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Catalogue metadata onlyaccountingv20260819_00

ZOHO_BOOKS

Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.

Pakkawork boundary

Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.

No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source

265

Action summaries

Display-only definitions

0

Trigger types

Not installed instances

1

Auth modes

Field names, never values

No

Execution

No runtime adapter

Authentication map

What setup is declared?

Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
OAUTH2 · managed upstream

OAUTH2

oauth2

Upstream managed

Developer setup

  • Client idclient_id · stringRequired
  • Client secretclient_secret · stringRequired
  • Redirect URIoauth_redirect_uri · stringOptional
  • Scopesscopes · stringOptional

User connection

  • Domain Extensionsuffix.one · stringRequired

Capability index

Actions and trigger definitions

Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Actions (265)Triggers (0)

Showing 1–30 of 265 actions

Accept Estimate

ZOHO_BOOKS_ACCEPT_ESTIMATE

Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

Untrusted display-only summary

Activate Bank Account

ZOHO_BOOKS_ACTIVATE_BANK_ACCOUNT

Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.

Untrusted display-only summary

Add Bill Attachment

ZOHO_BOOKS_ADD_BILL_ATTACHMENT

Tool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.

Untrusted display-only summary

Add Bill Comment

ZOHO_BOOKS_ADD_BILL_COMMENT

Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.

Untrusted display-only summary

Add Contact Address

ZOHO_BOOKS_ADD_CONTACT_ADDRESS

Tool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.

Untrusted display-only summary

Add Invoice Comment

ZOHO_BOOKS_ADD_INVOICE_COMMENT

Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.

Untrusted display-only summary

Add Project Comment

ZOHO_BOOKS_ADD_PROJECT_COMMENT

Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.

Untrusted display-only summary

Add Purchase Order Comment

ZOHO_BOOKS_ADD_PURCHASE_ORDER_COMMENT

Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.

Untrusted display-only summary

Add Sales Order Comment

ZOHO_BOOKS_ADD_SALES_ORDER_COMMENT

Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.

Untrusted display-only summary

Add Vendor Credit Comment

ZOHO_BOOKS_ADD_VENDOR_CREDIT_COMMENT

Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.

Untrusted display-only summary

Apply Credit Note to Invoice

ZOHO_BOOKS_APPLY_CREDIT_NOTE_TO_INVOICE

Tool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.

Untrusted display-only summary

Apply Credits to Bill

ZOHO_BOOKS_APPLY_CREDITS_TO_BILL

Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.

Untrusted display-only summary

Apply Credits to Invoice

ZOHO_BOOKS_APPLY_CREDITS_TO_INVOICE

Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.

Untrusted display-only summary

Bulk Export Invoices PDF

ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF

Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

Untrusted display-only summary

Bulk Print Invoices

ZOHO_BOOKS_BULK_PRINT_INVOICES

Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

Untrusted display-only summary

Categorize As Customer Payment Refund

ZOHO_BOOKS_CATEGORIZE_AS_CUSTOMER_PAYMENT_REFUND

Tool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.

Untrusted display-only summary

Categorize Uncategorized Transaction

ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTION

Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

Untrusted display-only summary

Clone Project

ZOHO_BOOKS_CLONE_PROJECT

Tool to clone an existing project. Use when duplicating a project with a new name and optional description.

Untrusted display-only summary

Convert Purchase Order To Bill

ZOHO_BOOKS_CONVERT_PURCHASE_ORDER_TO_BILL

Tool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.

Untrusted display-only summary

Create Bank Account

ZOHO_BOOKS_CREATE_BANK_ACCOUNT

Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

Untrusted display-only summary

Create Bank Transaction

ZOHO_BOOKS_CREATE_BANK_TRANSACTION

Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.

Untrusted display-only summary

Create Chart Of Account

ZOHO_BOOKS_CREATE_CHART_OF_ACCOUNT

Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.

Untrusted display-only summary

Create Contact

ZOHO_BOOKS_CREATE_CONTACT

Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

Untrusted display-only summary

Create Contact Person

ZOHO_BOOKS_CREATE_CONTACT_PERSON

Tool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.

Untrusted display-only summary

Create Currency

ZOHO_BOOKS_CREATE_CURRENCY

Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.

Untrusted display-only summary

Create Customer Payment Refund

ZOHO_BOOKS_CREATE_CUSTOMER_PAYMENT_REFUND

Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.

Untrusted display-only summary

Create Employee

ZOHO_BOOKS_CREATE_EMPLOYEE

Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.

Untrusted display-only summary

Create Exchange Rate

ZOHO_BOOKS_CREATE_EXCHANGE_RATE

Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

Untrusted display-only summary

Create Expense

ZOHO_BOOKS_CREATE_EXPENSE

Tool to create a new expense in Zoho Books. Use when you need to record business expenses.

Untrusted display-only summary

Create Invoice From Sales Order

ZOHO_BOOKS_CREATE_INVOICE_FROM_SALESORDER

Tool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.

Untrusted display-only summary

Provenance

Versioned facts, explicit trust.

The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.

Repository
https://github.com/provider-directoryHQ/provider-directory
Commit
85e33f6a81dfe987f6fc3637d48d45052cea8ca5
Generated
2026-09-12
Trust policy
untrusted_display_only

Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.