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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 181–210 of 265 actions

List Project Users

ZOHO_BOOKS_LIST_PROJECT_USERS

Tool to retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books.

Untrusted display-only summary

List Purchase Orders

ZOHO_BOOKS_LIST_PURCHASE_ORDERS

Tool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination.

Untrusted display-only summary

List Recurring Bill History

ZOHO_BOOKS_LIST_RECURRING_BILL_HISTORY

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

Untrusted display-only summary

List Recurring Invoice History

ZOHO_BOOKS_LIST_RECURRING_INVOICE_HISTORY

Tool to retrieve comments and history for a specific recurring invoice. Use when you need to view all activities, comments, and historical changes associated with a recurring invoice.

Untrusted display-only summary

List Reporting Tags

ZOHO_BOOKS_LIST_REPORTING_TAGS

Tool to retrieve all reporting tags from Zoho Books. Use when you need to list reporting tags for categorization and filtering purposes.

Untrusted display-only summary

List Retainer Invoices

ZOHO_BOOKS_LIST_RETAINER_INVOICES

Tool to retrieve a paginated list of retainer invoices with filters and sorting. Use when listing retainer invoices before processing them.

Untrusted display-only summary

List Sales Order Comments & History

ZOHO_BOOKS_LIST_SALES_ORDER_COMMENTS_AND_HISTORY

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

Untrusted display-only summary

List Sales Orders

ZOHO_BOOKS_LIST_SALES_ORDERS

Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.

Untrusted display-only summary

List Sales Receipts

ZOHO_BOOKS_LIST_SALES_RECEIPTS

Tool to retrieve a paginated list of sales receipts with filters. Use when you need to fetch sales receipts by customer, date range, amount, or other criteria.

Untrusted display-only summary

List Tasks

ZOHO_BOOKS_LIST_TASKS

Tool to retrieve a paginated list of tasks for a specific project. Use when you need to fetch tasks associated with a project in Zoho Books.

Untrusted display-only summary

List Taxes

ZOHO_BOOKS_LIST_TAXES

Tool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books.

Untrusted display-only summary

List Tax Exemptions

ZOHO_BOOKS_LIST_TAX_EXEMPTIONS

Tool to retrieve a list of tax exemptions from Zoho Books. Use when you need to list tax exemptions for US Edition organizations. This feature is only available for US Edition of Zoho Books.

Untrusted display-only summary

List Users

ZOHO_BOOKS_LIST_USERS

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

Untrusted display-only summary

List Vendor Credit Refunds

ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS

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

Untrusted display-only summary

List Vendor Credit Refunds

ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS2

Tool to list refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit.

Untrusted display-only summary

List Vendor Credits

ZOHO_BOOKS_LIST_VENDOR_CREDITS

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

Untrusted display-only summary

List Vendor Payment Refunds

ZOHO_BOOKS_LIST_VENDOR_PAYMENT_REFUNDS

Tool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.

Untrusted display-only summary

List Vendor Payments

ZOHO_BOOKS_LIST_VENDOR_PAYMENTS

Tool to retrieve a paginated list of vendor payments with filters and search. Use when listing vendor payments for reporting or reconciliation.

Untrusted display-only summary

Mark Bill Open

ZOHO_BOOKS_MARK_BILL_OPEN

Tool to mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status).

Untrusted display-only summary

Mark Bill Void

ZOHO_BOOKS_MARK_BILL_VOID

Tool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.

Untrusted display-only summary

Mark Contact as Active

ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE

Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.

Untrusted display-only summary

Mark Contact as Inactive

ZOHO_BOOKS_MARK_CONTACT_AS_INACTIVE

Tool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.

Untrusted display-only summary

Mark Estimate As Sent

ZOHO_BOOKS_MARK_ESTIMATE_AS_SENT

Tool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.

Untrusted display-only summary

Mark Invoice As Sent

ZOHO_BOOKS_MARK_INVOICE_AS_SENT

Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.

Untrusted display-only summary

Mark Item as Active

ZOHO_BOOKS_MARK_ITEM_AS_ACTIVE

Tool to mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID.

Untrusted display-only summary

Mark Item as Inactive

ZOHO_BOOKS_MARK_ITEM_INACTIVE

Tool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID.

Untrusted display-only summary

Mark Location Active

ZOHO_BOOKS_MARK_LOCATION_ACTIVE

Tool to mark a location as active. Use when you need to activate a previously inactive location.

Untrusted display-only summary

Mark Location as Inactive

ZOHO_BOOKS_MARK_LOCATION_INACTIVE

Tool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.

Untrusted display-only summary

Mark Location Primary

ZOHO_BOOKS_MARK_LOCATION_PRIMARY

Tool to mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID.

Untrusted display-only summary

Mark Project Active

ZOHO_BOOKS_MARK_PROJECT_ACTIVE

Tool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.

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.