> This page is for Agent Handler. > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.merge.dev/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server. # Zoho Books **Authentication:** OAuth. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow, or [Application credentials](/merge-agent-handler/admin-setup/add-oauth-credentials) to bring your own OAuth app. ## Sample use cases * List unpaid invoices older than 30 days and the customer each one belongs to * Create an invoice for customer `Acme Corp` with two line items * Record a payment against invoice `INV-000123` ## Available Tools #### activate_project Mark a project as active. Use list_projects to find project_id values. #### add_bill_comment Add a comment to a bill. Requires bill_id (from list_bills) and description. Returns the new comment_id. #### add_contact_card Save a payment card on a contact for auto-billing. Takes a gateway-issued card_token (from the payment gateway's clie... #### add_invoice_online_payment_bank_account Charge an invoice via a customer bank account (ACH), optionally enabling auto-billing. Requires invoice_id (from list... #### add_journal_comment Add a comment to a journal. Requires journal_id (from list_journals) and the comment description. Returns the new com... #### add_project_task Add a task to a project. Requires project_id (from list_projects) and task_name. Returns the new task_id. These proje... #### add_purchase_order_comment Add a comment to a purchase order. Requires purchaseorder_id (from list_purchase_orders) and description. Returns the... #### add_retainer_invoice_comment Add a comment to a retainer invoice. Requires retainerinvoice_id (from list_retainer_invoices) and description. Retur... #### add_sales_order_comment Add a comment to a sales order. Requires salesorder_id (from list_sales_orders) and description. Returns the new comm... #### add_task Create a standalone task. Requires title. Optionally set owner_id (from list_users), due_date, priority, is_billable... #### add_task_comment Add a comment to a standalone task. Requires task_id (from list_tasks) and description. Returns the new comment_id. #### add_vendor_credit_comment Add a comment to a vendor credit. Requires vendor_credit_id (from list_vendor_credits) and description. Returns the n... #### apply_credits_to_bill Apply excess vendor payments and/or vendor credits to a bill. Pass bill_id (from list_bills), plus bill_payments (eac... #### apply_journal_credits_to_bills Apply a journal's available credit to one or more bills (AP1+GL2 bridge). Requires journal_id (from list_journals), j... #### apply_journal_credits_to_invoices Apply a journal's available credit to one or more invoices. Requires journal_id (from list_journals), journal_line_id... #### apply_retainer_invoice_to_invoices Apply a retainer invoice's prepaid balance to one or more invoices. Pass retainerinvoice_id (from list_retainer_invoi... #### apply_vendor_credit_to_bill Apply a vendor credit's balance to one or more bills. Requires vendor_credit_id (from list_vendor_credits) and a bill... #### approve_bill Approve a bill. Use list_bills to find bill_id values. #### approve_journal Approve a journal that is pending approval. Use list_journals (status 'submitted') to find journal_id values. Use rej... #### approve_purchase_order Approve a purchase order (needs approvals enabled on the module). Use list_purchase_orders to find purchaseorder_id v... #### approve_retainer_invoice Approve a retainer invoice (needs approvals enabled on the module). Use list_retainer_invoices to find retainerinvoic... #### approve_sales_order Approve a sales order (needs approvals enabled on the module). Use list_sales_orders to find salesorder_id values. #### approve_vendor_credit Approve a vendor credit that was submitted for approval. Use list_vendor_credits to find vendor_credit_id values. #### assign_project_users Assign one or more users to a project. Requires project_id (from list_projects) and a users array of . Use delete_pro... #### associate_recurring_invoice_bank_account Associate a bank account with a recurring invoice so auto-bill can charge it. Requires account_id (a bank account, fr... #### associate_recurring_invoice_card Associate a saved contact card with a recurring invoice so auto-bill can charge it. Requires card_id (from list_conta... #### bulk_approve_journals Approve multiple journals in one call. Pass journal_ids from list_journals (status 'submitted'). #### bulk_delete_accounts Permanently delete multiple chart-of-accounts accounts in one call. This cannot be undone. Pass account_ids from list... #### bulk_delete_customer_payments Permanently delete multiple customer payments in one call. This cannot be undone. Pass payment_ids from list_customer... #### bulk_delete_journals Permanently delete multiple journals in one call. This cannot be undone. Pass journal_ids from list_journals. #### bulk_delete_register_transactions Bulk delete register rows on one account. This cannot be undone. Requires account_id (from list_accounts) and an enti... #### bulk_delete_tasks Permanently delete multiple standalone tasks in one call. This cannot be undone. Pass task_ids from list_tasks. #### bulk_delete_time_entries Permanently delete multiple time entries in one call. This cannot be undone. Pass time_entry_ids from list_time_entries. #### bulk_delete_vendor_payments Permanently delete multiple vendor payments in one call. This cannot be undone. Pass payment_ids from list_vendor_pay... #### bulk_mark_accounts_as_active Mark multiple chart-of-accounts accounts as active in one call. Pass account_ids from list_accounts. Use bulk_mark_ac... #### bulk_mark_accounts_as_inactive Mark multiple chart-of-accounts accounts as inactive in one call. Pass account_ids from list_accounts. Use bulk_mark\_... #### bulk_publish_journals Mark multiple journals as published in one call. Pass journal_ids from list_journals (status 'draft'). #### bulk_submit_journals Submit multiple journals for approval in one call. Pass journal_ids from list_journals (status 'draft'). #### bulk_update_register_transactions Bulk update register rows on one account - set shared fields (date, reference_number, etc.) across many rows at once... #### bulk_update_tasks Update shared fields (status, priority, owner_id) across multiple standalone tasks at once. Pass task_ids from list_t... #### cancel_purchase_order Cancel a purchase order. Use list_purchase_orders to find purchaseorder_id values. #### clone_project Clone a project into a new one, copying its tasks and settings. Requires project_id (from list_projects); optionally... #### close_purchase_returns Close one or more purchase returns (bulk). Pass purchasereturn_ids (from list_purchase_returns). Reverse with reopen\_... #### confirm_purchase_return Confirm a draft purchase return (marks it open). Use list_purchase_returns to find purchasereturn_id values. #### convert_po_to_bill Build a pre-filled draft bill from one or more purchase orders, ready to pass to create_bill. Requires purchaseorder\_... #### convert_vendor_credit_to_open Convert a draft vendor credit to open status. Use list_vendor_credits to find vendor_credit_id values. #### create_account Create a chart-of-accounts account. Requires account_name and account_type (e.g. 