# Your Zoho Books. Both sides of the ledger.

Source: https://corespeed.io/integrations/zoho-books

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.

## Set up an agent

Give your agent this line: `set up https://corespeed.io/SKILL.md (read it raw, e.g. with curl)`

It fetches the skill at https://corespeed.io/SKILL.md, adds the CoreSpeed MCP server, signs you in (or up), and keeps the skill for next time. Connect Zoho Books after setup. Access follows the connected account and its permissions. Create an account: https://app.corespeed.io/sign-up

## 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.

You ask your agent: "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."

It calls CoreSpeed:

- `zoho-books__list_invoices`: ok, 492 ms
- `zoho-books__list_bills`: ok, 418 ms

It reads from: Zoho Books.

### Receivables and payables: $1,850 ahead, if they pay.

Customers owe $6,300 overdue. You owe vendors $4,450, with one bill due this week.

**Owed to you**

- Granite Row: INV-000318, $4,100.
- Lumenfield: INV-000327, $2,200.

**You owe**

- 3 vendor bills, $4,450. One is due Thursday.

_Illustrative organization and figures · Nothing changed in Zoho Books_

All connectors: https://corespeed.io/docs/connectors

## Money in, money out. Read in one place

Requests you can make once Zoho Books is connected. The data is fictional.

### Find the overdue invoices

Invoices · overdue · Receivables

- Overdue: 2 invoices, $6,300
- Oldest: INV-000318, 26 days
- From the organization you connected

### Email an invoice, with a check

A write, held for you · Approval before the change

- Invoice: INV-000331 · Granite Row
- Action: Email to the customer's contacts
- Held for approval

### Check the open orders

Purchase orders · open · Commitments

- Open: 4 purchase orders
- Largest: PO-00087, $3,600
- Read only · Nothing changed

## 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 guides: Claude Code https://corespeed.io/docs/mcp#claude-code · Codex https://corespeed.io/docs/mcp#codex · Cursor https://corespeed.io/docs/mcp#cursor

## Questions

### Can my agent create and send invoices in Zoho Books?

Yes, when you ask. Creating, emailing, marking sent or voiding an invoice is a separate tool call that approvals can hold. How approvals work: https://corespeed.io/docs/approvals

### Can it pay or change vendor bills?

No. CoreSpeed's Zoho Books tools read bills, sales orders and purchase orders but do not change them.

### How is this different from the Zoho Invoice page?

Zoho Books is full accounting, with bills and orders. Zoho Invoice covers invoicing only. Each has its own connection.

### Do I have to switch agents?

No. CoreSpeed adds tools to the agent you already use: Claude Code, Codex, Cursor, or another MCP client. Each one signs in once.

### Can my agent access every account in our organization?

No. Access follows your CoreSpeed identity, each connection's visibility, and the app's own permissions. Personal connections stay private.

### Does this work without connecting an account?

No. Connect the app's account first; your CoreSpeed workspace shows what each app needs. The examples on this page use fictional data. All connectors: https://corespeed.io/docs/connectors

Every tool and price: https://corespeed.io/catalog/zoho-books

## Related pages

- [Approval gates for AI agent tool actions](https://corespeed.io/solutions/agent-approvals): Set approval policies for writes through CoreSpeed. Review held tool actions while your team keeps using its preferred agents.
- [Xero for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/xero): Bring Xero invoices, payments and quotes into your agent. See who still owes what before you chase anyone.
- [Zoho Invoice for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/zoho-invoice): Bring Zoho Invoice invoices, estimates and payments into your agent. Know who needs a reminder before you send one.

## Sources

- Connectors: https://corespeed.io/docs/connectors
- Zoho Books API introduction: https://www.zoho.com/books/api/v3/introduction/
- Zoho Books API: Invoices: https://www.zoho.com/books/api/v3/invoices/

Reviewed 2026-11-10.

## Links

- Product overview: https://corespeed.io/ (Markdown: https://corespeed.io/index.md)
- All integrations: https://corespeed.io/integrations (Markdown: https://corespeed.io/integrations.md)
- Documentation: https://corespeed.io/docs
- Pricing: https://corespeed.io/pricing (Markdown: https://corespeed.io/pricing.md)