Zoho Booksアカウントをモデルコンテキストプロトコル(MCP)を介してClaude DesktopのようなAIアシスタントに接続します。

クイックスタート

##1. Zoho API 認証情報の取得

1. Zoho APIコンソールに移動
2. 「サーバーベースのアプリケーション」を作成する
3. リダイレクト URI を追加: [http://localhost:8099/callback]
4. 選択範囲:[ZohoBooks.fullaccess.all]
5. クライアントID、クライアントシークレット、組織IDを保存

##2. uvxでインストールする

Claudeデスクトップの設定に追加します。

リフレッシュトークンを取得するには: [uvx zoho-books-mcp --setup-oauth]

##3。 クロードデスクトップを再起動する

接続を確認するには 🔌 アイコンを探します。

ローカル開発

クロードデスクトップでのローカル開発のため:

利用できる特徴

ツール

請求書: create invoice, email invoice, record payment, send payment reminder,void invoice, list invoice, get invoice, mark invoice as sent

連絡先: create customer、create vendor、update contact、delet contact、email statement、list contact、get contact

Expenses*: create expense, update expense, categorize expense, Upload receipt, list expenses, get expenses, get expenses

項目: create item、update item、list items、get item

Zoho Books MCP Server

Connect your Zoho Books account to AI assistants like Claude Desktop through the Model Context Protocol (MCP).

Quick Start

1. Get Zoho API Credentials

1. Go to Zoho API Console
2. Create a “Server-based Application”
3. Add redirect URI: http://localhost:8099/callback
4. Select scope: ZohoBooks.fullaccess.all
5. Save your Client ID, Client Secret, and Organization ID

2. Install via uvx

Add to your Claude Desktop configuration:

{
  "mcpServers": {
    "zoho-books": {
      "command": "uvx",
      "args": ["zoho-books-mcp"],
      "env": {
        "ZOHO_CLIENT_ID": "your_client_id",
        "ZOHO_CLIENT_SECRET": "your_client_secret",
        "ZOHO_REFRESH_TOKEN": "your_refresh_token",
        "ZOHO_ORGANIZATION_ID": "your_organization_id",
        "ZOHO_REGION": "US"
      }
    }
  }
}

To get a refresh token: uvx zoho-books-mcp --setup-oauth

3. Restart Claude Desktop

Look for the 🔌 icon to verify connection.

Local Development

# Clone and setup
git clone https://github.com/kkeeling/zoho-mcp.git
cd zoho-mcp
python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate
pip install -r requirements.txt

# Run tests
pytest

# Run server
python server.py

For local development in Claude Desktop:

{
  "mcpServers": {
    "zoho-books": {
      "command": "/path/to/venv/bin/python",
      "args": ["/path/to/zoho-mcp/server.py"],
      "env": {
        "ZOHO_CLIENT_ID": "your_client_id",
        "ZOHO_CLIENT_SECRET": "your_client_secret",
        "ZOHO_REFRESH_TOKEN": "your_refresh_token",
        "ZOHO_ORGANIZATION_ID": "your_organization_id",
        "ZOHO_REGION": "US"
      }
    }
  }
}

Available Features

Tools

Invoices: create_invoice, email_invoice, record_payment, send_payment_reminder, void_invoice, list_invoices, get_invoice, mark_invoice_as_sent

Contacts: create_customer, create_vendor, update_contact, delete_contact, email_statement, list_contacts, get_contact

Expenses: create_expense, update_expense, categorize_expense, upload_receipt, list_expenses, get_expense

Items: create_item, update_item, list_items, get_item

Sales Orders: create_sales_order, update_sales_order, convert_to_invoice, list_sales_orders, get_sales_order

Resources

• dashboard://summary - Business metrics overview
• invoice://overdue - Overdue invoices list
• invoice://unpaid - Unpaid invoices
• payment://recent - Recent payments
• contact://list - All contacts
• expenses://summary - Expense overview

Prompts

• invoice_collection_workflow - Complete invoice-to-payment cycle
• monthly_invoicing - Bulk invoice creation
• expense_tracking_workflow - Expense recording and categorization

Configuration

Regions

• US (zoho.com), EU (zoho.eu), IN (zoho.in), AU (zoho.com.au), JP (zoho.jp), UK (zoho.uk), CA (zoho.ca)

Troubleshooting