# Zoho Books

Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem

- **Category:** accounting
- **Auth:** OAUTH2
- **Composio Managed App Available?** Yes
- **Tools:** 264
- **Triggers:** 0
- **Slug:** `ZOHO_BOOKS`
- **Version:** 20260316_00

## Tools

### Accept Estimate

**Slug:** `ZOHO_BOOKS_ACCEPT_ESTIMATE`

Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_id` | string | Yes | Unique identifier of the estimate to accept |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Activate Bank Account

**Slug:** `ZOHO_BOOKS_ACTIVATE_BANK_ACCOUNT`

Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | Yes | Unique identifier of the bank account to activate. |
| `organization_id` | string | Yes | ID of the organization. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Bill Attachment

**Slug:** `ZOHO_BOOKS_ADD_BILL_ATTACHMENT`

Tool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill to add the attachment to. |
| `attachment` | object | Yes | File to attach to the bill. Allowed file types: gif, png, jpeg, jpg, bmp, pdf. |
| `organization_id` | string | Yes | Zoho Books organization ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Bill Comment

**Slug:** `ZOHO_BOOKS_ADD_BILL_COMMENT`

Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill. |
| `description` | string | Yes | The comment text to be added to the bill |
| `organization_id` | string | Yes | Organization ID for which the bill belongs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Contact Address

**Slug:** `ZOHO_BOOKS_ADD_CONTACT_ADDRESS`

Tool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Fax number for the address |
| `zip` | string | No | Postal or ZIP code for the address |
| `city` | string | No | City name for the address |
| `phone` | string | No | The contact phone number associated with the address |
| `state` | string | No | State for the address |
| `address` | string | No | Street 1 address for the contact |
| `country` | string | No | Country name for the address |
| `street2` | string | No | Street 2 address for the contact |
| `attention` | string | No | Attention for proper delivery and routing of business correspondence |
| `contact_id` | string | Yes | Unique identifier of the contact |
| `state_code` | string | No | State or province code for the address |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Invoice Comment

**Slug:** `ZOHO_BOOKS_ADD_INVOICE_COMMENT`

Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice. |
| `description` | string | Yes | The comment text to add to the invoice |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Project Comment

**Slug:** `ZOHO_BOOKS_ADD_PROJECT_COMMENT`

Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | Unique identifier of the project. |
| `description` | string | Yes | The comment text to add to the project |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Purchase Order Comment

**Slug:** `ZOHO_BOOKS_ADD_PURCHASE_ORDER_COMMENT`

Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `description` | string | Yes | The comment text to be added to the purchase order |
| `organization_id` | string | Yes | Organization ID for which the purchase order belongs. |
| `purchaseorder_id` | string | Yes | Unique identifier of the purchase order. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Sales Order Comment

**Slug:** `ZOHO_BOOKS_ADD_SALES_ORDER_COMMENT`

Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `description` | string | Yes | The comment text to be added to the sales order |
| `salesorder_id` | string | Yes | Unique identifier of the sales order. |
| `organization_id` | string | Yes | Organization ID for which the sales order belongs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Add Vendor Credit Comment

**Slug:** `ZOHO_BOOKS_ADD_VENDOR_CREDIT_COMMENT`

Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `description` | string | Yes | The comment text to add to the vendor credit |
| `organization_id` | string | Yes | ID of the organization. Required when the user belongs to multiple organizations. |
| `vendor_credit_id` | string | Yes | Unique identifier of the vendor credit. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Apply Credit Note to Invoice

**Slug:** `ZOHO_BOOKS_APPLY_CREDIT_NOTE_TO_INVOICE`

Tool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoices` | array | Yes | List of invoices to apply the credit note to. Each entry specifies the invoice_id and amount_applied. |
| `creditnote_id` | string | Yes | Unique identifier of the credit note to apply. |
| `organization_id` | string | Yes | Zoho Books organization ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Apply Credits to Bill

**Slug:** `ZOHO_BOOKS_APPLY_CREDITS_TO_BILL`

Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill to apply credits to. |
| `vendor_credits` | array | Yes | List of vendor credits to apply to the bill. Each credit specifies the vendor_credit_id and the amount to apply. |
| `organization_id` | string | Yes | Zoho Books organization ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Apply Credits to Invoice

**Slug:** `ZOHO_BOOKS_APPLY_CREDITS_TO_INVOICE`

Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice to apply credits to. |
| `creditnotes` | array | Yes | List of credit notes to apply to the invoice. Each credit note specifies the creditnote_id and the amount to apply. |
| `organization_id` | string | Yes | Zoho Books organization ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Bulk Export Invoices PDF

**Slug:** `ZOHO_BOOKS_BULK_EXPORT_INVOICES_PDF`

Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_ids` | array | Yes | List of invoice IDs to export as PDF. Must contain between 1 and 25 IDs. |
| `organization_id` | string | Yes | ID of the Zoho Books organization. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Bulk Print Invoices

**Slug:** `ZOHO_BOOKS_BULK_PRINT_INVOICES`

Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_ids` | array | Yes | List of invoice IDs to print (max 25 items) |
| `organization_id` | string | Yes | The organization ID in Zoho Books |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Categorize As Customer Payment Refund

**Slug:** `ZOHO_BOOKS_CATEGORIZE_AS_CUSTOMER_PAYMENT_REFUND`

Tool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | Refund date in YYYY-MM-DD format |
| `amount` | number | Yes | Refund amount - must match uncategorized transaction amount and not exceed available payment amount |
| `payment_id` | string | Yes | Unique identifier of the customer payment to refund from |
| `transaction_id` | string | Yes | Unique identifier of the uncategorized bank transaction to categorize |
| `from_account_id` | string | Yes | Source account ID from which refund is issued |
| `organization_id` | string | Yes | Zoho Books organization ID |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Categorize Uncategorized Transaction

**Slug:** `ZOHO_BOOKS_CATEGORIZE_UNCATEGORIZED_TRANSACTION`

Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Transaction date in YYYY-MM-DD format |
| `tags` | array | No | Global tags for the transaction |
| `amount` | number | No | Transaction amount |
| `tax_id` | string | No | Tax or tax group ID applied (not applicable in US) |
| `user_id` | integer | No | ID of the user recording the transaction |
| `documents` | array | No | Files to attach to the transaction |
| `line_items` | array | No | Detailed line items for the transaction |
| `currency_id` | string | No | Currency ID if different from base currency |
| `customer_id` | string | No | ID of the customer or vendor associated |
| `description` | string | No | Brief description of the transaction |
| `bank_charges` | number | No | Bank charges applied |
| `payment_mode` | string | No | Mode of payment (not applicable for transfers, card payments, or owner drawings) |
| `custom_fields` | array | No | Custom field values |
| `exchange_rate` | number | No | Foreign currency exchange rate |
| `to_account_id` | string | No | Destination account ID; required for transfers and certain types of transactions |
| `transaction_id` | string | Yes | Unique identifier of the uncategorized bank transaction |
| `from_account_id` | string | No | Source account ID; required for transfers and certain types of transactions |
| `organization_id` | string | Yes | Zoho Books organization ID for the API call |
| `to_account_tags` | array | No | Tags for the destination account |
| `is_inclusive_tax` | boolean | No | Whether amounts include tax |
| `reference_number` | string | No | Reference number for the transaction |
| `tax_authority_id` | string | No | Tax authority ID (US/AU/CA only) |
| `tax_exemption_id` | string | No | Tax exemption ID (IN/US/AU/CA only) |
| `transaction_type` | string ("deposit" | "refund" | "transfer_fund" | "card_payment" | "sales_without_invoices" | "expense_refund" | "owner_contribution" | "interest_income" | "other_income" | "owner_drawings" | "sales_return") | Yes | Type of transaction to create; only specific types supported here |
| `from_account_tags` | array | No | Tags for the source account |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Clone Project

**Slug:** `ZOHO_BOOKS_CLONE_PROJECT`

Tool to clone an existing project. Use when duplicating a project with a new name and optional description.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | Unique identifier of the project to clone |
| `description` | string | No | Description for the cloned project (max 500 characters) |
| `project_name` | string | Yes | Name for the cloned project (max 100 characters) |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Convert Purchase Order To Bill

**Slug:** `ZOHO_BOOKS_CONVERT_PURCHASE_ORDER_TO_BILL`

Tool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | The ID of the organization |
| `purchaseorder_ids` | string | Yes | Comma-separated purchase order IDs to convert to bill |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Bank Account

**Slug:** `ZOHO_BOOKS_CREATE_BANK_ACCOUNT`

Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bankaccount` | object | Yes | Details of the bank or credit card account to be created. |
| `organization_id` | string | Yes | ID of the organization. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Bank Transaction

**Slug:** `ZOHO_BOOKS_CREATE_BANK_TRANSACTION`

Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Transaction date in YYYY-MM-DD format |
| `tags` | array | No | List of tags to apply |
| `amount` | number | No | Transaction amount, must be non-negative |
| `tax_id` | string | No | Tax or tax group ID (not applicable in US) |
| `user_id` | integer | No | ID of the user involved |
| `documents` | array | No | List of files to attach |
| `currency_id` | string | No | Currency ID of the transaction |
| `customer_id` | string | No | ID of the customer or vendor |
| `description` | string | No | Brief description or memo |
| `bank_charges` | number | No | Bank charges for this transaction |
| `payment_mode` | string | No | Mode of payment; not applicable to transfer_fund, card_payment, owner_drawings |
| `custom_fields` | array | No | List of custom fields to populate |
| `exchange_rate` | number | No | Foreign currency exchange rate, must be >0 |
| `to_account_id` | string | No | Account ID funds are transferred to. Required for: transfer_fund, deposit, sales_return, expense_refund, owner_drawings. For owner_drawings, must be equity account type. From bank accounts, can transfer to: bank/card/equity (drawings)/expense/credit_note account types. From card accounts, can transfer to: card/bank/expense account types |
| `from_account_id` | string | No | Account ID funds are transferred from. Required for: transfer_fund, card_payment, sales_without_invoices, expense_refund, other_income, owner_drawings. Account type must match transaction_type: card_payment requires credit_card account type; owner_drawings requires bank/cash/credit_card account type; transfer_fund requires bank or cash account type. For deposits to bank accounts, can be bank/card/income/refund type. For deposits to card accounts, can be bank/card/refund type |
| `organization_id` | string | Yes | Zoho Books organization ID All account and entity IDs used in the request must belong to this organization; cross-organization IDs cause request failures. |
| `to_account_tags` | array | No | List of tags on to-account entry |
| `is_inclusive_tax` | boolean | No | Whether the tax is inclusive |
| `reference_number` | string | No | Reference number for transaction |
| `tax_authority_id` | string | No | Tax authority ID (US, AU, CA only) |
| `tax_exemption_id` | string | No | Tax exemption ID (IN, US, AU, CA only) |
| `transaction_type` | string ("deposit" | "refund" | "transfer_fund" | "card_payment" | "sales_without_invoices" | "expense_refund" | "owner_contribution" | "interest_income" | "other_income" | "owner_drawings" | "sales_return") | Yes | Type of transaction. Account type requirements vary by transaction_type: 'deposit' requires to_account (bank/card can receive from bank/card/income/refund accounts); 'refund' (credit card accounts only); 'transfer_fund' requires from_account and to_account (both bank/card); 'card_payment' requires from_account (credit card type) and to_account; 'sales_without_invoices' requires from_account; 'expense_refund' requires from_account and to_account; 'owner_contribution' (equity account as to_account); 'interest_income' (income account); 'other_income' requires from_account; 'owner_drawings' requires from_account (bank/cash/credit card) and to_account (equity type); 'sales_return' requires to_account |
| `from_account_tags` | array | No | List of tags on from-account entry |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Chart Of Account

**Slug:** `ZOHO_BOOKS_CREATE_CHART_OF_ACCOUNT`

Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `currency_id` | string | No | The identifier for the account's currency |
| `description` | string | No | Details about the account's purpose |
| `account_code` | string | No | An identifier linked to the account |
| `account_name` | string | Yes | The designation for the account being established |
| `account_type` | string ("cash" | "bank" | "fixed_asset" | "accounts_receivable" | "accounts_payable" | "credit_card" | "equity" | "income" | "expense") | No | Enumeration of valid account types. |
| `can_show_in_ze` | boolean | No | Indicates whether the account appears in specific reports |
| `organization_id` | string | Yes | The organization ID to identify the organization |
| `parent_account_id` | string | No | The identifier of a parent account for hierarchical structuring |
| `show_on_dashboard` | boolean | No | Display preference for dashboard visibility |
| `include_in_vat_return` | boolean | No | UK-specific flag for VAT return inclusion |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Contact

**Slug:** `ZOHO_BOOKS_CREATE_CONTACT`

Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tags` | array | No | Reporting tags for contact |
| `notes` | string | No | Additional notes |
| `gst_no` | string | No | GSTIN (India only) |
| `tax_id` | string | No | Tax or tax group ID |
| `twitter` | string | No | Twitter profile URL |
| `website` | string | No | Website URL of contact |
| `facebook` | string | No | Facebook profile URL |
| `owner_id` | string | No | Owner user ID (customers only) |
| `is_taxable` | boolean | No | Taxable flag |
| `legal_name` | string | No | Official legal name (MX only) |
| `tax_reg_no` | string | No | Tax registration number (GCC/MX/KE/ZA) |
| `tax_regime` | string | No | Tax regime (MX only) |
| `tds_tax_id` | string | No | TDS tax ID (MX only) |
| `track_1099` | boolean | No | Track for 1099 (US only) |
| `vat_reg_no` | string | No | VAT registration number (UK/EU) |
| `currency_id` | string | No | Currency ID for contact |
| `tax_id_type` | string | No | Tax ID type (SSN/ATIN/ITIN/EIN) |
| `company_name` | string | No | Legal/registered company name (max 200) |
| `contact_name` | string | Yes | Display name for contact |
| `contact_type` | string ("customer" | "vendor") | No | Contact type: customer or vendor |
| `country_code` | string | No | Country/emirate code for tax |
| `credit_limit` | number | No | Max receivables (customers only) |
| `pricebook_id` | string | No | Associated pricebook ID |
| `tax_id_value` | string | No | Tax ID value |
| `custom_fields` | array | No | Custom field values |
| `gst_treatment` | string | No | GST treatment (IN only) |
| `language_code` | string ("de" | "en" | "es" | "fr" | "it" | "ja" | "nl" | "pt" | "pt_br" | "sv" | "zh" | "en_gb") | No | Preferred language code |
| `payment_terms` | integer | No | Payment terms in days |
| `tax_treatment` | string | No | Tax treatment per edition |
| `vat_treatment` | string | No | VAT treatment (UK only) |
| `contact_number` | string | No | Internal contact number |
| `avatax_use_code` | string | No | Avalara use code |
| `billing_address` | object | No | Billing address |
| `contact_persons` | array | No | List of contact persons |
| `organization_id` | string | Yes | Organization ID (query param) |
| `avatax_exempt_no` | string | No | Avalara exemption number |
| `opening_balances` | array | No | Opening balances by location |
| `place_of_contact` | string | No | Place of supply code (IN only) |
| `shipping_address` | object | No | Shipping address |
| `tax_authority_id` | string | No | Tax authority ID (US only) |
| `tax_exemption_id` | string | No | Tax exemption ID |
| `customer_sub_type` | string ("individual" | "business") | No | Customer subtype; only for customers |
| `default_templates` | object | No | Default document templates |
| `is_portal_enabled` | boolean | No | Enable client portal |
| `is_tds_registered` | boolean | No | TDS registration flag (MX only) |
| `tax_authority_name` | string | No | Tax authority name |
| `tax_exemption_code` | string | No | Tax exemption code |
| `payment_terms_label` | string | No | Read-only label for payment terms |
| `ignore_auto_number_generation` | boolean | No | Disable auto-generation of contact number |
| `tax_exemption_certificate_number` | string | No | Exemption cert. number (KE) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Contact Person

