How to integrate Zoho invoice MCP with Claude Code

Trusted by
AWS
Glean
Zoom
Airtable

30 min · no commitment · see it on your stack

Zoho invoice logo
Claude Code logo
divider

Introduction

Manage your Zoho invoice directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Zoho invoice with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Zoho invoice to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

Supported Tools & Triggers

Tools
Add Credit Note to InvoicesTool to apply a credit note to one or more invoices.
Add Invoice CommentTool to add a comment to an invoice.
Apply Credits to InvoiceTool to apply credit notes to an invoice in Zoho Invoice.
Cancel Write Off InvoiceTool to cancel a write-off on an invoice.
Clone Zoho Invoice ProjectTool to clone an existing project.
Create Additional AddressTool to add an additional address to a contact.
Create ContactTool to create a contact in Zoho Invoice.
Create Contact PersonTool to create a contact person for an existing contact.
Create Credit NoteTool to create a credit note to refund or give credit to a customer.
Create Credit Note CommentTool to add a comment to a credit note.
Create CurrencyTool to create a new currency in Zoho Invoice.
Create Customer PaymentTool to create a customer payment in Zoho Invoice.
Create EmployeeTool to create an employee in Zoho Invoice.
Create EstimateTool to create a new estimate (quote) for a customer.
Create Estimate CommentTool to add a comment to an estimate.
Create Exchange RateTool to create an exchange rate for a specified currency.
Create Expense CategoryTool to create a new expense category in Zoho Invoice.
Create InvoiceTool to create a new invoice for a customer in Zoho Invoice.
Create ItemTool to create a new item in Zoho Invoice.
Create Project CommentTool to post a comment to a project.
Create Recurring InvoiceTool to create a recurring invoice profile that automatically generates invoices at specified intervals.
Create Refund Credit Note RefundsTool to create a refund for a credit note.
Create TaskTool to create a new task in a Zoho Invoice project.
Create TaxTool to create a new tax in Zoho Invoice.
Create Tax GroupTool to create a new tax group in Zoho Invoice.
Create Time EntryTool to log time entries for projects in Zoho Invoice.
Create Zoho Invoice UserTool to create a new user in Zoho Invoice.
Delete Additional AddressTool to delete an additional address from a contact.
Delete ContactTool to delete a contact from Zoho Invoice.
Delete Contact PersonTool to delete a contact person from Zoho Invoice.
Delete Credit Notes Applied to InvoiceTool to delete invoices credited from a credit note.
Delete CurrencyTool to delete a currency from Zoho Invoice settings.
Delete Customer PaymentTool to delete an existing payment from Zoho Invoice.
Delete EmployeeTool to delete an employee from Zoho Invoice.
Delete Estimate CommentTool to delete a comment from an estimate.
Delete EstimatesTool to delete one or more estimates (quotes).
Delete ExpenseTool to delete an expense from Zoho Invoice.
Delete Expense CategoryTool to delete an expense category from Zoho Invoice.
Delete InvoiceTool to delete an existing invoice from Zoho Invoice.
Delete Invoice AttachmentTool to delete an attachment from an invoice.
Delete Invoice CommentTool to delete a comment from an invoice.
Delete Invoice Expense ReceiptTool to delete the receipt attached to an expense in Zoho Invoice.
Delete ItemTool to delete an existing item from Zoho Invoice.
Delete ProjectTool to delete a project from Zoho Invoice.
Delete Project CommentTool to delete a comment from a project.
Delete TaxTool to delete a simple or compound tax from Zoho Invoice settings.
Delete TaskTool to delete a task from a Zoho Invoice project.
Delete Time EntryTool to delete a time entry from Zoho Invoice.
Delete UserTool to delete a user from Zoho Invoice.
Disable Contact Payment RemindersTool to disable payment reminders for a contact.
Disable Invoice Payment ReminderTool to disable payment reminders for an invoice.
Email Contact StatementTool to email a statement to a contact in Zoho Invoice.
Email EstimateTool to email an estimate to a customer.
Email InvoiceTool to email an invoice to customers.
Email Multiple EstimatesTool to send estimates via email to customers in bulk.
Enable Invoice Payment ReminderTool to enable payment reminders for an invoice.
Enable Payment RemindersTool to enable payment reminders for a contact.
Enable Portal AccessTool to enable portal access for contact persons in Zoho Invoice.
Bulk Export InvoicesTool to bulk export multiple invoices as a single PDF file.
Get All TasksTool to list all tasks in a Zoho Invoice project.
Get Client ReviewTool to retrieve details of a particular client review by comment ID.
Get ContactTool to retrieve a specific contact by ID.
Get Contact AddressesTool to retrieve all addresses for a contact.
Get Contact PersonTool to retrieve details of a specific contact person.
