zoho-books-automationlisted
Install: claude install-skill ComposioHQ/awesome-claude-skills
# Zoho Books Automation
Automate Zoho Books accounting workflows -- create and manage invoices, track bills and payments, look up contacts, export PDFs, and handle multi-organization setups -- all through natural language.
**Toolkit docs:** [composio.dev/toolkits/zoho_books](https://composio.dev/toolkits/zoho_books)
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## Setup
1. Add the Rube MCP server to your environment: `https://rube.app/mcp`
2. Connect your Zoho Books account when prompted (OAuth flow via Composio)
3. Start issuing natural language commands for Zoho Books automation
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## Core Workflows
### 1. Discover Organizations
Retrieve all organizations for the authenticated user. This is a prerequisite since `organization_id` is required by nearly every other endpoint.
**Tool:** `ZOHO_BOOKS_LIST_ORGANIZATIONS`
No parameters required. Returns organization IDs, names, and metadata.
> Always call this first to obtain the `organization_id` needed by all other Zoho Books tools.
Example prompt:
> "List my Zoho Books organizations"
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### 2. Create and Manage Invoices
Create invoices with line items, manage existing invoices, and export them as PDFs.
**Create:** `ZOHO_BOOKS_CREATE_INVOICE`
Key parameters:
- `organization_id` -- target organization (required)
- `customer_id` -- customer to bill (required)
- `line_items` -- array of line items (required), each with:
- `item_id` or `name` -- reference existing item or create ad-hoc line
- `quantity`, `rate` -- amount details
- `description`, `tax