**Slug:** `ZOHO_BOOKS_CREATE_CONTACT_PERSON`

Tool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | No | Email address of the contact person. Max-length [100] |
| `phone` | string | No | Phone number. Max-length [50] |
| `skype` | string | No | Skype address. Max-length [50] |
| `mobile` | string | No | Mobile number. Max-length [50] |
| `last_name` | string | No | Last name of the contact person. Max-length [100] |
| `contact_id` | string | Yes | Contact identifier for the associated contact |
| `department` | string | No | Department on which a person belongs. Max-length [50] |
| `first_name` | string | Yes | First name of the contact person. Max-length [100] |
| `salutation` | string | No | Salutation for the contact. Max-length [25] |
| `designation` | string | No | Designation of a person. Max-length [50] |
| `enable_portal` | boolean | No | Portal access option (true/false) |
| `organization_id` | string | Yes | Organization ID (required query parameter) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Currency

**Slug:** `ZOHO_BOOKS_CREATE_CURRENCY`

Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `currency_code` | string | Yes | A unique standard code for the currency. Max-len [100] |
| `currency_format` | string | Yes | The format for the currency to be displayed. Max-len [100] |
| `currency_symbol` | string | No | A unique symbol for the currency. Max-len [4] |
| `organization_id` | string | Yes | The organization ID for which the currency is being created |
| `price_precision` | integer | No | The precision level for pricing display |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Customer Payment Refund

**Slug:** `ZOHO_BOOKS_CREATE_CUSTOMER_PAYMENT_REFUND`

Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | Refund date in yyyy-mm-dd format. |
| `amount` | number | Yes | Refund amount to be returned to the customer. |
| `description` | string | No | Additional details about the refund. |
| `refund_mode` | string | No | Method of refund (max 50 characters). Examples: cash, check, banktransfer. |
| `payment_form` | string | No | Mexico-specific payment mode field. |
| `exchange_rate` | number | No | Currency conversion rate; defaults to 1 if not specified. |
| `from_account_id` | string | Yes | The account from which the refund originates. |
| `organization_id` | string | Yes | ID of the organization. Required for users belonging to multiple organizations. |
| `reference_number` | string | No | Reference identifier for the refund (max 100 characters). |
| `customer_payment_id` | string | Yes | Unique identifier of the customer payment to refund. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Employee

**Slug:** `ZOHO_BOOKS_CREATE_EMPLOYEE`

Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | Yes | Email address of the employee |
| `role_id` | string | No | Role ID to assign to the employee. Format: numeric string (e.g., '3183742000000000777'). |
| `cost_rate` | number | No | Hourly cost rate for the employee |
| `employee_name` | string | Yes | Full name of the employee to create |
| `organization_id` | string | Yes | Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '913373484'). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Exchange Rate

**Slug:** `ZOHO_BOOKS_CREATE_EXCHANGE_RATE`

Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `rate` | number | Yes | The exchange rate of the specified currency relative to the base currency. Must be greater than zero. |
| `currency_id` | string | Yes | Unique identifier of the currency to which the exchange rate will be added. |
| `effective_date` | string | Yes | Date on which the exchange rate takes effect (YYYY-MM-DD). |
| `organization_id` | string | Yes | ID of the organization. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Expense

**Slug:** `ZOHO_BOOKS_CREATE_EXPENSE`

Tool to create a new expense in Zoho Books. Use when you need to record business expenses.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | Date of the expense in YYYY-MM-DD format |
| `amount` | number | Yes | Amount of the expense |
| `tax_id` | string | No | Tax identifier to apply to this expense |
| `vendor_id` | string | No | Vendor ID associated with this expense |
| `account_id` | string | Yes | ID of the expense account |
| `project_id` | string | No | Project ID to associate with this expense |
| `currency_id` | string | No | Currency identifier if different from base currency |
| `customer_id` | string | No | Customer ID if expense is billable |
| `description` | string | No | Description of the expense (max 100 characters) |
| `is_billable` | boolean | No | Whether this expense is billable to a customer |
| `is_personal` | boolean | No | Whether this is a personal expense |
| `exchange_rate` | number | No | Exchange rate if using a different currency |
| `organization_id` | string | Yes | ID of the organization |
| `is_inclusive_tax` | boolean | No | Whether the amount includes tax |
| `reference_number` | string | No | Reference number for the expense (max 100 characters) |
| `paid_through_account_id` | string | Yes | Account through which expense was paid |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Invoice From Sales Order

**Slug:** `ZOHO_BOOKS_CREATE_INVOICE_FROM_SALESORDER`

Tool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_id` | string | Yes | ID of the sales order to convert to an invoice |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Item

**Slug:** `ZOHO_BOOKS_CREATE_ITEM`

Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API returns code=1001 with message indicating the duplicate. Check the response code to handle this scenario - use LIST_ITEMS to verify if an item exists before creating, or handle code=1001 responses to retrieve/update the existing item instead.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `sku` | string | No | Stock Keeping Unit identifier for the item. |
| `name` | string | Yes | Name of the item (product or service). |
| `rate` | number | Yes | Sales price or rate of the item. Must be non-negative. |
| `unit` | string | No | Unit of measurement for the item (e.g., pcs, hours). |
| `tax_id` | string | No | Primary tax ID to apply on the item. |
| `tax_id2` | string | No | Secondary tax ID to apply on the item. |
| `description` | string | No | Description or details about the item. |
| `track_stock` | boolean | No | Flag to enable inventory tracking for this item. |
| `opening_stock` | integer | No | Opening stock quantity for the item. Must be non-negative. |
| `purchase_rate` | number | No | Purchase cost of the item. Must be non-negative. |
| `reorder_level` | integer | No | Reorder level quantity to trigger restocking. |
| `organization_id` | string | Yes | ID of the organization. |
| `asset_account_id` | string | No | Asset account ID for inventory valuation. |
| `sales_account_id` | string | No | Account ID for sales of this item. |
| `opening_stock_rate` | number | No | Cost rate for opening stock. Must be non-negative. |
| `purchase_account_id` | string | No | Account ID for purchase of this item. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Journal

**Slug:** `ZOHO_BOOKS_CREATE_JOURNAL`

Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tags` | array | No | Reporting tags for the journal. |
| `notes` | string | No | Notes or description for the journal. |
| `line_items` | array | Yes | Array of line items. At least 2 line items are required (debit and credit entries must balance). |
| `currency_id` | string | No | Currency identifier for multi-currency organizations. |
| `journal_date` | string | Yes | Date on which the journal is to be recorded, in YYYY-MM-DD format. |
| `journal_type` | string ("Cash" | "Both") | No | Enum for journal type. |
| `custom_fields` | array | No | Custom fields for the journal. |
| `exchange_rate` | number | No | Exchange rate between currencies. |
| `organization_id` | string | Yes | Zoho Books organization ID. Required query parameter. |
| `reference_number` | string | No | Reference identifier for the journal. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Location

**Slug:** `ZOHO_BOOKS_CREATE_LOCATION`

Tool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string ("general" | "line_item_only") | No | Location type: general or line_item_only |
| `email` | string | No | Email address for the location |
| `phone` | string | No | Phone number for the location |
| `address` | object | Yes | Address details for the location |
| `user_ids` | string | No | Comma-separated list of user identifiers |
| `location_name` | string | Yes | Name of the location |
| `organization_id` | string | Yes | ID of the organization |
| `tax_settings_id` | string | No | Tax settings ID (required for India edition only) |
| `parent_location_id` | string | No | Parent location identifier for hierarchical locations |
| `associated_series_ids` | array | No | List of associated series identifiers |
| `is_all_users_selected` | boolean | No | Whether all users are selected for this location |
| `auto_number_generation_id` | string | No | Autonumber generation group ID |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Project

**Slug:** `ZOHO_BOOKS_CREATE_PROJECT`

Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `rate` | string | No | Hourly rate for a task |
| `user_id` | string | Yes | ID of the user to be added to the project |
| `budget_type` | string | No | Budget type for the project |
| `customer_id` | string | Yes | ID of the customer |
| `description` | string | No | Project description. Max-length 500 |
| `billing_type` | string ("fixed_cost_for_project" | "based_on_project_hours" | "based_on_staff_hours" | "based_on_task_hours") | Yes | The way you bill your customer |
| `budget_hours` | number | No | Budgeted hours for the project |
| `project_name` | string | Yes | Name of the project. Max-length 100 |
| `budget_amount` | string | No | Budgeted amount for the project |
| `organization_id` | string | Yes | Organization ID to identify the organization |
| `cost_budget_amount` | number | No | Budgeted Cost to complete this project |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Recurring Bill

**Slug:** `ZOHO_BOOKS_CREATE_RECURRING_BILL`

Tool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `notes` | string | No | Notes for the recurring bill |
| `terms` | string | No | Terms and conditions |
| `gst_no` | string | No | India: 15-digit GSTIN |
| `end_date` | string | No | End date of the recurring bill in YYYY-MM-DD format. If not provided, bill recurs indefinitely. |
| `vendor_id` | string | Yes | ID of the vendor the bill has to be created for |
| `line_items` | array | No | Array of line items with item details. At least one line item is typically required. |
| `start_date` | string | Yes | Start date of the recurring bill in YYYY-MM-DD format |
| `currency_id` | string | No | Currency identifier if multi-currency is enabled |
| `location_id` | string | No | Location ID |
| `pricebook_id` | string | No | Price book ID |
| `repeat_every` | string | Yes | Recurrence interval (e.g., '1', '2', '3') |
| `custom_fields` | array | No | Custom fields for the recurring bill |
| `gst_treatment` | string | No | India: GST treatment (e.g., 'business_gst', 'business_none', 'overseas', 'consumer') |
| `payment_terms` | integer | No | Payment terms in days. 0 means Due on Receipt. |
| `tax_treatment` | string | No | GCC/MX/KE/ZA: tax treatment code |
| `organization_id` | string | Yes | ID of the organization |
| `place_of_supply` | string | No | GCC: place-of-supply code |
| `recurrence_name` | string | Yes | Name of the recurring bill. Max-length [100] |
| `is_inclusive_tax` | boolean | No | Whether prices include tax (non-US organizations) |
| `source_of_supply` | string | No | India GST: source state |
| `payment_terms_label` | string | No | Custom label for payment terms |
| `recurrence_frequency` | string | Yes | Frequency pattern (e.g., 'days', 'weeks', 'months', 'years') |
| `destination_of_supply` | string | No | India GST: destination state |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Recurring Expense

**Slug:** `ZOHO_BOOKS_CREATE_RECURRING_EXPENSE`

Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `amount` | number | Yes | Expense amount (must be greater than 0) |
| `tax_id` | string | No | Tax identifier to apply to this recurring expense |
| `account_id` | string | Yes | Account ID for the expense |
| `project_id` | string | No | Project ID to associate with this expense |
| `start_date` | string | Yes | Start date of recurrence in yyyy-mm-dd format |
| `currency_id` | string | No | Currency identifier if different from base currency |
| `customer_id` | string | No | Customer ID if expense is billable |
| `is_billable` | boolean | No | Whether this expense is billable to a customer |
| `repeat_every` | integer | Yes | Interval count (e.g., 1 for every month, 2 for every 2 months) |
| `organization_id` | string | Yes | ID of the organization |
| `recurrence_name` | string | Yes | Name of recurring expense (max 100 chars) |
| `is_inclusive_tax` | boolean | No | Whether the amount includes tax |
| `recurrence_frequency` | string ("days" | "weeks" | "months" | "years") | Yes | Frequency pattern (days, weeks, months, years) |
| `paid_through_account_id` | string | No | Account ID through which expense is paid |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Recurring Invoice

**Slug:** `ZOHO_BOOKS_CREATE_RECURRING_INVOICE`

Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tags` | array | No | Tags for categorization and reporting |
| `email` | string | No | Customer email address |
| `notes` | string | No | Notes to be printed on the invoice |
| `terms` | string | No | Terms and conditions for the invoice |
| `gst_no` | string | No | 15-digit GSTIN (India-specific) |
| `discount` | number | No | Invoice-level discount value |
| `end_date` | string | No | End date for the recurring invoice in YYYY-MM-DD format |
| `line_items` | array | No | List of line items for the recurring invoice |
| `start_date` | string | No | Start date for invoice generation in YYYY-MM-DD format |
| `currency_id` | string | No | Currency identifier for the recurring invoice |
| `customer_id` | string | Yes | Customer identifier for whom the recurring invoice is raised |
| `location_id` | string | No | Business location ID |
| `repeat_every` | integer | No | Number of frequency periods between recurrences (e.g., 1 for every month, 2 for every 2 months) |
| `custom_fields` | array | No | Custom fields for the recurring invoice |
| `discount_type` | string | No | Type of discount: entity_level or item_level |
| `exchange_rate` | number | No | Exchange rate if different from base currency |
| `gst_treatment` | string | No | GST treatment (India-specific) |
| `tax_treatment` | string | No | Tax treatment for the invoice |
| `billing_address` | object | No | Address details for billing or shipping. |
| `organization_id` | string | Yes | ID of the organization |
| `place_of_supply` | string | No | Place of supply code (India/GCC) |
| `recurrence_name` | string | Yes | Unique name for the recurring profile. Max-length 100 characters. |
| `is_inclusive_tax` | boolean | No | Whether unit rates include tax |
| `reference_number` | string | No | Order or reference number for tracking |
| `shipping_address` | object | No | Address details for billing or shipping. |
| `recurrence_frequency` | string ("days" | "weeks" | "months" | "years") | Yes | Frequency of time interval at which the invoice is to be generated |
| `is_discount_before_tax` | boolean | No | Apply discount before tax if true |
| `contact_persons_associated` | array | No | List of contact persons to associate with recurring invoice |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Reporting Tag

**Slug:** `ZOHO_BOOKS_CREATE_REPORTING_TAG`

Tool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `entities` | array | Yes | List of entities that can only be enabled or disabled. Each entity has entity_name and is_enabled fields. Common entity names include 'customers', 'vendors', 'items', etc. |
| `tag_name` | string | Yes | The name of the reporting tag |
| `description` | string | No | Description of the reporting tag |
| `is_mandatory` | boolean | No | Whether the tag is mandatory. If true, users must assign this tag when creating transactions. |
| `organization_id` | string | Yes | Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors. |
| `multi_preference_entities` | object | Yes | Configuration for transaction/line-item level entities with preference and entities fields. The preference can be 'transaction' or 'line_item'. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Bank Account Rule

**Slug:** `ZOHO_BOOKS_CREATE_RULE`

Tool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts) based on transaction criteria like amount, description, or payee.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tax_id` | string | No | Tax ID to apply to the transaction |
| `apply_to` | string ("deposits" | "withdrawals" | "refunds" | "charges") | Yes | Transaction type to which the rule applies: deposits/withdrawals for bank accounts, refunds/charges for credit card accounts |
| `criterion` | array | Yes | List of criteria for matching transactions. At least one criterion is required. |
| `record_as` | string | No | How to record the matched transaction (e.g., 'deposit', 'expense', 'refund', 'transfer_fund') |
| `rule_name` | string | Yes | Name of the rule |
| `account_id` | string | No | Chart of accounts ID for categorizing the transaction |
| `customer_id` | string | No | Customer ID to associate with the transaction |
| `criteria_type` | string ("and" | "or") | Yes | Logical operator for combining criteria: 'and' (all criteria must match) or 'or' (any criterion must match) |
| `organization_id` | string | Yes | ID of the organization |
| `reference_number` | string | No | Reference number configuration (e.g., 'manual', 'from_statement') |
| `target_account_id` | string | Yes | ID of the bank or credit card account on which the rule applies |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Sales Receipt

