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Connect Claude & ChatGPT to Zoho Billing

Ask your AI which invoices are overdue, when a subscription renews next, or what a customer owes, and get the answer from Zoho Billing. It can list customers, subscriptions, plans, add-ons, invoices, payments and transactions. It can also create customers, invoices and credit notes, record offline payments, send invoices, pause, resume or cancel subscriptions and refund payments.

Connect Zoho Billing free

Free plan, no credit card. Takes about a minute.

Try asking

  • “Which invoices are overdue?”

    The AI lists invoices with status overdue, with customer, amount and balance due.

  • “When does Acme's subscription renew, and on which plan?”

    It finds the customer's subscriptions and reads the plan, amount, status and next billing date.

  • “Pause Nordic Foods' subscription from 1 July. They close for the summer.”

    It pauses the subscription from that date with the reason. Billing stops until it is resumed.

What your AI can do

Subscriptions and plans

List and read subscriptions, plans, products and add-ons, add notes, and pause, resume or cancel subscriptions.

Invoices and credit notes

List invoices by status, create one-off invoices and credit notes, and email invoices to customers.

Customers and payments

Create and read customers, list their transactions, record offline payments and refund payments.

  • “Acme paid invoice INV-000123 by bank transfer. Record it.”

    It records an offline payment with bank transfer as the mode and applies it to the invoice. No one is charged.

  • “Create a one-off invoice for Acme for an onboarding session at 500 and send it.”

    It creates the invoice with the line item and due date and emails it to the customer.

  • “What has happened on Acme's subscription lately?”

    It lists recent activity on the subscription: renewals, changes and payments.