'expense', 'bank', 'income'). Option... #### create_bill Create a bill from a vendor. Requires vendor_id (from list_contacts) and line_items (each with an account_id from lis... #### create_contact Create a Zoho Books contact. contact_name is required; contact_type ('customer' or 'vendor') is optional. Returns the... #### create_customer_payment Record a customer payment and apply it to invoices. Requires customer_id (from list_contacts), payment_mode, amount... #### create_delivery_challan Create a delivery challan (goods dispatch note). Requires customer_id (from list_contacts) and line_items (each with... #### create_employee Create an employee. Requires name and email. Returns the new employee_id. #### create_estimate Create an estimate (quote). Requires customer_id (from list_contacts) and line_items (each with an item_id from list\_... #### create_expense Record an expense. Requires account_id (the expense account, from list_accounts), date, and amount. Optionally set pa... #### create_invoice Create an invoice. Requires customer_id (from list_contacts) and line_items (each with an item_id from list_items). R... #### create_invoice_from_sales_order Create an invoice from a sales order (converts the whole order). Requires salesorder_id (from list_sales_orders). Ret... #### create_invoices_from_projects Create an invoice billing the unbilled time and expenses of one or more projects. Requires project_ids (from list_pro... #### create_item Create an item (a product or service). Requires name and rate. Returns the new item_id for use in create_invoice and... #### create_journal Create a manual journal. Requires journal_date and line_items (each with account_id from list_accounts, debit_or_cred... #### create_project Create a project. Requires project_name, customer_id (from list_contacts), and billing_type. Pass rate when billing_t... #### create_purchase_order Create a purchase order. Requires vendor_id (from list_contacts) and line_items (each with item_id from list_items, r... #### create_purchase_return Create a purchase return. Requires vendor_id (from list_contacts), date, and line_items (each with item_id from list\_... #### create_recurring_bill Create a recurring bill (a bill that repeats on a schedule). Requires vendor_id (from list_contacts), recurrence_name... #### create_recurring_expense Create a recurring expense (an expense that repeats on a schedule). Requires recurrence_name, start_date, recurrence\_... #### create_recurring_invoice Create a recurring invoice (an invoice that repeats on a schedule). Requires customer_id (from list_contacts), recurr... #### create_recurring_journal Create a recurring journal. Requires recurrence_name, start_date, recurrence_frequency (e.g. 'months'), and line_item... #### create_retainer_invoice Create a retainer (deposit) invoice. Requires customer_id (from list_contacts) and line_items (each with a rate and d... #### create_sales_order Create a sales order. Requires customer_id (from list_contacts) and line_items (each with item_id from list_items, ra... #### create_sales_receipt Create a sales receipt (cash sale). Requires customer_id (from list_contacts), payment_mode (e.g. 'cash'), and line_i... #### create_self_billed_invoice Create a self-billed invoice (a bill you raise on a vendor's behalf). Requires vendor_id (from list_contacts) and lin... #### create_vendor_credit Create a vendor credit for a vendor. Requires vendor_id (from list_contacts) and line_items (each with item_id from l... #### create_vendor_payment Record a vendor payment and apply it to bills. Requires vendor_id (from list_contacts), amount, date, and paid_throug... #### delete_account Permanently delete a chart-of-accounts account by ID. This cannot be undone and fails if the account has transactions... #### delete_account_transaction Permanently delete a manual account transaction by ID. This cannot be undone. Use list_account_transactions to find t... #### delete_applied_journal_credits_from_payables Remove the credits a journal line applied to payables (bills). This cannot be undone. Pass journal_id from list_journ... #### delete_applied_journal_credits_from_receivables Remove the credits a journal line applied to receivables (invoices). This cannot be undone. Pass journal_id from list... #### delete_bill Permanently delete a bill by ID. This cannot be undone. Use list_bills to find bill_id values. Also deletes self-bill... #### delete_bill_attachment Delete the attachment on a bill. This cannot be undone. Pass bill_id from list_bills. #### delete_bill_comment Delete a comment from a bill. Pass bill_id (from list_bills) and comment_id (from list_bill_comments). #### delete_bill_payment Remove a payment applied to a bill. This cannot be undone. Pass bill_id (from list_bills) and bill_payment_id (from l... #### delete_bills_credited Remove a vendor credit that was applied to a bill. This cannot be undone. Pass vendor_credit_id (from list_vendor_cre... #### delete_contact Permanently delete a contact by ID. This cannot be undone. Use list_contacts to find contact_id values. #### delete_contact_card Delete a saved card from a contact. Inverse of add_contact_card. Requires contact_id (from list_contacts) and card_id... #### delete_customer_payment Permanently delete a customer payment by ID. This cannot be undone. Use list_customer_payments to find payment_id val... #### delete_customer_payment_refund Permanently delete a refund of a customer payment. This cannot be undone. Pass customer_payment_id (from list_custome... #### delete_delivery_challan Permanently delete a delivery challan by ID. This cannot be undone. Use list_delivery_challans to find deliverychalla... #### delete_delivery_challan_attachment Delete a document attached to a delivery challan. Pass deliverychallan_id (from list_delivery_challans) and document\_... #### delete_employee Permanently delete an employee by ID. This cannot be undone. Use list_employees to find employee_id values. #### delete_estimate Permanently delete an estimate by ID. This cannot be undone. Use list_estimates to find estimate_id values. #### delete_expense Permanently delete an expense by ID. This cannot be undone. Use list_expenses to find expense_id values. #### delete_expense_receipt Delete the receipt attached to an expense. This cannot be undone. Pass expense_id from list_expenses. #### delete_invoice Permanently delete an invoice by ID. This cannot be undone. Use list_invoices to find invoice_id values. #### delete_invoice_expense_receipt Delete the receipt of a billable expense through the invoices route (DELETE /invoices/expenses//receipt). This cannot... #### delete_invoice_payment Remove a payment applied to an invoice. This cannot be undone. Pass invoice_id (from list_invoices) and invoice_payme... #### delete_item Permanently delete an item by ID. This cannot