Zoho Books API

Mark a sent estimate as accepted if the customer has accepted it. Use this tool to update the status of a sent estimate to accepted once your customer has approved it.

Activate a bank account in Zoho Books. This tool is used to mark a bank account as active in Zoho Books. It should be called when there is a need to change the status of a bank account to active.

Activate a chart of account in Zoho Books. Use this tool to update the status of a chart of account to active in Zoho Books. This is useful when you need to ensure an account is reactivated and available for transactions.

Activate a contact in Zoho Books. Use this tool to mark a contact as active in Zoho Books. It should be called when a contact's status needs to be changed from inactive to active.

Activate a fixed asset to begin depreciation calculation. Use this tool to mark a fixed asset as active, which will initiate the calculation of its depreciation.

Activate an inactive item in Zoho Books. Use this tool to reactivate an item that has been previously marked as inactive in Zoho Books. It should be called when you need to make an item available again for transactions.

Mark an inactive user as active. Use this tool to activate a user who is currently marked as inactive in the system.

Enable automated payment reminders for invoices. Activate automatic reminders for invoice payments to ensure timely settlements.

Marks a location as active. Use this tool to mark a specified location as active in the system. This is useful for enabling locations that were previously inactive.

Activate a project in Zoho Books. This tool marks a specified project as active in Zoho Books. Call this tool when you need to change the status of a project to active to enable its functionalities or integrations.

Add a comment to a specific bill in Zoho Books. Use this tool to add a comment to a bill identified by its ID in Zoho Books. Useful for internal notes or communication about a bill. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add an additional address to a contact in Zoho Books. Use this tool to append a new address to an existing contact in Zoho Books. Suitable when updating contact details with more location information. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to an existing credit note. Use this tool to append a comment to a specific credit note by providing the credit note's ID and the comment text. Ideal for documenting additional information or context on credit notes. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment for a specific estimate in Zoho Books. Use this tool to add a comment to an existing estimate in Zoho Books. Call it when you need to append notes or feedback to an estimate record. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to a fixed asset in Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to a specific invoice. Use this tool to add a comment to an invoice by specifying the invoice ID. Useful for internal notes or communication related to invoice handling. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to a journal entry in Zoho Books. This tool adds a comment to a specified journal entry in Zoho Books. Call this tool when you need to annotate or provide additional information for a journal entry. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a task to a specific project. Use this tool to add a task to a specified project in Zoho Books. It is suitable when you need to organize tasks within a project and track them through Zoho's project management system. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to a purchase order in Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to a specific retainer invoice. This tool is used to add a comment to a specified retainer invoice in Zoho Books. It should be called when a user wishes to provide additional information or notes related to an existing retainer invoice. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to a sales order in Zoho Books. This tool is used to add a comment to a specific sales order in Zoho Books. It should be called when you need to leave additional remarks or notes on a sales order. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Add a comment to an existing vendor credit. Use this tool to add a comment to a vendor credit in Zoho Books. It should be called when you need to attach notes or additional information to a vendor credit entry. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Apply credit note to existing invoices in Zoho Books. This tool applies a credit note to specific existing invoices within the Zoho Books platform. It should be called when you want to manage or adjust invoice balances by using available credit notes. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Apply customer credits to an invoice. This tool applies customer credits, from credit notes or excess payments, to a specified invoice. It can apply multiple credits at once. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Apply vendor credits to a bill. This tool applies vendor credits from excess payments to a specified bill. It is useful for managing accounts and applying multiple credits at once. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Apply vendor credit to an existing bill in Zoho Books. Use this tool to apply a specific vendor credit to existing bills. It helps manage and track accounts payable by adjusting bills with vendor credits. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Approve a bill in Zoho Books. This tool approves a specified bill in Zoho Books. It should be used when you need to change the status of a bill to approved.

Approve a credit note for a specified ID. Use this tool to approve a credit note by providing the specific credit note ID. This action confirms the validity and acceptance of the credit note within the system.

Approve an estimate in Zoho Books. Use this tool to approve an estimate in the Zoho Books system when you have the estimate ID. It should be called when an estimate needs to be confirmed as approved.

Approve a specified invoice for processing. This tool approves a pending invoice given its ID, making it ready for processing. Call this tool when an invoice requires approval to proceed.

Approve a purchase order. This tool approves a specified purchase order in Zoho Books. It should be called when a purchase order needs to be authorized for further processing.

Approve a retainer invoice in Zoho Books. Use this tool to approve a specific retainer invoice in Zoho Books when you have the invoice ID.

Approve a specified sales order in Zoho Books. Use this tool to approve a particular sales order within the Zoho Books system. This is typically called when a sales order needs to be confirmed and finalized.

Approve a vendor credit in Zoho Books. This tool approves a vendor credit in Zoho Books, marking the credit as accepted for the specified vendor credit ID.