126 tools for Zoho Billing

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_subscription_noteChanges dataAdd an internal note (`description`) to a subscription by `subscription_id`.
  • archive_meteredbillingVisible to othersDisable a meteredbilling (subscription id). Has effects visible outside this system. API summary: Disable Metered Billing.
  • cancel_cancelwriteoffDeletesCancel a cancelwriteoff (invoice id). Destructive action; may require approval. API summary: Cancel write off.
  • cancel_credit_noteDeletesVoid a credit note (creditnote id). Destructive action; may require approval.
  • cancel_invoiceDeletesVoid a invoice (invoice id). Destructive action; may require approval. API summary: Void an invoice.
  • cancel_subscriptionDeletesCancel a subscription by `subscription_id`, immediately or at the end of the current term (`cancel_at_end` true), with an optional `reason`. The customer stops being billed.
  • create_a_subscriptionChanges dataCreate a new subscription. Required: com zoho subscriptions organizationid, customer, customer id, card id, plan or account id. Search subscriptions first to avoid duplicates. API summary: Create a subscription.
  • create_addonChanges dataCreate a new addon. Required: com zoho subscriptions organizationid. Search addons first to avoid duplicates. API summary: Create an addon.
  • create_addon_markasactiveChanges dataCreate a new markasactive for a addon. Required: com zoho subscriptions organizationid. API summary: Mark as active.
  • create_addon_markasinactiveChanges dataCreate a new markasinactive for a addon. Required: com zoho subscriptions organizationid. API summary: Mark as inactive.
  • create_addon_messageChanges dataCreate a new message for a addon. Required: com zoho subscriptions organizationid or description. API summary: Add a comment.
  • create_buyonetimeaddonChanges dataCreate a new buyonetimeaddon. Required: com zoho subscriptions organizationid, subscription id or addons. API summary: Buy one-time addon for a subscription.
  • create_companyChanges dataCreate a new company. Required: name, currency code, time zone or portal name. API summary: Create an organization.
  • create_couponChanges dataCreate a new coupon. Required: com zoho subscriptions organizationid, coupon code, name, type, duration or discount by. Search coupons first to avoid duplicates. API summary: Create an coupon.
  • create_coupon_markasactiveChanges dataCreate a new markasactive for a coupon. Required: com zoho subscriptions organizationid. API summary: Mark as active.
  • create_coupon_markasinactiveChanges dataCreate a new markasinactive for a coupon. Required: com zoho subscriptions organizationid. API summary: Mark as inactive.
  • create_couponset_markasactiveChanges dataCreate a new markasactive for a couponset. Required: com zoho subscriptions organizationid. API summary: Mark coupon set as active.
  • create_couponset_markasinactiveChanges dataCreate a new markasinactive for a couponset. Required: com zoho subscriptions organizationid. API summary: Mark coupon set as inactive.
  • create_credit_noteChanges dataCreate a credit note for a customer (`customer_id`) with `date`, `creditnote_number` and `creditnote_items` (item, quantity, price).
  • create_credit_note_convert_a_credit_note_to_openChanges dataCreate a new credit note for a credit note. Required: com zoho subscriptions organizationid. API summary: Open a voided credit note.
  • create_credit_note_invoiceChanges dataCreate a new invoice for a credit note. Required: com zoho subscriptions organizationid or invoices. Search invoices first to avoid duplicates. API summary: Apply Credits to Multiple Invoices.
  • create_customerChanges dataCreate a customer; put `display_name` (required by Zoho), email, first/last name, company name, phone and currency in `body`.
  • create_customer_markasactiveChanges dataCreate a new markasactive for a customer. Required: com zoho subscriptions organizationid. API summary: Mark as active.
  • create_customer_markasinactiveChanges dataCreate a new markasinactive for a customer. Required: com zoho subscriptions organizationid. API summary: Mark as inactive.
  • create_invoiceChanges dataCreate a one-off invoice; put `customer_id`, `invoice_items` (name/code, price, quantity), date and due date in `body`. Set `send` to true to email it to the customer immediately.
  • create_invoice_apply_credits_to_an_invoiceChanges dataCreate a new invoice for a invoice. Required: com zoho subscriptions organizationid or apply creditnotes. Search invoices first to avoid duplicates. API summary: Apply Multiple Credits to Invoice.
  • create_invoice_converttoopenChanges dataCreate a new converttoopen for a invoice. Required: com zoho subscriptions organizationid. API summary: Convert to open.
  • create_invoice_create_a_hosted_page_for_invoice_paymentChanges dataCreate a new invoice. Required: com zoho subscriptions organizationid or invoice id. Search invoices first to avoid duplicates. API summary: Record a Invoice Payment.
  • create_invoice_documentChanges dataCreate a new document for a invoice. Required: com zoho subscriptions organizationid. API summary: Add attachment to an invoice.