be undone. Use list_items to find item_id values. #### delete_journal Permanently delete a journal by ID. This cannot be undone. Use list_journals to find journal_id values. #### delete_journal_comment Delete a comment from a journal. This cannot be undone. Pass journal_id from list_journals and comment_id from add_jo... #### delete_project Permanently delete a project by ID. This cannot be undone and removes its tasks and time entries. Use list_projects t... #### delete_project_comment Delete a comment from a project. Pass project_id (from list_projects) and comment_id (from list_project_comments). #### delete_project_task Delete a task from a project. Pass project_id (from list_projects) and task_id (from list_project_tasks). This cannot... #### delete_project_user Remove a user from a project. Pass project_id (from list_projects) and user_id (from list_project_users). This is the... #### delete_purchase_order Permanently delete a purchase order by ID. This cannot be undone. Use list_purchase_orders to find purchaseorder_id v... #### delete_purchase_order_attachment Delete the file attached to a purchase order. Pass purchaseorder_id (from list_purchase_orders). This cannot be undone. #### delete_purchase_order_comment Delete a comment from a purchase order. Pass purchaseorder_id (from list_purchase_orders) and comment_id (from list_p... #### delete_purchase_return Permanently delete a purchase return by ID. This cannot be undone. Use list_purchase_returns to find purchasereturn_i... #### delete_purchase_return_attachment Delete a document attached to a purchase return. Pass purchasereturn_id (from list_purchase_returns) and document_id... #### delete_recurring_bill Permanently delete a recurring bill by ID. This cannot be undone and stops future occurrences. Use list_recurring_bil... #### delete_recurring_expense Permanently delete a recurring expense by ID. This cannot be undone and stops future occurrences. Use list_recurring\_... #### delete_recurring_invoice Permanently delete a recurring invoice by ID. This cannot be undone and stops future occurrences. Use list_recurring\_... #### delete_recurring_invoice_bank_account Remove the bank account associated with a recurring invoice. Inverse of associate_recurring_invoice_bank_account. Use... #### delete_recurring_invoice_card Remove the saved card associated with a recurring invoice. Inverse of associate_recurring_invoice_card. Use list_recu... #### delete_recurring_journal Permanently delete a recurring journal by ID. This cannot be undone. Use list_recurring_journals to find recurring_jo... #### delete_retainer_invoice Permanently delete a retainer invoice by ID. This cannot be undone. Use list_retainer_invoices to find retainerinvoic... #### delete_retainer_invoice_applied_payment Remove a retainer payment that was applied to an invoice. Pass retainerinvoice_id (from list_retainer_invoices) and i... #### delete_retainer_invoice_comment Delete a comment from a retainer invoice. Pass retainerinvoice_id (from list_retainer_invoices) and comment_id (from... #### delete_retainer_invoice_document Delete a document attached to a retainer invoice. Pass retainerinvoice_id (from list_retainer_invoices) and document\_... #### delete_sales_order Permanently delete a sales order by ID. This cannot be undone. Use list_sales_orders to find salesorder_id values. #### delete_sales_order_attachment Delete the file attached to a sales order. Pass salesorder_id (from list_sales_orders). This cannot be undone. #### delete_sales_order_comment Delete a comment from a sales order. Pass salesorder_id (from list_sales_orders) and comment_id (from list_sales_orde... #### delete_sales_receipt Permanently delete a sales receipt by ID. This cannot be undone. Use list_sales_receipts to find sales_receipt_id val... #### delete_task Permanently delete one standalone task by ID. This cannot be undone. Use list_tasks to find task_id values. Use bulk\_... #### delete_task_comment Delete a comment from a standalone task. Pass task_id (from list_tasks) and comment_id (from list_task_comments). #### delete_time_entry Permanently delete one time entry by ID. This cannot be undone. Use list_time_entries to find time_entry_id values. U... #### delete_vendor_credit Permanently delete a vendor credit by ID. This cannot be undone. Use list_vendor_credits to find vendor_credit_id val... #### delete_vendor_credit_comment Delete a comment from a vendor credit. Pass vendor_credit_id (from list_vendor_credits) and comment_id (from list_ven... #### delete_vendor_credit_refund Permanently delete a refund of a vendor credit. This cannot be undone. Pass vendor_credit_id (from list_vendor_credit... #### delete_vendor_payment Permanently delete a vendor payment by ID. This cannot be undone. Use list_vendor_payments to find payment_id values. #### delete_vendor_payment_refund Permanently delete a refund of a vendor payment. This cannot be undone. Pass payment_id (from list_vendor_payments) a... #### disable_recurring_invoice_autobill Disable auto-bill on a recurring invoice so generated invoices are no longer charged automatically. Inverse of enable... #### email_purchase_order Email a purchase order to the vendor. Requires purchaseorder_id (from list_purchase_orders) and to_mail_ids. This sen... #### email_purchase_return Email a purchase return to the vendor. Requires purchasereturn_id (from list_purchase_returns) and to_mail_ids. This... #### email_retainer_invoice Email a retainer invoice to the customer. Requires retainerinvoice_id (from list_retainer_invoices) and to_mail_ids... #### email_sales_order Email a sales order to the customer. Requires salesorder_id (from list_sales_orders) and to_mail_ids. This sends a re... #### email_sales_receipt Email a sales receipt to the customer. Requires sales_receipt_id (from list_sales_receipts) and to_mail_ids. This sen... #### email_vendor_payment Email a vendor payment to the vendor. Requires payment_id (from list_vendor_payments) and to_mail_ids. This sends a r... #### enable_recurring_invoice_autobill Enable auto-bill on a recurring invoice so each generated invoice is charged automatically against the associated car... #### force_pay_invoice Force-pay an invoice: immediately collect payment via the customer's saved auto-bill card or bank account. Requires i... #### fulfill_purchase_return Mark a purchase return as fulfilled (goods sent back). Use list_purchase_returns to find purchasereturn_id values. Re... #### generate_invoice_payment_link Generate a secure-pay link a customer can use to pay an invoice online. Requires transaction_id (an invoice_id from l... #### get_account Fetch one chart-of-accounts account by ID. Use list_accounts to find account_id values. #### get_bill Fetch one bill by ID. Use list_bills to find bill_id values. Also fetches self-billed invoices. #### get_contact Fetch one contact by ID. Use list_contacts to find contact_id values. #### get_contact_card Fetch one saved card on a contact (masked: last four digits, brand, expiry - never the full number or