Zoho Books
for LuumenAI
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Operate Zoho Books from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Zoho Books toolbox
264 tools: 97 read, 167 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadBulk Export Invoices PDFExport multiple invoices to a single PDF.
- ReadBulk Print InvoicesBulk print up to 25 invoices as a single PDF.
- ReadConvert Purchase Order To BillRetrieve bill data from purchase orders for conversion.
- ReadBulk Export Estimates PDFExport multiple estimates to a single PDF.
- ReadBulk Export Sales Orders PDFExport multiple sales orders to a single PDF.
- ReadGet All Tag OptionsRetrieve all options for a reporting tag.
- ReadGet Bank AccountFetch details of a specific bank account.
- ReadGet Base Currency AdjustmentFetch details of a specific base currency adjustment.
- ReadGet BillFetch details of a specific bill.
- ReadGet Bill AttachmentFetch an attachment from a specific bill.
- ReadGet Chart Of AccountFetch details of a specific chart of account.
- ReadGet ContactFetch details of a specific contact.
- ReadGet Contact AddressRetrieve all addresses associated with a contact.
- ReadGet Contact PersonRetrieve details of a specific contact person.
- ReadGet Contact Statement MailRetrieve the pre-populated email content for a contact statement.
- ReadGet Credit NoteFetch details of a specific credit note by ID.
- ReadGet CurrencyRetrieve details of a specific currency.
- ReadGet EstimateFetch details of a specific estimate.
- ReadGet Estimate EmailRetrieve the pre-populated email content for an estimate.
- ReadGet ExpenseFetch details of a specific expense.
- ReadGet InvoiceFetch details of a specific invoice.
- ReadGet Invoice AttachmentFetch the last attached attachment from a specific invoice.
- ReadGet Invoice EmailRetrieve the pre-populated email content for an invoice.
- ReadGet ItemFetch details of a specific item.
- ReadGet Journal Credits List (v4 Beta)Retrieve the list of available journal credits for a specific journal using v4 Beta API.
- ReadGet Journal Details V4Fetch details of a specific journal entry from Zoho Books API v4 (Beta).
- ReadGet Journals List (v4 Beta)Retrieve a paginated list of journals using Zoho Books v4 Beta API.
- ReadGet Last Imported StatementGet details of previously imported statement for a bank account.
- ReadGet Matching Bank TransactionsRetrieve potential matching transactions for an uncategorized bank transaction.
- ReadGet Opening BalanceRetrieve opening balance for an organization.
- ReadGet OrganizationFetch details of a specific organization.
- ReadGet Payment Reminder Mail ContentRetrieve the pre-populated payment reminder email content for an invoice.
- ReadGet ProjectFetch details of a specific project.
- ReadGet Project UserFetch details of a specific user associated with a project.
- ReadGet Purchase OrderFetch details of a specific purchase order.
- ReadGet Recurring InvoiceRetrieve a single recurring invoice profile's full configuration by ID.
- ReadGet Sales OrderFetch details of a specific sales order.
- ReadGet Sales Order AttachmentFetch an attachment from a specific sales order.
- ReadGet Sales Order Email ContentRetrieve the pre-populated email content for a sales order.
- ReadGet UserFetch details of a specific user.
- ReadGet Vendor Credit RefundFetch details of a specific vendor credit refund.
- ReadList Bank AccountsList bank and credit card accounts.
- ReadList Bank RulesList all rules created for a bank or credit card account.
- ReadList Bank TransactionsList bank transactions with optional filters.
- ReadList Base Currency AdjustmentsList base currency adjustments for an organization.
- ReadList Bill Comments and HistoryList comments and history entries for a bill.
- ReadList Bill PaymentsList payments recorded against a bill.
- ReadList BillsRetrieve a paginated list of bills.
- ReadList Chart Of AccountsList chart of accounts.
- ReadList Chart of Account TransactionsList transactions for a specific chart of account.
- ReadList Contact CommentsRetrieve recent activities and comments for a specific contact.
- ReadList Contact PersonsRetrieve a paginated list of contact persons from Zoho Books.
- ReadList Contact RefundsList refunds for a contact.
- ReadList ContactsRetrieve a paginated list of contacts with optional filters.
- ReadList Credit Note RefundsRetrieve a paginated list of credit note refunds with filters.
- ReadList Credit NotesRetrieve a paginated list of credit notes with optional filters.
- ReadList CurrenciesList currencies configured for the organization.
