Подключите свою учетную запись Zoho Books к помощникам ИИ, таким как Claude Desktop, через протокол Model Context Protocol (MCP).

Быстрый старт

###1. Получите сертификаты Zoho API

1.Перейти в Zoho API Console 2. Создать «приложение на основе сервера» 3. Добавить редирект URI: http://localhost:8099/callback 4. Выберите область применения: ZohoBooks.fullaccess.all 5.Сохранить идентификатор клиента, секрет клиента и идентификатор организации

###2 Установка через uvx

Добавьте конфигурацию Claude Desktop:

Чтобы получить токен обновления: uvx zoho-books-mcp --setup-oauth

###3 Перезагрузить Claude Desktop

Ищите значок . для проверки соединения.

Местное развитие

Для локального развития Claude Desktop:

Доступные функции

Инструменты

Счета: create invoice, email invoice, record payment, send payment reminder, void invoice, list invoices, get invoice, mark invoice as ent

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

** Расходы**: create expense, update expense, categorye expense, upload receipt, list expense, get expense

** Элементы**: 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