CVV). Requires... #### get_contact_card_count Count the saved payment cards on each of the given contacts. Requires contact_ids (one or more, from list_contacts)... #### get_contact_payment_method_email_content Get the rendered payment-method-request email content for a contact (subject and body) without sending it. Requires c... #### get_contact_person Fetch one contact person of a contact by ID. Requires contact_id (use list_contacts) and contact_person_id (use list\_... #### get_currency Fetch one currency by ID. Use list_currencies to find currency_id values. #### get_current_user Fetch the authenticated user's own profile. Takes no ID. Use this to learn the caller's user_id, role, and email. #### get_customer_payment Fetch one customer payment by ID. Use list_customer_payments to find payment_id values. #### get_customer_payment_refund Fetch one refund of a customer payment by ID. Pass customer_payment_id (from list_customer_payments) and refund_id (f... #### get_delivery_challan Fetch one delivery challan by ID. Use list_delivery_challans to find deliverychallan_id values. GLOBAL and INDIA edit... #### get_estimate Fetch one estimate by ID. Use list_estimates to find estimate_id values. #### get_exchange_rate Fetch one exchange rate by ID. Requires currency_id (use list_currencies) and exchange_rate_id (use list_exchange_rat... #### get_expense Fetch one expense by ID. Use list_expenses to find expense_id values. #### get_invoice Fetch one invoice by ID. Use list_invoices to find invoice_id values. #### get_invoice_online_payment_qr Get an invoice's online-payment QR code (JSON payload with the QR image URL / data, not raw bytes) for the customer t... #### get_invoice_online_payment_qr_status Check whether an invoice's online-payment QR code has been paid. Requires invoice_id (from list_invoices). Pairs with... #### get_invoice_qr_code Get an invoice's QR code (returned as a JSON payload with the QR image URL / data, not raw bytes). Requires invoice_i... #### get_item Fetch one item by ID. Use list_items to find item_id values. #### get_journal Fetch one journal by ID, including its line items. Use list_journals to find journal_id values. #### get_organization Fetch one organization by ID, including its base currency and time zone. Use list_organizations to find organization... #### get_project Fetch one project by ID. Use list_projects to find project_id values. #### get_project_task Fetch one task of a project. Pass project_id (from list_projects) and task_id (from list_project_tasks). #### get_project_user Fetch one user assigned to a project. Pass project_id (from list_projects) and user_id (from list_project_users). #### get_purchase_order Fetch one purchase order by ID. Use list_purchase_orders to find purchaseorder_id values. #### get_purchase_order_email_content Preview the default email subject, body, and recipients for a purchase order without sending. Pass purchaseorder_id f... #### get_purchase_return Fetch one purchase return by ID. Use list_purchase_returns to find purchasereturn_id values. #### get_recurring_bill Fetch one recurring bill by ID. Use list_recurring_bills to find recurring_bill_id values. #### get_recurring_expense Fetch one recurring expense by ID. Use list_recurring_expenses to find recurring_expense_id values. #### get_recurring_invoice Fetch one recurring invoice by ID. Use list_recurring_invoices to find recurring_invoice_id values. #### get_recurring_invoice_dashboard Get the recurring-invoices dashboard summary (totals and activity across all recurring invoices). Takes no identifiers. #### get_recurring_journal Fetch one recurring journal by ID, including its line items. Use list_recurring_journals to find recurring_journal_id... #### get_register_budget_vs_actuals Fetch the budget-vs-actuals report for one account register. Requires account_id (from list_accounts). Optionally bou... #### get_register_bulk_action_history_detail Fetch the details of one register bulk-action history record. Requires account_id (from list_accounts) and comment_id... #### get_register_bulk_update_edit_page Fetch the metadata describing which fields a register bulk update supports for one account. Requires account_id (from... #### get_retainer_invoice Fetch one retainer invoice by ID. Use list_retainer_invoices to find retainerinvoice_id values. #### get_retainer_invoice_email_content Preview the default email subject, body, and recipients for a retainer invoice without sending. Pass retainerinvoice\_... #### get_running_timer Get the time entry whose timer is currently running for the authenticated user, if any. Takes no input. #### get_sales_order Fetch one sales order by ID. Use list_sales_orders to find salesorder_id values. #### get_sales_order_email_content Preview the default email subject, body, and recipients for a sales order without sending. Pass salesorder_id from li... #### get_sales_receipt Fetch one sales receipt by ID. Use list_sales_receipts to find sales_receipt_id values. #### get_task Fetch one standalone task by ID. Use list_tasks to find task_id values. #### get_tax Fetch one tax by ID. Use list_taxes to find tax_id values. #### get_tax_authority Fetch one tax authority by ID (US and CA editions only). Use list_tax_authorities to find tax_authority_id values. #### get_tax_exemption Fetch one tax exemption by ID (US edition only). Use list_tax_exemptions to find tax_exemption_id values. #### get_tax_group Fetch one tax group by ID, including its member taxes. Tax groups appear in list_taxes alongside individual taxes. #### get_time_entry Fetch one time entry by ID. Use list_time_entries to find time_entry_id values. #### get_transaction_journal_view Fetch the journal (double-entry) view of any transaction by its ID - the debits and credits Zoho posted for it. Requi... #### get_user Fetch one user by ID. Use list_users to find user_id values. #### get_vendor_credit Fetch one vendor credit by ID. Use list_vendor_credits to find vendor_credit_id values. #### get_vendor_credit_refund Fetch one refund of a vendor credit by ID. Pass vendor_credit_id (from list_vendor_credits) and refund_id (from list\_... #### get_vendor_payment Fetch one vendor payment by ID. Use list_vendor_payments to find payment_id values. #### get_vendor_payment_email_content Preview the default email subject, body, and recipients for a vendor payment without sending. Pass payment_id from li... #### get_vendor_payment_refund Fetch one refund of a vendor payment by ID. Pass payment_id (from list_vendor_payments) and refund_id (from list_vend... #### inactivate_project Mark a project as inactive. Use list_projects to find project_id values. #### invite_project_user Invite a person to a project by email. Requires project_id (from list_projects) and email. This sends a real invitati... #### list_account_transactions List the transactions posted to one account, with server-side filtering, sorting, and paging. Requires account_id (fr... #### list_accounts List chart-of-accounts accounts with server-side filtering, sorting, and paging. Use this to find account_id values