Integration · Accounting

Connect Claude & ChatGPT to Zoho Invoice

Ask your AI which invoices are overdue, what a customer still owes, or to draft an invoice in Zoho Invoice. It can create customers, items, invoices, estimates and expenses, record payments you have received and email invoices, estimates and statements. Billing questions get answered without clicking through lists.

Connect Zoho Invoice free

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

Try asking

“Which invoices are overdue right now?”
The AI lists invoices with status overdue, with customer, due date and balance due.
“Invoice Acme Ltd for 12 hours of design work at 90 EUR.”
It finds the customer and creates the invoice as a draft with one line item. It is only emailed if you ask it to send.
“Acme paid invoice INV-000231 by bank transfer today.”
It records the payment against that invoice with date, amount and payment mode. No money is charged; the invoice is marked as paid.

What your AI can do

Invoices and payments

List and filter invoices by status or customer, create and update invoices, record payments and email invoices.

Estimates and customers

Create and email estimates, mark them accepted, and search, create and update customers with payment terms.

Items and expenses

Look up and edit products and services, record expenses, list recurring invoice profiles and email account statements.

“Send an estimate to Nordic Foods for the spring campaign.”
It creates the estimate with line items, expiry date and terms, and emails it to the customer if you confirm.
“Email Acme a statement for the last quarter.”
It emails the customer's account statement for the date range you give to the addresses you choose.
“How much did we spend on travel this month?”
It lists expenses filtered by date and account, with amounts and reference numbers.