Assign users to a specific project in Zoho Books. Use this tool to assign multiple users to a project in Zoho Books when managing project teams or updating project participation. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Link existing invoices to sales orders for tracking. This tool is used to associate existing invoices with one or more sales orders, enabling better tracking and management of orders and billing. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Attach a receipt to a specified expense. Use this tool to attach a receipt file to an existing expense record, identified by the expense ID. It is helpful when you need to provide proof or documentation for expense entries in Zoho Books.

Attach a file to a specific bill. Use this tool to attach a file to a specific bill in Zoho Books. It should be called when you need to upload and associate documents, such as receipts or invoices, with a bill.

Attach a file to an invoice. Use this tool to upload and attach a file to a specified retainer invoice. This is useful for adding supporting documents or additional information to invoices. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Attach a file to a Zoho Books journal entry. This tool is used to attach a file to a specific journal entry in Zoho Books. Use it when you need to upload and associate documents or files with journal entries for record-keeping or documentation purposes.

Attach a file to a specified purchase order. Use this tool to attach a file to a specified purchase order in Zoho Books. Useful for adding supplementary documents or files to your existing purchase orders.

Attach a file to a specific sales order in Zoho Books. This tool is used to attach a file to a specific sales order in Zoho Books. It should be called when you need to upload and associate a document with a sales order for tracking or record-keeping purposes.

Attach a file to a specified invoice. Use this tool to attach a file to a specific invoice using its ID. It is useful for adding documents related to the invoice.

Delete multiple customer payments efficiently. Use this tool to remove several customer payments at once in Zoho Books. It's ideal for managing large-scale payment data cleanup.

Cancel a fixed asset in Zoho Books. Use this tool to cancel a fixed asset in Zoho Books by providing the fixed asset ID. This changes the status of the asset to canceled.

Cancel a specific purchase order in Zoho Books. Use this tool to mark a purchase order as cancelled within the Zoho Books platform. This is useful when an order needs to be invalidated or stopped.

Cancel the write-off amount of an invoice in Zoho Books. Use this tool to revert the write-off process of an invoice in Zoho Books. This action can be performed when an invoice's write-off needs to be canceled, typically to amend financial records or correct a mistake.

Categorize an uncategorized bank transaction. This tool categorizes an uncategorized bank transaction by creating a new transaction. Use it when a bank transaction needs to be classified into a specific category. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Categorize an uncategorized bank transaction as an expense. Use this tool to classify an uncategorized bank transaction as an expense in Zoho Books. It should be called when a user needs to organize their financial records by assigning a transaction to the expense category. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Categorize bank transactions as payment refunds. Use this tool to categorize uncategorized bank transactions specifically as payment refunds in Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Categorize transactions as vendor credit refunds. Use this tool to categorize an uncategorized transaction as a refund from a vendor credit in Zoho Books. Call this tool when you need to identify and organize transactions involving vendor credit refunds. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Categorize an uncategorized transaction as a Customer Payment. Use this tool to categorize an uncategorized bank transaction as a Customer Payment in Zoho Books. This should be called when you need to update the categorization status of bank transactions. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Categorize a transaction as a credit note refund. Use this tool to categorize an uncategorized bank transaction specifically as a refund from a credit note. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Categorize a bank transaction as a vendor payment. Use this tool to categorize an uncategorized bank transaction as a vendor payment in Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Categorize bank transactions as Vendor Payment Refund. Use this tool to categorize uncategorized bank transactions as vendor payment refunds. It should be called when organizing financial data related to refunds from vendors. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Clone an existing project in Zoho Books. Use this tool to create a copy of an existing project in Zoho Books. It's useful for duplicating project setups with similar parameters or settings. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Convert a voided credit note to a draft status. Use this tool to change the status of a voided credit note back to draft in Zoho Books.

Fetch bill payload from purchase orders. This tool retrieves the bill payload for selected purchase orders using their IDs. It should be called when you want to convert purchase orders into a bill. After obtaining the payload, use it to create a bill in the system.

