credit note write
- `zoho_invoice.create_a_currency` Create a Currency write
- `zoho_invoice.create_a_customer_payment` Create a payment write
- `zoho_invoice.create_a_price_list` Create a Price List write
- `zoho_invoice.create_a_project` Create a project write
- `zoho_invoice.create_a_recurring_expense` Create a recurring expense write
- `zoho_invoice.create_a_recurring_invoice` Create a Recurring Invoice write
- `zoho_invoice.create_a_retainer_invoice` Create a retainer invoice write
- `zoho_invoice.create_a_task_in_a_project` Add a project task write
- `zoho_invoice.create_a_tax` Create a tax write
- `zoho_invoice.create_a_tax_authority` Create Tax Authority. write
- `zoho_invoice.create_a_tax_exemption` Create Tax Exemption. write
- `zoho_invoice.create_a_tax_group` Create a tax group write
- `zoho_invoice.create_a_user` Create a user write
- `zoho_invoice.create_an_additional_address_for_a_contact` Add Additional Address write
- `zoho_invoice.create_an_employee` Create an employee write
- `zoho_invoice.create_an_estimate` Create an Estimate write
- `zoho_invoice.create_an_exchange_rate` Create an exchange rate write
- `zoho_invoice.create_an_expense` Create an Expense write
- `zoho_invoice.create_an_expense_category` Create an expense category write
- `zoho_invoice.create_an_invoice` Create an invoice write
- `zoho_invoice.create_an_item` Create an Item write
- `zoho_invoice.create_an_organization` Create an organization write
- `zoho_invoice.delete_a_comment_of_a_credit_note` Delete a Comment destructive
- `zoho_invoice.delete_a_comment_of_a_project` Delete comment destructive
- `zoho_invoice.delete_a_comment_of_a_retainer_invoice` Delete a comment destructive
- `zoho_invoice.delete_a_comment_of_an_estimate` Delete a comment destructive
- `zoho_invoice.delete_a_comment_of_an_invoice` Delete a comment destructive
- `zoho_invoice.delete_a_contact` Delete a Contact destructive
- `zoho_invoice.delete_a_contact_person` Delete a contact person destructive
- `zoho_invoice.delete_a_credit_note` Delete a credit note destructive
- `zoho_invoice.delete_a_currency` Delete a currency destructive
- `zoho_invoice.delete_a_customer_payment` Delete a payment destructive
- `zoho_invoice.delete_a_payment_from_an_invoice` Delete a payment destructive
- `zoho_invoice.delete_a_price_list` Delete a Price List destructive
- `zoho_invoice.delete_a_project` Delete project destructive
- `zoho_invoice.delete_a_recurring_expense` Delete a recurring expense destructive
- `zoho_invoice.delete_a_recurring_invoice` Delete a Recurring Invoice destructive
- `zoho_invoice.delete_a_refund_of_a_credit_note` Delete credit note refund destructive
- `zoho_invoice.delete_a_refund_of_a_customer_payment` Delete a Refund destructive
- `zoho_invoice.delete_a_retainer_invoice` Delete a retainer invoice destructive
- `zoho_invoice.delete_a_task_of_a_project` Delete a project Task destructive
- `zoho_invoice.delete_a_tax` Delete a tax destructive
- `zoho_invoice.delete_a_tax_authority` Delete Tax Authority destructive
- `zoho_invoice.delete_a_tax_exemption` Delete Tax Exemption destructive
- `zoho_invoice.delete_a_tax_group` Delete a tax group destructive
- `zoho_invoice.delete_a_time_entry` Delete time entry destructive
- `zoho_invoice.delete_a_user` Delete a user destructive
- `zoho_invoice.delete_an_additional_address_of_a_contact` Delete Additional Address destructive
- `zoho_invoice.delete_an_applied_credit_from_an_invoice` Delete applied credit destructive
- `zoho_invoice.delete_an_attachment_from_a_retainer_invoice` Delete an attachment destructive
- `zoho_invoice.delete_an_attachment_from_an_invoice` Delete an attachment destructive
- `zoho_invoice.delete_an_employee` Delete an employee destructive
- `zoho_invoice.delete_an_estimate` Delete an Estimate destructive
- `zoho_invoice.delete_an_exchange_rate` Delete an exchage rate destructive
- `zoho_invoice.delete_an_expense` Delete an Expense destructive
- `zoho_invoice.delete_an_expense_category` Delete an expense category destructive
- `zoho_invoice.delete_an_expense_receipt_from_an_invoice` Delete the expense receipt destructive
- `zoho_invoice.delete_an_invoice` Delete an invoice destructive
- `zoho_invoice.delete_an_item` Delete an item destructive
- `zoho_invoice.delete_credit_notes_applied_to_an_invoice` Delete invoices credited destructive
- `zoho_invoice.delete_multiple_time_entries` Delete time entries destructive
- `zoho_invoice.disable_payment_reminder_for_an_invoice` Disable payment reminder write