f... #### list_all_tag_options List every option defined on one reporting tag. Requires tag_id (use list_reporting_tags to find it). Use this to fin... #### list_bill_comments List the comments and history of a bill. Pass bill_id from list_bills. Use this to find comment_id values. #### list_bill_payments List the payments applied to one bill. Pass bill_id from list_bills. Use this to find bill_payment_id values for dele... #### list_bills List bills with server-side filtering, sorting, and paging. Filter by vendor_id (from list_contacts), bill_number, re... #### list_bills_credited List the bills a vendor credit has been applied to, returning the vendor_credit_bill_id values that delete_bills_cred... #### list_contact_card_autobill_recurring_invoices List the recurring invoices auto-billed to a saved contact card. Requires contact_id (from list_contacts) and card_id... #### list_contact_cards List the saved cards on a contact (masked). Requires contact_id (from list_contacts). Each item includes card_id for... #### list_contact_persons List the contact persons belonging to a contact. Requires contact_id (use list_contacts to find it). Use this to find... #### list_contacts List customers and vendors with server-side filtering, sorting, and paging. Use this to find contact_id values for th... #### list_currencies List the currencies configured in the organization. Use this to find currency_id values for exchange-rate tools and f... #### list_customer_payment_refunds List the refunds recorded against one customer payment. Pass customer_payment_id from list_customer_payments. Use thi... #### list_customer_payments List customer payments with server-side filtering, sorting, and paging. Filter by customer_id (from list_contacts), c... #### list_delivery_challan_templates List the PDF templates available for delivery challans. Use this to find template_id values for update_delivery_chall... #### list_delivery_challans List delivery challans with server-side filtering, sorting, and paging. Filter by customer_id (from list_contacts), s... #### list_employees List the organization's employees with paging. Use this to find employee_id values for get_employee and delete_employee. #### list_estimates List estimates (quotes) with server-side filtering, sorting, and paging. Filter by customer_id (from list_contacts)... #### list_exchange_rates List the exchange rates recorded for a currency. Requires currency_id (use list_currencies to find it). Use this to f... #### list_expense_comments List the comments and history of an expense. Pass expense_id from list_expenses. #### list_expenses List expenses with server-side filtering, sorting, and paging. Filter by customer_id/vendor_id (from list_contacts)... #### list_invoice_payments List the payments applied to one invoice. Pass invoice_id from list_invoices. Use this to find invoice_payment_id val... #### list_invoices List invoices with server-side filtering, sorting, and paging. Filter by customer_id (from list_contacts), invoice_nu... #### list_items List items (products and services) with server-side filtering, sorting, and paging. Use this to find item_id values f... #### list_journal_credits List the available credits of a journal, returning the journal_line_id values that apply_journal_credits_to_invoices... #### list_journals List manual journals with server-side filtering, sorting, and paging. Filter by status, filter_by (date range), a dat... #### list_locations List the organization's locations (branches). Use this to find location_id values for tools that take an optional loc... #### list_organizations List the Zoho Books organizations and IDs visible to this credential. The organization used by other tools is fixed b... #### list_pricebooks List the organization's pricebooks (price lists). Use this to find pricebook_id values for tools that apply a price b... #### list_project_comments List the comments and history of a project. Pass project_id from list_projects. Use this to find comment_id values fo... #### list_project_invoices List the invoices billed from a project, with paging. Pass project_id from list_projects. Use create_invoices_from_pr... #### list_project_tasks List the tasks of a project. Pass project_id from list_projects. Use this to find task_id values for the project-task... #### list_project_users List the users assigned to a project. Pass project_id from list_projects. Use this to find user_id values for get/upd... #### list_projects List projects with server-side filtering, sorting, and paging. Filter by customer_id (from list_contacts) or filter_b... #### list_purchase_order_comments List the comments and history of a purchase order. Pass purchaseorder_id from list_purchase_orders. Use this to find... #### list_purchase_order_templates List the PDF templates available for purchase orders. Use this to find template_id values for update_purchase_order_t... #### list_purchase_orders List purchase orders with server-side filtering, sorting, and paging. Filter by vendor_id (from list_contacts), purch... #### list_purchase_returns List purchase returns with server-side filtering, sorting, and paging. Filter by purchasereturn_number, vendor_name... #### list_recurring_bill_history List the history entries of a recurring bill. Pass recurring_bill_id from list_recurring_bills. #### list_recurring_bills List recurring bills with server-side filtering, sorting, and paging. Filter by vendor_id (from list_contacts), recur... #### list_recurring_expense_child_expenses List the expenses generated from a recurring expense. Pass recurring_expense_id from list_recurring_expenses. Returns... #### list_recurring_expense_history List the history entries of a recurring expense. Pass recurring_expense_id from list_recurring_expenses. #### list_recurring_expenses List recurring expenses with server-side filtering, sorting, and paging. Filter by filter_by (e.g. 'Status.Active') o... #### list_recurring_invoice_child_invoices List the invoices generated from a recurring invoice. Pass recurring_invoice_id from list_recurring_invoices. Each it... #### list_recurring_invoice_history List the history entries of a recurring invoice. Pass recurring_invoice_id from list_recurring_invoices. #### list_recurring_invoices List recurring invoices with server-side filtering, sorting, and paging. Filter by customer_id (from list_contacts)... #### list_recurring_journal_child_journals List the journals a recurring journal has created. Pass recurring_journal_id from list_recurring_journals. #### list_recurring_journals List recurring journals with server-side filtering, sorting, and paging. Filter by filter_by (status) or search_text... #### list_register_bulk_action_history List the bulk-action history (past bulk updates/deletes) of one account register. Requires account_id (from list_acco... #### list_register_transactions List the register (ledger) rows of one account, with server-side filtering, sorting, and paging. Requires account_id... #### list_reporting_tags List the organization's reporting tags (classification dimensions). Use