Loading ToolBench
Tools that enable LLMs to interact directly with the 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.
| Scored | Grade | Overall | Spec posture | Rubric |
|---|---|---|---|---|
| 2026-03-17 | B | 72 | - | v1 |
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 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.
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.
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.
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 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.
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.
Create a tax group with multiple associated taxes. This tool calls the Zoho Books API to create a tax group, allowing you to associate multiple taxes into a single group. Use this tool when you need to manage and apply tax groups for accounting 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.
Create a bill received from your vendor. Use this tool to log and manage invoices received from vendors by creating a bill in your 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 vendor credit for returns or adjustments. Use this tool to record new vendor credits for returned items, overpayments, or adjustments. Supports multi-currency, custom line items, taxes, 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 and apply a payment to a vendor's bill. This tool is used to record a payment made to a vendor, with the option to apply the payment either partially or fully to the vendor's outstanding bills. 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.
Generate a purchase order for a vendor. Use this tool to create a purchase order for a vendor in Zoho Books. It facilitates procurement by initiating an order with specified vendor details. 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 location in Zoho Books. Use this tool to create a new business location within Zoho Books. It handles the setup of location data, allowing integration of new physical or digital locations 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.
Retrieve a paginated list of credit note refunds. Use this tool to get a list of all credit note refunds, including pagination information for navigating through large sets of data.
Import a customer from Zoho CRM to Zoho Books using CRM contact ID. Use this tool when you need to import a customer from Zoho CRM to Zoho Books based on their CRM contact ID. Ensure that Zoho Books is integrated with Zoho CRM using the correct sync settings for contacts.
Deactivate a bank account in Zoho Books. Use this tool to mark a bank account as inactive in Zoho Books. This can be useful when an account is no longer in use and should be temporarily disabled.
Deactivate a specific chart of account. Use this tool to mark a specific chart of account as inactive in Zoho Books. This is helpful when you need to manage account statuses and ensure they reflect current business requirements.
Deactivate a project in Zoho Books. Use this tool to mark a project as inactive in Zoho Books when it is no longer active or needed.
Deactivate a user's account in Zoho Books. Use this tool to mark an active user as inactive within Zoho Books. It is useful when needing to revoke access or deactivate an account.
Marks a sent estimate as declined if rejected by customer. Use this tool to update the status of an estimate to 'declined' when a customer has rejected it. This is helpful in maintaining accurate records of customer interactions.
Delete a chart of account in Zoho Books. Use this tool to delete an existing chart of account. Note that accounts associated with transactions or products cannot be deleted.
Delete a comment from a fixed asset in Zoho Books. Use this tool to delete an existing comment on a fixed asset within Zoho Books by specifying the fixed asset and comment IDs.
Delete a bank account from your organization. Use this tool to permanently delete a bank account associated with your organization in Zoho Books. This should be called when you need to remove an account to prevent future transactions.
Deletes a bank account rule, removing its effect on transactions. Use this tool to delete a specific bank account rule, making it inapplicable to future transactions.
Delete a bank transaction using its ID. Use this tool to delete a specific bank transaction by providing the transaction ID. Ideal for managing and cleaning up bank account transactions.
Delete the file attached to a specific bill. This tool deletes the file attached to a specified bill in Zoho Books. It should be called when there's a need to remove an attachment associated with a bill.
Delete a specific comment from a bill in Zoho Books. Use this tool to remove a comment from a specific bill in Zoho Books when the comment is no longer needed or was made in error.
Delete a payment made to a bill. Use this tool to delete an existing payment associated with a bill when necessary. It helps in managing and correcting payment records in Zoho Books.
Delete an existing contact from the system.
Deletes an additional address of a contact. This tool deletes an additional address of a specific contact in Zoho Books when given the contact and address IDs. Use it to manage contact address details.
Delete an existing contact person from the records. Use this tool to remove a contact person using their unique ID from the records. It should be called when a user's contact details are no longer needed or need to be removed for any reason.