- `zoho_invoice.disable_payment_reminders_for_a_contact` Disable Payment Reminders write
- `zoho_invoice.email_a_contact` Email Contact write
- `zoho_invoice.email_a_credit_note` Email a credit note write
- `zoho_invoice.email_a_retainer_invoice` Email a retainer invoice write
- `zoho_invoice.email_a_statement_to_a_contact` Email Statement write
- `zoho_invoice.email_an_estimate` Email an estimate write
- `zoho_invoice.email_an_invoice` Email an invoice write
- `zoho_invoice.email_multiple_estimates` Email multiple estimates write
- `zoho_invoice.email_multiple_invoices` Email invoices write
- `zoho_invoice.enable_payment_reminder_for_an_invoice` Enable payment reminder write
- `zoho_invoice.enable_payment_reminders_for_a_contact` Enable Payment Reminders write
- `zoho_invoice.enable_portal_access_for_a_contact` Enable Portal Access write
- `zoho_invoice.get_a_client_review` Details of a Particular Client Review read
- `zoho_invoice.get_a_contact` Get a Contact read
- `zoho_invoice.get_a_contact_person` Get a contact person read
- `zoho_invoice.get_a_credit_note` Get a credit note read
- `zoho_invoice.get_a_currency` Get a Currency read
- `zoho_invoice.get_a_customer_payment` Retrieve a payment read
- `zoho_invoice.get_a_price_list` Retrieve a Price list read
- `zoho_invoice.get_a_project` Get a project read
- `zoho_invoice.get_a_recurring_expense` Get a recurring expense read
- `zoho_invoice.get_a_recurring_invoice` Get a Recurring Invoice read
- `zoho_invoice.get_a_refund_of_a_credit_note` Get credit note refund read
- `zoho_invoice.get_a_refund_of_a_customer_payment` Details of a refund read
- `zoho_invoice.get_a_retainer_invoice` Get a retainer invoice read
- `zoho_invoice.get_a_task_of_a_project` Get a project task read
- `zoho_invoice.get_a_tax` Get a tax read
- `zoho_invoice.get_a_tax_group` Get a tax group read
- `zoho_invoice.get_a_time_entry` Get a time entry read
- `zoho_invoice.get_a_user` Get a user read
- `zoho_invoice.get_a_user_of_a_project` Get a User read
- `zoho_invoice.get_all_addresses_of_a_contact` Get Contact Addresses read
- `zoho_invoice.get_an_estimate` Get an estimate read
- `zoho_invoice.get_an_exchange_rate` Get an exchange rate. read
- `zoho_invoice.get_an_expense` Get an Expense read
- `zoho_invoice.get_an_expense_category` Get an expense category read
- `zoho_invoice.get_an_invoice` Get an invoice read
- `zoho_invoice.get_an_item` Retrieve an item read
- `zoho_invoice.get_an_organization` Get an organization read
- `zoho_invoice.get_email_content_of_a_retainer_invoice` Get retainer invoice email content read
- `zoho_invoice.get_email_content_of_an_estimate` Get estimate email content read
- `zoho_invoice.get_email_content_of_an_invoice` Get invoice email content read
- `zoho_invoice.get_email_history_of_a_credit_note` Email history read
- `zoho_invoice.get_mail_content_of_a_contact_billing_statement` Get Statement Mail Content read
- `zoho_invoice.get_mail_content_of_a_payment_reminder` Get payment reminder mail content read
- `zoho_invoice.get_the_current_running_timer` Get timer read
- `zoho_invoice.get_the_current_user` Get current user read
- `zoho_invoice.import_a_customer_from_crm_using_account_id` Import a customer using the CRM account ID write
- `zoho_invoice.import_a_customer_from_crm_using_contact_id` Import a customer using CRM contact ID write
- `zoho_invoice.import_an_item_from_crm_using_product_id` Import an item using the CRM product ID write
- `zoho_invoice.invite_a_user` Invite a user write
- `zoho_invoice.invite_a_user_to_a_project` Invite user write
- `zoho_invoice.list_all_active_items` List items read
- `zoho_invoice.list_all_client_reviews_of_a_contact` View All Client Reviews read
- `zoho_invoice.list_all_comments_of_a_credit_note` List credit note comments & history read
- `zoho_invoice.list_all_comments_of_a_project` List comments read
- `zoho_invoice.list_all_comments_of_a_recurring_expense` List recurring expense history read
- `zoho_invoice.list_all_comments_of_a_recurring_invoice` List Recurring Invoice History read
- `zoho_invoice.list_all_comments_of_a_retainer_invoice` List retainer invoice comments & history read
- `zoho_invoice.list_all_comments_of_an_estimate` List estimate comments & history read
- `zoho_invoice.list_all_comments_of_an_expense` List expense History & Comments read
- `zoho_invoice.list_all_comments_of_an_invoice` List invoice comments & history read
- `zoho_invoice.list_all_contact_persons` List contact persons read