this to find tag_id values for list_all_tag_o... #### list_retainer_invoice_comments List the comments and history of a retainer invoice. Pass retainerinvoice_id from list_retainer_invoices. Use this to... #### list_retainer_invoice_templates List the PDF templates available for retainer invoices. Use this to find template_id values for update_retainer_invoi... #### list_retainer_invoices List retainer (deposit) invoices with server-side filtering, sorting, and paging. Filter by customer_id (from list_co... #### list_sales_order_comments List the comments and history of a sales order. Pass salesorder_id from list_sales_orders. Use this to find comment_i... #### list_sales_order_templates List the PDF templates available for sales orders. Use this to find template_id values for update_sales_order_template. #### list_sales_orders List sales orders with server-side filtering, sorting, and paging. Filter by customer_id (from list_contacts), saleso... #### list_sales_receipts List sales receipts (cash sales) with server-side filtering, sorting, and paging. Filter by customer_id (from list_co... #### list_tag_options Fetch one reporting tag's options detail page: the tag plus its hierarchical options. Requires tag_id (use list_repor... #### list_task_comments List the comments of a standalone task. Pass task_id from list_tasks. Use this to find comment_id values for delete_t... #### list_tasks List standalone tasks with server-side filtering, sorting, and paging. Filter by owner_id (from list_users), status... #### list_tax_authorities List the organization's tax authorities (US edition only). Use this to find tax_authority_id values for get_tax_autho... #### list_tax_exemptions List the organization's tax exemptions (US edition only). Use this to find tax_exemption_id values for get_tax_exempt... #### list_taxes List the organization's taxes (simple and compound). Use this to find tax_id values for tax tools and for taxing line... #### list_time_entries List time entries with server-side filtering, sorting, and paging. Filter by project_id (from list_projects), user_id... #### list_users List the organization's users with server-side filtering, sorting, and paging. Use this to find user_id values for ge... #### list_vendor_credit_comments List the comments and history of a vendor credit. Pass vendor_credit_id from list_vendor_credits. Use this to find co... #### list_vendor_credit_refunds List the refunds recorded against one vendor credit. Pass vendor_credit_id from list_vendor_credits. Use this to find... #### list_vendor_credits List vendor credits with server-side filtering, sorting, and paging. Filter by vendor_id (from list_contacts), vendor... #### list_vendor_payment_refunds List the refunds recorded against one vendor payment. Pass payment_id from list_vendor_payments. Use this to find ref... #### list_vendor_payments List vendor payments with server-side filtering, sorting, and paging. Filter by vendor_id (from list_contacts), vendo... #### log_time_entry Log a time entry against a project and task. Requires project_id (from list_projects), task_id (from list_project_tas... #### map_invoices_with_sales_order Associate one or more existing invoices with a sales order. Requires salesorder_id (from list_sales_orders) and invoi... #### mark_account_as_active Mark one chart-of-accounts account as active. Use list_accounts to find account_id values. Use mark_account_as_inacti... #### mark_account_as_inactive Mark one chart-of-accounts account as inactive. Use list_accounts to find account_id values. Use mark_account_as_acti... #### mark_bill_as_open Mark a bill as open (confirm it from draft). Use list_bills to find bill_id values. #### mark_delivery_challan_delivered Mark a delivery challan as delivered. Use list_delivery_challans to find deliverychallan_id values. #### mark_delivery_challan_open Mark a delivery challan as open. Use list_delivery_challans to find deliverychallan_id values. #### mark_delivery_challan_returned Mark a delivery challan as returned. Use list_delivery_challans to find deliverychallan_id values. For a partial retu... #### mark_delivery_challan_undelivered Mark a delivery challan as undelivered. Use list_delivery_challans to find deliverychallan_id values. #### mark_invoices_shipped Mark one or more invoices as shipped. Requires invoice_ids (from list_invoices). Use mark_invoices_unshipped to reverse. #### mark_invoices_unshipped Mark one or more invoices as unshipped. Requires invoice_ids (from list_invoices). Reverses mark_invoices_shipped. #### mark_journal_as_published Mark one journal as published (move it out of draft). Use list_journals (status 'draft') to find journal_id values. U... #### mark_purchase_order_billed Mark a purchase order as billed. Use list_purchase_orders to find purchaseorder_id values. #### mark_purchase_order_open Mark a purchase order as open (issued). Use list_purchase_orders to find purchaseorder_id values. #### mark_retainer_invoice_draft Mark a retainer invoice back to draft. Use list_retainer_invoices to find retainerinvoice_id values. #### mark_retainer_invoice_sent Mark a retainer invoice as sent. Use list_retainer_invoices to find retainerinvoice_id values. #### mark_sales_order_open Mark a sales order as open (confirmed). Use list_sales_orders to find salesorder_id values. #### mark_sales_order_void Void a sales order. Use list_sales_orders to find salesorder_id values. #### mark_task_completed Mark a standalone task as completed. Use list_tasks to find task_id values. #### mark_task_ongoing Mark a standalone task as ongoing. Use list_tasks to find task_id values. #### mark_task_open Mark a standalone task as open. Use list_tasks to find task_id values. #### post_project_comment Add a comment to a project. Requires project_id (from list_projects) and description. Returns the new comment_id. #### process_invoice_online_payment_async Initiate an asynchronous online payment for an invoice through a payment gateway (returns once the charge is queued)... #### process_invoice_online_payment_sync Charge an invoice synchronously through a payment gateway using a saved/tokenized card. Takes a gateway-issued card_t... #### record_retainer_invoice_online_payment Record an asynchronous online payment against a retainer invoice. Requires retainerinvoice_id (from list_retainer_inv... #### refund_customer_payment Refund the excess (unapplied) amount of a customer payment. Requires customer_payment_id (from list_customer_payments... #### refund_vendor_credit Refund the balance of a vendor credit. Requires vendor_credit_id (from list_vendor_credits), date, amount, and accoun... #### refund_vendor_payment Refund the excess (unapplied) amount of a vendor payment. Requires payment_id (from list_vendor_payments), date, amou... #### reject_journal Reject a journal that is pending approval. Use list_journals (status 'submitted') to find journal_id values. Use appr... #### reject_purchase_order Reject a purchase order submitted for approval (needs approvals enabled on the module). Use list_purchase_orders to