**Slug:** `ZOHO_BOOKS_CREATE_SALES_RECEIPT`

Tool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Date of the sales receipt in YYYY-MM-DD format. Defaults to current date if not provided. |
| `tags` | array | No | Reporting tags to help organize and filter data across reports |
| `notes` | string | No | Notes to be printed on the sales receipt |
| `terms` | string | No | Terms and conditions for the sales receipt |
| `line_items` | array | Yes | List of line items for the sales receipt. At least one line item is required. |
| `customer_id` | string | Yes | Unique identifier for the customer. Get this from list_contacts or create_contact action. |
| `payment_mode` | string | Yes | Mode through which payment was received. Allowed values: cash, check, credit_card, bank_transfer, paypal, etc. |
| `receipt_number` | string | No | Sales receipt number. Mandatory if ignore_auto_number_generation is true. |
| `organization_id` | string | Yes | ID of the organization. Get this from list_organizations action. |
| `can_send_in_mail` | boolean | No | Send the sales receipt to customer via email |
| `ignore_auto_number_generation` | boolean | No | Ignore auto sales receipt number generation. When true, receipt_number must be provided. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Time Entry

**Slug:** `ZOHO_BOOKS_CREATE_TIME_ENTRY`

Tool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `notes` | string | No | Description of the work done. Max-length: 500 characters |
| `task_id` | string | Yes | ID of the task |
| `user_id` | string | Yes | ID of the user who worked on the task |
| `end_time` | string | No | Time the user stopped working on this task in HH:mm format. Use with begin_time instead of log_time |
| `log_date` | string | Yes | Date on which the user spent time on the task. Format: YYYY-MM-DD |
| `log_time` | string | No | Time spent on task in HH:mm format. Use either this OR begin_time/end_time |
| `begin_time` | string | No | Time the user started working on this task in HH:mm format. Use with end_time instead of log_time |
| `project_id` | string | Yes | ID of the project |
| `is_billable` | boolean | No | Whether the time entry is billable to the customer |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create User

**Slug:** `ZOHO_BOOKS_CREATE_USER`

Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Full name of the user to invite. Must not be empty. |
| `email` | string | Yes | Email address of the user. An invitation will be sent to this email. |
| `role_id` | string | Yes | Role ID to assign to the user. This is required. Obtain valid role IDs by calling the ZOHO_BOOKS_LIST_USERS action and checking the 'role_id' field of existing users. Format: numeric string (e.g., '3183742000000000777'). |
| `organization_id` | string | Yes | Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '60059838605'). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Vendor Credit

**Slug:** `ZOHO_BOOKS_CREATE_VENDOR_CREDIT`

Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | Creation date in YYYY-MM-DD format |
| `notes` | string | No | Notes for the vendor credit |
| `bill_id` | string | No | Bill ID to associate with the vendor credit |
| `vendor_id` | string | Yes | Unique identifier for the vendor contact |
| `line_items` | array | Yes | Array of line items (at least one required) |
| `organization_id` | string | Yes | Zoho Books organization ID (required) |
| `reference_number` | string | No | External reference number for the vendor credit |
| `vendor_credit_number` | string | No | Vendor credit number (required if auto-generation is disabled) |
| `ignore_auto_number_generation` | boolean | No | Ignore auto number generation for this vendor credit only. On enabling this option vendor credit number is mandatory. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Create Vendor Payment

**Slug:** `ZOHO_BOOKS_CREATE_VENDOR_PAYMENT`

Tool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | Date when the payment is made (format: yyyy-MM-dd) |
| `bills` | array | No | List of bills to apply payment to. Each entry specifies bill_id and amount_applied. If not provided, payment will be recorded as excess payment/credit. |
| `amount` | number | Yes | Total amount of vendor payment |
| `vendor_id` | string | Yes | ID of the vendor to whom the payment is being made |
| `description` | string | No | Description or notes for the payment |
| `payment_mode` | string | No | Mode of vendor payment (e.g., Cash, Check, Bank Transfer) |
| `exchange_rate` | number | No | Currency exchange rate for multi-currency payments |
| `organization_id` | string | Yes | ID of the organization |
| `reference_number` | string | No | Reference number or identifier for the payment |
| `paid_through_account_id` | string | Yes | ID of the cash/bank account from which payment originates |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Deactivate Bank Account

**Slug:** `ZOHO_BOOKS_DEACTIVATE_BANK_ACCOUNT`

Tool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | Yes | Unique identifier of the bank account. |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bank Account

**Slug:** `ZOHO_BOOKS_DELETE_BANK_ACCOUNT`

Tool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | Yes | Unique identifier of the bank account to delete. |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bank Transaction

**Slug:** `ZOHO_BOOKS_DELETE_BANK_TRANSACTION`

Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `bank_transaction_id` | string | Yes | Unique identifier of the bank transaction to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bill

**Slug:** `ZOHO_BOOKS_DELETE_BILL`

Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bill Attachment

**Slug:** `ZOHO_BOOKS_DELETE_BILL_ATTACHMENT`

Tool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | The unique identifier for the specific bill from which you want to remove the attached document |
| `organization_id` | string | Yes | Required query parameter specifying your organization's ID |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bill Comment

**Slug:** `ZOHO_BOOKS_DELETE_BILL_COMMENT`

Tool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill. |
| `comment_id` | string | Yes | Unique identifier of the comment. |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bill Payment

**Slug:** `ZOHO_BOOKS_DELETE_BILL_PAYMENT`

Tool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill |
| `bill_payment_id` | string | Yes | Unique identifier of the bill payment to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bulk Customer Payments

**Slug:** `ZOHO_BOOKS_DELETE_BULK_CUSTOMER_PAYMENTS`

Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `payment_id` | array | Yes | List of customer payment IDs to be deleted in bulk. Provide 1 or more payment IDs. |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bulk Vendor Payments

**Slug:** `ZOHO_BOOKS_DELETE_BULK_VENDOR_PAYMENTS`

Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `vendorpayment_id` | array | Yes | List of vendor payment IDs to be deleted in bulk. Provide 1 or more vendor payment IDs. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Chart of Account

**Slug:** `ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT`

Tool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | Yes | Unique identifier of the account to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Chart Of Account Transaction

**Slug:** `ZOHO_BOOKS_DELETE_CHART_OF_ACCOUNT_TRANSACTION`

Tool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `transaction_id` | string | Yes | Unique identifier of the transaction to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Contact

**Slug:** `ZOHO_BOOKS_DELETE_CONTACT`

Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Contact Address

**Slug:** `ZOHO_BOOKS_DELETE_CONTACT_ADDRESS`

Tool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `address_id` | string | Yes | Unique identifier of the address to delete |
| `contact_id` | string | Yes | Unique identifier of the contact |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Contact Person

**Slug:** `ZOHO_BOOKS_DELETE_CONTACT_PERSON`

Tool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `contact_person_id` | string | Yes | Unique identifier of the contact person to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Credit Note

**Slug:** `ZOHO_BOOKS_DELETE_CREDIT_NOTE`

Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `creditnote_id` | string | Yes | Unique identifier of the credit note to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Credit Note Comment

**Slug:** `ZOHO_BOOKS_DELETE_CREDIT_NOTE_COMMENT`

Tool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `comment_id` | string | Yes | Unique identifier of the comment to delete |
| `creditnote_id` | string | Yes | Unique identifier of the credit note |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Credit Note Refund

**Slug:** `ZOHO_BOOKS_DELETE_CREDIT_NOTE_REFUND`

Tool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `creditnote_id` | string | Yes | Unique identifier of the credit note. |
| `organization_id` | string | Yes | ID of the organization |
| `creditnote_refund_id` | string | Yes | Unique identifier of the credit note refund. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Currency

**Slug:** `ZOHO_BOOKS_DELETE_CURRENCY`

Tool to delete a specific currency from organization settings. Use when you need to remove an unused currency after confirming it has no associated transactions.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `currency_id` | string | Yes | Unique identifier of the currency to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Customer Payment

**Slug:** `ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT`

Tool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `payment_id` | string | Yes | Unique identifier of the payment to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Customer Payment Refund

**Slug:** `ZOHO_BOOKS_DELETE_CUSTOMER_PAYMENT_REFUND`

Tool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `refund_id` | string | Yes | Unique identifier of the refund to delete. |
| `organization_id` | string | Yes | ID of the organization |
| `customer_payment_id` | string | Yes | Unique identifier of the customer payment. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Employee

**Slug:** `ZOHO_BOOKS_DELETE_EMPLOYEE`

Tool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `employee_id` | string | Yes | Unique identifier of the employee to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Estimate

**Slug:** `ZOHO_BOOKS_DELETE_ESTIMATE`

Tool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_id` | string | Yes | Unique identifier of the estimate to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Exchange Rate

**Slug:** `ZOHO_BOOKS_DELETE_EXCHANGE_RATE`

Tool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `currency_id` | string | Yes | Unique identifier of the currency. |
| `organization_id` | string | Yes | ID of the organization. |
| `exchange_rate_id` | string | Yes | Unique identifier of the exchange rate. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Expense

**Slug:** `ZOHO_BOOKS_DELETE_EXPENSE`

Tool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `expense_id` | string | Yes | Unique identifier of the expense to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Expense Receipt

**Slug:** `ZOHO_BOOKS_DELETE_EXPENSE_RECEIPT`

Tool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `expense_id` | string | Yes | Unique identifier of the expense. |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Invoice

**Slug:** `ZOHO_BOOKS_DELETE_INVOICE`

Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Invoice Attachment

**Slug:** `ZOHO_BOOKS_DELETE_INVOICE_ATTACHMENT`

Tool to delete the last attached attachment from an invoice. Use when you need to remove the most recently attached file from a specific invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice from which to delete the attachment |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Invoice Comment

**Slug:** `ZOHO_BOOKS_DELETE_INVOICE_COMMENT`

Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `comment_id` | string | Yes | Unique identifier of the comment. |
| `invoice_id` | string | Yes | Unique identifier of the invoice. |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Invoice Document

**Slug:** `ZOHO_BOOKS_DELETE_INVOICE_DOCUMENT`

Tool to delete a document/attachment from a specific invoice. Use when you need to remove an invoice attachment after confirming it is no longer needed.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `document_id` | string | Yes | Unique identifier of the document/attachment to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Invoice Payment

**Slug:** `ZOHO_BOOKS_DELETE_INVOICE_PAYMENT`

Tool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | ID of the organization |
| `invoice_payment_id` | string | Yes | Unique identifier of the invoice payment to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Item

**Slug:** `ZOHO_BOOKS_DELETE_ITEM`

Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `item_id` | string | Yes | Unique identifier of the item to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Journal Comment V4

**Slug:** `ZOHO_BOOKS_DELETE_JOURNAL_COMMENT_V4`

Tool to delete a journal comment using Zoho Books API v4 (Beta). Use when you need to remove an existing comment from a journal after confirming both the journal ID and comment ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `entity` | string | No | Specifies the entity type for which the comment or credit entry is being deleted. |
| `comment_id` | string | Yes | The unique identifier of the comment to be deleted. |
| `journal_id` | string | Yes | The unique identifier of the journal. |
| `organization_id` | string | Yes | Your organization ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Journal Document

**Slug:** `ZOHO_BOOKS_DELETE_JOURNAL_DOCUMENT`

Tool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_id` | string | Yes | Unique identifier of the journal |
| `document_id` | string | Yes | Unique identifier of the document/attachment to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Journals

**Slug:** `ZOHO_BOOKS_DELETE_JOURNALS`

Tool to delete multiple journal entries in one request. Use when you need to remove multiple journals after confirming their IDs.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_ids` | array | Yes | List of unique identifiers of journals to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Journal (v4 Beta)

**Slug:** `ZOHO_BOOKS_DELETE_JOURNAL_V4`

Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_id` | string | Yes | Unique identifier of the journal to delete |
| `organization_id` | string | Yes | ID of the organization. IMPORTANT: Use underscore (organization_id) not hyphen (organization-id) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Location

**Slug:** `ZOHO_BOOKS_DELETE_LOCATION`

Tool to delete a specific location. Use when you need to remove a location from the organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `location_id` | string | Yes | Unique identifier of the location to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Project Comment (v4 Beta)

**Slug:** `ZOHO_BOOKS_DELETE_PROJECT_COMMENT_V4`

Tool to delete a project comment using v4 Beta API. Use when you need to remove an existing comment from a project after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `comment_id` | string | Yes | Unique identifier of the comment to delete |
| `project_id` | string | Yes | Unique identifier of the project |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Project Task

**Slug:** `ZOHO_BOOKS_DELETE_PROJECT_TASK`

Tool to delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `task_id` | string | Yes | Unique identifier of the task to delete. |
| `project_id` | string | Yes | Unique identifier of the project. |
| `organization_id` | string | Yes | ID of the organization. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Project V4

**Slug:** `ZOHO_BOOKS_DELETE_PROJECT_V4`

Tool to delete a specific project using v4 Beta API. Use when you need to remove an existing project after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | Unique identifier of the project to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Purchase Order

**Slug:** `ZOHO_BOOKS_DELETE_PURCHASE_ORDER`

Tool to delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `purchase_order_id` | string | Yes | Unique identifier of the purchase order to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Purchase Order Attachment

**Slug:** `ZOHO_BOOKS_DELETE_PURCHASE_ORDER_ATTACHMENT`

Tool to delete an attachment from a purchase order. Use when you need to remove a file attached to a purchase order after confirming the purchase order ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `purchaseorder_id` | string | Yes | Unique identifier of the purchase order |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Purchase Order Comment

**Slug:** `ZOHO_BOOKS_DELETE_PURCHASE_ORDER_COMMENT`

Tool to delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `comment_id` | string | Yes | Unique identifier of the comment to delete |
| `organization_id` | string | Yes | ID of the organization |
| `purchaseorder_id` | string | Yes | Unique identifier of the purchase order |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Recurring Bill

**Slug:** `ZOHO_BOOKS_DELETE_RECURRING_BILL`

Tool to delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `recurring_bill_id` | string | Yes | Unique identifier of the recurring bill to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Recurring Invoice

**Slug:** `ZOHO_BOOKS_DELETE_RECURRING_INVOICE`

Tool to delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `recurring_invoice_id` | string | Yes | Unique identifier of the recurring invoice to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Bank Account Rule

**Slug:** `ZOHO_BOOKS_DELETE_RULE`

Tool to delete a bank account rule from your account. Use when you need to remove a rule and make it no longer applicable on transactions.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `rule_id` | string | Yes | Unique identifier of the bank account rule to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Sales Order Comment

**Slug:** `ZOHO_BOOKS_DELETE_SALES_ORDER_COMMENT`

Tool to delete a comment from a sales order. Use when you need to remove a specific comment from a sales order.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `comment_id` | string | Yes | Unique identifier of the comment. |
| `salesorder_id` | string | Yes | Unique identifier of the sales order. |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Sales Receipt

**Slug:** `ZOHO_BOOKS_DELETE_SALES_RECEIPT`

Tool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `sales_receipt_id` | string | Yes | Unique identifier of the sales receipt to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Time Entry

**Slug:** `ZOHO_BOOKS_DELETE_TIME_ENTRY`

Tool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `time_entry_id` | string | Yes | Unique identifier of the time entry to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Vendor Credit

**Slug:** `ZOHO_BOOKS_DELETE_VENDOR_CREDIT`

Tool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `vendor_credit_id` | string | Yes | Unique identifier of the vendor credit to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Vendor Credit Refund

**Slug:** `ZOHO_BOOKS_DELETE_VENDOR_CREDIT_REFUND`

Tool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `vendor_credit_id` | string | Yes | Unique identifier of the vendor credit |
| `vendor_credit_refund_id` | string | Yes | Unique identifier of the vendor credit refund to delete |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Delete Vendor Payment

**Slug:** `ZOHO_BOOKS_DELETE_VENDOR_PAYMENT`

Tool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `payment_id` | string | Yes | Unique identifier of the vendor payment to delete |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Disable Contact Payment Reminder

**Slug:** `ZOHO_BOOKS_DISABLE_CONTACT_PAYMENT_REMINDER`

Tool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact to disable payment reminders for |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Disable Invoice Payment Reminder