- `zoho_invoice.list_all_contacts` List Contacts read
- `zoho_invoice.list_all_credit_note_pdf_templates` List credit note templates read
- `zoho_invoice.list_all_credit_note_refunds` List credit note refunds read
- `zoho_invoice.list_all_credit_notes` List Credit Notes read
- `zoho_invoice.list_all_credits_applied_to_an_invoice` List credits applied read
- `zoho_invoice.list_all_currencies` List Currencies read
- `zoho_invoice.list_all_customer_payments` List Customer Payments read
- `zoho_invoice.list_all_employees` List employees read
- `zoho_invoice.list_all_estimate_pdf_templates` List estimate templates read
- `zoho_invoice.list_all_estimates` List estimates read
- `zoho_invoice.list_all_exchange_rates` List exchange rates read
- `zoho_invoice.list_all_expense_categories` List expense categories read
- `zoho_invoice.list_all_expenses` List Expenses read
- `zoho_invoice.list_all_invoice_pdf_templates` List invoice templates read
- `zoho_invoice.list_all_invoices` List invoices read
- `zoho_invoice.list_all_invoices_of_a_project` List invoices read
- `zoho_invoice.list_all_item_details` Bulk fetch item details read
- `zoho_invoice.list_all_organizations` List organizations read
- `zoho_invoice.list_all_payments_of_an_invoice` List invoice payments read
- `zoho_invoice.list_all_price_lists` List of all the Price Lists read
- `zoho_invoice.list_all_projects` List projects read
- `zoho_invoice.list_all_recurring_expenses` List recurring expenses read
- `zoho_invoice.list_all_recurring_invoices` List Recurring Invoice read
- `zoho_invoice.list_all_refunds_of_a_contact` List Refunds read
- `zoho_invoice.list_all_refunds_of_a_credit_note` List refunds of a credit note read
- `zoho_invoice.list_all_refunds_of_a_customer_payment` List refunds of a customer payment read
- `zoho_invoice.list_all_retainer_invoice_pdf_templates` List retainer invoice templates read
- `zoho_invoice.list_all_retainer_invoices` List Retainer invoices read
- `zoho_invoice.list_all_tasks_of_a_project` List project tasks read
- `zoho_invoice.list_all_tax_authorities` List Tax Authorities read
- `zoho_invoice.list_all_tax_exemptions` List Tax Exemptions read
- `zoho_invoice.list_all_taxes` List taxes read
- `zoho_invoice.list_all_time_entries` List time entries. read
- `zoho_invoice.list_all_users` List Users read
- `zoho_invoice.list_all_users_of_a_project` List Users read
- `zoho_invoice.list_child_expenses_of_a_recurring_expense` List child expenses created read
- `zoho_invoice.list_invoices_to_which_a_credit_note_is_applied` List invoices credited read
- `zoho_invoice.list_recent_activities_of_a_contact` List Comments read
- `zoho_invoice.log_a_time_entry` Log time entries write
- `zoho_invoice.mark_a_contact_as_active` Mark as Active write
- `zoho_invoice.mark_a_contact_as_inactive` Mark as Inactive write
- `zoho_invoice.mark_a_contact_person_as_primary` Mark as primary contact person write
- `zoho_invoice.mark_a_credit_note_as_void` Void a credit note destructive
- `zoho_invoice.mark_a_project_as_active` Activate a project write
- `zoho_invoice.mark_a_project_as_inactive` Deactivate a project write
- `zoho_invoice.mark_a_retainer_invoice_as_sent` Mark a retainer invoice as sent write
- `zoho_invoice.mark_a_retainer_invoice_as_void` Void a retainer invoice destructive
- `zoho_invoice.mark_a_user_as_active` Mark user as active write
- `zoho_invoice.mark_a_user_as_inactive` Mark user as inactive write
- `zoho_invoice.mark_a_voided_credit_note_as_open` Open a voided credit note write
- `zoho_invoice.mark_a_voided_invoice_as_draft` Mark as draft write
- `zoho_invoice.mark_a_voided_retainer_invoice_as_draft` Mark as draft write
- `zoho_invoice.mark_an_estimate_as_accepted` Mark an estimate as accepted write
- `zoho_invoice.mark_an_estimate_as_declined` Mark an estimate as declined write
- `zoho_invoice.mark_an_estimate_as_sent` Mark an estimate as sent write
- `zoho_invoice.mark_an_expense_category_as_active` Mark an expense category as active write
- `zoho_invoice.mark_an_expense_category_as_inactive` Mark an expense category as inactive write
- `zoho_invoice.mark_an_invoice_as_sent` Mark an invoice as sent write
- `zoho_invoice.mark_an_invoice_as_void` Void an invoice destructive
- `zoho_invoice.mark_an_item_as_active` Mark as active write
- `zoho_invoice.mark_an_item_as_inactive` Mark as inactive write
- `zoho_invoice.post_a_comment_on_a_project` Post comment write
- `zoho_invoice.refund_a_credit_note` Refund credit note write
