What is Zoho Mcp

Zoho-MCP is a Model Control Protocol (MCP) server designed for integrating with Zoho Books. It allows AI agents to perform operations on Zoho Books using natural language commands.

Use cases

Use cases for Zoho-MCP include automating financial reporting, managing invoices through AI agents, and facilitating seamless communication between different applications and Zoho Books.

How to use

To use Zoho-MCP, you need to set up a Python environment, install the required dependencies, and configure your Zoho Books API credentials. After that, you can run the server in various modes such as STDIO, HTTP/SSE, or WebSocket to interact with Zoho Books.

Key features

Key features of Zoho-MCP include a comprehensive API for Zoho Books operations, support for multiple transport modes (STDIO, HTTP/SSE, WebSocket), input/output validation with Pydantic, OAuth authentication, and robust error handling and logging.

Where to use

Zoho-MCP can be used in various fields such as finance, accounting, and business management where integration with Zoho Books is required for automation and enhanced productivity.

Zoho Books MCP Integration Server

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.

Table of Contents

• 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

Features

• 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

Getting Started

Prerequisites

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

Installation

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

Configuration

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.)

Running the Server

STDIO Mode (for Claude Desktop)

python server.py --stdio

HTTP/SSE Mode (for Cursor)

python server.py --port 8000

WebSocket Mode

python server.py --ws

Available Tools

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

Contacts

• 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

Invoices

• 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

Expenses

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

Items

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

Sales Orders

• 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

Client Integration

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

Quick Start with Claude Desktop

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!

Documentation

• 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

Development

Running Tests

pytest

Running with Coverage

pytest --cov=zoho_mcp

License

MIT License

Acknowledgements

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