Zoho Books

Tool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.

Untrusted display-only summary

Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.

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Tool to fetch the last attached attachment from a specific invoice. Use when you need to download a document attached to an invoice.

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Tool to retrieve the pre-populated email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending an invoice email.

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Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.

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Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API. Use when you need to view credits associated with a journal entry.

Untrusted display-only summary

Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta). Use when you need complete journal information including line items, tax details, metadata, and approvals.

Untrusted display-only summary

Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API. Use when you need to fetch and filter journal entries with advanced filtering options.

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Tool to get details of previously imported statement for a bank account. Use when you need to retrieve information about the last statement import.

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Tool to retrieve potential matching transactions for an uncategorized bank transaction. Use when you need to find existing transactions that could be matched with an imported or uncategorized transaction for reconciliation purposes.

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Tool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books.

Untrusted display-only summary

Tool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.

Untrusted display-only summary

Tool to retrieve the pre-populated payment reminder email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending a payment reminder.

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Tool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.

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Tool to fetch details of a specific user associated with a project. Use when you need to retrieve user information for a project.

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Tool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information.

Untrusted display-only summary

Tool to retrieve a single recurring invoice profile's full configuration by ID. Returns complete schedule, customer, line items, and status for 'read-before-write' update safety.

Untrusted display-only summary

Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.

Untrusted display-only summary

Tool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order.

Untrusted display-only summary

Tool to retrieve the pre-populated email content for a sales order. Use when you need to get the email template, subject, body, and recipients before sending a sales order email.

Untrusted display-only summary

Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.

Untrusted display-only summary

Tool to fetch details of a specific vendor credit refund. Use when you need to retrieve information about a refund associated with a vendor credit.

Untrusted display-only summary

Tool to import bank or credit card statement transactions in bulk. Use when you need to import multiple transactions from a bank statement.

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Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. Paginate using `page` and `per_page` for large organizations with many accounts.

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Tool to list all rules created for a bank or credit card account. Use when you need to retrieve rules for transaction categorization and automation.

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Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.

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Tool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting.

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Tool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill.

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Tool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.

Untrusted display-only summary

Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.

Untrusted display-only summary