Delete an existing credit note using its ID. Use this tool to delete a specific credit note by providing its unique ID. This action is irreversible.
Delete a specific comment from a credit note. Use this tool to delete a comment from a credit note in Zoho Books. It requires the credit note ID and the comment ID to specify which comment to remove.
Delete the credits applied to an invoice of a credit note. Use this tool to remove credits applied to an invoice associated with a credit note, ensuring the invoice record reflects modified credits.
Delete a specific credit note refund by ID. Use this tool to remove a credit note refund for a given credit note and refund ID when it's no longer needed or was made in error.
Deletes the specified base currency adjustment. Use this tool to delete a specific base currency adjustment by providing its ID. Useful for managing and updating financial records.
Deletes a specified custom module in Zoho Books. This tool is used to delete a custom module within Zoho Books. It should be called when you need to remove a specific custom module by its name.
Delete an individual record from a custom module. Use this tool to delete specific records from a custom module in Zoho Books. Provide the module name and module ID to identify and remove the desired record.
Delete an existing customer debit note in Zoho Books. Use this tool to delete a customer debit note in Zoho Books. Note that debit notes with payments or credit notes applied cannot be deleted.
Delete an existing payment for a customer. Use this tool when you need to delete a specific customer payment by its payment ID. It confirms the removal of the payment record.
Delete a refund for an existing customer payment. This tool should be called when you need to delete a refund associated with an existing customer payment in Zoho Books.
Remove an employee from the records in Zoho Books. This tool is used to delete an existing employee in Zoho Books. It should be called when there is a need to permanently remove an employee's record from the system.
Delete an existing estimate in Zoho Books. Use this tool to remove an estimate by providing its unique estimate ID in Zoho Books.
Delete an estimate comment. Use this tool to remove a comment from an estimate in Zoho Books. Ideal for cleaning up or managing comments related to estimates.
Delete an exchange rate for a specific currency. Use this tool to delete an exchange rate using the specified currency and exchange rate IDs.
Deletes an existing bill if no payments are applied. Call this tool to delete a bill in Zoho Books if the bill has no payments applied. It confirms successful deletion of the bill.
Delete an existing expense entry in Zoho Books. Use this tool to delete a specific expense entry from Zoho Books when you need to remove an incorrect or unnecessary record.
Deletes the receipt attached to an expense. Use this tool to remove the receipt associated with a specific expense in Zoho Books, identified by the expense ID.
Delete a specified fixed asset. Use this tool to delete a fixed asset by providing its ID. This action is irreversible, so ensure you have the correct ID before proceeding.
Deletes a specified fixed asset type from the system.
Delete the file attached to an invoice. This tool should be called to delete an attachment from a specified invoice in Zoho Books. Useful for managing or cleaning up invoice files.
Delete a specific comment from an invoice. Use this tool to remove a comment from an invoice in Zoho Books. It is useful when a comment is no longer relevant or was added by mistake.
Delete a document attached to an invoice. Permanently removes a document from an invoice in Zoho Books. This tool should be called when there is a need to delete a specific non-system-generated document associated with an invoice.
Delete attached expense receipts from an invoice. Use this tool to delete expense receipts that are attached to an invoice, specifically those raised from an expense.
Delete an existing invoice in Zoho Books. Use this tool to delete an existing invoice in Zoho Books. Note that invoices with payments or credit notes applied cannot be deleted.
Delete a payment made to an invoice in Zoho Books. Use this tool to remove a payment record from an invoice in Zoho Books when it was entered incorrectly or is no longer needed.
Delete an item from Zoho Books. This tool deletes an item from Zoho Books. It should be called to remove items that are no longer needed, provided they are not part of any transaction.
Delete a journal comment in Zoho Books. Use this tool to delete a specific comment from a journal entry in Zoho Books. It should be called when you need to remove unwanted or incorrect comments from a journal.