f... #### reopen_purchase_returns Reopen one or more closed purchase returns (bulk), reversing close_purchase_returns. Pass purchasereturn_ids (from li... #### resend_invoice_payment_sms Resend the online-payment SMS for an invoice to the customer. This sends a real SMS. Requires invoice_id (from list_i... #### resume_recurring_bill Resume a stopped recurring bill so it generates bills again. Inverse of stop_recurring_bill. Use list_recurring_bills... #### resume_recurring_expense Resume a stopped recurring expense so it generates expenses again. Inverse of stop_recurring_expense. Use list_recurr... #### resume_recurring_invoice Resume a stopped recurring invoice so it generates invoices again. Inverse of stop_recurring_invoice. Use list_recurr... #### resume_recurring_journal Resume a stopped recurring journal so it posts entries again. Use list_recurring_journals to find recurring_journal_i... #### return_delivery_challans Record a return of specific line items across one or more delivery challans. Pass deliverychallan_ids (from list_deli... #### reverse_journal Reverse a posted journal, creating an offsetting journal entry. Requires a reversal_date. Use list_journals to find j... #### send_contact_payment_method_email Send a contact an email requesting they add a payment method (saved card). This sends a real email. Requires contact\_... #### start_time_entry_timer Start the timer on an existing time entry. Requires time_entry_id (from list_time_entries). Use stop_time_entry_timer... #### stop_recurring_bill Stop a recurring bill so it generates no further bills. Reversible with resume_recurring_bill. Use list_recurring_bil... #### stop_recurring_expense Stop a recurring expense so it generates no further expenses. Reversible with resume_recurring_expense. Use list_recu... #### stop_recurring_invoice Stop a recurring invoice so it generates no further invoices. Reversible with resume_recurring_invoice. Use list_recu... #### stop_recurring_journal Stop an active recurring journal so it posts no further entries. Use list_recurring_journals to find recurring_journa... #### stop_time_entry_timer Stop the currently running time-entry timer for the authenticated user. Takes no input. Use get_running_timer to see... #### submit_bill Submit a bill for approval. Requires approvals to be enabled for bills in the org. Use list_bills to find bill_id val... #### submit_journal Submit one journal for approval. Use list_journals (status 'draft') to find journal_id values. Use bulk_submit_journa... #### submit_purchase_order Submit a purchase order for approval (needs approvals enabled on the module). Use list_purchase_orders to find purcha... #### submit_retainer_invoice Submit a retainer invoice for approval (needs approvals enabled on the module). Use list_retainer_invoices to find re... #### submit_sales_order Submit a sales order for approval (needs approvals enabled on the module). Use list_sales_orders to find salesorder_i... #### submit_vendor_credit Submit a vendor credit for approval. The org must have approvals enabled for vendor credits. Use list_vendor_credits... #### undo_return_delivery_challans Undo a previously recorded return of one or more delivery challans. Pass deliverychallan_ids (from list_delivery_chal... #### unfulfill_purchase_return Mark a fulfilled purchase return as unfulfilled, reversing fulfill_purchase_return. Use list_purchase_returns to find... #### unmap_invoices_from_sales_orders Remove the association between invoices and their sales orders. Requires invoice_ids (from list_invoices). Reverses m... #### update_account Update a chart-of-accounts account's name, type, code, currency, parent, or description. Use list_accounts to find ac... #### update_bill Update a bill. The API requires vendor_id (from list_contacts) and line_items (each with account_id from list_account... #### update_bill_billing_address Update the billing address on a bill. Pass bill_id (from list_bills) and the address fields to change. Only provided... #### update_bill_by_custom_field Update a bill located by a custom field's unique value, instead of by bill_id. Provide customfield_api_name and custo... #### update_bill_custom_fields Update the custom field values on an existing bill. Pass bill_id (from list_bills) and custom_fields (each with a cus... #### update_contact Update a contact's fields. Only the fields you pass are changed. email and phone update the primary contact person; i... #### update_contact_card Update a saved card's cardholder/billing details or primary/backup flag. Does not accept raw card data. Requires cont... #### update_customer_payment Update a customer payment. The API requires customer_id, payment_mode, amount, and invoices (each with invoice_id fro... #### update_customer_payment_by_custom_field Update a customer payment located by a custom field's unique value, instead of by payment_id. Provide customfield_api... #### update_customer_payment_custom_fields Update the custom field values on an existing customer payment. Pass customer_payment_id (from list_customer_payments... #### update_customer_payment_refund Update a refund of a customer payment. The API requires date, amount, and from_account_id (from list_accounts). Pass... #### update_delivery_challan Update a delivery challan's fields. Only the fields you pass are changed; passing line_items replaces the existing li... #### update_delivery_challan_shipping_address Update the shipping address on a delivery challan. Pass deliverychallan_id (from list_delivery_challans) and the addr... #### update_delivery_challan_template Apply a PDF template to a delivery challan. Pass deliverychallan_id (from list_delivery_challans) and template_id (fr... #### update_estimate Update an estimate's fields. Only the fields you pass are changed; passing line_items replaces the existing lines. Us... #### update_expense Update an expense. The API requires account_id (from list_accounts), date, and amount on update. Use list_expenses to... #### update_expense_by_custom_field Update an expense located by a custom field's unique value, instead of by expense_id. Provide customfield_api_name an... #### update_invoice Update an invoice's fields. Only the fields you pass are changed; passing line_items replaces the existing lines. Use... #### update_item Update an item's fields. Only the fields you pass are changed. Use list_items to find item_id values. #### update_journal Update a journal. The API requires journal_date and line_items (each with account_id from list_accounts, debit_or_cre... #### update_project Update a project's fields. Only the fields you pass are changed. Use list_projects to find project_id values and list... #### update_project_by_custom_field Update a project located by a custom field's unique value, instead of by project_id. Provide customfield_api_name and... #### update_project_task Update a project task's fields. Pass project_id (from list_projects) and task_id (from list_project_tasks); only the... #### update_project_user Update a user's settings on a project (role, rate, budget_hours). Pass