IntegrationsZoho Books integration
Your Zoho Books.Both sides of the ledger.
Connect Zoho Books to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent reads your organization's invoices, bills, expenses, payments and orders, and puts what customers owe you beside what you owe vendors. It uses your own Zoho login. Creating, emailing or voiding an invoice is a separate call that approvals can hold for a person.
Money in, money out.Read in one place.
Requests you can make once Zoho Books is connected. The data is fictional.
- Zoho BooksInvoices · overdue
- INV-000318Granite Row · $4,10026 days
- INV-000327Lumenfield · $2,2009 days
Find the overdue invoices
From the organization you connected
Approval requestWaiting
Cursor for Dylan
zoho-books__email_invoice
“Email invoice INV-000331 to Granite Row's billing contact.”
Policy: Ask before emailing a Zoho Books invoice.
ApproveDeny
Email an invoice, with a check
Held for approval
- CursorAnswer
Purchase orders
Four still open.
- $7,950 committed to three vendors.
- PO-00087 is the largest, $3,600.
Check the open orders
Read only · Nothing changed
What you are owed.What you owe.
Let your agent read overdue invoices and unpaid bills in Zoho Books, and set them side by side for the month.
Reads fromZoho Books
All connectors →In Zoho Books, list the overdue invoices and the unpaid bills. Compare what customers owe us with what we owe vendors this month. Do not change anything.
zoho-books__list_invoicesok
2 overdue, $6,300
Keep your agent.Bring your work.
One CoreSpeed account, across compatible agents.
- 1
Set up CoreSpeed
Give your agent the setup line. It adds CoreSpeed and signs you in.
- 2
Connect Zoho Books
Authorize the account and the content you need.
- 3
Start with one task
Ask for a summary, a brief, or a draft. Review the answer.
Setup guidesClaude CodeCodexCursor