Delete a specific journal entry by ID. This tool deletes a journal entry in Zoho Books when provided with the specific journal ID. Use this to remove incorrect or unnecessary journal records.
Delete the last imported bank statement. Use this tool to delete the most recently imported bank statement from the specified bank account. Useful for correcting errors or removing unnecessary data.
Delete a location from the system. Use this tool to remove a location by specifying its unique identifier in the system.
Delete a specific logged time entry. Use this tool to delete a logged time entry from a project by specifying the time entry ID.
Delete multiple vendor payments in one action. Use this tool to delete multiple vendor payments at once, streamlining payment management and cleanup tasks.
Delete the entered opening balance in Zoho Books. Use this tool to remove the existing opening balance from Zoho Books settings when adjustments or corrections are needed.
Deletes an existing project in Zoho Books. Call this tool to delete an existing project in Zoho Books using the project ID. It confirms the deletion of the specified project.
Delete a specific comment from a project. Use this tool to delete a comment from a specified project. Useful when you need to remove unwanted or outdated comments from project discussions.
Remove a task from a specific project in Zoho Books. Call this tool to delete a specified task from a project using Zoho Books API. Use it when you need to manage project tasks and remove any that are no longer relevant.
Delete an existing purchase order in Zoho Books. Use this tool to remove a purchase order by providing its ID. The endpoint confirms the deletion once the operation is successful.
Deletes the attachment from a purchase order. This tool is used to delete the file attached to a specified purchase order in Zoho Books, identified by the purchase order ID.
Delete a comment from a purchase order. Use this tool to remove a specific comment associated with a purchase order by providing the purchase order ID and the comment ID.
Delete an existing recurring bill in Zoho Books. Use this tool to delete a recurring bill identified by its ID in Zoho Books. This is useful when managing financial records and removing bills that are no longer needed.
Delete an existing recurring expense in Zoho Books. Use this tool to delete a recurring expense from Zoho Books when it's no longer needed or has been replaced. The tool confirms the successful removal of the specified recurring expense.
Delete an existing recurring invoice. Call this tool to remove a recurring invoice from the system. Ensure you have the correct invoice ID to successfully delete the desired invoice.
Delete an existing retainer invoice. Use this tool to delete a retainer invoice. Note that invoices with applied payments or credit notes cannot be deleted.
Delete a file attached to a retainer invoice. Use this tool to delete a specific file attached to a retainer invoice. Call it when you need to remove an attachment from an invoice in Zoho Books.
Remove a specific comment from a retainer invoice. Use this tool to delete a comment from a retainer invoice in Zoho Books by providing the retainer invoice ID and the comment ID.
Delete an existing sales order. Use this tool to delete an existing sales order by its ID. It cannot delete invoiced sales orders.
Delete an attached file from a sales order in Zoho Books. Call this tool to remove an attached file from a specified sales order in Zoho Books. Useful for managing and updating records by deleting unnecessary or outdated attachments.
Delete a comment from a sales order in Zoho Books. Use this tool to remove a comment from a specific sales order in Zoho Books by providing the sales order ID and the comment ID.
Delete an existing sales receipt in Zoho Books. This tool deletes a specified sales receipt from Zoho Books. It should be used when you need to permanently remove a sales receipt by its ID.
Delete a simple or compound tax in Zoho Books. Use this tool to remove a specific tax, whether simple or compound, from the Zoho Books system. This is useful when managing taxes and ensuring only relevant ones are active.
Delete a specific tax authority. Use this tool to delete a tax authority when you need its removal confirmed.
Delete a specific tax exemption from Zoho Books. Use this tool to delete a tax exemption in Zoho Books when you need to remove a specific exemption entry.
Delete a tax group if not associated with transactions. Use this tool to delete a tax group from Zoho Books. Note that tax groups associated with transactions cannot be deleted.
Delete time tracking entries from projects. Use this tool to delete time entries from projects in Zoho Books. It should be called when you need to remove specific time tracking records.