  • create_invoice_order_lineChanges dataCreate a new order line for a invoice. Required: com zoho subscriptions organizationid. API summary: Add items to a pending invoice.
  • create_invoice_paymentChanges dataCreate a new payment for a invoice. Required: com zoho subscriptions organizationid. Search payments first to avoid duplicates. API summary: Collect charge via bank account / credit card.
  • create_invoice_writeoffChanges dataCreate a new writeoff for a invoice. Required: com zoho subscriptions organizationid. API summary: Write off an invoice.
  • create_markasactiveVisible to othersCreate a new markasactive. Required: coupon ids or com zoho subscriptions organizationid. Has effects visible outside this system. API summary: Bulk mark coupon sets as active.
  • create_markasinactiveVisible to othersCreate a new markasinactive. Required: coupon ids or com zoho subscriptions organizationid. Has effects visible outside this system. API summary: Bulk mark coupon sets as inactive.
  • create_payment_create_a_hosted_page_to_add_a_payment_methodChanges dataCreate a new payment. Required: com zoho subscriptions organizationid or customer id. Search payments first to avoid duplicates. API summary: Associate a Payment method for a customer.
  • create_planChanges dataCreate a new plan. Required: com zoho subscriptions organizationid, plan code, name, recurring price, interval or product id. Search plans first to avoid duplicates. API summary: Create a plan.
  • create_plan_markasactiveChanges dataCreate a new markasactive for a plan. Required: com zoho subscriptions organizationid. API summary: Mark as active.
  • create_plan_markasfreeChanges dataCreate a new markasfree for a plan. Required: com zoho subscriptions organizationid. API summary: Mark as free.
  • create_plan_markasinactiveChanges dataCreate a new markasinactive for a plan. Required: com zoho subscriptions organizationid. API summary: Mark as inactive.
  • create_plan_markasnonfreeChanges dataCreate a new markasnonfree for a plan. Required: com zoho subscriptions organizationid. API summary: Mark as non-free.
  • create_plan_messageChanges dataCreate a new message for a plan. Required: com zoho subscriptions organizationid or description. API summary: Add a comment.
  • create_productChanges dataCreate a new product. Required: com zoho subscriptions organizationid or name. API summary: Create a product.
  • create_product_markasactiveChanges dataCreate a new markasactive for a product. Required: com zoho subscriptions organizationid. API summary: Mark as active.
  • create_product_markasinactiveChanges dataCreate a new markasinactive for a product. Required: com zoho subscriptions organizationid. API summary: Mark as inactive.
  • create_subscriptionChanges dataCreate a new subscription. Required: com zoho subscriptions organizationid, customer, customer id, card id, plan or account id. Search subscriptions first to avoid duplicates. API summary: Create a subscription.
  • create_subscription_autocollectChanges dataCreate a new autocollect for a subscription. Required: com zoho subscriptions organizationid or auto collect. API summary: Change to Online/Offline mode.
  • create_subscription_buyonetimeaddonChanges dataCreate a new buyonetimeaddon for a subscription. Required: com zoho subscriptions organizationid or addons. API summary: Buy one-time addon.
  • create_subscription_cardChanges dataCreate a new card for a subscription. Required: com zoho subscriptions organizationid or card id. API summary: Update Card.
  • create_subscription_contactChanges dataCreate a new contact for a subscription. Required: com zoho subscriptions organizationid or contactpersons. API summary: Add contact person.
  • create_subscription_extend_the_billing_cycle_of_a_subscriptionChanges dataCreate a new subscription for a subscription. Required: com zoho subscriptions organizationid. Search subscriptions first to avoid duplicates. API summary: Extend Billing Cycles.
  • create_subscription_postponeChanges dataCreate a new postpone for a subscription. Required: com zoho subscriptions organizationid or renewal at. API summary: Postpone renewal.
  • create_subscription_reactivate_a_subscriptionChanges dataCreate a new subscription for a subscription. Required: com zoho subscriptions organizationid or billing cycle. Search subscriptions first to avoid duplicates. API summary: Reactivate subscription.
  • create_subscription_referenceChanges dataCreate a new reference for a subscription. Required: com zoho subscriptions organizationid or reference id. API summary: Update Reference.
  • create_subscription_salespersonChanges dataCreate a new salesperson for a subscription. Required: com zoho subscriptions organizationid, salesperson id or salesperson name. API summary: Update Sales Person.
  • create_updatecardChanges dataCreate a new updatecard. Required: com zoho subscriptions organizationid or subscription id. API summary: Update card for a subscription.
  • delete_addonDeletesPermanently delete a addon by addon code. Destructive action; may require approval. API summary: Delete an addon.
