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bu5hm4nn/zoho-bookkeeper-mcp

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A Model Context Protocol (MCP) server for Zoho Books integration, designed for bookkeeping workflows with AI agents.

Обзор

A Model Context Protocol (MCP) server for Zoho Books integration, designed for bookkeeping workflows with AI agents. The official Zoho MCP service (zohomcp.com) has limitations: - - The MCP schema incorrectly maps binary file parameters as query strings - - 100+ tools exhaust AI tool limits quickly - - The mcp.zoho.com interface is troublesome and cannot be used by agents - Proper multipart/form-data file uploads for attachments - Curated set of 49 tools for bookkeeping workflows - Auto-refreshing OAuth tokens (1-hour lifetime with 5-minute buffer) - Both stdio (CLI) and HTTP stream transports - for journals, expenses, bills, and invoices - with proper multipart upload support (PDF, images, Office documents) - management and transaction queries - integration and transaction listing - for customers and vendors - with automatic token refresh - for container orchestration - Node.js 20+ - Zoho Books account with API access - Zoho OAuth 2.

README

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Zoho Bookkeeper MCP Server

A Model Context Protocol (MCP) server for Zoho Books integration, designed for bookkeeping workflows with AI agents.

Why This Exists

The official Zoho MCP service (zohomcp.com) has limitations:

  • Cannot upload file attachments - The MCP schema incorrectly maps binary file parameters as query strings
  • Too many tools - 100+ tools exhaust AI tool limits quickly
  • Difficult control over tool selection - The mcp.zoho.com interface is troublesome and cannot be used by agents

This custom MCP server provides:

  • Proper multipart/form-data file uploads for attachments
  • Curated set of 49 tools for bookkeeping workflows
  • Auto-refreshing OAuth tokens (1-hour lifetime with 5-minute buffer)
  • Both stdio (CLI) and HTTP stream transports

Features

  • Full CRUD operations for journals, expenses, bills, and invoices
  • File attachments with proper multipart upload support (PDF, images, Office documents)
  • Chart of accounts management and transaction queries
  • Bank account integration and transaction listing
  • Contact management for customers and vendors
  • OAuth 2.0 with automatic token refresh
  • Health checks for container orchestration

Available Tools (49 total)

Category Tools Description
Organizations 2 List orgs, get org details
Chart of Accounts 4 List/get/create accounts, list transactions
Journals 9 Full CRUD + publish + attachments
Expenses 6 Full CRUD + receipt attachments
Bills 6 Full CRUD + attachments
Invoices 5 List/get + attachments
Contacts 2 List/get customers and vendors
Vendors 4 Vendor-specific list/get/create/update workflows
Bank Accounts 11 List accounts/transactions + matching + categorization workflows

Prerequisites

  • Node.js 20+
  • Zoho Books account with API access
  • Zoho OAuth 2.0 credentials (see Configuration)

Installation

npx zoho-bookkeeper-mcp

Option 2: Install globally

npm install -g zoho-bookkeeper-mcp
zoho-bookkeeper-mcp

Option 3: Docker

docker build -t zoho-bookkeeper-mcp .
docker run -p 8004:8004 \
  -e ZOHO_CLIENT_ID=your_client_id \
  -e ZOHO_CLIENT_SECRET=your_client_secret \
  -e ZOHO_REFRESH_TOKEN=your_refresh_token \
  zoho-bookkeeper-mcp

Option 4: From source

git clone https://github.com/bu5hm4nn/zoho-bookkeeper-mcp.git
cd zoho-bookkeeper-mcp
pnpm install
pnpm build

Configuration

Run the interactive setup:

pnpm setup

This will guide you through:

  1. Creating a Zoho Self-Client application
  2. Entering your Client ID and Secret
  3. Generating and exchanging an authorization code
  4. Saving credentials to .env

Manual Configuration

Открыть полный README на GitHub

Установка

npx zoho-bookkeeper-mcp
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Конфигурация

{ "mcpServers": { "zoho-bookkeeper": { "command": "npx", "args": ["zoho-bookkeeper-mcp"], "env": { "ZOHO_CLIENT_ID": "your_client_id", "ZOHO_CLIENT_SECRET": "your_client_secret", "ZOHO_REFRESH_TOKEN": "your_refresh_token" } } } }