Awesome-claude-skills Zoho Books Automation

Automate Zoho Books accounting workflows including invoice creation, bill management, contact lookup, payment tracking, and multi-organization support through natural language commands

install

source · Clone the upstream repo

git clone https://github.com/ComposioHQ/awesome-claude-skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/ComposioHQ/awesome-claude-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/composio-skills/zoho-books-automation" ~/.claude/skills/composiohq-awesome-claude-skills-zoho-books-automation && rm -rf "$T"

manifest: composio-skills/zoho-books-automation/SKILL.md

Zoho Books Automation

Automate Zoho Books accounting workflows -- create and manage invoices, track bills and payments, look up contacts, export PDFs, and handle multi-organization setups -- all through natural language.

Toolkit docs: composio.dev/toolkits/zoho_books

Setup

Add the Rube MCP server to your environment:
```
https://rube.app/mcp
```
Connect your Zoho Books account when prompted (OAuth flow via Composio)
Start issuing natural language commands for Zoho Books automation

Core Workflows

1. Discover Organizations

Retrieve all organizations for the authenticated user. This is a prerequisite since

organization_id

is required by nearly every other endpoint.

Tool:

ZOHO_BOOKS_LIST_ORGANIZATIONS

No parameters required. Returns organization IDs, names, and metadata.

Always call this first to obtain the
organization_id
needed by all other Zoho Books tools.

Example prompt:

"List my Zoho Books organizations"

2. Create and Manage Invoices

Create invoices with line items, manage existing invoices, and export them as PDFs.

Create:

ZOHO_BOOKS_CREATE_INVOICE

Key parameters:

```
organization_id
```
-- target organization (required)
```
customer_id
```
-- customer to bill (required)
```
line_items
```
-- array of line items (required), each with:
- ```
item_id
```
  or
```
name
```
  -- reference existing item or create ad-hoc line
- ```
quantity
```
  ,
```
rate
```
  -- amount details
- ```
description
```
  ,
```
tax_id
```
  ,
```
discount
```
  -- optional details
```
date
```
/
```
due_date
```
-- dates in
```
YYYY-MM-DD
```
format

invoice_number

-- custom number (set

ignore_auto_number_generation=true

)

discount

discount_type

-- invoice-level discount (

entity_level

item_level

)

```
notes
```
/
```
terms
```
-- printed on the invoice
```
send
```
-- email the invoice immediately after creation
```
payment_terms
```
-- number of days for payment

List:

ZOHO_BOOKS_LIST_INVOICES

Key parameters:

```
organization_id
```
(required)

status

sent

draft

overdue

paid

void

unpaid

partially_paid

viewed

```
customer_id
```
/
```
customer_name
```
-- filter by customer
```
date_start
```
/
```
date_end
```
-- date range filter (
```
YYYY-MM-DD
```
)
```
search_text
```
-- search invoice number, reference, or customer name

sort_column

sort_order

-- sort by

date

due_date

total

balance

, etc.

```
page
```
/
```
per_page
```
-- pagination (max 200 per page)

Get details:

ZOHO_BOOKS_GET_INVOICE

-- fetch by

invoice_id

with

accept

format:

json

pdf

, or

html

Delete:

ZOHO_BOOKS_DELETE_INVOICE

-- remove by

invoice_id

Bulk export:

ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF

-- merge up to 25 invoices into a single PDF

Bulk print:

ZOHO_BOOKS_BULK_PRINT_INVOICES

-- generate a combined print-ready PDF for up to 25 invoices

Example prompt:

"Create an invoice for customer 1234567890 with 2 line items: 10 units of Widget A at $25 each, and 5 units of Widget B at $50 each, due in 30 days"

3. Track and Manage Bills

List, view, and update vendor bills with comprehensive filtering.

List:

ZOHO_BOOKS_LIST_BILLS

Key parameters:

```
organization_id
```
(required)
```
status
```
--
```
paid
```
,
```
open
```
,
```
overdue
```
,
```
void
```
,
```
partially_paid
```
```
vendor_id
```
/
```
vendor_name_contains
```
-- filter by vendor
```
bill_number
```
/
```
bill_number_contains
```
-- filter by bill number
```
date_start
```
/
```
date_end
```
-- date range filter
```
total_greater_than
```
/
```
total_less_than
```
-- amount range filters

sort_column

sort_order

-- sort by

vendor_name

bill_number

date

due_date

total

, etc.

```
page
```
/
```
per_page
```
-- pagination (max 200)

Get details:

ZOHO_BOOKS_GET_BILL

-- fetch full bill by

bill_id

and

organization_id

Update:

ZOHO_BOOKS_UPDATE_BILL

-- modify existing bill (requires

bill_id

organization_id

vendor_id

bill_number

)

Example prompt:

"List all overdue bills for my organization, sorted by due date"

4. Look Up Contacts

Search and filter contacts (customers and vendors) for use in invoices and bills.

