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

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

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

Look for the 🔌 icon to verify connection.

# 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"
      }
    }
  }
}

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

• 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

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

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

• Tools not showing: Restart Claude Desktop completely
• Auth errors: Regenerate refresh token with uvx zoho-books-mcp --setup-oauth
• Module errors: Ensure virtual environment is activated

To publish a new version to PyPI and create a GitHub release:

1. Update version in pyproject.toml
2. Update CHANGELOG.md with release notes
3. Create and push a git tag:

   git tag v0.1.0
   git push origin v0.1.0

4. Follow manual publishing steps in PUBLISHING.md to build, upload to PyPI, and create GitHub release

• PyPI account with API token
• GitHub CLI (gh) installed and authenticated
• Build tools: pip install --upgrade pip build twine

MIT License - see LICENSE file for details.