Zoho books MCP integration
Checks invoices and recorded payments, re-sends invoice emails and overdue reminders, and applies credit notes while the customer is still in the chat.
265actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create customer payment refund
Lyro reverses an overpaid invoice for a customer, instantly updating their account balance and processing the refund to their original payment method. The transaction is logged for audit and the customer sees the credit immediately.
Send contact email
Lyro composes and sends a professional email directly to a customer contact without leaving Zoho Books, keeping all communication in one searchable thread. No external tools needed.
Apply credit note to invoice
Lyro matches available credit against an unpaid invoice, reducing the customer's balance in a single action. Both team and customer records reflect the applied credit instantly.
How businesses use Zoho books + Lyro
Each card is one request a support team gets, and the Zoho books actions Lyro runs to close it.
Answer a billing question from the ledger
Lyro finds the contact, lists the invoices open against them, and reads back the payments already applied, so a customer asking whether their transfer landed gets the recorded answer rather than a callback.
List InvoicesGet InvoiceList Invoice PaymentsTurn an accepted quote into an invoice
When a customer accepts an estimate mid-conversation, Lyro marks it accepted, raises the invoice from the resulting sales order, and emails it out without waiting on the finance queue.
Accept EstimateCreate Invoice From Sales OrderEmail InvoiceChase what is overdue and close what is not collectable
Lyro sends a reminder on a single late invoice or a whole batch of them, applies the credit note that was agreed on the call, and writes off the balance finance has already given up on.
Send Payment ReminderSend Bulk Invoice ReminderApply Credit Note to InvoiceReconcile a payment the customer says they made
Lyro imports the latest bank statement, pulls the transactions matching the amount and date the customer gave, and categorises the uncategorised one so the payment stops reading as missing.
Import Bank StatementsGet Matching Bank TransactionsCategorize Uncategorized Transaction
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Zoho books actions it has and picks the ones a request needs.
Connect Zoho books
Authorize the Zoho books account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Zoho books actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Zoho books · Lyro
What can you do in Zoho books without me setting anything up?
These, right away:
- Add bill attachment
- Get all tag options
- Accept estimate
Great, let's start with the first one.
FAQ
Everything else about Zoho books
Setup, permissions, and the limits of what Lyro can do inside Zoho books.
Yes. Every record in Zoho Books belongs to one organisation, and List Organizations and Get Organization return the ones the connected account can see, so a lookup is pinned to the right set of books rather than searched across all of them.
Every action available in Zoho books
All 265 actions your agent can call on Zoho books, straight from the live MCP connection.
Accept estimate
Mark an estimate as accepted.
Activate bank account
Activate a bank account.
Add bill attachment
Add an attachment to an existing bill in Zoho Books.
Add bill comment
Add a comment to a bill in Zoho Books.
Add contact address
Add an additional address to a contact in Zoho Books.
Add invoice comment
Add a comment to an invoice.
Add project comment
Add a comment to a project.
Add purchase order comment
Add a comment to a purchase order in Zoho Books.
Add sales order comment
Add a comment to a sales order in Zoho Books.
Add vendor credit comment
Add a comment to a vendor credit.
Apply credit note to invoice
Apply a credit note to one or more invoices in Zoho Books.
Apply credits to bill
Apply vendor credits to a bill in Zoho Books.
Apply credits to invoice
Apply credit notes to an invoice in Zoho Books.
Bulk export invoices PDF
Export multiple invoices to a single PDF.
Bulk print invoices
Bulk print up to 25 invoices as a single PDF.
Categorize as customer payment refund
Categorize an uncategorized bank transaction as a customer payment refund.
Categorize uncategorized transaction
Categorize an uncategorized bank transaction.
Clone project
Clone an existing project.
Convert purchase order to bill
Retrieve bill data from purchase orders for conversion.
Create bank account
Create a bank or credit card account.
Create bank transaction
Create a manual bank transaction.
Create chart of account
Create a new chart of account in Zoho Books.
Create contact
Create a new contact in Zoho Books.
Create contact person
Create a new contact person for an existing contact in Zoho Books.
Create currency
Create a new currency for an organization.
Create customer payment refund
Refund an excess customer payment.
Create employee
Create a new employee in Zoho Books.
Create exchange rate
Create a new exchange rate for a currency.
Create expense
Create a new expense in Zoho Books.
Create invoice from sales order
Create an instant invoice from an existing sales order.
The tools Zoho books sits next to
Same connection, same setup. Pick the next one your team already uses.
Brex
Finds charges by description or amount, issues and limits cards, matches receipts to expenses, and subscribes to Brex events.
Eodhd apis
Resolves tickers, quotes live and end-of-day prices, and pulls macro, Treasury and mutual fund data straight into the conversation.
Givebutter
Givebutter is a fundraising platform with a free, open API for managing campaigns and donations.
Netsuite
Reads sales orders and invoices, raises new records, upserts customers by external ID, and answers ad hoc questions with SuiteQL.
Quickbooks
Reads outstanding balances and reports, raises invoices and records payments, returns invoice PDFs, and syncs entities changed since the last check.
Xero
Opens invoices with line items and status, records payments and bank transactions, pulls P&L and Balance Sheet reports, and maintains contacts.
Ready to connect Zoho books?
Authorize the account and your agent has all 265 actions from the first conversation.