Zoho invoice MCP integration
Quotes the real balance on an invoice, raises and emails new ones, issues credit notes and refunds, and controls the reminder schedule.
137actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Refund customer payment
Lyro issues a refund for overpayments or returns, processing it back to the customer's original payment method instantly. The invoice balance and audit trail update automatically.
Send contact email
Lyro composes and sends emails to invoice recipients directly from Zoho Invoice, keeping all customer communications organized in one system. No need to swap to Gmail.
Apply credits to invoice
Lyro applies credit notes or unapplied payments to an invoice, reducing the outstanding balance instantly. Both customer and finance team see the updated figure.
How businesses use Zoho invoice + Lyro
Each card is one request a support team gets, and the Zoho invoice actions Lyro runs to close it.
Tell a customer exactly what they still owe
Lyro opens the invoice in question, lists the payments already recorded against it, and checks whether any credit has been applied, so the balance quoted back matches the books.
Get InvoiceList Invoice PaymentsList Invoices CreditedRaise an invoice and get it in front of the customer
Lyro creates the invoice against the customer's contact record, emails it to them, and marks it sent, so a request that arrived in chat leaves as a proper document.
Create InvoiceEmail InvoiceMark Invoice as SentSettle a billing dispute with a credit note
When a charge was wrong, Lyro raises the credit note, applies it against the open invoice, and refunds the customer payment if the money has already moved.
Create Credit NoteApply Credits to InvoiceRefund Customer PaymentControl who gets chased and how often
Lyro turns payment reminders on for a single invoice or off for an entire contact, and pauses or resumes a recurring invoice when a customer asks for a break, so chasing matches what was agreed.
Enable Invoice Payment ReminderDisable Contact Payment RemindersResume Recurring Invoice
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 invoice actions it has and picks the ones a request needs.
Connect Zoho invoice
Authorize the Zoho invoice 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 invoice 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 invoice · Lyro
What can you do in Zoho invoice without me setting anything up?
These, right away:
- Add credit note to invoices
- Get all tasks
- Cancel write off invoice
Great, let's start with the first one.
FAQ
Everything else about Zoho invoice
Setup, permissions, and the limits of what Lyro can do inside Zoho invoice.
Yes, and it can reverse that. Write Off Invoice clears the balance on an uncollectible invoice and Cancel Write Off Invoice restores it if the customer pays after all, so a write-off is not a one-way door. Mark Invoice as Void covers the different case where the invoice should never have been raised.
Every action available in Zoho invoice
All 137 actions your agent can call on Zoho invoice, straight from the live MCP connection.
Add credit note to invoices
Apply a credit note to one or more invoices.
Add invoice comment
Add a comment to an invoice.
Apply credits to invoice
Apply credit notes to an invoice in Zoho Invoice.
Cancel write off invoice
Cancel a write-off on an invoice.
Clone zoho invoice project
Clone an existing project.
Create additional address
Add an additional address to a contact.
Create contact
Create a contact in Zoho Invoice.
Create contact person
Create a contact person for an existing contact.
Create credit note
Create a credit note to refund or give credit to a customer.
Create credit note comment
Add a comment to a credit note.
Create currency
Create a new currency in Zoho Invoice.
Create customer payment
Create a customer payment in Zoho Invoice.
Create employee
Create an employee in Zoho Invoice.
Create estimate
Create a new estimate (quote) for a customer.
Create estimate comment
Add a comment to an estimate.
Create exchange rate
Create an exchange rate for a specified currency.
Create expense category
Create a new expense category in Zoho Invoice.
Create invoice
Create a new invoice for a customer in Zoho Invoice.
Create item
Create a new item in Zoho Invoice.
Create project comment
Post a comment to a project.
Create recurring invoice
Create a recurring invoice profile that automatically generates invoices at specified intervals.
Create refund credit note refunds
Create a refund for a credit note.
Create task
Create a new task in a Zoho Invoice project.
Create tax
Create a new tax in Zoho Invoice.
Create tax group
Create a new tax group in Zoho Invoice.
Create time entry
Log time entries for projects in Zoho Invoice.
Create zoho invoice user
Create a new user in Zoho Invoice.
Delete additional address
Delete an additional address from a contact.
Delete contact
Delete a contact from Zoho Invoice.
Delete contact person
Delete a contact person from Zoho Invoice.
The tools Zoho invoice sits next to
Same connection, same setup. Pick the next one your team already uses.
Chaser
Reports outstanding invoices per customer, records invoices and attaches PDFs, reconciles credit notes and overpayments, and bulk-syncs ledger data.
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.
Payhere
Reads payment and subscription history, creates and edits plans, and registers the webhooks that announce a payment or a cancellation.
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 invoice?
Authorize the account and your agent has all 137 actions from the first conversation.