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Zoho Invoice for AI agents

Zoho Invoice handles billing, recurring invoices, and expenses for freelancers and small businesses sending professional invoices. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect Zoho InvoiceSee the 137 actions ↓
Finance and accountingOAuth 2.0MCP + RESTzoho.com
AUDIT LOG · ZOHO INVOICEPOLICY: acme-support
09:41:07 · claude · u_8f2read
zoho_invoice.list_items
List Items✓ allowed · 212ms
09:41:08 · claude · u_8f2read
zoho_invoice.get_tax
Get Tax✓ allowed · 164ms
09:41:09 · claude · u_8f2write
zoho_invoice.create_tax
Create Tax✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
zoho_invoice.delete_item
Delete Item✕ blocked · policy: deny
EVERY ZOHO INVOICE CALL, ON THE RECORD
01 · USE CASES

What agents do in Zoho Invoice.

01

Create an invoice

Draft a new invoice for a client with line items and payment terms.

02

Get a client's payment history

Pull a customer's past payments as a read-only check before following up.

03

Confirm before deleting a contact

Check with the user before deleting a contact, since its invoice history goes with it.

02 · ACTIONS

137 Zoho Invoice actions, graded by risk.

Every Zoho Invoice action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

52

Look things up. Allowed by default.

  • zoho_invoice.get_tax
    Get Tax
  • zoho_invoice.get_item
    Get Zoho Invoice Item
  • zoho_invoice.get_task
    Get Task
  • zoho_invoice.list_items
    List Items
  • zoho_invoice.list_users
    List Users
  • zoho_invoice.get_contact
    Get Contact
  • zoho_invoice.get_expense
    Get Expense
  • zoho_invoice.get_invoice
    Get Invoice
  • zoho_invoice.get_project
    Get Project
  • zoho_invoice.get_all_tasks
    Get All Tasks
  • zoho_invoice.get_tax_group
    Get Tax Group
  • zoho_invoice.list_contacts
    List Contacts
  • zoho_invoice.list_expenses
    List Expenses
  • zoho_invoice.list_invoices
    List Invoices
  • zoho_invoice.list_payments
    List Payments
  • zoho_invoice.list_projects
    List Projects
+ 36 MORE

write

55

Create and change things. Allow, or ask the user first.

  • zoho_invoice.create_tax
    Create Tax
  • zoho_invoice.create_item
    Create Item
  • zoho_invoice.create_task
    Create Task
  • zoho_invoice.create_user
    Create Zoho Invoice User
  • zoho_invoice.create_contact
    Create Contact
  • zoho_invoice.create_invoice
    Create Invoice
  • zoho_invoice.update_contact
    Update Contact
  • zoho_invoice.create_currency
    Create Currency
  • zoho_invoice.create_employee
    Create Employee
  • zoho_invoice.create_estimate
    Create Estimate
  • zoho_invoice.create_tax_group
    Create Tax Group
  • zoho_invoice.create_time_entry
    Create Time Entry
  • zoho_invoice.create_credit_note
    Create Credit Note
  • zoho_invoice.send_contact_email
    Send Contact Email
  • zoho_invoice.update_credit_note
    Update Credit Note
  • zoho_invoice.add_invoice_comment
    Add Invoice Comment
+ 39 MORE

destructive

30

Delete, cancel or archive. Ask first, or deny outright.

  • zoho_invoice.delete_item
    Delete Item
  • zoho_invoice.delete_task
    Delete Task
  • zoho_invoice.delete_user
    Delete User
  • zoho_invoice.delete_contact
    Delete Contact
  • zoho_invoice.delete_expense
    Delete Expense
  • zoho_invoice.delete_invoice
    Delete Invoice
  • zoho_invoice.delete_project
    Delete Project
  • zoho_invoice.delete_currency
    Delete Currency
  • zoho_invoice.delete_employee
    Delete Employee
  • zoho_invoice.delete_estimates
    Delete Estimates
  • zoho_invoice.delete_time_entry
    Delete Time Entry
  • zoho_invoice.delete_setting_taxes
    Delete Tax
  • zoho_invoice.delete_contact_person
    Delete Contact Person
  • zoho_invoice.delete_invoice_comment
    Delete Invoice Comment
  • zoho_invoice.delete_project_comment
    Delete Project Comment
  • zoho_invoice.delete_customer_payment
    Delete Customer Payment
+ 14 MORE
03 · HOW IT WORKS

Zoho Invoice in three steps.

  1. 01Your users connect Zoho InvoiceThey sign in to Zoho Invoice on Arc0 Connect, under your brand, and approve the access you ask for.
  2. 02You set the rulesReads run, writes like “create Tax” can wait for the user, and “delete Item” can be denied outright.
  3. 03Any agent can actYour agent calls Zoho Invoice through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('zoho_invoice', {
  read: 'allow',
  write: 'ask',        // create_tax
  destructive: 'deny',  // delete_item
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Zoho Invoice connects.

Users sign in to Zoho Invoice on Arc0 Connect and approve the scopes you request. Build with Arc0’s Zoho Invoice OAuth app, or bring your own so the Zoho Invoice consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Zoho Invoice connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
OAuth 2.0
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Zoho Invoice from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More finance and accounting apps.

Stripe433 actions44API4 actionsAirwallex7 actionsAiwyn Tax10 actionsAltoviz67 actionsCoupa384 actionsZoho Books265 actionsMaxio177 actions
ALL FINANCE AND ACCOUNTING APPS →
07 · FAQ

Zoho Invoice and Arc0, answered.

Q01

Can I use Zoho Invoice with Claude, ChatGPT or Cursor?

Yes. Connect Zoho Invoice to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Zoho Invoice actions you allow.

Q02

How do users connect Zoho Invoice?

Users sign in to Zoho Invoice on Arc0 Connect and approve the scopes you request. Build with Arc0’s Zoho Invoice OAuth app, or bring your own so the Zoho Invoice consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

Q03

Which Zoho Invoice actions can my agent take?

137 in total: 52 read, 55 write and 30 destructive, such as “create Tax”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Zoho Invoice?

Yes. Actions like “delete Item” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Zoho Invoice too?

Yes. The same Zoho Invoice connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Zoho Invoice into your agent.

Your users connect Zoho Invoice once, under your brand. Your agent gets 137 actions behind your policies, with every call on the record.

Connect Zoho InvoiceBrowse all apps →

Free to build · MCP + REST · Audit log on every plan