**Slug:** `ZOHO_BOOKS_DISABLE_INVOICE_PAYMENT_REMINDER`

Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Email Contact Statement

**Slug:** `ZOHO_BOOKS_EMAIL_CONTACT_STATEMENT`

Tool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `body` | string | No | Custom body content for the statement email (plain text or HTML) |
| `subject` | string | No | Custom subject line for the statement email |
| `end_date` | string | No | End date for the statement period. Format: yyyy-mm-dd |
| `contact_id` | string | Yes | Unique identifier of the contact |
| `start_date` | string | No | Start date for the statement period. If start_date and end_date are not provided, current month's statement will be sent. Format: yyyy-mm-dd |
| `cc_mail_ids` | array | No | List of CC recipient email addresses |
| `to_mail_ids` | array | No | List of recipient email addresses to send the statement to. If not provided, statement will be sent to the contact's email |
| `organization_id` | string | Yes | Organization ID (query param) |
| `send_attachment` | boolean | No | Whether to send additional attachments with the statement |
| `send_from_org_email_id` | boolean | No | Whether to send from the organization's primary email address |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Email Estimate

**Slug:** `ZOHO_BOOKS_EMAIL_ESTIMATE`

Tool to send an estimate email. Use after estimate creation to share it with the customer.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `body` | string | No | Custom body content for the email |
| `subject` | string | No | Custom subject for the email |
| `attachments` | array | No | Additional files to attach to the email. |
| `cc_mail_ids` | array | No | List of CC recipient email addresses |
| `estimate_id` | string | Yes | Unique identifier of the estimate to email |
| `to_mail_ids` | array | Yes | List of recipient email addresses |
| `from_address_id` | string | No | Specific email address ID to use as the sender |
| `organization_id` | string | Yes | ID of the organization |
| `send_attachment` | boolean | No | Include existing estimate attachments with the email |
| `send_from_org_email_id` | boolean | No | Send from the organization's primary email address if true |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Email Invoice

**Slug:** `ZOHO_BOOKS_EMAIL_INVOICE`

Tool to send an invoice email. Use after invoice creation to share it with the customer.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `body` | string | No | Custom body content for the email |
| `subject` | string | No | Custom subject for the email |
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `attachments` | array | No | Additional files to attach to the email. |
| `cc_mail_ids` | array | No | List of CC recipient email addresses |
| `to_mail_ids` | array | Yes | List of recipient email addresses |
| `from_address_id` | string | No | Specific email address ID to use as the sender |
| `organization_id` | string | Yes | ID of the organization |
| `send_attachment` | boolean | No | Include existing invoice attachments with the email |
| `send_from_org_email_id` | boolean | No | Send from the organization's primary email address if true |
| `send_customer_statement` | boolean | No | Include customer statement PDF with the email |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Enable Contact Payment Reminder

**Slug:** `ZOHO_BOOKS_ENABLE_CONTACT_PAYMENT_REMINDER`

Tool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact to enable payment reminders for |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Enable Contact Portal

**Slug:** `ZOHO_BOOKS_ENABLE_CONTACT_PORTAL`

Tool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact to enable portal access for |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Enable Invoice Payment Reminder

**Slug:** `ZOHO_BOOKS_ENABLE_INVOICE_PAYMENT_REMINDER`

Tool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice to enable payment reminders for |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Exclude Bank Transaction

**Slug:** `ZOHO_BOOKS_EXCLUDE_BANK_TRANSACTION`

Tool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | No | Account ID for which transactions are to be listed |
| `transaction_id` | string | Yes | Unique identifier of the uncategorized bank transaction to exclude |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Bulk Export Estimates PDF

**Slug:** `ZOHO_BOOKS_EXPORT_BULK_ESTIMATES_PDF`

Tool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_ids` | array | Yes | List of estimate IDs to export as PDF. Must contain between 1 and 25 IDs. |
| `organization_id` | string | Yes | ID of the Zoho Books organization. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Bulk Export Sales Orders PDF

**Slug:** `ZOHO_BOOKS_EXPORT_SALES_ORDERS_PDF`

Tool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_ids` | array | Yes | List of sales order IDs to export as PDF. Must contain between 1 and 25 IDs. |
| `organization_id` | string | Yes | ID of the Zoho Books organization. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get All Tag Options

**Slug:** `ZOHO_BOOKS_GET_ALL_TAG_OPTIONS`

Tool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | The ID of the reporting tag to fetch options for |
| `show_untagged` | boolean | No | Set to true to include 'untagged' in the response |
| `organization_id` | string | Yes | The organization ID to identify the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Bank Account

**Slug:** `ZOHO_BOOKS_GET_BANK_ACCOUNT`

Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | Yes | Unique identifier of the bank account. |
| `organization_id` | string | Yes | Zoho Books organization ID. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Base Currency Adjustment

**Slug:** `ZOHO_BOOKS_GET_BASE_CURRENCY_ADJUSTMENT`

Tool to fetch details of a specific base currency adjustment. Use when you need to retrieve adjustment information by its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `base_currency_adjustment_id` | string | Yes | Unique identifier of the base currency adjustment. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Bill

**Slug:** `ZOHO_BOOKS_GET_BILL`

Tool to fetch details of a specific bill. Use after confirming the organization context.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill to fetch |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Bill Attachment

**Slug:** `ZOHO_BOOKS_GET_BILL_ATTACHMENT`

Tool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill to fetch the attachment from |
| `preview` | boolean | No | Get the thumbnail of the attachment instead of the full file |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Chart Of Account

**Slug:** `ZOHO_BOOKS_GET_CHART_OF_ACCOUNT`

Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | Yes | Unique identifier of the account to retrieve |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Contact

**Slug:** `ZOHO_BOOKS_GET_CONTACT`

Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact |
| `organization_id` | string | Yes | Organization ID (query param) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Contact Address

**Slug:** `ZOHO_BOOKS_GET_CONTACT_ADDRESS`

Tool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact |
| `organization_id` | string | Yes | Organization ID to identify the specific organization when user belongs to multiple organizations |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Contact Person

**Slug:** `ZOHO_BOOKS_GET_CONTACT_PERSON`

Tool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact |
| `organization_id` | string | Yes | Organization ID (required query parameter) |
| `contact_person_id` | string | Yes | Unique identifier of the contact person |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Contact Statement Mail

**Slug:** `ZOHO_BOOKS_GET_CONTACT_STATEMENT_MAIL`

Tool to retrieve the pre-populated email content for a contact statement. Use when you need to get the email template, subject, body, and recipients before sending a statement.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_date` | string | No | End date for the statement period. Format: yyyy-mm-dd |
| `contact_id` | string | Yes | Unique identifier of the contact |
| `start_date` | string | No | Start date for the statement period. If not provided along with end_date, current month's statement will be used. Format: yyyy-mm-dd |
| `organization_id` | string | Yes | Organization ID (query param) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Credit Note

**Slug:** `ZOHO_BOOKS_GET_CREDIT_NOTE`

Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `print` | boolean | No | Export credit note pdf with default print option. Only applies when accept is pdf. Allowed values: true, false, on, off. |
| `accept` | string | No | Response format. Allowed values: json, pdf, html. Default is json. Use pdf or html to download the credit note document. |
| `creditnote_id` | string | Yes | Unique identifier of the credit note to retrieve (e.g., '7472322000000247060'). This is the numeric ID returned when listing or creating credit notes. |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Required for users with multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Currency

**Slug:** `ZOHO_BOOKS_GET_CURRENCY`

Tool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `currency_id` | string | Yes | Unique identifier of the currency |
| `organization_id` | string | Yes | Organization ID (query parameter) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Estimate

**Slug:** `ZOHO_BOOKS_GET_ESTIMATE`

Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_id` | string | Yes | Unique identifier of the estimate |
| `organization_id` | string | Yes | Organization ID for the Zoho Books account |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Estimate Email

**Slug:** `ZOHO_BOOKS_GET_ESTIMATE_EMAIL`

Tool to retrieve the pre-populated email content for an estimate. Use when you need to get the email template, subject, body, and recipients before sending an estimate email.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_id` | string | Yes | Unique identifier of the estimate |
| `organization_id` | string | Yes | ID of the organization |
| `email_template_id` | string | No | Get the email content based on a specific email template. If not provided, the content will be based on the email template associated with the customer. If no template is associated with the customer, the default template will be used. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Expense

**Slug:** `ZOHO_BOOKS_GET_EXPENSE`

Tool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `expense_id` | string | Yes | Unique identifier of the expense to fetch. |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Invoice

**Slug:** `ZOHO_BOOKS_GET_INVOICE`

Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `print` | boolean | No | When retrieving a PDF, whether to render it in print mode. |
| `accept` | string ("json" | "pdf" | "html") | No | Response format. One of: json, pdf, html. Default is json. |
| `invoice_id` | string | Yes | Numeric invoice ID from the invoice object (e.g., '7472322000000264123'). Do NOT use the encoded ID from invoice_url field. |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Invoice Attachment

**Slug:** `ZOHO_BOOKS_GET_INVOICE_ATTACHMENT`

Tool to fetch the last attached attachment from a specific invoice. Use when you need to download a document attached to an invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `preview` | boolean | No | Get the thumbnail of the attachment instead of the full file |
| `invoice_id` | string | Yes | Unique identifier of the invoice to fetch the attachment from |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Invoice Email

**Slug:** `ZOHO_BOOKS_GET_INVOICE_EMAIL`

Tool to retrieve the pre-populated email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending an invoice email.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | ID of the organization |
| `email_template_id` | string | No | Get the email content based on a specific email template. If not provided, the content will be based on the email template associated with the customer. If no template is associated with the customer, the default template will be used. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Item

**Slug:** `ZOHO_BOOKS_GET_ITEM`

Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `item_id` | string | Yes | Unique identifier of the item to retrieve |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Journal Credits List (v4 Beta)

**Slug:** `ZOHO_BOOKS_GET_JOURNAL_CREDITS_LIST_V4`

Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API. Use when you need to view credits associated with a journal entry.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `journal_id` | string | Yes | Unique identifier of the journal to retrieve credits for |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Journal Details V4

**Slug:** `ZOHO_BOOKS_GET_JOURNAL_DETAILS_V4`

Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta). Use when you need complete journal information including line items, tax details, metadata, and approvals.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `print` | boolean | No | Controls journal printing; accepts true or false |
| `accept` | string | No | Response format options: json (default), pdf, or html |
| `include` | string | No | Specifies content inclusion for HTML/mail formats |
| `journal_id` | string | Yes | Unique identifier of the journal to fetch. |
| `language_code` | string | No | Language preference for response content |
| `organization-id` | string | Yes | The organization ID for which to retrieve journal details. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Journals List (v4 Beta)

**Slug:** `ZOHO_BOOKS_GET_JOURNALS_LIST_V4`

Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API. Use when you need to fetch and filter journal entries with advanced filtering options.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination (default: 1). |
| `status` | string ("draft" | "published" | "approved" | "submitted" | "rejected") | No | Filter by journal status. |
| `date_end` | string | No | End date for filtering journals (YYYY-MM-DD format). |
| `per_page` | integer | No | Number of records per page (default: 200, max: 200). |
| `filter_by` | string | No | Filter journals by type, date, entity type, or status (e.g., 'Status.Draft', 'Date.ThisMonth'). |
| `date_start` | string | No | Start date for filtering journals (YYYY-MM-DD format). |
| `search_text` | string | No | Search text for filtering journals (searches across journal number, reference number, notes). |
| `sort_column` | string ("journal_date" | "entry_number" | "reference_number" | "total" | "last_modified_time") | No | Sort by: journal_date, entry_number, reference_number, total, or last_modified_time. |
| `organization_id` | string | Yes | ID of the organization. This will be sent as a header (X-com-zoho-books-organizationid). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Last Imported Statement

**Slug:** `ZOHO_BOOKS_GET_LAST_IMPORTED_STATEMENT`

Tool to get details of previously imported statement for a bank account. Use when you need to retrieve information about the last statement import.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | string | Yes | Unique identifier of the bank account. |
| `organization_id` | string | Yes | The unique ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Matching Bank Transactions

**Slug:** `ZOHO_BOOKS_GET_MATCHING_BANK_TRANSACTIONS`

Tool to retrieve potential matching transactions for an uncategorized bank transaction. Use when you need to find existing transactions that could be matched with an imported or uncategorized transaction for reconciliation purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination. Starts at 1. Use when there are many potential matches. |
| `contact` | string | No | Filter by contact person name involved in the transaction. Helps narrow down matches to specific customers or vendors. |
| `per_page` | integer | No | Number of matching transactions to return per page. Maximum is 200. |
| `amount_end` | number | No | Maximum amount for filtering potential matching transactions. Use together with amount_start for a range. |
| `date_after` | string | No | Filter to show only transactions dated after this date (YYYY-MM-DD format). Useful for narrowing down potential matches. |
| `date_before` | string | No | Filter to show only transactions dated before this date (YYYY-MM-DD format). Useful for narrowing down potential matches. |
| `amount_start` | number | No | Minimum amount for filtering potential matching transactions. Use together with amount_end for a range. |
| `transaction_id` | string | Yes | ID of the uncategorized transaction to find matches for. This is the transaction that needs to be matched with existing records. |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action. |
| `reference_number` | string | No | Filter by exact transaction reference number. Useful when you know the reference number of the transaction to match. |
| `show_all_transactions` | boolean | No | If true, shows all possible matching transactions regardless of other filters. If false or not provided, applies standard matching logic. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Opening Balance

**Slug:** `ZOHO_BOOKS_GET_OPENING_BALANCE`

Tool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | The organization ID to identify which organization to get opening balance for. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Organization

**Slug:** `ZOHO_BOOKS_GET_ORGANIZATION`

Tool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | Unique identifier of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Payment Reminder Mail Content

**Slug:** `ZOHO_BOOKS_GET_PAYMENT_REMINDER_MAIL_CONTENT_FOR_INVOICE`

Tool to retrieve the pre-populated payment reminder email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending a payment reminder.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Project

**Slug:** `ZOHO_BOOKS_GET_PROJECT`

Tool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | Unique identifier of the project to fetch |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Project User

**Slug:** `ZOHO_BOOKS_GET_PROJECT_USER`

Tool to fetch details of a specific user associated with a project. Use when you need to retrieve user information for a project.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `user_id` | string | Yes | Unique identifier of the user |
| `project_id` | string | Yes | Unique identifier of the project |
| `organization_id` | string | Yes | Organization ID for the Zoho Books account |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Purchase Order

**Slug:** `ZOHO_BOOKS_GET_PURCHASE_ORDER`

Tool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `purchase_order_id` | string | Yes | Unique identifier of the purchase order to fetch |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Recurring Invoice

**Slug:** `ZOHO_BOOKS_GET_RECURRING_INVOICE`

Tool to retrieve a single recurring invoice profile's full configuration by ID. Returns complete schedule, customer, line items, and status for 'read-before-write' update safety.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |
| `recurring_invoice_id` | string | Yes | Unique identifier of the recurring invoice profile to retrieve. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Sales Order

**Slug:** `ZOHO_BOOKS_GET_SALES_ORDER`

Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `print` | boolean | No | Whether to print/export the sales order as PDF |
| `accept` | string ("json" | "csv" | "xml" | "xls" | "xlsx" | "pdf" | "jhtml" | "html") | No | Response format. Allowed: json, csv, xml, xls, xlsx, pdf, jhtml, html |
| `salesorder_id` | string | Yes | Unique identifier of the sales order |
| `organization_id` | string | Yes | ID of the organization to which the sales order belongs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Sales Order Attachment

**Slug:** `ZOHO_BOOKS_GET_SALES_ORDER_ATTACHMENT`

Tool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `inline` | boolean | No | Get inline response instead of downloading as attachment |
| `preview` | boolean | No | Get the thumbnail of the attachment instead of the full file |
| `salesorder_id` | string | Yes | Unique identifier of the sales order to fetch the attachment from |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Sales Order Email Content

**Slug:** `ZOHO_BOOKS_GET_SALES_ORDER_EMAIL_CONTENT`

Tool to retrieve the pre-populated email content for a sales order. Use when you need to get the email template, subject, body, and recipients before sending a sales order email.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_id` | string | Yes | Unique identifier of the sales order |
| `organization_id` | string | Yes | ID of the organization |
| `email_template_id` | string | No | Get the email content based on a specific email template. If not provided, the content will be based on the email template associated with the customer. If no template is associated with the customer, the default template will be used. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get User