- ReadList Customer Payment RefundsList refunds of a customer payment.
- ReadList Customer PaymentsList customer payments in Zoho Books.
- ReadList EmployeesRetrieve a paginated list of employees.
- ReadList Estimate Comments & HistoryRetrieve comments and history for a specific estimate.
- ReadList EstimatesRetrieve a paginated list of estimates with optional filters.
- ReadList Estimate TemplatesRetrieve a list of estimate templates.
- ReadList Expense CommentsRetrieve history and comments for a specific expense.
- ReadList ExpensesRetrieve a paginated list of expenses with filters and search.
- ReadList Fixed AssetsRetrieve a paginated list of fixed assets from Zoho Books.
- ReadList Fixed Asset TypesRetrieve a paginated list of fixed asset types from Zoho Books.
- ReadList Invoice Comments and HistoryList comments and history entries for an invoice.
- ReadList Invoice Credits AppliedList credit notes applied to an invoice.
- ReadList Invoice PaymentsList payments recorded against an invoice.
- ReadList InvoicesRetrieve a paginated list of invoices with filters and search.
- ReadList Invoice TemplatesRetrieve a list of invoice templates.
- ReadList Item DetailsBulk fetch details for multiple items from Zoho Books using their IDs.
- ReadList ItemsRetrieve a paginated list of items from Zoho Books.
- ReadList Journal TemplatesList journal templates with pagination.
- ReadList LocationsList all locations in the organization.
- ReadList OrganizationsList all organizations for the authenticated user.
- ReadList ProjectsRetrieve a paginated list of projects with optional filters.
- ReadList Project UsersRetrieve all users assigned to a project.
- ReadList Purchase OrdersRetrieve a paginated list of purchase orders.
- ReadList Recurring Bill HistoryList comments and history entries for a recurring bill.
- ReadList Recurring Invoice HistoryRetrieve comments and history for a specific recurring invoice.
- ReadList Reporting TagsRetrieve all reporting tags from Zoho Books.
- ReadList Retainer InvoicesRetrieve a paginated list of retainer invoices with filters and sorting.
- ReadList Sales Order Comments & HistoryList comments and history entries for a sales order.
- ReadList Sales OrdersRetrieve a paginated list of sales orders.
- ReadList Sales ReceiptsRetrieve a paginated list of sales receipts with filters.
- ReadList TasksRetrieve a paginated list of tasks for a specific project.
- ReadList TaxesRetrieve a paginated list of taxes.
- ReadList Tax ExemptionsRetrieve a list of tax exemptions from Zoho Books.
- ReadList UsersRetrieve a paginated list of users.
- ReadList Vendor Credit RefundsRetrieve a paginated list of vendor credit refunds with filters.
- ReadList Vendor CreditsRetrieve a paginated list of vendor credits with filters and search.
- ReadList Vendor Payment RefundsList refunds of a vendor payment.
- ReadList Vendor PaymentsRetrieve a paginated list of vendor payments with filters and search.
- ReadBulk Print EstimatesBulk print up to 25 estimates as a single PDF.
- ReadBulk Print Sales OrdersBulk print up to 25 sales orders as a single PDF.