Create and associate a tax with an item. This tool creates a tax that can be added to an item within the Zoho Books system. It is used when a new tax needs to be defined and linked to specific goods or services. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a bank or credit card account in your organization. This tool is used to create a new bank account or credit card account for your organization via Zoho Books. Call this tool when you need to add financial accounts to manage and track transactions in your organization's accounting system. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Creates a bank transaction in Zoho Books. This tool is used to create a bank transaction within Zoho Books. It should be called when a user needs to log a financial transaction using allowed transaction types. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a new business contact with comprehensive details. Use this tool to create a contact in Zoho Books with information such as name, company details, addresses, and more. This contact can be utilized for various business transactions like invoices and estimates. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Creates an account with a specified account type. This tool is used to create a new account within the chart of accounts by specifying the type of account desired. It is suitable when setting up financial frameworks or managing accounting structures. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a contact person for a contact in Zoho Books. Use this tool to add a new contact person associated with a contact in Zoho Books. It facilitates managing additional contact person details within the platform. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a new credit note for customer adjustments. Use this tool to create a credit note when issuing credits to customers for reasons such as returned items, overpayments, or necessary adjustments. It supports multi-currency, custom line items, tax calculations, and workflows. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a currency for transactions in Zoho Books. Use this tool to add a new currency for use in transactions within Zoho Books. This is useful when expanding the supported currencies for financial activities. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a base currency adjustment. This tool creates an adjustment to the base currency based on the provided information. It is used to update and manage currency values in Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a customer debit note for invoice adjustments. This tool is used to create a customer debit note when there are additional charges or adjustments needed for an existing invoice in Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create an estimate for a customer using Zoho Books. Use this tool to generate a new estimate for a customer within the Zoho Books system. This could be useful when users need to provide potential price quotes or service costs to clients. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create an invoice for your customer. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a new customer payment in Zoho Books. Use this tool to record a new payment for a customer in Zoho Books. It should be called when you need to add a payment entry for accounting purposes or to update a customer's payment status. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Creates a custom module in Zoho Books. Use this tool to create a custom module in Zoho Books. Specify the module name as needed. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create an employee for an expense record in Zoho Books. This tool is used to create a new employee entry for the purpose of logging an expense in Zoho Books. It should be called when there is a need to register an employee related to specific expenses. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create an exchange rate for a specified currency. This tool should be called when you need to create a new exchange rate for a specific currency in Zoho Books. It allows you to define exchange rates between specified currencies. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires path, query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required path, query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a billable or non-billable expense record. Use this tool to create an expense entry that can be marked as billable or non-billable. Ideal for tracking expenses in your financial system. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create and apply rules for banking and credit accounts. This tool allows you to create a rule for deposits, withdrawals, refunds, or charges on bank and credit card accounts. It should be called when you need to automate financial processes by setting specific rules for account transactions. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a fixed asset in Zoho Books. This tool is used to create a fixed asset in the Zoho Books platform. It should be called when a user wants to register a new fixed asset in their accounting records. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a fixed asset type in Zoho Books. Use this tool to create a new fixed asset type in Zoho Books whenever you need to categorize assets. It facilitates asset management by defining specific asset categories. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create an invoice from a confirmed sales order. Use this tool to instantly generate an invoice based on confirmed sales orders. Ideal for automating billing processes directly from sales orders.

Create a journal entry in Zoho Books. Use this tool to add a new journal entry in Zoho Books. It should be called when there's a need to record financial transactions manually. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a new item in Zoho Books inventory. Use this tool to create a new item in Zoho Books. This is useful for adding products or services to your Zoho inventory for tracking purposes. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Creates an opening balance for accounts. Use this tool to create an opening balance with specified account information in Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a new organization in Zoho Books. Use this tool to create a new organization in the Zoho Books platform. It is called when there's a need to add organizational details to Zoho Books. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a user for your organization in Zoho Books. This tool facilitates the creation of a new user within your organization using Zoho Books' services. It should be called when you need to register a new user in your organization's Zoho Books account. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a new project in Zoho Books. This tool facilitates the creation of a new project within Zoho Books. It should be called when there's a need to start a new project and integrate it into the Zoho Books system. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a recurring bill in Zoho Books. This tool creates a recurring bill in Zoho Books. Use it to automate periodic billing tasks and ensure payments are scheduled consistently. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a recurring expense in Zoho Books. Use this tool to create a recurring expense in Zoho Books. It allows you to automate expense tracking by setting expenses to recur at specified intervals. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a new recurring invoice in Zoho Books. This tool creates a new recurring invoice within Zoho Books. Use this tool when you need to automate the billing of customers on a regular schedule. It returns the details of the invoice created, enabling tracking and management of recurring payments. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a retainer invoice for a customer. Use this tool to create a retainer invoice for a customer through Zoho Books. It should be called when you need to generate an invoice requiring advance payment or retaining fees for services or products. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a sales order for a customer. This tool creates a sales order for a customer using Zoho Books. It should be called when you need to generate a new sales order in your accounting system. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a sales receipt for immediate payment transactions. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a tax authority in Zoho Books. Use this tool to create a new tax authority in Zoho Books. Suitable for financial administrators managing tax compliance. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.

Create a tax exemption in Zoho Books. Use this tool to create a tax exemption in Zoho Books when you need to apply tax exemptions for transactions or customers. Note: Understanding the request schema is necessary to properly create the stringified JSON input object for execution. This operation also requires query parameters. Modes: - GET_REQUEST_SCHEMA: Returns the schema. Only call if you don't already have it. Do NOT call repeatedly if you already received the schema. - EXECUTE: Performs the operation with the provided request body JSON. Note: You must also provide the required query parameters when executing. If you need the schema, call with mode='get_request_schema' ONCE, then execute.