Delete a specified accounting transaction. This tool is used to delete a specified transaction from the chart of accounts in Zoho Books. Call this tool when you need to remove a transaction permanently.
Delete a vendor credit by its ID. Use this tool to delete a specific vendor credit using its unique ID. This is typically required when a vendor credit is no longer valid or was added by mistake.
Delete a vendor credit comment in Zoho Books. Use this tool to delete a specific comment from a vendor credit in Zoho Books. This is useful when you need to manage or clean up vendor credit records by removing unnecessary or incorrect comments.
Delete a vendor credit refund in Zoho Books. Use this tool to delete a specific vendor credit refund in Zoho Books when you have the vendor credit ID and refund ID.
Delete an existing vendor payment in Zoho Books. Use this tool to delete a specific vendor payment in Zoho Books when you have the payment ID and need to erase it from the records.
Delete a refund from an existing vendor payment. Use this tool to remove a specific refund associated with a vendor payment. It's useful when a refund needs to be retracted or corrected.
Disable automated payment reminders for a contact. This tool is used to disable automated payment reminders for a specific contact in Zoho Books. It should be called when you want to stop the system from sending payment reminders to a particular contact.
Disable automated payment reminders for an invoice.
Sends an email statement to a specified contact. This tool triggers an email statement to be sent to a specific contact using Zoho Books. If no JSON input is provided, the email will use default content. Use this tool when you need to send financial statements to clients or contacts. 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.
Send a credit note via email. Use this tool to email a credit note to the intended recipient. It's useful for sending invoice adjustments to clients. 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.
Send a retainer invoice to a customer via email. This tool emails a retainer invoice to the specified customer. If no custom content is provided, the email will use the default content. 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.
Email a sales order to a customer. Send an email containing the sales order to the customer, with optional custom content. If no content is provided, the default email content will be used. 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.
Email a sales receipt to the customer. Use this tool to send a sales receipt via email to a specific customer. It should be called when you need to deliver the sales receipt directly to the customer. 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.
Enable portal access for a specified contact in Zoho Books. Use this tool to enable portal access for a contact in Zoho Books, allowing them to interact with their account through the portal. 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.
Enable locations for an organization in Zoho Books. Use this tool to enable location settings for an organization in Zoho Books, allowing tracking and management of different locations within the company's account.
Enable automated payment reminders for a contact. This tool is used to enable automated payment reminders for a specific contact, improving timely payment handling.
Exclude a transaction from a bank or credit card account. Use this tool to exclude a specific transaction from your bank or credit card account records. Ideal for removing unwanted or incorrect entries.
Export and print estimates as a PDF file. Use this tool to export up to 25 estimates as a PDF file and prepare them for printing.
Export and print multiple invoices as PDFs. Use this tool to export and print up to 25 invoices at a time in PDF format.
Export up to 25 estimates as a single PDF document. Use this tool to export multiple estimates (up to 25) in one consolidated PDF document. Ideal for compiling estimates quickly into a single file for review or sharing.
Export up to 25 invoices as a single PDF file. Use this tool to export multiple invoices into a single PDF document. Ideal for consolidating up to 25 invoices in one file.
Export and print sales orders as PDFs. Exports up to 25 sales orders as PDF files for printing. This tool is used to generate printable documents of sales orders in batch format.
Export sales orders as a single PDF document. Use this tool to export up to 25 sales orders into a single PDF file from Zoho Books. It is useful for generating and retrieving sales documentation in bulk for reporting or archiving.
Fetch the detailed history of a specific fixed asset. This tool retrieves a comprehensive history of a fixed asset, detailing its journey from acquisition to write-off. It should be called when you need insights into a fixed asset's lifecycle.
Fetch rules for a specified bank account. This tool fetches all the rules created for a given bank or credit card account ID. It's used to retrieve details about transaction rules associated with a specific account.
Fetch details of a specific bank transaction by ID. Use this tool to retrieve detailed information about a bank transaction by providing its transaction ID. This is useful for accessing specific transaction records in Zoho Books.