Tool:

ZOHO_BOOKS_LIST_CONTACTS

Key parameters:

```
organization_id
```
(required)
```
contact_type
```
--
```
customer
```
or
```
vendor
```

contact_name_contains

contact_name_startswith

-- name filters

```
email_contains
```
/
```
email_startswith
```
-- email filters
```
company_name_contains
```
-- company name filter

filter_by

-- status filter:

Status.Active

Status.Inactive

Status.Duplicate

, etc.

```
search_text
```
-- search by contact name or notes (max 100 chars)

sort_column

-- sort by

contact_name

email

outstanding_receivable_amount

created_time

, etc.

```
page
```
/
```
per_page
```
-- pagination (max 200)

Example prompt:

"Find all active customers whose company name contains 'Acme'"

5. Track Invoice Payments

List all payments recorded against a specific invoice.

Tool:

ZOHO_BOOKS_LIST_INVOICE_PAYMENTS

Key parameters:

```
invoice_id
```
-- the invoice to check (required)
```
organization_id
```
-- the organization (required)

Returns all payment transactions applied to the invoice including amounts, dates, and payment methods.

Example prompt:

"Show all payments recorded against invoice 451025000000123045"

6. Full Invoicing Workflow

Combine tools for end-to-end invoice management:

Organization:

ZOHO_BOOKS_LIST_ORGANIZATIONS

-- get

organization_id

Contacts:
```
ZOHO_BOOKS_LIST_CONTACTS
```
-- find or verify
```
customer_id
```
Create:
```
ZOHO_BOOKS_CREATE_INVOICE
```
-- create invoice with line items
Review:
```
ZOHO_BOOKS_GET_INVOICE
```
-- fetch invoice details or PDF
Track:
```
ZOHO_BOOKS_LIST_INVOICE_PAYMENTS
```
-- monitor payment status
Export:
```
ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF
```
-- batch export for records

Example prompt:

"Find the customer ID for 'Acme Corp', create an invoice for them with consulting services, and then get the PDF"

Known Pitfalls

Pitfall	Details
Organization ID always required	Nearly every endpoint requires `organization_id` -- always call `ZOHO_BOOKS_LIST_ORGANIZATIONS` first
Line items required for invoices	`ZOHO_BOOKS_CREATE_INVOICE` requires at least one line item with either `item_id` or `name`
Invoice ID format	Use the numeric `invoice_id` from the invoice object (e.g., `7472322000000264123` ), not the encoded ID from `invoice_url`
Bulk limits	Both `ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF` and `ZOHO_BOOKS_BULK_PRINT_INVOICES` accept a maximum of 25 invoice IDs
Pagination max 200	All list endpoints cap at 200 records per page -- iterate pages for complete results
Bill update requires all fields	`ZOHO_BOOKS_UPDATE_BILL` requires `bill_id` , `organization_id` , `vendor_id` , and `bill_number` even for partial updates
Date format	All date parameters use `YYYY-MM-DD` format
response_option undocumented	`ZOHO_BOOKS_LIST_INVOICES` has an undocumented `response_option` parameter (0=full, 1=full+totals, 2=counts only) that may change without notice

Quick Reference

Action	Tool Slug	Key Params
List organizations	`ZOHO_BOOKS_LIST_ORGANIZATIONS`	(none)
Create invoice	`ZOHO_BOOKS_CREATE_INVOICE`	`organization_id` , `customer_id` , `line_items`
List invoices	`ZOHO_BOOKS_LIST_INVOICES`	`organization_id` , `status` , `date_start`
Get invoice	`ZOHO_BOOKS_GET_INVOICE`	`invoice_id` , `organization_id` , `accept`
Delete invoice	`ZOHO_BOOKS_DELETE_INVOICE`	`invoice_id` , `organization_id`
Bulk export PDF	`ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF`	`organization_id` , `invoice_ids`
Bulk print	`ZOHO_BOOKS_BULK_PRINT_INVOICES`	`organization_id` , `invoice_ids`
List bills	`ZOHO_BOOKS_LIST_BILLS`	`organization_id` , `status` , `vendor_id`
Get bill	`ZOHO_BOOKS_GET_BILL`	`bill_id` , `organization_id`
Update bill	`ZOHO_BOOKS_UPDATE_BILL`	`bill_id` , `organization_id` , `vendor_id`
List contacts	`ZOHO_BOOKS_LIST_CONTACTS`	`organization_id` , `contact_type` , `search_text`
List payments	`ZOHO_BOOKS_LIST_INVOICE_PAYMENTS`	`invoice_id` , `organization_id`