- WriteAccept EstimateMark an estimate as accepted. Approval by default
- WriteActivate Bank AccountActivate a bank account. Approval by default
- WriteAdd Bill AttachmentAdd an attachment to an existing bill in Zoho Books. Approval by default
- WriteAdd Bill CommentAdd a comment to a bill in Zoho Books. Approval by default
- WriteAdd Contact AddressAdd an additional address to a contact in Zoho Books. Approval by default
- WriteAdd Invoice CommentAdd a comment to an invoice. Approval by default
- WriteAdd Project CommentAdd a comment to a project. Approval by default
- WriteAdd Purchase Order CommentAdd a comment to a purchase order in Zoho Books. Approval by default
- WriteAdd Sales Order CommentAdd a comment to a sales order in Zoho Books. Approval by default
- WriteAdd Vendor Credit CommentAdd a comment to a vendor credit. Approval by default
- WriteApply Credit Note to InvoiceApply a credit note to one or more invoices in Zoho Books. Approval by default
- WriteApply Credits to BillApply vendor credits to a bill in Zoho Books. Approval by default
- WriteApply Credits to InvoiceApply credit notes to an invoice in Zoho Books. Approval by default
- WriteCategorize As Customer Payment RefundCategorize an uncategorized bank transaction as a customer payment refund. Approval by default
- WriteCategorize Uncategorized TransactionCategorize an uncategorized bank transaction. Approval by default
- WriteClone ProjectClone an existing project. Approval by default
- WriteCreate Bank AccountCreate a bank or credit card account. Approval by default
- WriteCreate Bank TransactionCreate a manual bank transaction. Approval by default
- WriteCreate Chart Of AccountCreate a new chart of account in Zoho Books. Approval by default
- WriteCreate ContactCreate a new contact in Zoho Books. Approval by default
- WriteCreate Contact PersonCreate a new contact person for an existing contact in Zoho Books. Approval by default
- WriteCreate CurrencyCreate a new currency for an organization. Approval by default
- WriteCreate Customer Payment RefundRefund an excess customer payment. Approval by default
- WriteCreate EmployeeCreate a new employee in Zoho Books. Approval by default
- WriteCreate Exchange RateCreate a new exchange rate for a currency. Approval by default
- WriteCreate ExpenseCreate a new expense in Zoho Books. Approval by default
- WriteCreate Invoice From Sales OrderCreate an instant invoice from an existing sales order. Approval by default
- WriteCreate ItemCreate a new item (product or service). Approval by default
- WriteCreate JournalCreate a journal entry in Zoho Books. Approval by default
- WriteCreate LocationCreate a new location in Zoho Books. Approval by default
- WriteCreate ProjectCreate a project in Zoho Books. Approval by default
- WriteCreate Recurring BillCreate a recurring bill in Zoho Books. Approval by default
- WriteCreate Recurring ExpenseCreate a new recurring expense in Zoho Books. Approval by default
- WriteCreate Recurring InvoiceCreate a recurring invoice. Approval by default
- WriteCreate Reporting TagCreate a new reporting tag in Zoho Books. Approval by default
- WriteCreate Bank Account RuleCreate a rule for automatic transaction categorization. Approval by default
- WriteCreate Sales ReceiptCreate a sales receipt in Zoho Books. Approval by default
- WriteCreate Time EntryCreate a new time entry for a project task. Approval by default
- WriteCreate UserCreate a new user in Zoho Books. Approval by default
- WriteCreate Vendor CreditCreate a vendor credit in Zoho Books. Approval by default
- WriteCreate Vendor PaymentCreate a vendor payment in Zoho Books. Approval by default
- WriteDeactivate Bank AccountDeactivate a bank account. Approval by default
- WriteDelete Bank AccountDelete a bank account from your organization. Approval by default
- WriteDelete Bank TransactionDelete a specific bank transaction. Approval by default
- WriteDelete BillDelete a specific bill. Approval by default
- WriteDelete Bill AttachmentDelete an attachment from a specific bill. Approval by default
- WriteDelete Bill CommentDelete a comment from a bill. Approval by default
- WriteDelete Bill PaymentDelete a specific bill payment. Approval by default
- WriteDelete Bulk Customer PaymentsBulk delete multiple customer payments. Approval by default
- WriteDelete Bulk Vendor PaymentsBulk delete multiple vendor payments. Approval by default
- WriteDelete Chart of AccountDelete a specific chart of account. Approval by default
- WriteDelete Chart Of Account TransactionDelete a chart of account transaction. Approval by default
- WriteDelete ContactDelete a specific contact. Approval by default
- WriteDelete Contact AddressDelete an additional address from a contact. Approval by default
- WriteDelete Contact PersonDelete a specific contact person. Approval by default
- WriteDelete Credit NoteDelete a specific credit note. Approval by default
- WriteDelete Credit Note CommentDelete a comment from a credit note. Approval by default
- WriteDelete Credit Note RefundDelete a specific credit note refund. Approval by default
