A Model Context Protocol (MCP) server for Zoho Books integration, designed for bookkeeping workflows with AI agents.
概览
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
以下为原文 README 节选，完整内容请查看原文。
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
Option 1: Run with npx (Recommended for Desktop Agents)
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:
- Creating a Zoho Self-Client application
- Entering your Client ID and Secret
- Generating and exchanging an authorization code
- Saving credentials to
.env
Manual Configuration
安装
npx zoho-bookkeeper-mcp配置
{
"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"
}
}
}
}