A Model Control Protocol (MCP) server that exposes tools for interacting with Zoho Books. This server allows AI agents like Anthropic Claude Desktop and Cursor to access Zoho Books operations through natural language commands.

• Features
• Getting Started
  • Prerequisites
  • Installation
  • Configuration
• Running the Server
  • STDIO Mode
  • HTTP/SSE Mode
  • WebSocket Mode
• Available Tools
• Client Integration
  • Quick Start (Claude Desktop)
• Documentation
• Development
• License
• Acknowledgements

• Provides a comprehensive API for Zoho Books operations
• Implements the MCP protocol using the Python SDK
• Supports STDIO, HTTP/SSE, and WebSocket transports
• Uses Pydantic for input/output validation
• Handles authentication with Zoho's OAuth system
• Comprehensive error handling and logging
• Secure credential management

• Python 3.9+
• Zoho Books account with API access
• Zoho API credentials (Client ID, Client Secret, Refresh Token)

1. Clone this repository:

git clone https://github.com/yourusername/zoho-books-mcp-server.git
cd zoho-books-mcp-server

2. Create a virtual environment and install dependencies:

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate
pip install -r requirements.txt

1. Create a configuration file by copying the example:

cp config/.env.example config/.env

2. Edit config/.env with your Zoho Books API credentials:

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"  # Change according to your region (US, EU, IN, AU, etc.)

python server.py --stdio

python server.py --port 8000

python server.py --ws

The server provides the following tools for interacting with Zoho Books:

• list_contacts: Fetch all contacts with optional filters
• create_customer: Create a new customer
• create_vendor: Create a new vendor
• get_contact: Retrieve a specific contact
• delete_contact: Delete a contact

• list_invoices: List invoices with pagination and optional filters
• create_invoice: Create a new invoice
• get_invoice: Retrieve a specific invoice
• email_invoice: Send an invoice by email
• mark_invoice_as_sent: Mark an invoice as sent
• void_invoice: Void an existing invoice

• list_expenses: List expense transactions
• create_expense: Record a new expense
• get_expense: Retrieve a specific expense
• update_expense: Update an existing expense

• list_items: Retrieve items (products/services)
• create_item: Create a new item
• get_item: Retrieve item details
• update_item: Update an existing item

• list_sales_orders: List sales orders with pagination and filters
• create_sales_order: Create a new sales order
• get_sales_order: Retrieve a specific sales order
• update_sales_order: Update an existing sales order
• convert_to_invoice: Convert a sales order to an invoice

For detailed instructions on integrating the Zoho Books MCP server with different clients, see the following documentation:

• Claude Desktop Integration Guide
• Cursor Integration Guide
• Common Operations Examples
• Troubleshooting Guide

1. Install Claude Desktop from the official website.

2. Set up the Zoho Books MCP server by following the Installation and Configuration steps above.

3. Add the following configuration to Claude Desktop:

   • Open Claude Desktop, click on the Claude menu and select "Settings..."
   • Click on "Developer" in the sidebar and then "Edit Config"
   • Add the following configuration (adjust paths as needed):

{
  "mcpServers": {
    "zoho-books": {
      "command": "python",
      "args": [
        "/path/to/zoho-books-mcp-server/server.py",
        "--stdio"
      ],
      "cwd": "/path/to/zoho-books-mcp-server"
    }
  }
}

4. Restart Claude Desktop and start interacting with Zoho Books through natural language!

• Claude Desktop Integration - Detailed guide for setting up and using with Claude Desktop
• Cursor Integration - Instructions for integrating with Cursor
• Common Operations - Examples of typical Zoho Books operations
• Troubleshooting Guide - Solutions for common issues

pytest

pytest --cov=zoho_mcp

MIT License

• Zoho Books API Documentation
• MCP Protocol Specification
• Model Context Protocol