**Slug:** `ZOHO_BOOKS_GET_USER`

Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `user_id` | string | Yes | Unique identifier of the user to retrieve |
| `organization_id` | string | Yes | Organization ID for the Zoho Books account |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Get Vendor Credit Refund

**Slug:** `ZOHO_BOOKS_GET_VENDOR_CREDIT_REFUND`

Tool to fetch details of a specific vendor credit refund. Use when you need to retrieve information about a refund associated with a vendor credit.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `vendor_credit_id` | string | Yes | Unique identifier of the vendor credit |
| `vendor_credit_refund_id` | string | Yes | Unique identifier of the vendor credit refund |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Import Bank Statements

**Slug:** `ZOHO_BOOKS_IMPORT_BANK_STATEMENTS`

Tool to import bank or credit card statement transactions in bulk. Use when you need to import multiple transactions from a bank statement.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `end_date` | string | No | End date of the statement period in YYYY-MM-DD format |
| `account_id` | string | Yes | Bank or credit card account ID to import transactions into. Get this from List Bank Accounts action. |
| `start_date` | string | No | Start date of the statement period in YYYY-MM-DD format |
| `transactions` | array | Yes | Array of transactions to import. Each transaction must have date, debit_or_credit, and amount. |
| `organization_id` | string | Yes | Zoho Books organization ID. Required for all API calls. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Bank Accounts

**Slug:** `ZOHO_BOOKS_LIST_BANK_ACCOUNTS`

Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. Paginate using `page` and `per_page` for large organizations with many accounts.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to fetch (minimum 1) |
| `per_page` | integer | No | Number of records per page (minimum 1) |
| `filter_by` | string ("Status.All" | "Status.Active" | "Status.Inactive") | No | Filter accounts by status. Allowed values: Status.All, Status.Active, Status.Inactive |
| `sort_column` | string ("account_name" | "account_type" | "account_code") | No | Field to sort accounts by. Allowed values: account_name, account_type, account_code |
| `organization_id` | string | Yes | ID of the organization Must match the Zoho Books organization context; cross-org IDs cause request failures. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Bank Rules

**Slug:** `ZOHO_BOOKS_LIST_BANK_RULES`

Tool to list all rules created for a bank or credit card account. Use when you need to retrieve rules for transaction categorization and automation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `account_id` | integer | Yes | ID of the Bank Account for which rules should be fetched. Get this from List Bank Accounts action. |
| `organization_id` | string | Yes | ID of the organization (required for users belonging to multiple organizations). Retrieve this using the List Organizations action. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Bank Transactions

**Slug:** `ZOHO_BOOKS_LIST_BANK_TRANSACTIONS`

Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination. Starts at 1. |
| `status` | string ("All" | "uncategorized" | "manually_added" | "matched" | "excluded" | "categorized") | No | Filter by transaction status. All: all transactions, uncategorized: imported but not matched, manually_added: manually created, matched: matched with records, excluded: excluded from reconciliation, categorized: matched/categorized transactions. |
| `date_end` | string | No | Filter transactions on or before this date (YYYY-MM-DD format). |
| `per_page` | integer | No | Number of records per page (max 200). |
| `filter_by` | string ("Status.All" | "Status.Uncategorized" | "Status.Categorized" | "Status.ManuallyAdded" | "Status.Excluded" | "Status.Matched") | No | Alternative status filter format. Use either 'status' or 'filter_by', not both. |
| `account_id` | string | No | Filter by specific bank account ID. Get this from List Bank Accounts action. |
| `amount_end` | number | No | Maximum transaction amount for range filter. |
| `date_start` | string | No | Filter transactions on or after this date (YYYY-MM-DD format). |
| `search_text` | string | No | Search transactions by payee name or description text. |
| `sort_column` | string | No | Field to sort results by. Currently only 'date' is supported. |
| `amount_start` | number | No | Minimum transaction amount for range filter. |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action. |
| `reference_number` | string | No | Filter by exact transaction reference number. |
| `transaction_type` | string | No | Filter by transaction type. Common values: customer_payment, vendor_payment, deposit, withdrawal, transfer_fund, refund, expense, card_payment. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Base Currency Adjustments

**Slug:** `ZOHO_BOOKS_LIST_BASE_CURRENCY_ADJUSTMENTS`

Tool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `filter_by` | string ("Date.All" | "Date.Today" | "Date.ThisWeek" | "Date.ThisMonth" | "Date.ThisQuarter" | "Date.ThisYear") | No | Filter base currency adjustment list by date range. Allowed Values: Date.All, Date.Today, Date.ThisWeek, Date.ThisMonth, Date.ThisQuarter and Date.ThisYear. |
| `sort_column` | string ("adjustment_date" | "exchange_rate" | "currency_code" | "gain_or_loss") | No | Sort base currency adjustment list by specified column. Allowed Values: adjustment_date, exchange_rate, currency_code and gain_or_loss. |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |
| `last_modified_time` | string | No | Search using the Last Modified Time of the Base Currency Adjustment |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Bill Comments and History

**Slug:** `ZOHO_BOOKS_LIST_BILL_COMMENTS_AND_HISTORY`

Tool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill |
| `organization_id` | string | Yes | ID of the organization to which the bill belongs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Bill Payments

**Slug:** `ZOHO_BOOKS_LIST_BILL_PAYMENTS`

Tool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill. |
| `organization_id` | string | Yes | The unique identifier for the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Bills

**Slug:** `ZOHO_BOOKS_LIST_BILLS`

Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to retrieve, starting from 1. |
| `status` | string ("paid" | "open" | "overdue" | "void" | "partially_paid") | No | Filter by bill status. |
| `item_id` | integer | No | Filter by item ID. |
| `date_end` | string | No | Filter by bill date (YYYY-MM-DD), up to this date. |
| `per_page` | integer | No | Number of records per page (max 200). |
| `vendor_id` | integer | No | Filter by vendor ID. |
| `date_after` | string | No | Filter by bills dated after this date (YYYY-MM-DD). |
| `date_start` | string | No | Filter by bill date (YYYY-MM-DD), starting from this date. |
| `sort_order` | string ("A" | "D") | No | Sort order: A for ascending, D for descending. |
| `bill_number` | string | No | Filter by exact bill number. |
| `date_before` | string | No | Filter by bills dated before this date (YYYY-MM-DD). |
| `sort_column` | string ("vendor_name" | "bill_number" | "date" | "due_date" | "total" | "balance" | "created_time") | No | Column to sort by. |
| `organization_id` | string | Yes | ID of the organization. |
| `total_less_than` | number | No | Filter by total amount less than this value. |
| `reference_number` | string | No | Filter by exact reference number. |
| `total_less_equals` | number | No | Filter by total amount less than or equal to this value. |
| `total_greater_than` | number | No | Filter by total amount greater than this value. |
| `bill_number_contains` | string | No | Filter by bill numbers containing this string. |
| `description_contains` | string | No | Filter by descriptions containing this string. |
| `total_greater_equals` | number | No | Filter by total amount greater than or equal to this value. |
| `vendor_name_contains` | string | No | Filter by vendor names containing this string. |
| `bill_number_startswith` | string | No | Filter by bill numbers starting with this string. |
| `description_startswith` | string | No | Filter by descriptions starting with this string. |
| `vendor_name_startswith` | string | No | Filter by vendor names starting with this string. |
| `reference_number_contains` | string | No | Filter by reference numbers containing this string. |
| `reference_number_startswith` | string | No | Filter by reference numbers starting with this string. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Chart Of Accounts

**Slug:** `ZOHO_BOOKS_LIST_CHART_OF_ACCOUNTS`

Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination (default 1) |
| `per_page` | integer | No | Number of records per page (default 200) |
| `filter_by` | string ("AccountType.All" | "AccountType.Active" | "AccountType.Inactive" | "AccountType.Asset" | "AccountType.Liability" | "AccountType.Equity" | "AccountType.Income" | "AccountType.Expense") | No | Filter accounts by type or status. |
| `showbalance` | boolean | No | Include current balance of accounts (true or false) |
| `sort_column` | string ("account_name" | "account_type") | No | Field to sort by. Allowed: account_name, account_type |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Chart of Account Transactions

**Slug:** `ZOHO_BOOKS_LIST_CHART_OF_ACCOUNT_TRANSACTIONS`

Tool to list transactions for a specific chart of account. Use when you need to retrieve transaction history for an account with optional filters.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination. Starts at 1. |
| `date_end` | string | No | Filter transactions on or before this date (YYYY-MM-DD format). Use with date_start for a date range. |
| `per_page` | integer | No | Number of records per page (max 200). |
| `filter_by` | string ("AccountType.All" | "AccountType.Active" | "AccountType.Inactive" | "AccountType.Asset" | "AccountType.Liability" | "AccountType.Equity" | "AccountType.Income" | "AccountType.Expense") | No | Filter types for chart of accounts |
| `account_id` | string | Yes | ID of the chart of account for which transactions need to be listed. |
| `date_after` | string | No | Filter transactions dated after this date (YYYY-MM-DD format). Alternative to date_start/date_end. |
| `date_start` | string | No | Filter transactions on or after this date (YYYY-MM-DD format). Use with date_end for a date range. |
| `date_before` | string | No | Filter transactions dated before this date (YYYY-MM-DD format). Alternative to date_start/date_end. |
| `sort_column` | string ("account_name" | "account_type") | No | Sort column options |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action. |
| `amount_less_than` | number | No | Filter transactions with amount less than this value. |
| `transaction_type` | string ("invoice" | "customer_payment" | "bills" | "vendor_payment" | "credit_notes" | "creditnote_refund" | "expense" | "card_payment" | "purchase_or_charges" | "journal" | "deposit" | "refund" | "transfer_fund" | "base_currency_adjustment" | "opening_balance" | "sales_without_invoices" | "expense_refund" | "tax_refund" | "receipt_from_initial_debtors" | "owner_contribution" | "interest_income" | "other_income" | "owner_drawings" | "payment_to_initial_creditors") | No | Transaction types for filtering |
| `amount_less_equals` | number | No | Filter transactions with amount less than or equal to this value. |
| `amount_greater_than` | number | No | Filter transactions with amount greater than this value. |
| `amount_greater_equals` | number | No | Filter transactions with amount greater than or equal to this value. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Contact Comments

**Slug:** `ZOHO_BOOKS_LIST_CONTACT_COMMENTS`

Tool to retrieve recent activities and comments for a specific contact. Use when you need to fetch the comment history of a contact.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `contact_id` | string | Yes | Unique identifier of the contact. |
| `organization_id` | string | Yes | Organization ID (query param) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Contact Persons

**Slug:** `ZOHO_BOOKS_LIST_CONTACT_PERSONS`

Tool to retrieve a paginated list of contact persons from Zoho Books. Use when you need to list all contact persons across all contacts in the organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination; defaults to 1 |
| `per_page` | integer | No | Number of records per page; defaults to 200 |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Contact Refunds

**Slug:** `ZOHO_BOOKS_LIST_CONTACT_REFUNDS`

Tool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `contact_id` | string | Yes | Unique identifier of the contact. |
| `organization_id` | string | Yes | ID of the organization. Required for users belonging to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Contacts

**Slug:** `ZOHO_BOOKS_LIST_CONTACTS`

Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to retrieve |
| `per_page` | integer | No | Number of records per page (max 200) |
| `filter_by` | string ("Status.All" | "Status.Active" | "Status.Inactive" | "Status.Duplicate" | "Status.PortalEnabled" | "Status.PortalDisabled" | "Invoice.OverDue" | "Invoice.Unpaid" | "Status.CreditLimitExceed" | "Status.Crm") | No | Filter by contact status |
| `search_text` | string | No | Search text on contact name or notes (max 100 chars) |
| `sort_column` | string ("contact_name" | "first_name" | "last_name" | "email" | "outstanding_receivable_amount" | "created_time" | "last_modified_time") | No | Column to sort by |
| `contact_type` | string ("customer" | "vendor") | No | Filter by contact type |
| `email_contains` | string | No | Filter by email contains |
| `phone_contains` | string | No | Filter by phone contains |
| `zcrm_vendor_id` | string | No | Filter by Zoho CRM Vendor ID |
| `organization_id` | string | Yes | Organization ID (query param) |
| `zcrm_account_id` | string | No | Filter by Zoho CRM Account ID |
| `zcrm_contact_id` | string | No | Filter by Zoho CRM Contact ID |
| `address_contains` | string | No | Filter by address contains |
| `email_startswith` | string | No | Filter by email prefix |
| `phone_startswith` | string | No | Filter by phone prefix |
| `address_startswith` | string | No | Filter by address prefix |
| `last_name_contains` | string | No | Filter by primary contact last name contains |
| `first_name_contains` | string | No | Filter by primary contact first name contains |
| `last_name_startswith` | string | No | Filter by primary contact last name prefix |
| `company_name_contains` | string | No | Filter by company name contains |
| `contact_name_contains` | string | No | Filter by contact name contains (max 100 chars) |
| `first_name_startswith` | string | No | Filter by primary contact first name prefix |
| `company_name_startswith` | string | No | Filter by company name prefix |
| `contact_name_startswith` | string | No | Filter by contact name prefix (max 100 chars) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Credit Note Refunds

**Slug:** `ZOHO_BOOKS_LIST_CREDIT_NOTE_REFUNDS`

Tool to retrieve a paginated list of credit note refunds with filters. Use when you need to fetch credit note refunds from Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination. Specify which page of results to retrieve. |
| `per_page` | integer | No | Number of records per page for pagination. Controls how many credit note refunds are returned in each page. |
| `customer_id` | string | No | Customer ID of the customer for whom the credit note is raised. Use to filter refunds by customer. |
| `sort_column` | string ("refund_mode" | "reference_number" | "date" | "creditnote_number" | "customer_name" | "amount_bcy" | "amount_fcy") | No | Sort refunds list by the specified column. |
| `organization_id` | string | Yes | ID of the organization. Required when the user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Credit Notes

**Slug:** `ZOHO_BOOKS_LIST_CREDIT_NOTES`

Tool to retrieve a paginated list of credit notes with optional filters. Use when you need to discover credit note IDs or fetch credit notes by status, customer, date, or amount.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Filter credit notes by the date they were raised. Use yyyy-mm-dd format to search for credit notes created on a specific date. |
| `page` | integer | No | Page number for pagination. Specify which page of results to retrieve. Default value is 1. |
| `total` | number | No | Filter credit notes by their total amount. Use this parameter to search for credit notes with a specific total value. |
| `status` | string ("open" | "closed" | "void" | "draft") | No | Filter credit notes by their current status. |
| `tax_id` | string | No | Filter credit notes by tax ID. Use this parameter to search for credit notes with a specific tax applied. Retrieve tax IDs from the taxes API. |
| `item_id` | string | No | Filter credit notes by item ID. Use this parameter to search for credit notes containing a specific item. Retrieve item IDs from the items API. |
| `per_page` | integer | No | Number of records per page for pagination. Controls how many credit notes are returned in each page. Default value is 200. |
| `filter_by` | string ("Status.All" | "Status.Open" | "Status.Draft" | "Status.Closed" | "Status.Void") | No | Filter credit notes by status using predefined status values. |
| `item_name` | string | No | Filter credit notes by item name. Use this parameter to search for credit notes containing specific items. |
| `customer_id` | string | No | Filter credit notes by customer ID. Use this parameter to search for credit notes associated with a specific customer. Retrieve customer IDs from the contacts API. |
| `search_text` | string | No | Search credit notes using text search across multiple fields. Searches credit note number, customer name, and reference number. |
| `sort_column` | string ("customer_name" | "creditnote_number" | "balance" | "total" | "date" | "created_time") | No | Sort credit notes by specified column. |
| `line_item_id` | string | No | Filter credit notes by line item ID. Use this parameter to search for credit notes containing a specific line item within the credit note. |
| `customer_name` | string | No | Filter credit notes by customer name. Use this parameter to search for credit notes associated with a specific customer. |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Required for users with multiple organizations. |
| `item_description` | string | No | Filter credit notes by item description. Supports variants item_description_startswith and item_description_contains for flexible searching. |
| `reference_number` | string | No | Filter credit notes by their reference number. Use this parameter to search for credit notes with a specific reference number. |
| `creditnote_number` | string | No | Filter credit notes by specific credit note number. Use this parameter to search for a particular credit note by its unique number. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Currencies

