# Zoho Books MCP Server Connect your Zoho Books account to AI assistants like Claude Desktop through the Model Context Protocol (MCP). ## Quick Start ### 1. Get Zoho API Credentials 1. Go to [Zoho API Console](https://api-console.zoho.com/) 2. Create a "Server-based Application" 3. Add redirect URI: `http://localhost:8099/callback` 4. Select scope: `ZohoBooks.fullaccess.all` 5. Save your Client ID, Client Secret, and Organization ID ### 2. Install via uvx Add to your Claude Desktop configuration: ```json { "mcpServers": { "zoho-books": { "command": "uvx", "args": ["zoho-books-mcp"], "env": { "ZOHO_CLIENT_ID": "your_client_id", "ZOHO_CLIENT_SECRET": "your_client_secret", "ZOHO_REFRESH_TOKEN": "your_refresh_token", "ZOHO_ORGANIZATION_ID": "your_organization_id", "ZOHO_REGION": "US" } } } } ``` To get a refresh token: `uvx zoho-books-mcp --setup-oauth` ### 3. Restart Claude Desktop Look for the 🔌 icon to verify connection. ## Local Development ```bash # Clone and setup git clone https://github.com/kkeeling/zoho-mcp.git cd zoho-mcp python -m venv venv source venv/bin/activate # Windows: venv\Scripts\activate pip install -r requirements.txt # Run tests pytest # Run server python server.py ``` For local development in Claude Desktop: ```json { "mcpServers": { "zoho-books": { "command": "/path/to/venv/bin/python", "args": ["/path/to/zoho-mcp/server.py"], "env": { "ZOHO_CLIENT_ID": "your_client_id", "ZOHO_CLIENT_SECRET": "your_client_secret", "ZOHO_REFRESH_TOKEN": "your_refresh_token", "ZOHO_ORGANIZATION_ID": "your_organization_id", "ZOHO_REGION": "US" } } } } ``` ## Available Features ### Tools **Invoices**: create_invoice, email_invoice, record_payment, send_payment_reminder, void_invoice, list_invoices, get_invoice, mark_invoice_as_sent **Contacts**: create_customer, create_vendor, update_contact, delete_contact, email_statement, list_contacts, get_contact **Expenses**: create_expense, update_expense, categorize_expense, upload_receipt, list_expenses, get_expense **Items**: create_item, update_item, list_items, get_item **Sales Orders**: create_sales_order, update_sales_order, convert_to_invoice, list_sales_orders, get_sales_order ### Resources - **dashboard://summary** - Business metrics overview - **invoice://overdue** - Overdue invoices list - **invoice://unpaid** - Unpaid invoices - **payment://recent** - Recent payments - **contact://list** - All contacts - **expenses://summary** - Expense overview ### Prompts - **invoice_collection_workflow** - Complete invoice-to-payment cycle - **monthly_invoicing** - Bulk invoice creation - **expense_tracking_workflow** - Expense recording and categorization ## Configuration ### Regions - US (zoho.com), EU (zoho.eu), IN (zoho.in), AU (zoho.com.au), JP (zoho.jp), UK (zoho.uk), CA (zoho.ca) ### Troubleshooting - **Tools not showing**: Restart Claude Desktop completely - **Auth errors**: Regenerate refresh token with `uvx zoho-books-mcp --setup-oauth` - **Module errors**: Ensure virtual environment is activated ## Development & Releases ### Creating a Release To publish a new version to PyPI and create a GitHub release: 1. **Update version** in `pyproject.toml` 2. **Update CHANGELOG.md** with release notes 3. **Create and push a git tag**: ```bash git tag v0.1.0 git push origin v0.1.0 ``` 4. **Follow manual publishing steps** in `PUBLISHING.md` to build, upload to PyPI, and create GitHub release ### Prerequisites for Publishing - PyPI account with API token - GitHub CLI (`gh`) installed and authenticated - Build tools: `pip install --upgrade pip build twine` ## License MIT License - see [LICENSE](LICENSE) file for details.# zohobooks-mcp-server # zohobooks-mcp-server