Retrieve detailed information about an employee. This tool is used to obtain comprehensive details of a specific employee by their ID in Zoho Books. It should be called when detailed employee information is needed.
Retrieve a paginated list of vendor credit refunds. Use this tool to obtain detailed information about vendor credit refunds, useful for financial reconciliation and tracking vendor transactions. This tool supports pagination.
Retrieve details of a vendor payment by payment ID. Call this tool to get detailed information about a specific vendor payment using the payment ID.
Find matching uncategorized bank transactions. This tool retrieves a list of uncategorized bank transactions that match specified criteria. It can also handle invoices, bills, and credit notes by recording and matching new payment or refund transactions.
Generate a payment link for an invoice with expiry. Use this tool to generate a unique payment link for a specified invoice, including setting an expiry date for the link.
Retrieve detailed information for a specified account. This tool is used to obtain detailed information about a specific account from the chart of accounts. It should be called when you need to access account specifics such as account name, type, and other related details.
Displays detailed future depreciation rates for a fixed asset. Use this tool to obtain a summary of an asset's future depreciation rates. It is helpful for financial forecasting and decision-making regarding fixed assets.
Retrieve detailed information of a specified bank account. Call this tool to get a comprehensive view of a bank account by specifying its account ID. Useful for accessing detailed account data within Zoho Books.
Retrieve details of a specific bank account rule. Call this tool to get information about a specific rule in a bank account using its rule ID.
Retrieve all transaction details for a bank account. Use this tool to obtain detailed information about all transactions involved in a specific bank account. It is helpful for financial analysis and record-keeping.
Retrieve base currency adjustment details by ID.
Retrieve the complete history and comments for a bill. This tool retrieves the entire history and comments associated with a specified bill. It is useful for reviewing past interactions and notes on a bill.
Retrieve the list of payments made for a specific bill. This tool provides a list of all payments made for a specified bill using the bill ID. It should be called when you need to view detailed payment history for a particular bill.
Retrieve recent comments for a specific contact. Use this tool to get a list of recent comments or activities associated with a specific contact in Zoho Books.
Retrieve addresses for a specified contact. Get the shipping, billing, and additional addresses of a specific contact in Zoho Books. This tool is useful for retrieving address details when needing to display or utilize contact information in applications.
Retrieve details of a specific contact person. Use this tool to get detailed information about a specific contact person associated with a given contact in Zoho Books.
Retrieve the refund history of a specific contact. Use this tool to get a list of all refunds associated with a particular contact in Zoho Books. This can be useful for financial reconciliations or customer service inquiries related to refund transactions.
Retrieve the statement email content for a contact. Use this tool to get the content of a statement email for a specified contact in Zoho Books.
Retrieve comments and history of a credit note. Use this tool to obtain the history and comments associated with a specific credit note by providing the credit note's ID. This can be useful for tracking changes or feedback related to the credit transaction.
Retrieve details of a specific credit note using its ID. Call this tool to obtain detailed information about an existing credit note by providing its unique identifier. Useful for tracking, reviewing, or managing credit notes within Zoho Books.
Retrieve email content for a given credit note. Use this tool to get the email content associated with a specified credit note by its ID.
Retrieve all credit note PDF templates from Zoho Books. Use this tool to obtain a list of all available credit note PDF templates from Zoho Books. It's useful when you need to browse or select a specific credit note template for use.
Retrieve refund details for a specific credit note. Use this tool to obtain information about the refund of a specific credit note by providing the credit note ID and refund ID.
Get the details of a specific currency. Use this tool to obtain detailed information about a particular currency by its ID.
Retrieve details of a specific currency exchange rate. This tool is used to get details of an exchange rate associated with a specified currency. It should be called when you need information about a specific exchange rate for financial or currency conversion purposes.
Retrieve the current running timer for a user. Use this tool to get information about the current running timer for personal time tracking in Zoho Books.