**Slug:** `ZOHO_BOOKS_LIST_CURRENCIES`

Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination (default: 1) |
| `per_page` | integer | No | Number of records per page (default: 200) |
| `filter_by` | string | No | Filter to exclude the base currency. Allowed value: "Currencies.ExcludeBaseCurrency". |
| `organization_id` | string | Yes | Organization ID (query parameter) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Customer Payment Refunds

**Slug:** `ZOHO_BOOKS_LIST_CUSTOMER_PAYMENT_REFUNDS`

Tool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `organization_id` | string | Yes | ID of the organization. Required for users belonging to multiple organizations. |
| `customer_payment_id` | string | Yes | Unique identifier of the customer payment. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Customer Payments

**Slug:** `ZOHO_BOOKS_LIST_CUSTOMER_PAYMENTS`

Tool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Search payments by payment date in YYYY-MM-DD format. |
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `notes` | string | No | Search payments by customer notes. Variants: notes_startswith and notes_contains |
| `amount` | number | No | Search payments by payment amount. Variants: amount_less_than, amount_less_equals, amount_greater_than and amount_greater_equals |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `filter_by` | string | No | Filter payments by mode. Allowed Values: PaymentMode.All, PaymentMode.Check, PaymentMode.Cash, PaymentMode.BankTransfer, PaymentMode.Paypal, PaymentMode.CreditCard, PaymentMode.GoogleCheckout, PaymentMode.Credit, PaymentMode.Authorizenet, PaymentMode.BankRemittance, PaymentMode.Payflowpro, PaymentMode.Stripe, PaymentMode.TwoCheckout, PaymentMode.Braintree and PaymentMode.Others |
| `customer_id` | string | No | Customer ID of the customer involved in the payment. |
| `search_text` | string | No | Search payments by reference number or customer name or payment description. Max-length [100] |
| `sort_column` | string | No | Column to sort by. |
| `payment_mode` | string | No | Search payments by payment mode. Variants: payment_mode_startswith and payment_mode_contains |
| `customer_name` | string | No | Search payments by customer name. Variants: customer_name_startswith and customer_name_contains. Max-len [100] |
| `organization_id` | string | Yes | ID of the organization. Required for users belonging to multiple organizations. |
| `reference_number` | string | No | Search payments by reference number. Variants: reference_number_startswith and reference_number_contains. Max-len [100] |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Employees

**Slug:** `ZOHO_BOOKS_LIST_EMPLOYEES`

Tool to retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `organization_id` | string | Yes | Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action, which returns all organizations accessible to the authenticated user. Format: numeric string (e.g., '903642962'). Do NOT use placeholder values like 'your_organization_id' or '123456789'. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Estimate Comments & History

**Slug:** `ZOHO_BOOKS_LIST_ESTIMATE_COMMENTS_AND_HISTORY`

Tool to retrieve comments and history for a specific estimate. Use when you need to fetch activity log, status changes, or user comments associated with an estimate.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_id` | string | Yes | Unique identifier of the estimate. |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Estimates

**Slug:** `ZOHO_BOOKS_LIST_ESTIMATES`

Tool to retrieve a paginated list of estimates with optional filters. Use when you need to discover estimate IDs or fetch estimates by status, customer, date range, or amount.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Filter estimates by exact date in YYYY-MM-DD format. |
| `page` | integer | No | Page number for pagination. Starts at 1. |
| `total` | number | No | Filter by exact total amount. |
| `status` | string ("draft" | "sent" | "accepted" | "declined" | "invoiced") | No | Filter by estimate status. draft: not yet sent, sent: sent to customer, accepted: customer accepted, declined: customer declined, invoiced: converted to invoice. |
| `date_end` | string | No | Filter estimates on or before this date (YYYY-MM-DD format). |
| `per_page` | integer | No | Number of records per page (max 200). |
| `filter_by` | string ("Status.All" | "Status.Draft" | "Status.Sent" | "Status.Accepted" | "Status.Declined" | "Status.Invoiced") | No | Alternative status filter format using Status prefix. Use either 'status' or 'filter_by', not both. |
| `date_start` | string | No | Filter estimates on or after this date (YYYY-MM-DD format). |
| `customer_id` | string | No | Filter estimates by specific customer ID. |
| `search_text` | string | No | Search estimates by customer name, estimate number, or reference number. |
| `sort_column` | string ("customer_name" | "estimate_number" | "date" | "total" | "created_time" | "last_modified_time") | No | Column to sort results by. |
| `customer_name` | string | No | Filter estimates by exact customer name. |
| `estimate_number` | string | No | Filter by exact estimate number. |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action. |
| `total_less_than` | number | No | Filter estimates with total less than specified amount. |
| `total_greater_than` | number | No | Filter estimates with total greater than specified amount. |
| `customer_name_contains` | string | No | Filter estimates where customer name contains the specified text. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Estimate Templates

**Slug:** `ZOHO_BOOKS_LIST_ESTIMATE_TEMPLATES`

Tool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization. Required for users with multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Expense Comments

**Slug:** `ZOHO_BOOKS_LIST_EXPENSE_COMMENTS`

Tool to retrieve history and comments for a specific expense. Use when you need to fetch the comment history and activity log of an expense.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `expense_id` | string | Yes | Unique identifier of the expense. |
| `organization_id` | string | Yes | Organization ID (query param) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Expenses

**Slug:** `ZOHO_BOOKS_LIST_EXPENSES`

Tool to retrieve a paginated list of expenses with filters and search. Use when you need to fetch and filter expenses from Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Search expenses by expense date (exact match). Format: YYYY-MM-DD. |
| `page` | integer | No | Page number to retrieve, starting from 1. |
| `amount` | number | No | Search expenses by exact amount. |
| `status` | string ("unbilled" | "invoiced" | "reimbursed" | "non-billable" | "billable") | No | Filter expenses by status. |
| `date_end` | string | No | Search expenses by expense date up to this date. Format: YYYY-MM-DD. |
| `per_page` | integer | No | Number of records per page (default 200, max 200). |
| `filter_by` | string ("Status.All" | "Status.Billable" | "Status.Nonbillable" | "Status.Reimbursed" | "Status.Invoiced" | "Status.Unbilled") | No | Filter expenses by status category. |
| `vendor_id` | string | No | Filter expenses by vendor ID. |
| `date_after` | string | No | Search expenses dated after this date. Format: YYYY-MM-DD. |
| `date_start` | string | No | Search expenses by expense date starting from this date. Format: YYYY-MM-DD. |
| `customer_id` | string | No | Filter expenses by customer ID. |
| `date_before` | string | No | Search expenses dated before this date. Format: YYYY-MM-DD. |
| `description` | string | No | Search expenses by description (exact match). |
| `search_text` | string | No | Search expenses by account name, description, customer name, or vendor name. |
| `sort_column` | string ("date" | "account_name" | "total" | "bcy_total" | "reference_number" | "customer_name" | "created_time") | No | Column to sort expenses by. |
| `vendor_name` | string | No | Search expenses by vendor name (exact match). |
| `account_name` | string | No | Search expenses by expense account name (exact match). |
| `customer_name` | string | No | Search expenses by customer name (exact match). |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |
| `amount_less_than` | number | No | Search expenses with amount less than this value. |
| `reference_number` | string | No | Search expenses by reference number (exact match). |
| `amount_less_equals` | number | No | Search expenses with amount less than or equal to this value. |
| `amount_greater_than` | number | No | Search expenses with amount greater than this value. |
| `description_contains` | string | No | Search expenses by description containing this string. |
| `recurring_expense_id` | string | No | Search expenses by recurring expense ID. |
| `vendor_name_contains` | string | No | Search expenses by vendor name containing this string. |
| `account_name_contains` | string | No | Search expenses by expense account name containing this string. |
| `amount_greater_equals` | number | No | Search expenses with amount greater than or equal to this value. |
| `customer_name_contains` | string | No | Search expenses by customer name containing this string. |
| `description_startswith` | string | No | Search expenses by description starting with this string. |
| `vendor_name_startswith` | string | No | Search expenses by vendor name starting with this string. |
| `account_name_startswith` | string | No | Search expenses by expense account name starting with this string. |
| `paid_through_account_id` | string | No | Search expenses by paid through account ID. |
| `customer_name_startswith` | string | No | Search expenses by customer name starting with this string. |
| `reference_number_contains` | string | No | Search expenses by reference number containing this string. |
| `reference_number_startswith` | string | No | Search expenses by reference number starting with this string. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Fixed Assets

**Slug:** `ZOHO_BOOKS_LIST_FIXED_ASSETS`

Tool to retrieve a paginated list of fixed assets from Zoho Books. Use when you need to fetch and filter fixed assets with optional sorting and pagination.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `filter_by` | string ("Status.All" | "Status.Active" | "Status.Cancel" | "Status.FullyDepreciated" | "Status.WriteOff" | "Status.Sold" | "Status.Draft") | No | Filter fixed asset by fixed asset status. |
| `sort_order` | string ("A" | "D") | No | Sort fixed asset list in ascending (A) or descending (D) order. |
| `sort_column` | string ("asset_name" | "asset_number" | "asset_cost" | "created_time" | "current_asset_value") | No | Sort fixed asset list by the specified column. |
| `organization_id` | string | Yes | The organization ID. Required when the user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Fixed Asset Types

**Slug:** `ZOHO_BOOKS_LIST_FIXED_ASSET_TYPES`

Tool to retrieve a paginated list of fixed asset types from Zoho Books. Use when you need to fetch available fixed asset type classifications for categorizing fixed assets.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `organization_id` | string | Yes | The unique ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Invoice Comments and History

**Slug:** `ZOHO_BOOKS_LIST_INVOICE_COMMENTS_AND_HISTORY`

Tool to list comments and history entries for an invoice. Use when retrieving all comments and historical activities associated with a specific invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | ID of the organization to which the invoice belongs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Invoice Credits Applied

**Slug:** `ZOHO_BOOKS_LIST_INVOICE_CREDITS_APPLIED`

Tool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | ID of the organization to which the invoice belongs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Invoice Payments

**Slug:** `ZOHO_BOOKS_LIST_INVOICE_PAYMENTS`

Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | ID of the organization to which the invoice belongs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Invoices

**Slug:** `ZOHO_BOOKS_LIST_INVOICES`

Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to retrieve, starting from 1. |
| `status` | string ("sent" | "draft" | "overdue" | "paid" | "void" | "unpaid" | "partially_paid" | "viewed") | No | Filter by invoice status. |
| `date_end` | string | No | Filter by invoice date up to (YYYY-MM-DD). |
| `per_page` | integer | No | Number of records per page (max 200). |
| `filter_by` | string | No | Filter by predefined filters like Status.Sent or Date.PaymentExpectedDate. |
| `date_start` | string | No | Filter by invoice date starting from (YYYY-MM-DD). |
| `sort_order` | string ("A" | "D") | No | Sort order: A for ascending, D for descending. |
| `customer_id` | integer | No | Filter by customer ID. |
| `search_text` | string | No | Search text on invoice number, reference number, or customer name. |
| `sort_column` | string ("customer_name" | "invoice_number" | "date" | "due_date" | "total" | "balance" | "created_time") | No | Column to sort by. |
| `due_date_end` | string | No | Filter by due date up to (YYYY-MM-DD). |
| `customer_name` | string | No | Filter by customer name. |
| `due_date_start` | string | No | Filter by due date starting from (YYYY-MM-DD). |
| `invoice_number` | string | No | Filter by exact invoice number. |
| `organization_id` | string | Yes | ID of the organization. Required for users with multiple organizations. |
| `response_option` | integer | No | Undocumented parameter that controls response verbosity. Observed behavior: 0 or omit for full invoice details (default), 1 for full details plus aggregate totals in page_context, 2 for only page_context with counts/totals (no invoice array). Note: This parameter is not in official Zoho Books API documentation and may change without notice. |
| `invoice_number_contains` | string | No | Filter by invoice numbers containing this string. |
| `invoice_number_startswith` | string | No | Filter by invoice numbers starting with this string. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Invoice Templates

**Slug:** `ZOHO_BOOKS_LIST_INVOICE_TEMPLATES`

Tool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization. Required for users with multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Item Details

**Slug:** `ZOHO_BOOKS_LIST_ITEM_DETAILS`

Tool to bulk fetch details for multiple items from Zoho Books using their IDs. Use when you need to retrieve detailed information for multiple items in a single API call.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `item_ids` | string | Yes | Comma-separated list of item IDs to retrieve (e.g., '4815000000044208,4815000000044274,4815000000044340'). Multiple item IDs must be separated by commas without spaces. |
| `organization_id` | string | Yes | Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Items

**Slug:** `ZOHO_BOOKS_LIST_ITEMS`

Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Exact match search by item name |
| `page` | integer | No | Page number for pagination (default 1) |
| `rate` | number | No | Exact match search by item rate |
| `tax_id` | string | No | Filter by tax ID |
| `per_page` | integer | No | Number of items per page (default 200) |
| `tax_name` | string | No | Filter by tax name |
| `filter_by` | string ("Status.All" | "Status.Active" | "Status.Inactive") | No | Filter items by status |
| `account_id` | string | No | Account ID to associate the item with |
| `is_taxable` | boolean | No | Whether the item is taxable (India, US, Mexico editions) |
| `sort_order` | string ("A" | "D") | No | Sort order: ascending (A) or descending (D) |
| `description` | string | No | Exact match search by item description |
| `search_text` | string | No | Search term to look in name or description (max 100 characters) |
| `sort_column` | string ("name" | "rate" | "tax_name") | No | Column to sort the results by |
| `unitkey_code` | string | No | SAT unit key code (Mexico edition) |
| `name_contains` | string | No | Search items whose names contain this value |
| `rate_less_than` | number | No | Search items with rate less than this value |
| `name_startswith` | string | No | Search items whose names start with this value |
| `organization_id` | string | Yes | Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors. |
| `rate_less_equals` | number | No | Search items with rate less than or equal to this value |
| `tax_exemption_id` | string | No | Tax exemption ID (required if is_taxable=false) |
| `rate_greater_than` | number | No | Search items with rate greater than this value |
| `sat_item_key_code` | string | No | SAT item key code (Mexico edition) |
| `rate_greater_equals` | number | No | Search items with rate greater than or equal to this value |
| `description_contains` | string | No | Search items whose descriptions contain this value |
| `description_startswith` | string | No | Search items whose descriptions start with this value |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Journal Templates

**Slug:** `ZOHO_BOOKS_LIST_JOURNAL_TEMPLATES`

Tool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination. Starts at 1. |
| `per_page` | integer | No | Number of records per page (max 200). |
| `organization_id` | string | Yes | Unique identifier of the Zoho Books organization. Retrieve this using the List Organizations action. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Locations

**Slug:** `ZOHO_BOOKS_LIST_LOCATIONS`

Tool to list all locations in the organization. Use when you need to retrieve all available locations from Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | The organization_id parameter should be sent with every API request to identify the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Organizations

**Slug:** `ZOHO_BOOKS_LIST_ORGANIZATIONS`

Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Projects

**Slug:** `ZOHO_BOOKS_LIST_PROJECTS`

Tool to retrieve a paginated list of projects with optional filters. Use when you need to fetch projects from Zoho Books for a specific organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched |
| `per_page` | integer | No | Number of records to be fetched per page |
| `filter_by` | string ("Status.All" | "Status.Active" | "Status.Inactive") | No | Filter projects by status |
| `customer_id` | string | No | Search projects by customer id |
| `sort_column` | string ("project_name" | "customer_name" | "rate" | "created_time") | No | Column to sort projects by |
| `organization_id` | string | Yes | The organization ID to associate the request with. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Project Users

