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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 31–60 of 265 actions

Create Item

ZOHO_BOOKS_CREATE_ITEM

Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API returns code=1001 with message indicating the duplicate. Check the response code to handle this…

Untrusted display-only summary

Create Journal

ZOHO_BOOKS_CREATE_JOURNAL

Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.

Untrusted display-only summary

Create Location

ZOHO_BOOKS_CREATE_LOCATION

Tool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.

Untrusted display-only summary

Create Project

ZOHO_BOOKS_CREATE_PROJECT

Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.

Untrusted display-only summary

Create Recurring Bill

ZOHO_BOOKS_CREATE_RECURRING_BILL

Tool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).

Untrusted display-only summary

Create Recurring Expense

ZOHO_BOOKS_CREATE_RECURRING_EXPENSE

Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.

Untrusted display-only summary

Create Recurring Invoice

ZOHO_BOOKS_CREATE_RECURRING_INVOICE

Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.

Untrusted display-only summary

Create Reporting Tag

ZOHO_BOOKS_CREATE_REPORTING_TAG

Tool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.

Untrusted display-only summary

Create Bank Account Rule

ZOHO_BOOKS_CREATE_RULE

Tool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts) based on transaction criteria like amount, description, or payee.

Untrusted display-only summary

Create Sales Receipt

ZOHO_BOOKS_CREATE_SALES_RECEIPT

Tool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.

Untrusted display-only summary

Create Time Entry

ZOHO_BOOKS_CREATE_TIME_ENTRY

Tool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.

Untrusted display-only summary

Create User

ZOHO_BOOKS_CREATE_USER

Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.

Untrusted display-only summary

Create Vendor Credit

ZOHO_BOOKS_CREATE_VENDOR_CREDIT

Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.

Untrusted display-only summary

Create Vendor Payment

ZOHO_BOOKS_CREATE_VENDOR_PAYMENT

Tool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.

Untrusted display-only summary

Deactivate Bank Account

ZOHO_BOOKS_DEACTIVATE_BANK_ACCOUNT

Tool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.

Untrusted display-only summary

Delete Bank Account

ZOHO_BOOKS_DELETE_BANK_ACCOUNT

Tool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.

Untrusted display-only summary

Delete Bank Transaction

ZOHO_BOOKS_DELETE_BANK_TRANSACTION

Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

Untrusted display-only summary

Delete Bill

ZOHO_BOOKS_DELETE_BILL

Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.

Untrusted display-only summary

Delete Bill Attachment

ZOHO_BOOKS_DELETE_BILL_ATTACHMENT

Tool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.

Untrusted display-only summary

Delete Bill Comment

ZOHO_BOOKS_DELETE_BILL_COMMENT

Tool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.

Untrusted display-only summary

Delete Bill Payment

ZOHO_BOOKS_DELETE_BILL_PAYMENT

Tool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.

Untrusted display-only summary

Delete Bulk Customer Payments

ZOHO_BOOKS_DELETE_BULK_CUSTOMER_PAYMENTS

Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.

Untrusted display-only summary

Delete Bulk Vendor Payments

ZOHO_BOOKS_DELETE_BULK_VENDOR_PAYMENTS

Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.

Untrusted display-only summary

Delete Chart of Account

ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT

Tool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.

Untrusted display-only summary

Delete Chart Of Account Transaction

ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT_TRANSACTION

Tool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.

Untrusted display-only summary

Delete Contact

ZOHO_BOOKS_DELETE_CONTACT

Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

Untrusted display-only summary

Delete Contact Address

ZOHO_BOOKS_DELETE_CONTACT_ADDRESS

Tool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.

Untrusted display-only summary

Delete Contact Person

ZOHO_BOOKS_DELETE_CONTACT_PERSON

Tool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.

Untrusted display-only summary

Delete Credit Note

ZOHO_BOOKS_DELETE_CREDIT_NOTE

Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.

Untrusted display-only summary

Delete Credit Note Comment

ZOHO_BOOKS_DELETE_CREDIT_NOTE_COMMENT

Tool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.

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.