Zoho Books 계정을 모델 Context Protocol (MCP)을 통해 Claude Desktop과 같은 AI Assistants에 연결하십시오.

빠른 시작

##1. Zoho API Credentials 받기

1. Zoho API 콘솔로 이동
2. “Server 기반 응용 프로그램” 만들기
3. 리디렉션 URI 추가: http://localhost:8099/callback
4. 범위를 선택하십시오: ZohoBooks.fullaccess.all
5. 클라이언트 ID, 클라이언트 비밀 및 조직 ID 저장

##2. uvx를 통해 설치

Claude 데스크탑 구성에 추가:

새로 고침 토큰을 얻으려면: uvx zoho-books-mcp --setup-oauth

##3. 나머지 Claude 데스크탑

연결을 확인하려면 Ctrl 아이콘을 찾습니다.

지역 개발

Claude Desktop의 현지 개발:

유효한 특징

도구

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

문의: create customer, create vendor, update contact, delete contact, email statement, list contact, get contact

Expenses: create expense, update expense, categorized expense, upload receipt, list expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses, get expenses

항목: 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