**Slug:** `ZOHO_BOOKS_LIST_PROJECT_USERS`

Tool to retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | Unique identifier of the project |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Purchase Orders

**Slug:** `ZOHO_BOOKS_LIST_PURCHASE_ORDERS`

Tool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Search by exact purchase order creation date (YYYY-MM-DD format). |
| `page` | integer | No | Page number to retrieve, starting from 1. |
| `total` | number | No | Search by exact total amount. |
| `status` | string ("draft" | "open" | "billed" | "cancelled") | No | Filter by purchase order status. |
| `item_id` | string | No | Filter by item ID. Use to locate all purchase orders containing a particular item. |
| `per_page` | integer | No | Number of records per page. Default and maximum is 200. |
| `filter_by` | string ("Status.All" | "Status.Draft" | "Status.Open" | "Status.Billed" | "Status.Cancelled") | No | Predefined status filter for bulk filtering. |
| `total_end` | number | No | Search by total amount up to this value. |
| `vendor_id` | string | No | Filter by vendor ID. Use to group purchase orders by specific vendor. |
| `search_text` | string | No | General search across purchase order number, reference, and vendor name. |
| `sort_column` | string ("vendor_name" | "purchaseorder_number" | "date" | "delivery_date" | "total" | "created_time") | No | Column to sort by. |
| `total_start` | number | No | Search by total amount starting from this value. |
| `vendor_name` | string | No | Search by exact vendor name. |
| `custom_field` | string | No | Search by exact custom field value. |
| `organization_id` | string | Yes | ID of the organization. Required for users with multiple organizations. |
| `total_less_than` | number | No | Filter by total amount less than this value. |
| `item_description` | string | No | Search by exact item description. |
| `reference_number` | string | No | Search by exact reference number. |
| `total_less_equals` | number | No | Filter by total amount less than or equal to this value. |
| `last_modified_time` | string | No | Filter by last modified time (ISO 8601 format: YYYY-MM-DDTHH:MM:SS+/-HH:MM). Use to identify recently updated purchase orders. |
| `total_greater_than` | number | No | Filter by total amount greater than this value. |
| `purchaseorder_number` | string | No | Search by exact purchase order number. |
| `total_greater_equals` | number | No | Filter by total amount greater than or equal to this value. |
| `vendor_name_contains` | string | No | Search by vendor names containing this string. |
| `custom_field_contains` | string | No | Search by custom field values containing this string. |
| `vendor_name_startswith` | string | No | Search by vendor names starting with this string. |
| `custom_field_startswith` | string | No | Search by custom field values starting with this string. |
| `item_description_contains` | string | No | Search by item descriptions containing this string. |
| `reference_number_contains` | string | No | Search by reference numbers containing this string. |
| `item_description_startswith` | string | No | Search by item descriptions starting with this string. |
| `reference_number_startswith` | string | No | Search by reference numbers starting with this string. |
| `purchaseorder_number_contains` | string | No | Search by purchase order numbers containing this string. |
| `purchaseorder_number_startswith` | string | No | Search by purchase order numbers starting with this string. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Recurring Bill History

**Slug:** `ZOHO_BOOKS_LIST_RECURRING_BILL_HISTORY`

Tool to list comments and history entries for a recurring bill. Use when retrieving all comments and historical activities associated with a specific recurring bill.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization to which the recurring bill belongs |
| `recurring_bill_id` | string | Yes | Unique identifier of the recurring bill |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Recurring Invoice History

**Slug:** `ZOHO_BOOKS_LIST_RECURRING_INVOICE_HISTORY`

Tool to retrieve comments and history for a specific recurring invoice. Use when you need to view all activities, comments, and historical changes associated with a recurring invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | The unique identifier for the organization in Zoho Books. Required when user belongs to multiple organizations. |
| `recurring_invoice_id` | string | Yes | Unique identifier of the recurring invoice. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Reporting Tags

**Slug:** `ZOHO_BOOKS_LIST_REPORTING_TAGS`

Tool to retrieve all reporting tags from Zoho Books. Use when you need to list reporting tags for categorization and filtering purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Retainer Invoices

**Slug:** `ZOHO_BOOKS_LIST_RETAINER_INVOICES`

Tool to retrieve a paginated list of retainer invoices with filters and sorting. Use when listing retainer invoices before processing them.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to retrieve, starting from 1. |
| `print` | boolean | No | Export and print the PDF of retainer invoices. |
| `per_page` | integer | No | Number of records per page (default: 200, max: 200). |
| `filter_by` | string ("Status.All" | "Status.Sent" | "Status.Draft" | "Status.OverDue" | "Status.Paid" | "Status.Void" | "Status.Unpaid" | "Status.PartiallyPaid" | "Status.Viewed" | "Date.PaymentExpectedDate") | No | Filter retainer invoices by status or payment expected date. |
| `sort_order` | string ("A" | "D") | No | Sort order: A for ascending, D for descending. |
| `sort_column` | string ("customer_name" | "retainerinvoice_number" | "date" | "due_date" | "total" | "balance" | "created_time") | No | Column to sort by. |
| `organization_id` | string | Yes | ID of the organization. Required for users with multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Sales Order Comments & History

**Slug:** `ZOHO_BOOKS_LIST_SALES_ORDER_COMMENTS_AND_HISTORY`

Tool to list comments and history entries for a sales order. Use when retrieving all comments and historical activities associated with a specific sales order.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_id` | string | Yes | Unique identifier of the sales order |
| `organization_id` | string | Yes | ID of the organization to which the sales order belongs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Sales Orders

**Slug:** `ZOHO_BOOKS_LIST_SALES_ORDERS`

Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number, must be ≥1 |
| `per_page` | integer | No | Records per page, max 200 |
| `filter_by` | string ("Status.All" | "Status.Open" | "Status.Draft" | "Status.OverDue" | "Status.PartiallyInvoiced" | "Status.Invoiced" | "Status.Void" | "Status.Closed") | No | Predefined status filter |
| `search_text` | string | No | Cross-field text search |
| `sort_column` | string ("customer_name" | "salesorder_number" | "shipment_date" | "last_modified_time" | "reference_number" | "total" | "date" | "created_time") | No | Column to sort by |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Sales Receipts

**Slug:** `ZOHO_BOOKS_LIST_SALES_RECEIPTS`

Tool to retrieve a paginated list of sales receipts with filters. Use when you need to fetch sales receipts by customer, date range, amount, or other criteria.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Filter sales receipts by exact date. Date format: YYYY-MM-DD. |
| `page` | integer | No | Page number to retrieve, starting from 1. |
| `total` | number | No | Filter sales receipts by exact total amount. |
| `date_end` | string | No | Filter sales receipts up to this date (inclusive). Date format: YYYY-MM-DD. |
| `per_page` | integer | No | Number of records per page. Default is 200, maximum is 200. |
| `filter_by` | string ("ThisWeek" | "ThisMonth" | "ThisQuarter" | "ThisYear" | "PreviousDay" | "PreviousWeek" | "PreviousMonth" | "PreviousQuarter" | "PreviousYear" | "Status.All" | "Status.Draft" | "Status.Sent") | No | Filter sales receipts by time period or status. |
| `item_name` | string | No | Search receipt by exact item name. Maximum length is 100 characters. |
| `total_end` | number | No | Filter sales receipts with total amount up to this value (inclusive). |
| `date_after` | string | No | Filter sales receipts after this date (exclusive). Date format: YYYY-MM-DD. |
| `date_start` | string | No | Filter sales receipts starting from this date (inclusive). Date format: YYYY-MM-DD. |
| `customer_id` | string | No | Filter sales receipts by specific customer identifier. |
| `date_before` | string | No | Filter sales receipts before this date (exclusive). Date format: YYYY-MM-DD. |
| `sort_column` | string ("customer_name" | "receipt_number" | "date" | "total" | "created_time") | No | Available columns for sorting sales receipt results. |
| `total_start` | number | No | Filter sales receipts with total amount starting from this value (inclusive). |
| `receipt_number` | string | No | Search receipt by exact receipt number. Maximum length is 100 characters. |
| `organization_id` | string | Yes | ID of the organization. Required for users with multiple organizations. |
| `total_less_than` | number | No | Filter sales receipts with total amount less than this value. |
| `item_name_contains` | string | No | Filter receipts where item name contains this string. Maximum length is 100 characters. |
| `total_greater_than` | number | No | Filter sales receipts with total amount greater than this value. |
| `item_name_startswith` | string | No | Filter receipts where item name starts with this string. Maximum length is 100 characters. |
| `receipt_number_contains` | string | No | Filter receipts where receipt number contains this string. Maximum length is 100 characters. |
| `receipt_number_startswith` | string | No | Filter receipts where receipt number starts with this string. Maximum length is 100 characters. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Tasks

**Slug:** `ZOHO_BOOKS_LIST_TASKS`

Tool to retrieve a paginated list of tasks for a specific project. Use when you need to fetch tasks associated with a project in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `project_id` | string | Yes | Unique identifier of the project. |
| `organization_id` | string | Yes | ID of the organization. Required for users with multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Taxes

**Slug:** `ZOHO_BOOKS_LIST_TAXES`

Tool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `organization_id` | string | Yes | Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action, which returns all organizations accessible to the authenticated user. Format: numeric string (e.g., '60059838605'). Do NOT use placeholder values like 'your_organization_id' or '123456789'. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Tax Exemptions

**Slug:** `ZOHO_BOOKS_LIST_TAX_EXEMPTIONS`

Tool to retrieve a list of tax exemptions from Zoho Books. Use when you need to list tax exemptions for US Edition organizations. This feature is only available for US Edition of Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | Numeric ID of your Zoho Books organization (e.g., '903642962'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Users

**Slug:** `ZOHO_BOOKS_LIST_USERS`

Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to retrieve (default 1, minimum 1) |
| `per_page` | integer | No | Number of records per page (default 200, max 200) |
| `filter_by` | string ("Status.All" | "Status.Active" | "Status.Inactive" | "Status.Invited" | "Status.Deleted") | No | Filter by user status. Allowed: Status.All \| Status.Active \| Status.Inactive \| Status.Invited \| Status.Deleted |
| `sort_column` | string ("name" | "email" | "user_role" | "status") | No | Column to sort by. Allowed: name \| email \| user_role \| status |
| `organization_id` | string | Yes | Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action, which returns all organizations accessible to the authenticated user. Format: numeric string (e.g., '60059838605'). Do NOT use placeholder values like 'your_organization_id' or '123456789'. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Vendor Credit Refunds

**Slug:** `ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS`

Tool to retrieve a paginated list of vendor credit refunds with filters. Use when you need to fetch vendor credit refunds from Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination. Specify which page of results to retrieve. |
| `per_page` | integer | No | Number of records per page for pagination. Controls how many vendor credit refunds are returned in each page. |
| `customer_id` | integer | No | Search vendor credit refunds by vendor credit customer ID. |
| `sort_column` | string ("vendor_name" | "vendor_credit_number" | "balance" | "total" | "date" | "created_time" | "last_modified_time" | "reference_number") | No | Sort vendor credit refunds by the specified column. |
| `organization_id` | string | Yes | ID of the organization. Required when the user belongs to multiple organizations. |
| `last_modified_time` | string | No | Search vendor credit refunds by vendor credit last modified time (ISO 8601 format). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Vendor Credit Refunds

**Slug:** `ZOHO_BOOKS_LIST_VENDOR_CREDIT_REFUNDS2`

Tool to list refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number for pagination. Specify which page of results to retrieve. Default value is 1. |
| `per_page` | integer | No | Number of records per page for pagination. Controls how many refunds are returned in each page. Default value is 200. |
| `organization_id` | string | Yes | The unique identifier for the organization. Required when the user belongs to multiple organizations. |
| `vendor_credit_id` | string | Yes | Unique identifier of the vendor credit. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Vendor Credits

**Slug:** `ZOHO_BOOKS_LIST_VENDOR_CREDITS`

Tool to retrieve a paginated list of vendor credits with filters and search. Use when you need to fetch and filter vendor credits before processing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Filter vendor credits by creation date. Use yyyy-mm-dd format. |
| `page` | integer | No | Page number to retrieve, starting from 1. |
| `notes` | string | No | Filter vendor credits by notes content. |
| `total` | string | No | Filter vendor credits by their total amount. |
| `status` | string ("open" | "closed" | "void" | "draft") | No | Filter vendor credits by their current status. |
| `tax_id` | integer | No | Filter vendor credits by tax ID. Use this parameter to search for vendor credits with a specific tax applied. |
| `item_id` | integer | No | Filter vendor credits by item ID. Use this parameter to search for vendor credits containing a specific item. |
| `date_end` | string | No | Filter by vendor credits created on or before this date (yyyy-mm-dd). |
| `per_page` | integer | No | Number of records per page for pagination. Default value is 200. |
| `filter_by` | string ("Status.All" | "Status.Open" | "Status.Draft" | "Status.Closed" | "Status.Void") | No | Filter vendor credits by status using predefined status values. |
| `item_name` | string | No | Filter vendor credits by item name. |
| `total_end` | string | No | Filter by vendor credits with total amount up to this value. |
| `date_after` | string | No | Filter by vendor credits created after this date (yyyy-mm-dd). |
| `date_start` | string | No | Filter by vendor credits created on or after this date (yyyy-mm-dd). |
| `customer_id` | integer | No | Filter vendor credits by customer ID. Use this parameter to search for vendor credits associated with a specific customer. |
| `date_before` | string | No | Filter by vendor credits created before this date (yyyy-mm-dd). |
| `search_text` | string | No | Search vendor credits using text search across vendor credit number, vendor name, and reference number. |
| `sort_column` | string ("vendor_name" | "vendor_credit_number" | "balance" | "total" | "date" | "created_time" | "last_modified_time" | "reference_number") | No | Sort vendor credits by specified column. |
| `total_start` | string | No | Filter by vendor credits with total amount starting from this value. |
| `custom_field` | string | No | Filter vendor credits by custom field values. |
| `line_item_id` | integer | No | Filter vendor credits by line item ID. Use this parameter to search for vendor credits containing a specific line item. |
| `customer_name` | string | No | Filter vendor credits by vendor name. |
| `notes_contains` | string | No | Filter by notes containing this string. |
| `organization_id` | string | Yes | The unique identifier for the organization. Required when the user belongs to multiple organizations. |
| `total_less_than` | string | No | Filter by vendor credits with total amount less than this value. |
| `item_description` | string | No | Filter vendor credits by item description. |
| `notes_startswith` | string | No | Filter by notes starting with this string. |
| `reference_number` | string | No | Filter vendor credits by their reference number. |
| `total_less_equals` | string | No | Filter by vendor credits with total amount less than or equal to this value. |
| `item_name_contains` | string | No | Filter by item names containing this string. |
| `last_modified_time` | string | No | Filter vendor credits by last modified time. Use ISO 8601 format (yyyy-mm-ddThh:mm:ss-hh:mm). |
| `total_greater_than` | string | No | Filter by vendor credits with total amount greater than this value. |
| `item_name_startswith` | string | No | Filter by item names starting with this string. |
| `total_greater_equals` | string | No | Filter by vendor credits with total amount greater than or equal to this value. |
| `vendor_credit_number` | string | No | Filter vendor credits by specific vendor credit number. |
| `custom_field_contains` | string | No | Filter by custom field values containing this string. |
| `customer_name_contains` | string | No | Filter by vendor names containing this string. |
| `custom_field_startswith` | string | No | Filter by custom field values starting with this string. |
| `customer_name_startswith` | string | No | Filter by vendor names starting with this string. |
| `item_description_contains` | string | No | Filter by item descriptions containing this string. |
| `reference_number_contains` | string | No | Filter by reference numbers containing this string. |
| `item_description_startswith` | string | No | Filter by item descriptions starting with this string. |
| `reference_number_startswith` | string | No | Filter by reference numbers starting with this string. |
| `vendor_credit_number_contains` | string | No | Filter by vendor credit numbers containing this string. |
| `vendor_credit_number_startswith` | string | No | Filter by vendor credit numbers starting with this string. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Vendor Payment Refunds