- `zoho_invoice.refund_excess_amount_of_a_customer_payment` Refund an excess customer payment write
- `zoho_invoice.remove_a_user_from_a_project` Delete user destructive
- `zoho_invoice.reply_to_a_client_review` Reply a Client Review write
- `zoho_invoice.resume_a_recurring_expense` Resume a recurring Expense write
- `zoho_invoice.resume_a_recurring_invoice` Resume a Recurring Invoice write
- `zoho_invoice.send_email_payment_reminder_for_an_invoice` Remind Customer write
- `zoho_invoice.send_payment_reminder_for_multiple_invoices` Bulk invoice reminder write
- `zoho_invoice.set_email_attachment_setting_for_an_invoice` Update attachment preference write
- `zoho_invoice.start_the_timer` Start timer write
- `zoho_invoice.stop_a_recurring_expense` Stop a recurring expense write
- `zoho_invoice.stop_a_recurring_invoice` Stop a Recurring Invoice write
- `zoho_invoice.stop_the_timer` Stop timer write
- `zoho_invoice.update_a_comment_of_a_retainer_invoice` Update comment write
- `zoho_invoice.update_a_comment_of_an_estimate` Update comment write
- `zoho_invoice.update_a_comment_of_an_invoice` Update comment write
- `zoho_invoice.update_a_contact` Update a Contact write
- `zoho_invoice.update_a_contact_person` Update a contact person write
- `zoho_invoice.update_a_credit_note` Update a credit note write
- `zoho_invoice.update_a_currency` Update a Currency write
- `zoho_invoice.update_a_customer_payment` Update a payment write
- `zoho_invoice.update_a_price_list` Update a Price List write
- `zoho_invoice.update_a_project` Update a project write
- `zoho_invoice.update_a_recurring_expense` Update a recurring expense write
- `zoho_invoice.update_a_recurring_invoice` Update Recurring Invoice write
- `zoho_invoice.update_a_refund_of_a_credit_note` Update credit note refund write
- `zoho_invoice.update_a_refund_of_a_customer_payment` Update a refund write
- `zoho_invoice.update_a_retainer_invoice` Update a retainer invoice write
- `zoho_invoice.update_a_task_of_a_project` Update a project task write
- `zoho_invoice.update_a_tax` Update a tax write
- `zoho_invoice.update_a_tax_authority` Update Tax Authority. write
- `zoho_invoice.update_a_tax_exemption` Update Tax Exemption. write
- `zoho_invoice.update_a_tax_group` Update a tax group write
- `zoho_invoice.update_a_time_entry` Update time entry write
- `zoho_invoice.update_a_user` Update a user write
- `zoho_invoice.update_a_user_of_a_project` Update user write
- `zoho_invoice.update_an_additional_address_of_a_contact` Edit Additional Address write
- `zoho_invoice.update_an_estimate` Update an Estimate write
- `zoho_invoice.update_an_exchange_rate` Update an exchange rate write
- `zoho_invoice.update_an_expense` Update an Expense write
- `zoho_invoice.update_an_expense_category` Update an expense category write
- `zoho_invoice.update_an_invoice` Update an invoice write
- `zoho_invoice.update_an_item` Update an item write
- `zoho_invoice.update_an_organization` Update an organization write
- `zoho_invoice.update_billing_address_of_a_credit_note` Update billing address write
- `zoho_invoice.update_billing_address_of_a_retainer_invoice` Update billing address write
- `zoho_invoice.update_billing_address_of_an_estimate` Update billing address write
- `zoho_invoice.update_billing_address_of_an_invoice` Update billing address write
- `zoho_invoice.update_custom_fields_in_a_customer_payment` Update custom field in existing customerpayments write
- `zoho_invoice.update_custom_fields_in_an_estimate` Update custom field in existing estimates write
- `zoho_invoice.update_custom_fields_in_an_invoice` Update custom field in existing invoices write
- `zoho_invoice.update_custom_fields_in_items` Update custom field in existing items write
- `zoho_invoice.update_pdf_template_of_a_credit_note` Update a credit note template write
- `zoho_invoice.update_pdf_template_of_a_recurring_invoice` Update Recurring Invoice template write
- `zoho_invoice.update_pdf_template_of_a_retainer_invoice` Update retainer invoice template write
- `zoho_invoice.update_pdf_template_of_an_estimate` Update estimate template write
- `zoho_invoice.update_pdf_template_of_an_invoice` Update invoice template write
- `zoho_invoice.update_shipping_address_of_a_credit_note` Update Shipping address write
- `zoho_invoice.update_shipping_address_of_an_estimate` Update shipping address write
- `zoho_invoice.update_shipping_address_of_an_invoice` Update shipping address write
- `zoho_invoice.write_off_an_invoice` Write off invoice destructive