Get Credit NoteTool to retrieve the details of a specific credit note by creditnote_id.
Get Credit Note Email HistoryTool to retrieve email history for a credit note.
Get Credit Note RefundTool to retrieve details of a specific credit note refund.
Get ExpenseTool to retrieve a specific expense by ID.
Get InvoiceTool to retrieve the details of a specific invoice by invoice_id.
Get Invoice AttachmentTool to get invoice attachment details.
Get Invoice Email ContentTool to retrieve the email content for a specific invoice.
Get Zoho Invoice ItemTool to retrieve the details of a specific item by item_id.
Get Payment Reminder Mail ContentTool to retrieve payment reminder mail content for a specific invoice.
Get Price ListTool to retrieve the details of a specific price list by pricebook_id.
Get ProjectTool to retrieve details of a specific project by project ID.
Get Project UserTool to retrieve a specific user from a project.
Get Recurring InvoiceTool to retrieve the details of a specific recurring invoice by recurring_invoice_id.
Get Statement Mail ContentTool to retrieve statement mail content for a specific contact.
Get TaskTool to retrieve a specific task from a Zoho Invoice project.
Get TaxTool to retrieve details of a specific tax by tax_id.
Get Tax GroupTool to retrieve a specific tax group by ID.
Get Time EntryTool to retrieve a specific time entry from Zoho Invoice.
Inactivate ProjectTool to deactivate a project in Zoho Invoice.
List Child Expenses CreatedTool to list child expenses created from a recurring expense.
List Client ReviewsTool to retrieve all client reviews for contacts.
List Contact CommentsTool to list all comments on a contact.
List Contact RefundsTool to list refunds associated with a contact.
List ContactsTool to list contacts.
List Credit NotesTool to list credit notes.
List CurrenciesTool to list all currencies configured for the organization.
List Customer Payment RefundsTool to list refunds of a customer payment.
List EmployeesTool to list all employees in the organization.
List EstimatesTool to list all estimates.
List Expense CategoriesTool to list all expense categories with optional filtering, sorting, and pagination.
List Expense CommentsTool to list expense history and comments.
List ExpensesList all expenses with optional filtering, sorting, and pagination.
List Invoice CommentsTool to list all comments and history for an invoice.
List Invoice PaymentsTool to list payments for a specific invoice.
List InvoicesTool to list invoices.
List Invoices CreditedTool to list invoices to which a specific credit note has been applied.
List ItemsTool to list all items.
List OrganizationsTool to list all organizations.
List PaymentsTool to list payments.
List Price ListsTool to list all price lists.
List Project CommentsTool to list all comments for a project.
List Project InvoicesTool to list all invoices for a specific project.
List ProjectsTool to list all projects.
List Project UsersTool to list all users assigned to a specific project.
List Recurring InvoicesTool to list recurring invoices.
List Retainer InvoicesTool to list retainer invoices.
List Retainer Invoice TemplatesTool to list retainer invoice templates.
List UsersTool to list users in a Zoho Invoice organization.
Mark Contact as ActiveTool to mark an inactive contact as active.
Mark Contact as InactiveTool to mark a contact as inactive in Zoho Invoice.
Mark Contact Person as PrimaryTool to mark a contact person as primary in Zoho Invoice.
Mark Estimate as DeclinedTool to mark an estimate as declined.
Mark Expense Category as ActiveTool to mark an inactive expense category as active.
Mark Invoice as SentTool to mark an invoice as sent.
Mark Invoice as VoidTool to mark an invoice as void.
Mark Item as InactiveTool to mark an active item as inactive.
Mark Retainer Invoice as SentTool to mark a retainer invoice as sent.
Bulk Print EstimatesTool to bulk print multiple estimates as PDF.
Bulk Print InvoicesTool to bulk print invoices as PDF.
Refund Customer PaymentTool to refund an excess customer payment.
Resume Recurring InvoiceTool to resume a recurring invoice in Zoho Invoice.
Send Bulk Invoice ReminderTool to send payment reminders for multiple invoices in bulk.
Send Contact EmailTool to send an email to a contact in Zoho Invoice.
Start TimerTool to start a timer on an existing time entry in Zoho Invoice.
Stop Recurring InvoiceTool to stop a recurring invoice in Zoho Invoice.
Update Additional AddressTool to update an additional address for a contact.
Update ContactTool to update an existing contact in Zoho Invoice.
Update Contact PersonTool to update a contact person in Zoho Invoice.
Update Credit NoteTool to update an existing credit note in Zoho Invoice.
Update Credit Note TemplateTool to update the template associated with a credit note.
Update Customer Payment RefundTool to update an existing customer payment refund.
Update Estimate Shipping AddressTool to update the shipping address for an estimate.
Write Off InvoiceTool to write off an invoice.

