Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem zoho-books · 265 tools · no triggers

Connect it

run auth zoho-books
run auth zoho-books --scope team    # shared with the organization

Or from the Integrations page in the console. See Connections for personal versus shared, and who may remove one.

Use it

run zoho-books          # common commands
run zoho-books --all    # every command

import { zohoBooks } from "@boxd/run";

Common tools

Tool	What it does
`apply-credit-note-to-invoice`	Tool to apply a credit note to one or more invoices in Zoho Books.
`apply-credits-to-invoice`	Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.
`convert-purchase-order-to-bill`	Tool to retrieve bill data from purchase orders for conversion.
`create-bank-account`	Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.
`create-bank-transaction`	Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs.
`create-chart-of-account`	Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the…
`create-contact`	Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.
`create-employee`	Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.
`create-expense`	Tool to create a new expense in Zoho Books. Use when you need to record business expenses.
`create-invoice-from-salesorder`	Tool to create an instant invoice from an existing sales order.
`create-item`	Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details.
`create-journal`	Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.
`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.
`create-project`	Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.
`create-recurring-expense`	Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.
`create-rule`	Tool to create a rule for automatic transaction categorization.
`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.
`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.
`create-user`	Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.
`create-vendor-credit`	Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.
`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.
`delete-bank-transaction`	Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.
`get-chart-of-account`	Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.
`get-contact`	Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.
`get-credit-note`	Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.

