ZBK / ACCOUNTING

Zoho Books, answered in plain English

35 tools for invoices, bills, payments, financial statements, aging, bank reconciliation and GST, pulled live from your Zoho organisations. Ask in plain language and get the real number.

Get started free All connectors

tools

OAuth

one-time sign-in

Multi-org

rollups

Local

runs on your PC

What you can ask

"What are my outstanding receivables, with an aging breakdown?"

"Show me the profit and loss for last month."

"How much GST did we collect in April?"

"Which customers contribute most of our revenue?"

TOOLS / ZOHO BOOKS

What it does

Customers and vendors

get_customer_listget_customer_detailget_vendor_listget_vendor_detail

Receivables

get_invoice_summaryget_invoice_detailget_outstanding_summaryget_payments_receivedget_sales_summary

Payables and expenses

get_bill_summaryget_bill_detailget_payables_outstandingget_payments_madeget_expense_summaryget_expense_by_category

Financial statements

get_pnl_summaryget_balance_sheetget_cashflow_summaryget_trial_balance

Analysis

get_aging_pivotget_revenue_trendget_revenue_by_customerget_payables_by_vendorget_cross_org_summary

Banking

get_bank_accountsget_bank_transactionsget_unreconciled_itemsget_reconciliation_summary

GST and TDS

get_gst_from_invoicesget_gstr_filing_statusget_itc_from_billsget_tds_from_bills

SETUP / GET RUNNING

Set it up in three steps

What you'll need

ZOHO_CLIENT_IDZOHO_CLIENT_SECRETZOHO_REFRESH_TOKEN

Your own Zoho API credentials. The installer opens a browser once for OAuth sign-in and saves the refresh token to your local config.

Pick Zoho Books

Select it on the connectors page and build your installer.

Add your credentials locally

Enter your Zoho client ID and secret during install. A browser opens once for sign-in; the token is saved locally.

Ask in plain English

Ask for the P&L, receivables aging, or GST collected. Answers come from the live Zoho API.

Privacy

Zoho Books runs on your machine. Credentials live only in your local Claude Desktop config, raw data never reaches our servers, and Claude only ever sees a short, filtered summary. Read how that works.

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