146 tools for Zoho Invoice

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

archive_invoiceVisible to othersDisable a invoice (invoice id). Has effects visible outside this system. API summary: Disable payment reminder.
archive_invoice_disableVisible to othersDisable a invoice (contact id). Has effects visible outside this system. API summary: Disable Payment Reminders.
cancel_credit_noteDeletesVoid a credit note (creditnote id). Destructive action; may require approval.
cancel_writeoffDeletesCancel a writeoff (invoice id). Destructive action; may require approval. API summary: Cancel write off.
create_a_recurring_invoiceChanges dataCreate a new invoice. Required: com zoho invoice organizationid, recurrence name, customer id or recurrence frequency. Search invoices first to avoid duplicates. API summary: Create a Recurring Invoice.
create_clientreview_messageChanges dataCreate a new message for a clientreview. Required: com zoho invoice organizationid. API summary: Reply a Client Review.
create_companyChanges dataCreate a new company. Required: name, currency code, time zone or portal name. API summary: Create an organization.
create_contact_activeChanges dataCreate a new active for a contact. Required: com zoho invoice organizationid. API summary: Mark as Active.
create_contact_addressChanges dataCreate a new address for a contact. Required: com zoho invoice organizationid. API summary: Add Additional Address.
create_contact_inactiveChanges dataCreate a new inactive for a contact. Required: com zoho invoice organizationid. API summary: Mark as Inactive.
create_credit_noteChanges dataCreate a new credit note. Required: com zoho invoice organizationid, customer id, date, line items or creditnote number. Search credit notes first to avoid duplicates. API summary: Create a credit note.
create_credit_note_invoiceChanges dataCreate a new invoice for a credit note. Required: com zoho invoice organizationid. Search invoices first to avoid duplicates. API summary: Credit to an invoice.
create_credit_note_mark_a_voided_credit_note_as_openChanges dataCreate a new credit note for a credit note. Required: com zoho invoice organizationid. Search credit notes first to avoid duplicates. API summary: Open a voided credit note.
create_credit_note_messageChanges dataCreate a new message for a credit note. Required: com zoho invoice organizationid. API summary: Add a comment.
create_customerChanges dataCreate a customer with contact_name (required), company_name, billing_address, shipping_address, contact_persons (name, email, phone), currency_id and payment_terms. Search first to avoid duplicates.
create_draftChanges dataCreate a new draft. Required: com zoho invoice organizationid. API summary: Mark as draft.
create_employeeChanges dataCreate a new employee. Required: com zoho invoice organizationid, name or email. API summary: Create an employee.
create_estimateChanges dataCreate an estimate for customer_id with line_items (item_id or name, rate, quantity), plus optional date, expiry_date, notes and terms. Set `send` to true to email it to the customer.
create_expenseChanges dataRecord an expense with amount and reference_number (both required), plus date, account_id, description, customer_id and is_billable to re-bill it to a customer.
create_invoiceChanges dataCreate an invoice in `body` with customer_id, line_items (item_id or name, rate, quantity), date and due_date. It is created as a draft unless `send` is true, which emails it to the customer.
create_invoice_creditChanges dataCreate a new credit for a invoice. Required: com zoho invoice organizationid. API summary: Apply credits.
create_invoice_documentChanges dataCreate a new document for a invoice. Required: com zoho invoice organizationid. API summary: Add attachment to an invoice.
create_invoice_mark_an_estimate_as_sentChanges dataCreate a new invoice. Required: com zoho invoice organizationid. Search invoices first to avoid duplicates. API summary: Mark an estimate as sent.
create_invoice_messageChanges dataCreate a new message for a invoice. Required: com zoho invoice organizationid. API summary: Add comment.
create_invoice_resume_a_recurring_invoiceChanges dataCreate a new invoice. Required: com zoho invoice organizationid. Search invoices first to avoid duplicates. API summary: Resume a Recurring Invoice.
create_invoice_write_off_an_invoiceChanges dataCreate a new invoice for a invoice. Required: com zoho invoice organizationid. Search invoices first to avoid duplicates. API summary: Write off invoice.
create_itemChanges dataCreate a product or service with name and rate (both required), plus optional description, sku and tax_id.
create_product_activeChanges dataCreate a new active for a product. Required: com zoho invoice organizationid. API summary: Mark as active.
create_product_inactiveChanges dataCreate a new inactive for a product. Required: com zoho invoice organizationid. API summary: Mark as inactive.
create_quote_mark_an_estimate_as_declinedChanges dataCreate a new quote. Required: com zoho invoice organizationid. API summary: Mark an estimate as declined.
create_quote_messageChanges dataCreate a new message for a quote. Required: com zoho invoice organizationid. API summary: Add Comments.
delete_a_recurring_invoiceDeletesPermanently delete a invoice by recurring invoice id. Destructive action; may require approval. API summary: Delete a Recurring Invoice.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_contact_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete Additional Address.
delete_credit_noteDeletesPermanently delete a credit note by credit note id. Destructive action; may require approval.
delete_credit_note_invoiceDeletesPermanently delete a invoice by creditnote invoice id. Destructive action; may require approval. API summary: Delete invoices credited.
delete_credit_note_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a Comment.
delete_credit_note_refundMoves moneyPermanently delete a refund by creditnote refund id. Financial or irreversible action; may require approval. API summary: Delete credit note refund.
delete_employeeDeletesPermanently delete a employee by employee id. Destructive action; may require approval. API summary: Delete an employee.
delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Delete an Expense.
delete_expense_receiptsMoves moneyPermanently delete a receipt by expense id. Financial or irreversible action; may require approval. API summary: Delete the expense receipt.
delete_invoiceDeletesPermanently delete an invoice by invoice_id. Irreversible; only draft or void invoices should be deleted.
delete_invoice_creditsappliedDeletesPermanently delete a creditsapplied by creditnotes invoice id. Destructive action; may require approval. API summary: Delete applied credit.
delete_invoice_documentsMoves moneyPermanently delete a document by invoice id. Financial or irreversible action; may require approval. API summary: Delete an attachment.
