CONNECT APP
Build with Zoho Books
Commerce
- OAuth
MCP
Give your agent Zoho Books tools
Every Zoho Books action is exposed as an MCP tool on Pipedream's remote server. Point a client at it with your end user's ID and Connect resolves that user's Zoho Books account for each tool call — you store no tokens.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "zoho_books",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// e.g. run Create Customer:
const result = await mcp.callTool({
name: "zoho_books-create-customer",
arguments: {
contactName: "Contact Name",
companyName: "Company Name",
},
})# access_token: mint a short-lived token with the Connect SDK — see the MCP guide
headers = {
"Authorization": f"Bearer {access_token}",
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", # any stable ID for this user in your system
"x-pd-app-slug": "zoho_books",
}
async with streamablehttp_client("https://remote.mcp.pipedream.net/v3", headers=headers) as (read, write, _):
async with ClientSession(read, write) as session:
await session.initialize()
tools = await session.list_tools()
# e.g. run Create Customer:
result = await session.call_tool("zoho_books-create-customer", {
"contactName": "Contact Name",
"companyName": "Company Name",
})API PROXY
Call the Zoho Books API directly
For an endpoint with no pre-built tool, the Connect proxy forwards your request to the Zoho Books API with the connected user's credentials attached. You store no tokens and write no refresh logic.
const resp = await pd.proxy.get({
externalUserId: "{external_user_id}", // any stable ID for this user in your system
accountId: "apn_xxxxxxx",
url: "https://api.example.com/v1/me",
})
// Any allowed Zoho Books endpoint works here. Pipedream attaches the
// connected account's credentials to the outgoing request.# The path segment is the target URL, URL-safe base64 encoded:
# https://api.example.com/v1/me
curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9hcGkuZXhhbXBsZS5jb20vdjEvbWU?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
-H "Authorization: Bearer {access_token}" \
-H "x-pd-environment: production"SDK
Run Zoho Books actions from your backend
Connect a user's Zoho Books account once, then run Create Customer on their behalf from your own code — TypeScript, Python, or plain HTTP.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "zoho_books-create-customer",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
zoho_books: { authProvisionId: "apn_xxxxxxx" },
contactName: "Contact Name",
companyName: "Company Name",
},
})from pipedream import Pipedream
pd = Pipedream(
client_id="{oauth_client_id}",
client_secret="{oauth_client_secret}",
project_id="{project_id}",
project_environment="production",
)
result = pd.actions.run(
id="zoho_books-create-customer",
external_user_id="{external_user_id}", # any stable ID for this user in your system
configured_props={
"zoho_books": {"authProvisionId": "apn_xxxxxxx"},
"contactName": "Contact Name",
"companyName": "Company Name",
},
)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "zoho_books-create-customer",
"configured_props": {
"zoho_books": { "authProvisionId": "apn_xxxxxxx" },
"contactName": "Contact Name",
"companyName": "Company Name"
}
}'TOOLS
Zoho Books actions
On-demand operations your product or agent can configure and run on behalf of a connected user.
-
Create Customer
actionCreates a new customer. See the documentationWritev0.0.2 -
Create Customer Payment
actionCreates a new payment. See the documentationWritev0.3.1 -
Create Employee
actionCreates an employee for an expense. See the documentationWritev0.3.1 -
Create Estimate
actionCreates a new estimate. See the documentationWritev0.0.2 -
Create Invoice
actionCreates an invoice for your customer. See the documentationWritev0.3.1 -
Create Item
actionCreates a new item. See the documentationWritev0.3.1 -
Create Sales Order
actionCreates a sales order. See the documentationWritev0.3.1 -
Delete Contact
actionDeletes an existing contact. See the documentationWritev0.3.1 -
Get Invoice
actionGets the details of an invoice. See the documentationRead-onlyv0.3.1 -
Get Item
actionGets the details of an existing item. See the documentationRead-onlyv0.3.1 -
List Account Id Options
actionRetrieves available options for the Account Id field.Read-onlyv0.0.1 -
List Contacts
actionLists all contacts given the organization_id. See the documentationRead-onlyv0.5.1 -
List Currency Id Options
actionRetrieves available options for the Currency Id field.Read-onlyv0.0.1 -
List Customer Id Options
actionRetrieves available options for the Customer Id field.Read-onlyv0.0.1 -
List Expense Id Options
actionRetrieves available options for the Expense Id field.Read-onlyv0.0.1 -
List Expenses
actionList all the Expenses. See the documentationRead-onlyv0.3.1 -
List Invoices
actionLists all invoices. See the documentationRead-onlyv0.3.1 -
List Item Id Options
actionRetrieves available options for the Item Id field.Read-onlyv0.0.1 -
List Salesorder Id Options
actionRetrieves available options for the Salesorder Id field.Read-onlyv0.0.1 -
List Tax Authority Id Options
actionRetrieves available options for the Tax Authority Id field.Read-onlyv0.0.1 -
List Tax Exemption Id Options
actionRetrieves available options for the Tax Exemption Id field.Read-onlyv0.0.1 -
List Tax Id Options
actionRetrieves available options for the Tax Id field.Read-onlyv0.0.1 -
List Template Id Options
actionRetrieves available options for the Template Id field.Read-onlyv0.0.1 -
List Time Entry Ids Options
actionRetrieves available options for the Time Entry Ids field.Read-onlyv0.0.1 -
Make API Call
actionMakes an aribitrary call to Zoho Books APIWritev0.4.1 -
Update Sales Order
actionUpdates an existing sales order. See the documentationWritev0.3.1
EVENTS
Zoho Books triggers
Event sources your backend can deploy for users and receive through a webhook.
-
New Customer
triggerEmit new event when a new customer is created.v0.0.2 -
New Expense
triggerEmit new event when a new expense is created.v0.0.2 -
New or Updated Invoice
triggerEmit new event when a new invoice is created or an existing invoice is updated.v0.0.1 -
New Sales Order
triggerEmit new event when a new sales order is created.v0.0.2
MULTI-APP
Use Zoho Books with other popular apps
Most products don't stop at one integration. Pair Zoho Books with the other apps your users rely on, and ship use cases that span both.
- App slug
- zoho_books
- Authentication
- OAuth
- Categories
- Commerce
- Actions
- 26
- Triggers
- 4
- API proxy
- Available
OAuth scopes
These are the scopes Pipedream's managed Zoho Books OAuth client requests when one of your users connects an account. Supply your own OAuth client to request a different set.
- ZohoBooks.fullaccess.all