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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 151–180 of 265 actions

List Chart Of Accounts

ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS

Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.

Untrusted display-only summary

List Chart of Account Transactions

ZOHO_BOOKS_LIST_CHART_OF_ACCOUNT_TRANSACTIONS

Tool to list transactions for a specific chart of account. Use when you need to retrieve transaction history for an account with optional filters.

Untrusted display-only summary

List Contact Comments

ZOHO_BOOKS_LIST_CONTACT_COMMENTS

Tool to retrieve recent activities and comments for a specific contact. Use when you need to fetch the comment history of a contact.

Untrusted display-only summary

List Contact Persons

ZOHO_BOOKS_LIST_CONTACT_PERSONS

Tool to retrieve a paginated list of contact persons from Zoho Books. Use when you need to list all contact persons across all contacts in the organization.

Untrusted display-only summary

List Contact Refunds

ZOHO_BOOKS_LIST_CONTACT_REFUNDS

Tool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.

Untrusted display-only summary

List Contacts

ZOHO_BOOKS_LIST_CONTACTS

Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.

Untrusted display-only summary

List Credit Note Refunds

ZOHO_BOOKS_LIST_CREDIT_NOTE_REFUNDS

Tool to retrieve a paginated list of credit note refunds with filters. Use when you need to fetch credit note refunds from Zoho Books.

Untrusted display-only summary

List Credit Notes

ZOHO_BOOKS_LIST_CREDIT_NOTES

Tool to retrieve a paginated list of credit notes with optional filters. Use when you need to discover credit note IDs or fetch credit notes by status, customer, date, or amount.

Untrusted display-only summary

List Currencies

ZOHO_BOOKS_LIST_CURRENCIES

Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.

Untrusted display-only summary

List Customer Payment Refunds

ZOHO_BOOKS_LIST_CUSTOMER_PAYMENT_REFUNDS

Tool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.

Untrusted display-only summary

List Customer Payments

ZOHO_BOOKS_LIST_CUSTOMER_PAYMENTS

Tool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.

Untrusted display-only summary

List Employees

ZOHO_BOOKS_LIST_EMPLOYEES

Tool to retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books.

Untrusted display-only summary

List Estimate Comments & History

ZOHO_BOOKS_LIST_ESTIMATE_COMMENTS_AND_HISTORY

Tool to retrieve comments and history for a specific estimate. Use when you need to fetch activity log, status changes, or user comments associated with an estimate.

Untrusted display-only summary

List Estimates

ZOHO_BOOKS_LIST_ESTIMATES

Tool to retrieve a paginated list of estimates with optional filters. Use when you need to discover estimate IDs or fetch estimates by status, customer, date range, or amount.

Untrusted display-only summary

List Estimate Templates

ZOHO_BOOKS_LIST_ESTIMATE_TEMPLATES

Tool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.

Untrusted display-only summary

List Expense Comments

ZOHO_BOOKS_LIST_EXPENSE_COMMENTS

Tool to retrieve history and comments for a specific expense. Use when you need to fetch the comment history and activity log of an expense.

Untrusted display-only summary

List Expenses

ZOHO_BOOKS_LIST_EXPENSES

Tool to retrieve a paginated list of expenses with filters and search. Use when you need to fetch and filter expenses from Zoho Books.

Untrusted display-only summary

List Fixed Assets

ZOHO_BOOKS_LIST_FIXED_ASSETS

Tool to retrieve a paginated list of fixed assets from Zoho Books. Use when you need to fetch and filter fixed assets with optional sorting and pagination.

Untrusted display-only summary

List Fixed Asset Types

ZOHO_BOOKS_LIST_FIXED_ASSET_TYPES

Tool to retrieve a paginated list of fixed asset types from Zoho Books. Use when you need to fetch available fixed asset type classifications for categorizing fixed assets.

Untrusted display-only summary

List Invoice Comments and History

ZOHO_BOOKS_LIST_INVOICE_COMMENTS_AND_HISTORY

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

Untrusted display-only summary

List Invoice Credits Applied

ZOHO_BOOKS_LIST_INVOICE_CREDITS_APPLIED

Tool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.

Untrusted display-only summary

List Invoice Payments

ZOHO_BOOKS_LIST_INVOICE_PAYMENTS

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

Untrusted display-only summary

List Invoices

ZOHO_BOOKS_LIST_INVOICES

Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.

Untrusted display-only summary

List Invoice Templates

ZOHO_BOOKS_LIST_INVOICE_TEMPLATES

Tool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.

Untrusted display-only summary

List Item Details

ZOHO_BOOKS_LIST_ITEM_DETAILS

Tool to bulk fetch details for multiple items from Zoho Books using their IDs. Use when you need to retrieve detailed information for multiple items in a single API call.

Untrusted display-only summary

List Items

ZOHO_BOOKS_LIST_ITEMS

Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.

Untrusted display-only summary

List Journal Templates

ZOHO_BOOKS_LIST_JOURNAL_TEMPLATES

Tool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.

Untrusted display-only summary

List Locations

ZOHO_BOOKS_LIST_LOCATIONS

Tool to list all locations in the organization. Use when you need to retrieve all available locations from Zoho Books.

Untrusted display-only summary

List Organizations

ZOHO_BOOKS_LIST_ORGANIZATIONS

Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.

Untrusted display-only summary

List Projects

ZOHO_BOOKS_LIST_PROJECTS

Tool to retrieve a paginated list of projects with optional filters. Use when you need to fetch projects from Zoho Books for a specific organization.

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.