delete_invoice_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
delete_invoice_paymentDeletesPermanently delete a payment by invoice payment id. Destructive action; may require approval.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval.
delete_payment_refundMoves moneyPermanently delete a refund by refund id. Financial or irreversible action; may require approval.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete an item.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete an Estimate.
delete_quote_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a comment.
download_invoice_pdfDownload the pdf document for a invoice. API summary: Bulk export Invoices.
download_quote_pdfDownload the pdf document for a quote. API summary: Bulk export estimates.
email_customer_statementVisible to othersEmail a customer's account statement by contact_id with to_mail_ids, subject, body and optional start_date/end_date. This sends a real email.
email_estimateVisible to othersEmail an estimate to the customer by estimate_id with to_mail_ids and optional subject and body. This sends a real email.
email_invoiceVisible to othersEmail an invoice to the customer by invoice_id, with to_mail_ids and optional subject, body and cc_mail_ids. This sends a real email.
export_invoicesExport invoices. API summary: Bulk print invoices.
export_invoices_export_and_print_multiple_estimatesExport invoices. API summary: Bulk print estimates.
get_a_recurring_invoiceGet one invoice by recurring invoice id. API summary: Get a Recurring Invoice.
get_clientreviewGet one clientreview by comment id. API summary: Details of a Particular Client Review.
get_companyGet one company by company id. API summary: Get an organization.
get_credit_noteGet one credit note by credit note id. API summary: Get a credit note.
get_credit_note_refundGet one refund for a credit note by creditnote refund id. API summary: Get credit note refund.
get_customerGet one customer by contact_id, including contact persons, addresses, payment terms and outstanding balance.
get_estimateGet one estimate by quote_id (the estimate ID), with customer, line items, totals and status.
get_expenseGet one expense by expense id. API summary: Get an Expense.
get_invoiceGet one invoice by invoice_id, including customer, line items, totals, balance due and status.
get_itemGet one product or service by product_id (the item ID), with name, rate, tax and description.
get_paymentGet one customer payment by payment_id, including amount, date, mode and the invoices it was applied to.
get_payment_refundGet one refund for a payment by refund id. API summary: Details of a refund.
list_clientreviewsList clientreviews. Optional filters: contact id. Results are paginated. API summary: View All Client Reviews.
list_contact_addressesList addresses for a contact. API summary: Get Contact Addresses.
list_contact_messagesList messages for a contact. Results are paginated. API summary: List Comments.
list_contact_refundsList refunds for a contact. Results are paginated.
list_credit_note_comments_historyList messages for a credit note. API summary: List credit note comments & history.
list_credit_note_invoicesList invoices for a credit note. API summary: List invoices credited.
list_credit_note_messagesList messages for a credit note. API summary: Email history.
list_credit_note_refundsList refunds for a credit note. Results are paginated. API summary: List refunds of a credit note.
list_credit_note_templatesList invoices. API summary: List credit note templates.
list_customersList or search customers (contacts) by contact_name, company_name, email, phone or search_text. Use to find a customer_id.
list_employeesList employees. Results are paginated.
list_estimate_templatesList invoices. API summary: List estimate templates.
list_estimatesList estimates (quotes), paged with page and limit.
list_expense_messagesList messages for a expense. API summary: List expense History & Comments.
list_expensesList or search expenses, filtered by date, status, customer_name, account_name, amount, reference_number or search_text.
list_invoice_creditsappliedsList creditsapplieds for a invoice. API summary: List credits applied.
list_invoice_documentsList documents for a invoice. Optional filters: preview. API summary: Get an invoice attachment.
list_invoice_messagesList messages for a invoice. API summary: List invoice comments & history.
list_invoice_paymentsList the payments recorded against one invoice by invoice_id.
list_invoice_payments_2List payments for a invoice. API summary: Get payment reminder mail content.
list_invoicesList or search invoices, filtered by customer_name or customer_id, status (sent, draft, overdue, paid, void, unpaid, partially_paid), invoice_number, date, due_date or search_text. Use to find an invoice ID.
list_invoices_2List invoices. API summary: List invoice templates.
list_itemsList or search products and services (items) by name, description, rate or search_text. Use to find an item_id for invoice lines.
list_organizationsList the Zoho Invoice organizations this login can access, with their names, IDs and currencies.
list_payment_refundsList refunds for a payment. Results are paginated. API summary: List refunds of a customer payment.
list_paymentsList or search customer payments, filtered by customer_name, date, amount, payment_mode, reference_number or search_text.
list_productsList products. Optional filters: item ids. API summary: Bulk fetch item details.
list_quote_messagesList messages for a quote. API summary: List estimate comments & history.
list_recurring_invoice_historyList messages for a invoice. API summary: List Recurring Invoice History.
list_recurring_invoicesList recurring invoice profiles, optionally filtered with search_text or filter_by.
list_refundsList refunds. Optional filters: customer id or sort column. Results are paginated. API summary: List credit note refunds.
mark_estimate_acceptedChanges dataMark an estimate as accepted by the customer by estimate_id.
mark_invoice_sentChanges dataMark a draft invoice as sent by invoice_id without emailing it.
record_paymentChanges dataRecord a payment already received from a customer: customer_id, amount, date, payment_mode (e.g. cash, bank transfer) and invoices (invoice_id and amount_applied). This does not charge the customer; it marks invoices as paid.
refund_refundMoves moneyRefund a refund (customer payment id). Financial or irreversible action; may require approval. API summary: Refund an excess customer payment.
refund_refund_refund_a_credit_noteMoves moneyRefund a refund (creditnote id). Financial or irreversible action; may require approval. API summary: Refund credit note.
restore_invoiceChanges dataEnable a invoice (invoice id). API summary: Enable payment reminder.
restore_invoice_enableChanges dataEnable a invoice (contact id). API summary: Enable Payment Reminders.