- WriteDelete CurrencyDelete a specific currency from organization settings. Approval by default
- WriteDelete Customer PaymentDelete a customer payment. Approval by default
- WriteDelete Customer Payment RefundDelete a specific customer payment refund. Approval by default
- WriteDelete EmployeeDelete a specific employee. Approval by default
- WriteDelete EstimateDelete a specific estimate. Approval by default
- WriteDelete Exchange RateDelete an exchange rate for a currency. Approval by default
- WriteDelete ExpenseDelete a specific expense. Approval by default
- WriteDelete Expense ReceiptDelete a receipt from an expense. Approval by default
- WriteDelete InvoiceDelete a specific invoice. Approval by default
- WriteDelete Invoice AttachmentDelete the last attached attachment from an invoice. Approval by default
- WriteDelete Invoice CommentDelete a comment from an invoice. Approval by default
- WriteDelete Invoice DocumentDelete a document/attachment from a specific invoice. Approval by default
- WriteDelete Invoice PaymentDelete a payment applied to an invoice. Approval by default
- WriteDelete ItemDelete a specific item. Approval by default
- WriteDelete Journal Comment V4Delete a journal comment using Zoho Books API v4 (Beta). Approval by default
- WriteDelete Journal DocumentDelete a document/attachment from a journal entry. Approval by default
- WriteDelete JournalsDelete multiple journal entries in one request. Approval by default
- WriteDelete Journal (v4 Beta)Delete a journal using the v4 Beta API. Approval by default
- WriteDelete LocationDelete a specific location. Approval by default
- WriteDelete Project Comment (v4 Beta)Delete a project comment using v4 Beta API. Approval by default
- WriteDelete Project TaskDelete a project task. Approval by default
- WriteDelete Project V4Delete a specific project using v4 Beta API. Approval by default
- WriteDelete Purchase OrderDelete a specific purchase order. Approval by default
- WriteDelete Purchase Order AttachmentDelete an attachment from a purchase order. Approval by default
- WriteDelete Purchase Order CommentDelete a comment from a purchase order. Approval by default
- WriteDelete Recurring BillDelete a recurring bill. Approval by default
- WriteDelete Recurring InvoiceDelete a recurring invoice. Approval by default
- WriteDelete Bank Account RuleDelete a bank account rule from your account. Approval by default
- WriteDelete Sales Order CommentDelete a comment from a sales order. Approval by default
- WriteDelete Sales ReceiptDelete a specific sales receipt. Approval by default
- WriteDelete Time EntryDelete a specific time entry from a project. Approval by default
- WriteDelete Vendor CreditDelete a specific vendor credit. Approval by default
- WriteDelete Vendor Credit RefundDelete a vendor credit refund. Approval by default
- WriteDelete Vendor PaymentDelete a vendor payment. Approval by default
- WriteDisable Contact Payment ReminderDisable payment reminders for a contact. Approval by default
- WriteDisable Invoice Payment ReminderDisable payment reminders for an invoice. Approval by default
- WriteEmail Contact StatementEmail a statement to a contact. Approval by default
- WriteEmail EstimateSend an estimate email. Approval by default
- WriteEmail InvoiceSend an invoice email. Approval by default
- WriteEnable Contact Payment ReminderEnable payment reminders for a contact. Approval by default
- WriteEnable Contact PortalEnable portal access for a contact. Approval by default
- WriteEnable Invoice Payment ReminderEnable payment reminders for an invoice. Approval by default
- WriteExclude Bank TransactionExclude an uncategorized bank transaction. Approval by default
- WriteImport Bank StatementsImport bank or credit card statement transactions in bulk. Approval by default
- WriteMark Bill OpenMark a bill as open. Approval by default
- WriteMark Bill VoidMark a bill as Void. Approval by default
- WriteMark Contact as ActiveMark a contact as active. Approval by default
- WriteMark Contact as InactiveMark a contact as inactive. Approval by default
- WriteMark Estimate As SentMark an estimate as Sent. Approval by default
- WriteMark Invoice As SentMark an invoice as Sent. Approval by default
- WriteMark Item as ActiveMark an item as active. Approval by default
- WriteMark Item as InactiveMark an item as inactive. Approval by default
- WriteMark Location ActiveMark a location as active. Approval by default
- WriteMark Location as InactiveMark a location as inactive. Approval by default
- WriteMark Location PrimaryMark a location as primary. Approval by default
- WriteMark Project ActiveMark a project as active. Approval by default
- WriteMark Reporting Tag as ActiveMark a reporting tag as active. Approval by default
- WriteMark Reporting Tag as InactiveMark a reporting tag as inactive. Approval by default
- WriteMark Reporting Tag Default OptionMark an option as default for a reporting tag. Approval by default
- WriteMark Retainer Invoice SentMark a retainer invoice as Sent. Approval by default