project_id (from list_projects) and user_id (f... #### update_purchase_order Update a purchase order's fields. Only the fields you pass are changed; passing line_items replaces the existing line... #### update_purchase_order_attachment_preference Set whether the purchase order's attached file is sent along with the purchase order email. Pass purchaseorder_id (fr... #### update_purchase_order_billing_address Update the billing address on a purchase order. Pass purchaseorder_id (from list_purchase_orders) and the address fie... #### update_purchase_order_by_custom_field Update a purchase order located by a custom field's unique value, instead of by purchaseorder_id. Provide customfield... #### update_purchase_order_comment Update a comment on a purchase order. Pass purchaseorder_id (from list_purchase_orders), comment_id (from list_purcha... #### update_purchase_order_custom_fields Update the custom field values on an existing purchase order. Pass purchaseorder_id (from list_purchase_orders) and c... #### update_purchase_order_template Apply a PDF template to a purchase order. Pass purchaseorder_id (from list_purchase_orders) and template_id (from lis... #### update_purchase_return Update a purchase return's fields. Only the fields you pass are changed; passing line_items replaces the existing lin... #### update_purchase_return_billing_address Update the billing address on a purchase return. Pass purchasereturn_id (from list_purchase_returns) and the address... #### update_purchase_return_shipping_address Update the shipping address on a purchase return. Pass purchasereturn_id (from list_purchase_returns) and the address... #### update_recurring_bill Update a recurring bill. The API requires vendor_id (from list_contacts), recurrence_name, and line_items (each with... #### update_recurring_bill_by_custom_field Update a recurring bill located by a custom field's unique value, instead of by recurring_bill_id. Provide customfiel... #### update_recurring_expense Update a recurring expense. The API requires recurrence_name, start_date, recurrence_frequency, repeat_every, account... #### update_recurring_expense_by_custom_field Update a recurring expense located by a custom field's unique value, instead of by recurring_expense_id. Provide cust... #### update_recurring_invoice Update a recurring invoice. The API requires customer_id (from list_contacts), recurrence_name, and line_items (each... #### update_recurring_invoice_by_custom_field Update a recurring invoice located by a custom field's unique value, instead of by recurring_invoice_id. Provide cust... #### update_recurring_invoice_template Apply a print template to a recurring invoice. Requires recurring_invoice_id (from list_recurring_invoices) and templ... #### update_recurring_journal Update a recurring journal. The API requires recurrence_name, start_date, recurrence_frequency, and line_items on upd... #### update_retainer_invoice Update a retainer invoice's fields. Only the fields you pass are changed; passing line_items replaces the existing li... #### update_retainer_invoice_billing_address Update the billing address on a retainer invoice. Pass retainerinvoice_id (from list_retainer_invoices) and the addre... #### update_retainer_invoice_by_custom_field Update a retainer invoice located by a custom field's unique value, instead of by retainerinvoice_id. Provide customf... #### update_retainer_invoice_comment Update a comment on a retainer invoice. Pass retainerinvoice_id (from list_retainer_invoices), comment_id (from list\_... #### update_retainer_invoice_template Apply a PDF template to a retainer invoice. Pass retainerinvoice_id (from list_retainer_invoices) and template_id (fr... #### update_sales_order Update a sales order's fields. Only the fields you pass are changed; passing line_items replaces the existing lines... #### update_sales_order_attachment_preference Set whether the sales order's attached file is sent along with the sales order email. Pass salesorder_id (from list_s... #### update_sales_order_billing_address Update the billing address on a sales order. Pass salesorder_id (from list_sales_orders) and the address fields to ch... #### update_sales_order_by_custom_field Update a sales order located by a custom field's unique value, instead of by salesorder_id. Provide customfield_api_n... #### update_sales_order_comment Update a comment on a sales order. Pass salesorder_id (from list_sales_orders), comment_id (from list_sales_order_com... #### update_sales_order_custom_fields Update the custom field values on an existing sales order. Pass salesorder_id (from list_sales_orders) and custom_fie... #### update_sales_order_shipping_address Update the shipping address on a sales order. Pass salesorder_id (from list_sales_orders) and the address fields to c... #### update_sales_order_sub_status Apply a custom sub-status to a sales order. Pass salesorder_id (from list_sales_orders) and status_code (the org-conf... #### update_sales_order_template Apply a PDF template to a sales order. Pass salesorder_id (from list_sales_orders) and template_id (from list_sales_o... #### update_sales_receipt Update a sales receipt's fields. Only the fields you pass are changed; passing line_items replaces the existing lines... #### update_self_billed_invoice Update a self-billed invoice. The API requires vendor_id (from list_contacts) and line_items (each with account_id fr... #### update_task Update a standalone task's fields. Only the fields you pass are changed. Use list_tasks to find task_id values and li... #### update_task_percentage Set a standalone task's completion percentage (0-100). Pass task_id (from list_tasks) and completion_percentage. #### update_time_entry Update a time entry's fields. Only the fields you pass are changed. Use list_time_entries to find time_entry_id value... #### update_vendor_credit Update a vendor credit. The API requires vendor_id (from list_contacts) and line_items on update. Use list_vendor_cre... #### update_vendor_credit_refund Update a refund of a vendor credit. The API requires date, amount, and account_id (from list_accounts). Pass vendor_c... #### update_vendor_payment Update a vendor payment. The API requires vendor_id (from list_contacts), amount, date, and paid_through_account_id (... #### update_vendor_payment_by_custom_field Update a vendor payment located by a custom field's unique value, instead of by payment_id. Provide customfield_api_n... #### update_vendor_payment_refund Update a refund of a vendor payment. The API requires date, amount, and from_account_id (from list_accounts). Pass pa... #### void_bill Void a bill, reversing its accounting impact. Use list_bills to find bill_id values. #### void_purchase_return Void a purchase return. Use list_purchase_returns to find purchasereturn_id values. #### void_retainer_invoice Void a retainer invoice. Use list_retainer_invoices to find retainerinvoice_id values. #### void_vendor_credit Void a vendor credit, reversing its accounting impact. Use list_vendor_credits to find vendor_credit_id values.