ZBK / ACCOUNTING

Zoho Books, answered in plain English

46 tools for invoices, bills, payments, financial statements, aging, 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 invoice summary for last month."

"How much GST did we collect in April?"

"Which customers contribute most of our revenue?"

"Reconcile our books against the GSTR-2B."

TOOLS / ZOHO BOOKS

What it does

Receivables and sales

get_outstanding_summaryget_sales_summaryget_revenue_trendget_revenue_by_customerget_payments_received

Payables and purchases

get_payables_outstandingget_bill_summaryget_payments_madeget_payables_by_vendor

Financial statements

get_pnl_summaryget_balance_sheetget_cashflow_summaryget_trial_balanceget_aging_pivot

GST and tax

get_gst_from_invoicesget_itc_from_billsget_tds_from_billsget_gstr_filing_status

Customers and vendors

get_customer_listget_customer_detailget_vendor_listget_vendor_detail

Bank and reconciliation

get_bank_accountsget_bank_transactionsget_reconciliation_summaryget_unreconciled_items

SETUP / GET RUNNING

Set it up in three steps

What you'll need

ZOHO_CLIENT_IDZOHO_CLIENT_SECRETZOHO_REFRESH_TOKEN

Your Zoho client ID and secret, entered on your machine. A browser opens once for OAuth sign-in.

Pick Zoho Books

Select it on the connectors page and build your installer.

Enter your keys locally

Add your Zoho client ID and secret during install. They are written to your local Claude Desktop config and nowhere else.

Sign in once

A browser opens for OAuth. The refresh token is saved on your machine automatically.

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.

MORE / CONNECTORS