All 265 tools

Tool	What it does
`accept-estimate`	Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.
`activate-bank-account`	Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.
`add-bill-attachment`	Tool to add an attachment to an existing bill in Zoho Books.
`add-bill-comment`	Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.
`add-contact-address`	Tool to add an additional address to a contact in Zoho Books.
`add-invoice-comment`	Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.
`add-project-comment`	Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.
`add-purchase-order-comment`	Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.
`add-sales-order-comment`	Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.
`add-vendor-credit-comment`	Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.
`apply-credit-note-to-invoice`	Tool to apply a credit note to one or more invoices in Zoho Books.
`apply-credits-to-bill`	Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.
`apply-credits-to-invoice`	Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.
`bulk-export-invoices-pdf`	Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.
`bulk-print-invoices`	Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.
`categorize-as-customer-payment-refund`	Tool to categorize an uncategorized bank transaction as a customer payment refund.
`categorize-uncategorized-transaction`	Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.
`clone-project`	Tool to clone an existing project. Use when duplicating a project with a new name and optional description.
`convert-purchase-order-to-bill`	Tool to retrieve bill data from purchase orders for conversion.
`create-bank-account`	Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.
`create-bank-transaction`	Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs.
`create-chart-of-account`	Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the…
`create-contact`	Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.
`create-contact-person`	Tool to create a new contact person for an existing contact in Zoho Books.
`create-currency`	Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.
`create-customer-payment-refund`	Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.
`create-employee`	Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.
`create-exchange-rate`	Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.
`create-expense`	Tool to create a new expense in Zoho Books. Use when you need to record business expenses.
`create-invoice-from-salesorder`	Tool to create an instant invoice from an existing sales order.
`create-item`	Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details.
`create-journal`	Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.
`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.
`create-project`	Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.
`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).
`create-recurring-expense`	Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.
`create-recurring-invoice`	Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.
`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…
`create-rule`	Tool to create a rule for automatic transaction categorization.
`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.
`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.
`create-user`	Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.
`create-vendor-credit`	Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.
`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.
`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.
`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.
`delete-bank-transaction`	Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.
`delete-bill`	Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.
`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.
`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.
`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.
`delete-bulk-customer-payments`	Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.
`delete-bulk-vendor-payments`	Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.
`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.
`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.
`delete-contact`	Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.
`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.
`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.
`delete-credit-note`	Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.
`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.
`delete-credit-note-refund`	Tool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.
`delete-currency`	Tool to delete a specific currency from organization settings.
`delete-customer-payment`	Tool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.
`delete-customer-payment-refund`	Tool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID.
`delete-employee`	Tool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID.
`delete-estimate`	Tool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.
`delete-exchange-rate`	Tool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.
`delete-expense`	Tool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID.
`delete-expense-receipt`	Tool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.
`delete-invoice`	Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.
`delete-invoice-attachment`	Tool to delete the last attached attachment from an invoice.
`delete-invoice-comment`	Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.
`delete-invoice-document`	Tool to delete a document/attachment from a specific invoice.
`delete-invoice-payment`	Tool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.
`delete-item`	Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.
`delete-journal-comment-v4`	Tool to delete a journal comment using Zoho Books API v4 (Beta).
`delete-journal-document`	Tool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal.
`delete-journals`	Tool to delete multiple journal entries in one request. Use when you need to remove multiple journals after confirming their IDs.
`delete-journal-v4`	Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.
`delete-location`	Tool to delete a specific location. Use when you need to remove a location from the organization.
`delete-project-comment-v4`	Tool to delete a project comment using v4 Beta API. Use when you need to remove an existing comment from a project after confirming its ID.
`delete-project-task`	Tool to delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID.
`delete-project-v4`	Tool to delete a specific project using v4 Beta API. Use when you need to remove an existing project after confirming its ID.
`delete-purchase-order`	Tool to delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID.
`delete-purchase-order-attachment`	Tool to delete an attachment from a purchase order. Use when you need to remove a file attached to a purchase order after confirming the purchase order ID.
`delete-purchase-order-comment`	Tool to delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID.
`delete-recurring-bill`	Tool to delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID.
`delete-recurring-invoice`	Tool to delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID.
`delete-rule`	Tool to delete a bank account rule from your account. Use when you need to remove a rule and make it no longer applicable on transactions.
`delete-sales-order-comment`	Tool to delete a comment from a sales order. Use when you need to remove a specific comment from a sales order.
`delete-sales-receipt`	Tool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.
`delete-time-entry`	Tool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID.
`delete-vendor-credit`	Tool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.
`delete-vendor-credit-refund`	Tool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.
`delete-vendor-payment`	Tool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.
`disable-contact-payment-reminder`	Tool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.
`disable-invoice-payment-reminder`	Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.
`email-contact-statement`	Tool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.
`email-estimate`	Tool to send an estimate email. Use after estimate creation to share it with the customer.
`email-invoice`	Tool to send an invoice email. Use after invoice creation to share it with the customer.
`enable-contact-payment-reminder`	Tool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.
`enable-contact-portal`	Tool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.
`enable-invoice-payment-reminder`	Tool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.
`exclude-bank-transaction`	Tool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization.
`export-bulk-estimates-pdf`	Tool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge.
`export-sales-orders-pdf`	Tool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge.
`get-all-tag-options`	Tool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.
`get-bank-account`	Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.
`get-base-currency-adjustment`	Tool to fetch details of a specific base currency adjustment.
`get-bill`	Tool to fetch details of a specific bill. Use after confirming the organization context.
`get-bill-attachment`	Tool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.
`get-chart-of-account`	Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.
`get-contact`	Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.
`get-contact-address`	Tool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact.
`get-contact-person`	Tool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact.
`get-contact-statement-mail`	Tool to retrieve the pre-populated email content for a contact statement.
`get-credit-note`	Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.
`get-currency`	Tool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.
`get-estimate`	Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.
`get-estimate-email`	Tool to retrieve the pre-populated email content for an estimate.
`get-expense`	Tool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.
`get-invoice`	Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.
`get-invoice-attachment`	Tool to fetch the last attached attachment from a specific invoice.
`get-invoice-email`	Tool to retrieve the pre-populated email content for an invoice.
`get-item`	Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.
`get-journal-credits-list-v4`	Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API.
`get-journal-details-v4`	Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta).
`get-journals-list-v4`	Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API.
`get-last-imported-statement`	Tool to get details of previously imported statement for a bank account.
`get-matching-bank-transactions`	Tool to retrieve potential matching transactions for an uncategorized bank transaction.
`get-opening-balance`	Tool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books.
`get-organization`	Tool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.
`get-payment-reminder-mail-content-for-invoice`	Tool to retrieve the pre-populated payment reminder email content for an invoice.
`get-project`	Tool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.
`get-project-user`	Tool to fetch details of a specific user associated with a project.