  • delete_addon_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
  • delete_couponDeletesPermanently delete a coupon by coupon code. Destructive action; may require approval.
  • delete_credit_noteDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval.
  • delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval.
  • delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete an invoice.
  • delete_invoice_order_lineDeletesPermanently delete a order line by item id. Destructive action; may require approval. API summary: Delete items from a pending invoice.
  • delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval.
  • delete_planDeletesPermanently delete a plan by plan code. Destructive action; may require approval.
  • delete_plan_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
  • delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval.
  • delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval.
  • delete_subscription_cardsMoves moneyPermanently delete a card by subscription id. Financial or irreversible action; may require approval. API summary: Remove Card.
  • delete_subscription_couponsMoves moneyPermanently delete a coupon by subscription id. Financial or irreversible action; may require approval. API summary: Remove a coupon.
  • delete_subscription_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a note.
  • delete_subscriptionsMoves moneyPermanently delete a subscription by subscription id. Financial or irreversible action; may require approval. API summary: Delete Scheduled Changes.
  • get_addonGet one addon by addon code. API summary: Retrieve an addon.
  • get_companyGet one company by company id. API summary: Get an organization.
  • get_couponGet one coupon by coupon code. API summary: Retrieve a coupon.
  • get_credit_noteGet one credit note by credit note id. API summary: Retreive a credit note.
  • get_custom_fieldsList subscriptions for a subscription. API summary: Get Custom Fields.
  • get_customerGet one customer by `customer_id`, with contact details, addresses, outstanding balance and unused credits.
  • get_invoiceGet one invoice by `invoice_id`, with line items, totals, balance due and payments.
  • get_pageGet one page by page id. API summary: Retrieve a hosted page.
  • get_paymentGet one payment by `payment_id`, with the invoices it was applied to.
  • get_planGet one plan by `plan_code`, with price, billing interval and trial settings.
  • get_productGet one product by product id. API summary: Retrieve a product.
  • get_refundGet one refund by refund id. API summary: Retrieve refund details.
  • get_subscriptionGet one subscription by `subscription_id`: plan, add-ons, amount, status, next billing date and customer.
  • list_addon_messagesList messages for a addon. API summary: List addon comments.
  • list_addonsList add-ons, filtered by `filter_by` (e.g. AddonStatus.ACTIVE, AddonStatus.ONETIME) or `product_id`.
  • list_customersList customers, filtered by `filter_by` (e.g. Status.Active, Status.Inactive, Status.NonSubscribers). Use `page` and `limit` to page.
  • list_invoicesList invoices, filtered by `filter_by` status (Status.Unpaid, Status.OverDue, Status.Paid, Status.Draft...). Use `page` and `limit` to page.
  • list_organizationsList the Zoho Billing organizations you have access to, with their IDs, names and currencies.
  • list_pagesList pages. Results are paginated. API summary: List of HostedPages.
  • list_paymentsList payments received, filtered by `filter_by` (e.g. PaymentType.Offline, PaymentStatus.OnlineFailure).
  • list_plan_messagesList messages for a plan. API summary: List plan comments.
  • list_plansList plans, filtered by `filter_by` (e.g. PlanStatus.ACTIVE) or `product_id`.
  • list_productsList products (each groups plans and add-ons).
  • list_subscription_activityList the recent activity (renewals, changes, payments) on a subscription by `subscription_id`.
  • list_subscription_messagesList messages for a subscription. Optional filters: sort column. API summary: List Notes.
  • list_subscriptionsList subscriptions, optionally for one `customer_id` or by status via `filter_by` (e.g. SubscriptionStatus.LIVE, SubscriptionStatus.CANCELLED). Use `page` and `limit` to page.
  • list_subscriptions_2List subscriptions for a subscription. API summary: View Scheduled Changes.
  • list_transactionsList a customer's transactions (invoices, payments, credits, refunds) with `filter_by` and `customer_id`.
  • pause_subscriptionChanges dataPause a subscription by `subscription_id` from the date `pause_at` (yyyy-mm-dd) with a `reason`. Billing stops until it is resumed.
  • pay_subscriptionMoves moneyCharge a subscription (subscription id). Financial or irreversible action; may require approval. API summary: Add Charge.
  • record_paymentChanges dataRecord an offline payment from a customer (`customer_id`, `amount`, `payment_mode` such as cash, check or banktransfer) and apply it to `invoices`. This records money already received; it does not charge the customer.