restore_portalChanges dataEnable a portal (contact id). API summary: Enable Portal Access.
search_credit_notesSearch credit notes by creditnote number, date, status, total, reference number or customer name. Use this to find existing credit notes before creating a new credit note. Results are paginated. API summary: List Credit Notes.
send_contactVisible to othersEmail a contact (contact id). Has effects visible outside this system. API summary: Email Contact.
send_credit_noteVisible to othersEmail a credit note (creditnote id). Has effects visible outside this system.
send_invoiceVisible to othersEmail a invoice (invoice id). Has effects visible outside this system. API summary: Get invoice email content.
send_invoice_email_multiple_invoicesVisible to othersEmail a invoice. Has effects visible outside this system. API summary: Email invoices.
send_invoice_send_payment_reminder_for_multiple_invoicesVisible to othersSend a invoice. Has effects visible outside this system. API summary: Bulk invoice reminder.
send_paymentVisible to othersSend a payment (invoice id). Has effects visible outside this system. API summary: Remind Customer.
send_quoteVisible to othersEmail a quote (estimate id). Has effects visible outside this system. API summary: Get estimate email content.
send_quote_email_multiple_estimatesVisible to othersEmail a quote. Has effects visible outside this system. API summary: Email multiple estimates.
send_statementVisible to othersEmail a statement (contact id). Has effects visible outside this system. API summary: Get Statement Mail Content.
stop_a_recurring_invoiceChanges dataCreate a new invoice. Required: com zoho invoice organizationid. Search invoices first to avoid duplicates. API summary: Stop a Recurring Invoice.
update_a_credit_note_templateChanges dataUpdate an existing credit note identified by credit note id. API summary: Update a credit note template.
update_addressesVisible to othersUpdate an existing address identified by invoice id. Has effects visible outside this system. API summary: Update billing address.
update_companyChanges dataUpdate an existing company identified by company id. API summary: Update an organization.
update_contact_addressChanges dataUpdate an existing address identified by address id. API summary: Edit Additional Address.
update_credit_noteChanges dataUpdate an existing credit note identified by credit note id. API summary: Update a credit note.
update_credit_note_refundMoves moneyUpdate an existing refund identified by creditnote refund id. Financial or irreversible action; may require approval. API summary: Update credit note refund.
update_customerChanges dataUpdate a customer by contact_id; contact_name is required, other fields (email, addresses, contact_persons, payment_terms, notes) change only if passed.
update_estimate_templateChanges dataUpdate an existing quote identified by quote id. API summary: Update estimate template.
update_expenseChanges dataUpdate an existing expense identified by expense id. API summary: Update an Expense.
update_invoiceChanges dataUpdate an invoice by invoice_id; pass the changed fields (line_items, dates, notes, terms) in `body`.
update_invoice_documentsDeletesUpdate an existing document identified by invoice id. Destructive action; may require approval. API summary: Update attachment preference.
update_invoice_messageChanges dataUpdate an existing message identified by message id. API summary: Update comment.
update_invoice_templateChanges dataUpdate an existing invoice identified by invoice id 2. API summary: Update invoice template.
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_itemChanges dataUpdate a product or service by product_id; name and rate are required, other fields change only if passed.
update_paymentChanges dataUpdate an existing payment identified by payment id. API summary: Update a payment.
update_payment_customfieldsVisible to othersUpdate an existing customfield identified by customer payment id. Has effects visible outside this system. API summary: Update custom field in existing customerpayments.
update_payment_refundMoves moneyUpdate an existing refund identified by refund id. Financial or irreversible action; may require approval. API summary: Update a refund.
update_productsVisible to othersUpdate an existing product identified by item id. Has effects visible outside this system. API summary: Update custom field in existing items.
update_quoteChanges dataUpdate an existing quote identified by quote id. API summary: Update an Estimate.
update_quote_messageChanges dataUpdate an existing message identified by message id. API summary: Update comment.
update_quotesVisible to othersUpdate an existing quote identified by estimate id. Has effects visible outside this system. API summary: Update custom field in existing estimates.
update_recurring_invoiceChanges dataUpdate an existing invoice identified by recurring invoice id. API summary: Update Recurring Invoice.
update_recurring_invoice_templateChanges dataUpdate an existing invoice identified by invoice id. API summary: Update Recurring Invoice template.
update_shipping_addressVisible to othersUpdate an existing address identified by invoice id. Has effects visible outside this system. API summary: Update shipping address.
void_invoiceDeletesVoid an invoice by invoice_id so it no longer counts as owed. Use instead of deleting a sent invoice.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Zoho Invoice from the app list.
2
Paste your key
Paste the Client ID and Client Secret from your own Zoho API client, your Zoho domain ending (com, eu, in, com.au, jp, ca or sa) and your Organization ID, then sign in with your Zoho login once. 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. The Organization ID is under Settings › Organization Profile in Zoho Invoice.
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 Invoice?

The AI can read and search invoices, payments, estimates, customers, items, expenses, recurring invoice profiles and organizations. It can create and update customers, items and invoices, create estimates and expenses, record payments, mark invoices as sent and estimates as accepted, and email invoices, estimates and statements. It can also void or delete an invoice if you switch those tools on.

Does the AI see my Zoho Invoice credentials?

No. Your Zoho Invoice 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. Emailing an invoice, estimate or statement reaches your customer, and voiding or deleting an invoice changes what is owed. All of 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 Invoice 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 Invoice account.

Why do I need the Organization ID and domain ending?

Zoho runs separate data centers, so HeyMyApps needs your domain ending (for example com or eu) to reach the right one. One Zoho login can have several Zoho Invoice organizations, and the Organization ID tells HeyMyApps which one the AI works in.