Retrieve details of the current user from Zoho Books. Use this tool to get information about the currently authenticated user in Zoho Books. Ideal for scenarios where user-specific data is needed.
Fetch details of an organization in Zoho Books. Use this tool to retrieve details of a specific organization by providing the module name and module ID in Zoho Books.
Retrieve the details of a customer debit note from Zoho Books. This tool is used to get detailed information about a specific customer debit note by its ID from Zoho Books.
Retrieve details of a specific customer payment. Use this tool to obtain information about a specific customer payment by providing the payment ID. Ideal for retrieving payment history or verifying payment details.
Obtain details of a specific customer payment refund. Use this tool to get detailed information about a particular refund related to a customer's payment.
Get the complete history and comments of an estimate. This tool retrieves all comments and historical data associated with a specific estimate. Use it to track changes or discussions about an estimate.
Retrieve the email content for a specific estimate. Use this tool to get the email content associated with a specific estimate by providing the estimate ID.
Retrieve all estimate PDF templates. This tool retrieves a list of all available PDF templates used for estimates. It should be called when users need to view or select templates for estimate documents.
Retrieve comments and history for a specific expense. This tool should be called to get the discussion and history associated with an expense, specified by its ID, in Zoho Books.
Retrieve details of a specific expense by ID. Use this tool to get detailed information about an expense by providing the expense ID. Ideal for financial reviews or tracking specific expenses.
Retrieve details of a fixed asset using its ID. This tool is used to obtain detailed information about a fixed asset by providing its unique ID. It should be called when you need specific details about an asset in Zoho Books.
Retrieve a list of fixed asset types. Call this tool to obtain a list of all available fixed asset types in Zoho Books.
Retrieve a list of fixed assets from Zoho Books. Use this tool to obtain a detailed list of fixed assets stored in Zoho Books. Ideal for managing and reviewing asset inventories.
Fetch attachment file from a specified invoice. Call this tool to retrieve the file attached to a specific invoice using its ID. Useful for accessing documents associated with invoices.
Get comments and history of an invoice. Use this tool to retrieve the full history and all comments associated with a specific invoice.
Retrieve the credits applied to a specific invoice. Use this tool to obtain a list of all credits that have been applied to a particular invoice. It should be called when detailed invoice credit information is needed.
Retrieve details of a specific invoice by ID. This tool is used to get detailed information about a specific invoice using its ID. It can be called when needing to verify invoice details, check status, or confirm amounts.
Retrieve the email content for a specific invoice. Use this tool to get the formatted email content of a particular invoice by specifying the invoice ID. Ideal for scenarios where you need to access or send invoice details via email.
Retrieve and organize a list of invoices from Zoho Books. This tool fetches a list of invoices using Zoho Books' API with options for pagination, filtering, searching, and sorting. Useful for finding specific invoices or browsing records systematically.
Retrieve a list of payments for a specific invoice. Use this tool to get detailed information about payments made for a specific invoice by providing the invoice ID.
Retrieve the details of a specific journal entry in Zoho Books. This tool retrieves information about a specific journal entry from Zoho Books, using the journal ID. It should be called when details of a journal entry are needed.
Retrieve a list of accounting journals. Use this tool to get a list of accounting journals. It's useful for accessing journal entries in Zoho Books.
Retrieve the last imported bank statement details for an account. Use this tool to get information about the most recently imported bank statement for a specified account. It provides insights into the account's latest financial activities.
Retrieves the opening balance for accounts.
Retrieve details of an organization from Zoho Books. Use this tool to get comprehensive details about a specific organization in Zoho Books by providing the organization ID.
Retrieve the list of all users in the organization. Use this tool to get an updated list of all users within the organization. Ideal for tasks needing user information or management.
Fetch the email content of a payment reminder for an invoice. Use this tool to obtain the email content for a payment reminder associated with a specific invoice. Ideal for scenarios where you need to preview or edit reminder emails before sending.