  • refund_paymentMoves moneyRefund `amount` of a payment by `payment_id`, with an optional `description`. This returns money to the customer and cannot be undone.
  • refund_refundMoves moneyRefund a refund (creditnote id). Financial or irreversible action; may require approval. API summary: Refund a credit note.
  • restore_meteredbillingChanges dataEnable a meteredbilling (subscription id). API summary: Enable Metered Billing.
  • resume_subscriptionChanges dataResume a paused subscription by `subscription_id` on `resume_at` (yyyy-mm-dd) with a `reason`. Billing restarts.
  • retrieve_a_customer_using_crm_referenceGet one customer by customer id. API summary: Retrieve a customer Using CRM Reference.
  • search_couponsSearch coupons by filter by or product id. Use this to find existing coupons before creating a new coupon. Results are paginated. API summary: List all coupons.
  • send_credit_noteVisible to othersEmail a credit note (creditnote id). Has effects visible outside this system.
  • send_invoiceVisible to othersEmail an invoice (`invoice_id`) to `to_mail_ids` with a `subject` and `body` message. The email is sent immediately to the customer.
  • update_a_subscriptionChanges dataCreate a new subscription. Required: com zoho subscriptions organizationid, card id, plan, customer id or account id. Search subscriptions first to avoid duplicates. API summary: Update a subscription.
  • update_addonChanges dataUpdate an existing addon identified by addon code. API summary: Update an addon.
  • update_companyChanges dataUpdate an existing company identified by company id. API summary: Update an organization.
  • update_couponChanges dataUpdate an existing coupon identified by coupon code. API summary: Update a coupon.
  • update_custom_fieldsChanges dataCreate a new subscription for a subscription. Required: com zoho subscriptions organizationid or custom fields. Search subscriptions first to avoid duplicates. API summary: Update Custom Fields.
  • update_customerChanges dataUpdate an existing customer identified by customer id. API summary: Update a customer.
  • update_customer_payment_detailsChanges dataCreate a new payment. Required: com zoho subscriptions organizationid, card id, account id or paypal id. Search payments first to avoid duplicates. API summary: Update customer payment details.
  • update_invoiceChanges dataUpdate an existing invoice identified by invoice id. API summary: Update an invoice.
  • update_invoice_addressesVisible to othersUpdate an existing address identified by invoice id. Has effects visible outside this system. API summary: Update address.
  • update_invoicesVisible to othersUpdate an existing invoice identified by invoice id. Has effects visible outside this system. API summary: Update custom field in existing invoices.
  • update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update a payment.
  • update_planChanges dataUpdate an existing plan identified by plan code. API summary: Update a plan.
  • update_productChanges dataUpdate an existing product identified by product id. API summary: Update a product.
  • update_productsDeletesUpdate an existing product identified by product id. Destructive action; may require approval. API summary: Update email templates.
  • update_subscriptionChanges dataUpdate an existing subscription identified by subscription id. API summary: Update a subscription.
  • update_subscription_couponChanges dataUpdate an existing coupon identified by coupon code. API summary: Associate a coupon.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Zoho Billing from the app list.

  2. 2

    Paste your key

    Enter your Zoho domain ending (com, eu, in, com.au, jp, ca or sa), Client ID, Client Secret and Organization ID, then sign in with your Zoho login once. To get the Client ID and Secret, go to api-console.zoho.com on your Zoho data center, click Add Client > Server-based Applications, enter any name and homepage, and set the Authorized Redirect URI to https://heymyapps.com/oauth/callback.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Zoho Billing?

The AI can list and read customers, subscriptions, plans, products, add-ons, invoices, payments, transactions, subscription activity and your organizations. It can create customers, one-off invoices and credit notes, record offline payments, send invoices, add subscription notes, pause, resume and cancel subscriptions, and refund payments.

Does the AI see my Zoho Billing credentials?

No. Your Zoho Billing credentials are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Cancelling a subscription stops billing, a refund returns money and cannot be undone, and sending an invoice emails the customer, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Zoho Billing connects with OAuth, and this OAuth connection needs the HeyMyApps Pro plan. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Zoho Billing account.

Which Zoho domain do I enter?

The ending of the Zoho data center your account is on: com, eu, in, com.au, jp, ca or sa. Create the OAuth client in the API console on that same data center, then sign in with your Zoho login.

Related integrations

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