# Zoho Books — Pipedream Connect

> Online accounting software

- API slug: `zoho_books` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: Commerce
- Website: https://books.zoho.com
- Managed OAuth scopes: `ZohoBooks.fullaccess.all`
- This page (HTML): https://pipedream.com/apps/zoho-books
- Tools: 26 actions · 4 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: zoho_books`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_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",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Zoho Books endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# 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"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
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",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (26)

### `zoho_books-create-customer` — Create Customer (Write)

Creates a new customer. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/create-customer.md

### `zoho_books-create-customer-payment` — Create Customer Payment (Write)

Creates a new payment. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/create-customer-payment.md

### `zoho_books-create-employee` — Create Employee (Write)

Creates an employee for an expense. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/create-employee.md

### `zoho_books-create-estimate` — Create Estimate (Write)

Creates a new estimate. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/create-estimate.md

### `zoho_books-create-invoice` — Create Invoice (Write)

Creates an invoice for your customer. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/create-invoice.md

### `zoho_books-create-item` — Create Item (Write)

Creates a new item. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/create-item.md

### `zoho_books-create-salesorder` — Create Sales Order (Write)

Creates a sales order. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/create-salesorder.md

### `zoho_books-delete-contact` — Delete Contact (Write)

Deletes an existing contact. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/delete-contact.md

### `zoho_books-get-invoice` — Get Invoice (Read-only)

Gets the details of an invoice. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/get-invoice.md

### `zoho_books-get-item` — Get Item (Read-only)

Gets the details of an existing item. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/get-item.md

### `zoho_books-list-account-id-options` — List Account Id Options (Read-only)

Retrieves available options for the Account Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-account-id-options.md

### `zoho_books-list-contacts` — List Contacts (Read-only)

Lists all contacts given the organization_id. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/list-contacts.md

### `zoho_books-list-currency-id-options` — List Currency Id Options (Read-only)

Retrieves available options for the Currency Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-currency-id-options.md

### `zoho_books-list-customer-id-options` — List Customer Id Options (Read-only)

Retrieves available options for the Customer Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-customer-id-options.md

### `zoho_books-list-expense-id-options` — List Expense Id Options (Read-only)

Retrieves available options for the Expense Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-expense-id-options.md

### `zoho_books-list-expenses` — List Expenses (Read-only)

List all the Expenses. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/list-expenses.md

### `zoho_books-list-invoices` — List Invoices (Read-only)

Lists all invoices. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/list-invoices.md

### `zoho_books-list-item-id-options` — List Item Id Options (Read-only)

Retrieves available options for the Item Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-item-id-options.md

### `zoho_books-list-salesorder-id-options` — List Salesorder Id Options (Read-only)

Retrieves available options for the Salesorder Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-salesorder-id-options.md

### `zoho_books-list-tax-authority-id-options` — List Tax Authority Id Options (Read-only)

Retrieves available options for the Tax Authority Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-tax-authority-id-options.md

### `zoho_books-list-tax-exemption-id-options` — List Tax Exemption Id Options (Read-only)

Retrieves available options for the Tax Exemption Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-tax-exemption-id-options.md

### `zoho_books-list-tax-id-options` — List Tax Id Options (Read-only)

Retrieves available options for the Tax Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-tax-id-options.md

### `zoho_books-list-template-id-options` — List Template Id Options (Read-only)

Retrieves available options for the Template Id field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-template-id-options.md

### `zoho_books-list-time-entry-ids-options` — List Time Entry Ids Options (Read-only)

Retrieves available options for the Time Entry Ids field.

Full schema: https://pipedream.com/apps/zoho-books/actions/list-time-entry-ids-options.md

### `zoho_books-make-api-call` — Make API Call (Write)

Makes an aribitrary call to Zoho Books API

Full schema: https://pipedream.com/apps/zoho-books/actions/make-api-call.md

### `zoho_books-update-salesorder` — Update Sales Order (Write)

Updates an existing sales order. See the documentation

Full schema: https://pipedream.com/apps/zoho-books/actions/update-salesorder.md

## Triggers (4)

### `zoho_books-new-customer` — New Customer (Polling)

Emit new event when a new customer is created.

Full schema: https://pipedream.com/apps/zoho-books/triggers/new-customer.md

### `zoho_books-new-expense` — New Expense (Polling)

Emit new event when a new expense is created.

Full schema: https://pipedream.com/apps/zoho-books/triggers/new-expense.md

### `zoho_books-new-or-updated-invoice` — New or Updated Invoice (Polling)

Emit new event when a new invoice is created or an existing invoice is updated.

Full schema: https://pipedream.com/apps/zoho-books/triggers/new-or-updated-invoice.md

### `zoho_books-new-sales-order` — New Sales Order (Polling)

Emit new event when a new sales order is created.

Full schema: https://pipedream.com/apps/zoho-books/triggers/new-sales-order.md

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