What is the Zoho invoice MCP server, and what's possible with it?

The Zoho invoice MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Zoho Invoice account. It provides structured and secure access to your invoicing, billing, and expense data, so your agent can perform actions like listing invoices, fetching payments, retrieving contacts, and managing expenses on your behalf.

  • Comprehensive invoice management: Let your agent list and review all invoices, making it easy to track billing history, filter by status, or check for outstanding payments.
  • Automated expense tracking: Have your agent retrieve and organize expense records, helping you monitor spending and simplify bookkeeping.
  • Contact catalog access: Quickly pull a list of clients, vendors, or customers from your Zoho Invoice account to streamline outreach and relationship management.
  • Real-time payment tracking: Direct your agent to list all payments, filter by customer or date range, and ensure nothing falls through the cracks.
  • Itemized inventory insights: Fetch detailed item catalogs or retrieve specific item details to keep your invoicing accurate and up to date.

Connecting Zoho invoice via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Zoho invoice) for even more tool search precision. It's secure and reliable.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Zoho invoice account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["zoho_invoice"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http zoho_invoice-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Zoho invoice. This URL will be used to connect Claude Code to Zoho invoice.

What's happening:

  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Zoho invoice
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Zoho invoice MCP to Claude Code

bash
claude mcp add --transport http zoho_invoice-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (zoho_invoice-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Zoho invoice MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your zoho_invoice-composio entry in the list
  • This confirms that Claude Code can now access Zoho invoice tools

If everything is wired up, you should see your zoho_invoice-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Zoho invoice

The first time you try to use Zoho invoice tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Zoho invoice
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Zoho invoice authorization flow
  • Return to the terminal and start using Zoho invoice through Claude Code

Once authenticated, you can ask Claude Code to perform Zoho invoice operations in natural language. For example:

  • "List all unpaid invoices from last month"
  • "Show expenses categorized by project for May"
  • "Find payments received from a specific client"

Complete Code

Here's the complete code to get you started with Zoho invoice and Claude Code:

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["zoho_invoice"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http zoho_invoice-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Zoho invoice with Claude Code using Composio's MCP server. Now you can interact with Zoho invoice directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Zoho invoice operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Zoho invoice operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

How to build Zoho invoice MCP Agent with another framework

FAQ

What are the differences in Tool Router MCP and Zoho invoice MCP?

With a standalone Zoho invoice MCP server, the agents and LLMs can only access a fixed set of Zoho invoice tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Zoho invoice and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Code?

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Zoho invoice tools.

Can I manage the permissions and scopes for Zoho invoice while using Tool Router?

Yes, absolutely. You can configure which Zoho invoice scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Zoho invoice data and credentials are handled as safely as possible.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.