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.

## More connectors like Zoho Invoice

Shares the most action names with

- [Zoho Books 127](https://actionlake.com/connectors/zoho-books)
- [Zoho Billing 71](https://actionlake.com/connectors/zoho-billing)
- [FreshBooks 63](https://actionlake.com/connectors/freshbooks)
- [Harvest 49](https://actionlake.com/connectors/harvest)
- [Jobber 49](https://actionlake.com/connectors/jobber)
- [FreeAgent 48](https://actionlake.com/connectors/freeagent)

Joins with, on shared entities

- [HaloPSA 8](https://actionlake.com/connectors/halopsa)
- [Kaseya BMS 8](https://actionlake.com/connectors/kaseya-bms)
- [Teamwork 7](https://actionlake.com/connectors/teamwork)
- [Planhat 7](https://actionlake.com/connectors/planhat)
- [Microsoft Dynamics 365 6](https://actionlake.com/connectors/microsoft-dynamics-365)
- [Productive.io 6](https://actionlake.com/connectors/productive-io)

Browse

- [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance)
- [All connectors](https://actionlake.com/connectors)
- [How actionlake compares](https://actionlake.com/compare)

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.

## Give your agent Zoho Invoice today.

[Connect Zoho Invoice free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.

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Source: https://actionlake.com/connectors/zoho-invoice
More: https://actionlake.com/llms.txt