- WriteMark Sales Order VoidMark a sales order as Void. Approval by default
- WriteMark Tag Option ActiveMark a reporting tag option as active. Approval by default
- WriteMark Tag Option as InactiveMark a reporting tag option as inactive. Approval by default
- WriteMark User as InactiveMark a user as inactive in Zoho Books. Approval by default
- WriteMark Vendor Credit VoidVoid a vendor credit. Approval by default
- WriteOpen Sales OrderMark a sales order as Open. Approval by default
- WriteSend Payment ReminderSend a payment reminder for an invoice. Approval by default
- WriteResume Recurring InvoiceResume a recurring invoice. Approval by default
- WriteSend Bulk Invoice ReminderSend payment reminders for multiple invoices at once. Approval by default
- WriteSend Contact EmailSend an email to a contact in Zoho Books. Approval by default
- WriteStop Recurring InvoiceStop a recurring invoice. Approval by default
- WriteUntrack Contact 1099Untrack a contact for 1099 reporting. Approval by default
- WriteUpdate Bank TransactionUpdate an existing bank transaction in Zoho Books. Approval by default
- WriteUpdate Vendor BillUpdate a vendor bill. Approval by default
- WriteUpdate ContactUpdate details of a contact. Approval by default
- WriteUpdate Contact PersonUpdate an existing contact person in Zoho Books. Approval by default
- WriteUpdate Credit Note RefundUpdate details of a specific credit note refund. Approval by default
- WriteUpdate CurrencyUpdate an existing currency in Zoho Books. Approval by default
- WriteUpdate Custom Fields in ItemUpdate custom field values in an existing item. Approval by default
- WriteUpdate EstimateUpdate an existing estimate (quote). Approval by default
- WriteUpdate Estimate Billing AddressUpdate the billing address of an estimate. Approval by default
- WriteUpdate Estimate Shipping AddressUpdate the shipping address for an estimate. Approval by default
- WriteUpdate Estimate TemplateUpdate the template associated with an estimate. Approval by default
- WriteUpdate InvoiceUpdate details of a specific invoice. Approval by default
- WriteUpdate Invoice Attachment PreferenceUpdate attachment preference for an invoice. Approval by default
- WriteUpdate Invoice Billing AddressUpdate the billing address of an invoice. Approval by default
- WriteUpdate Invoice Shipping AddressUpdate the shipping address of a specific invoice. Approval by default
- WriteUpdate Invoice TemplateUpdate the template associated with an invoice. Approval by default
- WriteUpdate ItemUpdate details of a specific item. Approval by default
- WriteUpdate JournalUpdate a journal entry in Zoho Books. Approval by default
- WriteUpdate LocationUpdate an existing location in Zoho Books. Approval by default
- WriteUpdate OrganizationUpdate an organization's settings and details. Approval by default
- WriteUpdate ProjectUpdate a project in Zoho Books. Approval by default
- WriteUpdate Project UserUpdate a user's details in a project. Approval by default
- WriteUpdate Purchase Order Billing AddressUpdate the billing address of a purchase order. Approval by default
- WriteUpdate Purchase Order CommentUpdate a comment on a purchase order. Approval by default
- WriteUpdate Recurring BillUpdate a recurring bill in Zoho Books. Approval by default
- WriteUpdate Recurring Invoice TemplateUpdate the template associated with a recurring invoice. Approval by default
- WriteUpdate Reporting TagUpdate an existing reporting tag in Zoho Books. Approval by default
- WriteUpdate Reporting Tag OptionsUpdate reporting tag options in Zoho Books. Approval by default
- WriteUpdate Sales OrderUpdate a specific sales order. Approval by default
- WriteUpdate Sales Order Attachment PreferenceUpdate attachment preference for a sales order. Approval by default
- WriteUpdate Sales Order Billing AddressUpdate the billing address of a sales order. Approval by default
- WriteUpdate Sales Order Shipping AddressUpdate the shipping address of a specific sales order. Approval by default
- WriteUpdate Sales Order TemplateUpdate the template associated with a sales order. Approval by default
- WriteUpdate UserUpdate an existing user in Zoho Books. Approval by default
- WriteUpdate Vendor Payment RefundUpdate a vendor payment refund in Zoho Books. Approval by default
- WriteVoid InvoiceMark an invoice as Void. Approval by default
- WriteWrite Off InvoiceWrite off an invoice. Approval by default
Questions
How does LuumenAI connect to Zoho Books?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Zoho Books on its own?
Read actions answer immediately. Anything that writes — accept estimate, activate bank account, add bill attachment, add bill comment, and more — is shown as a plan and requires approval by default, including the 55 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Zoho Books — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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Connect in minutes. Every action scoped, approved, and audited from day one.