`get-purchase-order`	Tool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information.
`get-recurring-invoice`	Tool to retrieve a single recurring invoice profile’s full configuration by ID.
`get-sales-order`	Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.
`get-sales-order-attachment`	Tool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order.
`get-sales-order-email-content`	Tool to retrieve the pre-populated email content for a sales order.
`get-user`	Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.
`get-vendor-credit-refund`	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.
`import-bank-statements`	Tool to import bank or credit card statement transactions in bulk.
`list-bank-accounts`	Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview.
`list-bank-rules`	Tool to list all rules created for a bank or credit card account.
`list-bank-transactions`	Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.
`list-base-currency-adjustments`	Tool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting.
`list-bill-comments-and-history`	Tool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill.
`list-bill-payments`	Tool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.
`list-bills`	Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.
`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.
`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.
`list-contact-comments`	Tool to retrieve recent activities and comments for a specific contact.
`list-contact-persons`	Tool to retrieve a paginated list of contact persons from Zoho Books.
`list-contact-refunds`	Tool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.
`list-contacts`	Tool to retrieve a paginated list of contacts with optional filters.
`list-credit-note-refunds`	Tool to retrieve a paginated list of credit note refunds with filters.
`list-credit-notes`	Tool to retrieve a paginated list of credit notes with optional filters.
`list-currencies`	Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.
`list-customer-payment-refunds`	Tool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.
`list-customer-payments`	Tool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.
`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.
`list-estimate-comments-and-history`	Tool to retrieve comments and history for a specific estimate.
`list-estimates`	Tool to retrieve a paginated list of estimates with optional filters.
`list-estimate-templates`	Tool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.
`list-expense-comments`	Tool to retrieve history and comments for a specific expense.
`list-expenses`	Tool to retrieve a paginated list of expenses with filters and search.
`list-fixed-assets`	Tool to retrieve a paginated list of fixed assets from Zoho Books.
`list-fixed-asset-types`	Tool to retrieve a paginated list of fixed asset types from 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.
`list-invoice-credits-applied`	Tool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.
`list-invoice-payments`	Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.
`list-invoices`	Tool to retrieve a paginated list of invoices with filters and search.
`list-invoice-templates`	Tool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.
`list-item-details`	Tool to bulk fetch details for multiple items from Zoho Books using their IDs.
`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.
`list-journal-templates`	Tool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.
`list-locations`	Tool to list all locations in the organization. Use when you need to retrieve all available locations from 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.
`list-projects`	Tool to retrieve a paginated list of projects with optional filters.
`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.
`list-purchase-orders`	Tool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination.
`list-recurring-bill-history`	Tool to list comments and history entries for a recurring bill.
`list-recurring-invoice-history`	Tool to retrieve comments and history for a specific recurring invoice.
`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.
`list-retainer-invoices`	Tool to retrieve a paginated list of retainer invoices with filters and sorting.
`list-sales-order-comments-and-history`	Tool to list comments and history entries for a sales order.
`list-sales-orders`	Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.
`list-sales-receipts`	Tool to retrieve a paginated list of sales receipts with filters.
`list-tasks`	Tool to retrieve a paginated list of tasks for a specific project.
`list-taxes`	Tool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in 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.
`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.
`list-vendor-credit-refunds`	Tool to retrieve a paginated list of vendor credit refunds with filters.
`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.
`list-vendor-credits`	Tool to retrieve a paginated list of vendor credits with filters and search.
`list-vendor-payment-refunds`	Tool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.
`list-vendor-payments`	Tool to retrieve a paginated list of vendor payments with filters and search.
`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).
`mark-bill-void`	Tool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.
`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.
`mark-contact-as-inactive`	Tool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.
`mark-estimate-as-sent`	Tool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.
`mark-invoice-as-sent`	Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.
`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.
`mark-item-inactive`	Tool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID.
`mark-location-active`	Tool to mark a location as active. Use when you need to activate a previously inactive location.
`mark-location-inactive`	Tool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.
`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.
`mark-project-active`	Tool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.
`mark-reporting-tag-as-active`	Tool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.
`mark-reporting-tag-as-inactive`	Tool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.
`mark-reporting-tag-default-option`	Tool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice.
`mark-retainer-invoice-sent`	Tool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.
`mark-sales-order-void`	Tool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.
`mark-tag-option-active`	Tool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.
`mark-tag-option-as-inactive`	Tool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.
`mark-user-inactive`	Tool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.
`mark-vendor-credit-void`	Tool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.
`open-sales-order`	Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.
`print-bulk-estimates`	Tool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing.
`print-bulk-sales-orders`	Tool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing.
`remind-customer-invoice`	Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.
`resume-recurring-invoice`	Tool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.
`send-bulk-invoice-reminder`	Tool to send payment reminders for multiple invoices at once.
`send-contact-email`	Tool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.
`stop-recurring-invoice`	Tool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.
`untrack-contact1099`	Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.
`update-bank-transaction`	Tool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after…
`update-bill`	Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books.
`update-contact`	Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.
`update-contact-person`	Tool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact_person_id.
`update-credit-note-refund`	Tool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note - change the…
`update-currency`	Tool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision.
`update-custom-fields-in-item`	Tool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties.
`update-estimate`	Tool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.
`update-estimate-billing-address`	Tool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books.
`update-estimate-shipping-address`	Tool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate.
`update-estimate-template`	Tool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate.
`update-invoice`	Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books - change line items, dates, or other invoice fields.
`update-invoice-attachment-preference`	Tool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed.
`update-invoice-billing-address`	Tool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.
`update-invoice-shipping-address`	Tool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books.
`update-invoice-template`	Tool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice.
`update-item`	Tool to update details of a specific item. Use when you need to modify an existing item’s attributes after fetching its current state.
`update-journal`	Tool to update a journal entry in Zoho Books. Use when modifying existing journal entries - changing line items, dates, amounts, or other journal fields.
`update-location`	Tool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users.
`update-organization`	Tool to update an organization’s settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings.
`update-project`	Tool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes.
`update-project-user`	Tool to update a user’s details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.
`update-purchase-order-billing-address`	Tool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order.
`update-purchase-order-comment`	Tool to update a comment on a purchase order. Use when you need to modify the text of an existing comment.
`update-recurring-bill`	Tool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill’s details such as vendor, recurrence pattern…
`update-recurring-invoice-template`	Tool to update the template associated with a recurring invoice.
`update-reporting-tag`	Tool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag.
`update-reporting-tag-options`	Tool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including…
`update-sales-order`	Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.
`update-sales-order-attachment-preference`	Tool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed.
`update-sales-order-billing-address`	Tool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books.
`update-sales-order-shipping-address`	Tool to update the shipping address of a specific sales order.
`update-sales-order-template`	Tool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order.
`update-user`	Tool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role.
`update-vendor-payment-refund`	Tool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund’s details such as amount, date, or reference information.
`void-invoice`	Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.
`write-off-invoice`	Tool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.

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