**Slug:** `ZOHO_BOOKS_LIST_VENDOR_PAYMENT_REFUNDS`

Tool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `payment_id` | string | Yes | Unique identifier of the payment. |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### List Vendor Payments

**Slug:** `ZOHO_BOOKS_LIST_VENDOR_PAYMENTS`

Tool to retrieve a paginated list of vendor payments with filters and search. Use when listing vendor payments for reporting or reconciliation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Date the payment is made (YYYY-MM-DD). Search payments by payment made date. Variants: date_start, date_end, date_before and date_after. |
| `page` | integer | No | Page number to be fetched. Default value is 1. |
| `notes` | string | No | Search with Payment Notes. Variant: notes_startswith, notes_contains. |
| `amount` | number | No | Payment amount made to the vendor. Search payments by payment amount. Variants: amount_less_than, amount_less_equals, amount_greater_than and amount_greater_equals. |
| `bill_id` | string | No | Search payments by Bill ID. |
| `date_end` | string | No | Filter by payment date up to this date (YYYY-MM-DD). |
| `per_page` | integer | No | Number of records to be fetched per page. Default value is 200. |
| `filter_by` | string ("PaymentMode.All" | "PaymentMode.Check" | "PaymentMode.Cash" | "PaymentMode.BankTransfer" | "PaymentMode.Paypal" | "PaymentMode.CreditCard" | "PaymentMode.GoogleCheckout" | "PaymentMode.Credit" | "PaymentMode.Authorizenet" | "PaymentMode.BankRemittance" | "PaymentMode.Payflowpro" | "PaymentMode.Others") | No | Enum for payment mode filter values. |
| `vendor_id` | string | No | ID of the vendor. Search payments by vendor id. |
| `date_after` | string | No | Filter by payments dated after this date (YYYY-MM-DD). |
| `date_start` | string | No | Filter by payment date starting from this date (YYYY-MM-DD). |
| `date_before` | string | No | Filter by payments dated before this date (YYYY-MM-DD). |
| `description` | string | No | Search payments by description. Variants: description_startswith and description_contains. |
| `search_text` | string | No | Search payments by reference number or vendor name or payment description. |
| `sort_column` | string ("vendor_name" | "date" | "reference_number" | "amount" | "balance") | No | Enum for sort column values. |
| `vendor_name` | string | No | Search payments by vendor name. Variants: vendor_name_startswith and vendor_name_contains. |
| `payment_mode` | string | No | Search payments by payment mode. Variants: payment_mode_startswith and payment_mode_contains. |
| `notes_contains` | string | No | Filter by notes containing this string. |
| `payment_number` | string | No | Search with Payment Number. Variant: payment_number_startswith, payment_number_contains. |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |
| `amount_less_than` | number | No | Filter by amount less than this value. |
| `notes_startswith` | string | No | Filter by notes starting with this string. |
| `reference_number` | string | No | Search payments by reference number. Variants: reference_number_startswith and reference_number_contains. |
| `amount_less_equals` | number | No | Filter by amount less than or equal to this value. |
| `last_modified_time` | string | No | Search with the Last Modified Time of the Vendor Payment. |
| `amount_greater_than` | number | No | Filter by amount greater than this value. |
| `description_contains` | string | No | Filter by descriptions containing this string. |
| `vendor_name_contains` | string | No | Filter by vendor names containing this string. |
| `amount_greater_equals` | number | No | Filter by amount greater than or equal to this value. |
| `payment_mode_contains` | string | No | Filter by payment modes containing this string. |
| `description_startswith` | string | No | Filter by descriptions starting with this string. |
| `vendor_name_startswith` | string | No | Filter by vendor names starting with this string. |
| `payment_mode_startswith` | string | No | Filter by payment modes starting with this string. |
| `payment_number_contains` | string | No | Filter by payment numbers containing this string. |
| `payment_number_startswith` | string | No | Filter by payment numbers starting with this string. |
| `reference_number_contains` | string | No | Filter by reference numbers containing this string. |
| `reference_number_startswith` | string | No | Filter by reference numbers starting with this string. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Bill Open

**Slug:** `ZOHO_BOOKS_MARK_BILL_OPEN`

Tool to mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status).

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill to mark as open |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Bill Void

**Slug:** `ZOHO_BOOKS_MARK_BILL_VOID`

Tool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `bill_id` | string | Yes | Unique identifier of the bill to void |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Contact as Active

**Slug:** `ZOHO_BOOKS_MARK_CONTACT_AS_ACTIVE`

Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact to activate |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Contact as Inactive

**Slug:** `ZOHO_BOOKS_MARK_CONTACT_AS_INACTIVE`

Tool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact to mark as inactive |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Estimate As Sent

**Slug:** `ZOHO_BOOKS_MARK_ESTIMATE_AS_SENT`

Tool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_id` | string | Yes | Unique identifier of the estimate to mark as Sent |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Invoice As Sent

**Slug:** `ZOHO_BOOKS_MARK_INVOICE_AS_SENT`

Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice to mark as Sent |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Item as Active

**Slug:** `ZOHO_BOOKS_MARK_ITEM_AS_ACTIVE`

Tool to mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `item_id` | string | Yes | Unique identifier of the item to activate |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Item as Inactive

**Slug:** `ZOHO_BOOKS_MARK_ITEM_INACTIVE`

Tool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `item_id` | string | Yes | Unique identifier of the item to mark as inactive |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Location Active

**Slug:** `ZOHO_BOOKS_MARK_LOCATION_ACTIVE`

Tool to mark a location as active. Use when you need to activate a previously inactive location.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `location_id` | string | Yes | Unique identifier of the location to mark as active |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Location as Inactive

**Slug:** `ZOHO_BOOKS_MARK_LOCATION_INACTIVE`

Tool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `location_id` | string | Yes | Unique identifier of the location to mark as inactive |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Location Primary

**Slug:** `ZOHO_BOOKS_MARK_LOCATION_PRIMARY`

Tool to mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `location_id` | string | Yes | Unique identifier of the location to mark as primary |
| `organization_id` | string | Yes | Your organization ID (required with all Zoho Books API requests) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Project Active

**Slug:** `ZOHO_BOOKS_MARK_PROJECT_ACTIVE`

Tool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `project_id` | string | Yes | Unique identifier of the project to activate |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Reporting Tag as Active

**Slug:** `ZOHO_BOOKS_MARK_REPORTING_TAG_AS_ACTIVE`

Tool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | Unique identifier of the reporting tag to mark as active |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Reporting Tag as Inactive

**Slug:** `ZOHO_BOOKS_MARK_REPORTING_TAG_AS_INACTIVE`

Tool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | Unique identifier of the reporting tag to mark as inactive |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Reporting Tag Default Option

**Slug:** `ZOHO_BOOKS_MARK_REPORTING_TAG_DEFAULT_OPTION`

Tool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | The reporting tag ID |
| `organization_id` | string | Yes | The organization ID to identify the organization |
| `default_option_id` | string | Yes | ID of the option to be marked as default. If this parameter is not sent or sent empty, the current default option of the tag will be removed. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Retainer Invoice Sent

**Slug:** `ZOHO_BOOKS_MARK_RETAINER_INVOICE_SENT`

Tool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `retainerinvoice_id` | string | Yes | Unique identifier of the retainer invoice to mark as sent |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Sales Order Void

**Slug:** `ZOHO_BOOKS_MARK_SALES_ORDER_VOID`

Tool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_id` | string | Yes | Unique identifier of the sales order to void |
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Tag Option Active

**Slug:** `ZOHO_BOOKS_MARK_TAG_OPTION_ACTIVE`

Tool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | Unique identifier of the reporting tag |
| `option_id` | string | Yes | Unique identifier of the tag option to mark as active |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Tag Option as Inactive

**Slug:** `ZOHO_BOOKS_MARK_TAG_OPTION_AS_INACTIVE`

Tool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | The reporting tag ID |
| `option_id` | string | Yes | The option ID to mark as inactive |
| `organization_id` | string | Yes | The organization ID to identify the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark User as Inactive

**Slug:** `ZOHO_BOOKS_MARK_USER_INACTIVE`

Tool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `user_id` | string | Yes | Unique identifier of the user to mark as inactive. Obtain this by calling the ZOHO_BOOKS_LIST_USERS action. Format: numeric string (e.g., '7472322000000265001'). Note: You cannot mark your own user account as inactive. |
| `organization_id` | string | Yes | Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '60059838605'). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Mark Vendor Credit Void

**Slug:** `ZOHO_BOOKS_MARK_VENDOR_CREDIT_VOID`

Tool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization. Required when the user belongs to multiple organizations. |
| `vendor_credit_id` | string | Yes | Unique identifier of the vendor credit to void |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Open Sales Order

**Slug:** `ZOHO_BOOKS_OPEN_SALES_ORDER`

Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_id` | string | Yes | Unique identifier of the sales order to open |
| `organization_id` | string | Yes | ID of the organization to which the sales order belongs |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Bulk Print Estimates

**Slug:** `ZOHO_BOOKS_PRINT_BULK_ESTIMATES`

Tool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_ids` | array | Yes | List of estimate IDs to print (max 25 items) |
| `organization_id` | string | Yes | The organization ID in Zoho Books |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Bulk Print Sales Orders

**Slug:** `ZOHO_BOOKS_PRINT_BULK_SALES_ORDERS`

Tool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_ids` | array | Yes | List of sales order IDs to print (max 25 items) |
| `organization_id` | string | Yes | The organization ID in Zoho Books |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Send Payment Reminder

**Slug:** `ZOHO_BOOKS_REMIND_CUSTOMER_INVOICE`

Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `body` | string | No | Body content of the reminder email. |
| `subject` | string | No | Subject of the reminder email. |
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `cc_mail_ids` | array | No | List of CC email addresses for the reminder email. |
| `to_mail_ids` | array | No | List of recipient email addresses to send the reminder to. |
| `organization_id` | string | Yes | ID of the organization |
| `send_from_org_email_id` | boolean | No | If true, send from the organization's email address instead of the user email. |
| `send_customer_statement` | boolean | No | Include customer statement with the reminder email. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Resume Recurring Invoice

**Slug:** `ZOHO_BOOKS_RESUME_RECURRING_INVOICE`

Tool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization. Required when user belongs to multiple organizations. |
| `recurring_invoice_id` | string | Yes | Unique identifier of the recurring invoice to resume |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Send Bulk Invoice Reminder

**Slug:** `ZOHO_BOOKS_SEND_BULK_INVOICE_REMINDER`

Tool to send payment reminders for multiple invoices at once. Use when you need to send reminders to multiple customers for their outstanding invoices.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_ids` | array | Yes | List of invoice IDs for which payment reminders should be sent |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Send Contact Email

**Slug:** `ZOHO_BOOKS_SEND_CONTACT_EMAIL`

Tool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `body` | string | Yes | Email body content (plain text or HTML) |
| `subject` | string | Yes | Email subject line |
| `contact_id` | string | Yes | Unique identifier of the contact to email |
| `cc_mail_ids` | array | No | Array of email addresses to CC (carbon copy) |
| `to_mail_ids` | array | Yes | Array of recipient email addresses to send the email to |
| `organization_id` | string | Yes | Organization ID (query param) |
| `send_attachment` | boolean | No | Whether to send attachments with the email |
| `send_from_org_email_id` | boolean | No | Whether to send from the organization's primary email address |
| `send_customer_statement` | boolean | No | Send customer statement PDF with email |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Stop Recurring Invoice

**Slug:** `ZOHO_BOOKS_STOP_RECURRING_INVOICE`

Tool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `organization_id` | string | Yes | ID of the organization |
| `recurring_invoice_id` | string | Yes | Unique identifier of the recurring invoice to stop |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Untrack Contact 1099

**Slug:** `ZOHO_BOOKS_UNTRACK_CONTACT1099`

Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `contact_id` | string | Yes | Unique identifier of the contact to untrack for 1099 reporting |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Bank Transaction

**Slug:** `ZOHO_BOOKS_UPDATE_BANK_TRANSACTION`

Tool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after the transaction has been created.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Transaction date in YYYY-MM-DD format |
| `tags` | array | No | List of tags to apply |
| `amount` | number | No | Transaction amount, must be non-negative |
| `tax_id` | string | No | Tax or tax group ID (not applicable in US) |
| `user_id` | integer | No | ID of the user involved |
| `documents` | array | No | List of files to attach |
| `line_items` | array | No | Detailed transaction breakdown with account, tax, and amount information |
| `currency_id` | string | No | Currency ID of the transaction |
| `customer_id` | string | No | ID of the customer or vendor |
| `description` | string | No | Brief description or memo |
| `bank_charges` | number | No | Bank charges for this transaction |
| `payment_mode` | string | No | Mode of payment; not applicable to transfer_fund, card_payment, owner_drawings |
| `custom_fields` | array | No | List of custom fields to populate |
| `exchange_rate` | number | No | Foreign currency exchange rate, must be >0 |
| `to_account_id` | string | No | Account ID funds are transferred to. Required for: transfer_fund, deposit, sales_return, expense_refund, owner_drawings. For owner_drawings, must be equity account type. From bank accounts, can transfer to: bank/card/equity (drawings)/expense/credit_note account types. From card accounts, can transfer to: card/bank/expense account types |
| `from_account_id` | string | No | Account ID funds are transferred from. Required for: transfer_fund, card_payment, sales_without_invoices, expense_refund, other_income, owner_drawings. Account type must match transaction_type: card_payment requires credit_card account type; owner_drawings requires bank/cash/credit_card account type; transfer_fund requires bank or cash account type. For deposits to bank accounts, can be bank/card/income/refund type. For deposits to card accounts, can be bank/card/refund type |
| `organization_id` | string | Yes | Zoho Books organization ID |
| `to_account_tags` | array | No | List of tags on to-account entry |
| `is_inclusive_tax` | boolean | No | Whether the tax is inclusive |
| `reference_number` | string | No | Reference number for transaction |
| `tax_authority_id` | string | No | Tax authority ID (US, AU, CA only) |
| `tax_exemption_id` | string | No | Tax exemption ID (IN, US, AU, CA only) |
| `transaction_type` | string ("deposit" | "refund" | "transfer_fund" | "card_payment" | "sales_without_invoices" | "expense_refund" | "owner_contribution" | "interest_income" | "other_income" | "owner_drawings" | "sales_return") | Yes | Type of transaction. Account type requirements vary by transaction_type: 'deposit' requires to_account (bank/card can receive from bank/card/income/refund accounts); 'refund' (credit card accounts only); 'transfer_fund' requires from_account and to_account (both bank/card); 'card_payment' requires from_account (credit card type) and to_account; 'sales_without_invoices' requires from_account; 'expense_refund' requires from_account and to_account; 'owner_contribution' (equity account as to_account); 'interest_income' (income account); 'other_income' requires from_account; 'owner_drawings' requires from_account (bank/cash/credit card) and to_account (equity type); 'sales_return' requires to_account |
| `from_account_tags` | array | No | List of tags on from-account entry |
| `bank_transaction_id` | string | Yes | Unique identifier of the bank transaction to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Vendor Bill

**Slug:** `ZOHO_BOOKS_UPDATE_BILL`

Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Bill date YYYY-MM-DD. |
| `notes` | string | No | Notes for bill. |
| `taxes` | array | No | Bill-level taxes. |
| `terms` | string | No | Terms & conditions. |
| `gst_no` | string | No | India: 15-digit GSTIN. |
| `bill_id` | string | Yes | Unique identifier of the bill to update. |
| `due_date` | string | No | Due date YYYY-MM-DD. |
| `approvers` | array | No | Approval workflow. |
| `documents` | array | No | Documents to attach. |
| `vendor_id` | string | Yes | Vendor identifier. |
| `adjustment` | number | No | Manual adjustment. |
| `attachment` | object | No | Optional file attachment. |
| `line_items` | array | No | Line items. |
| `bill_number` | string | Yes | Unique bill number/reference. |
| `currency_id` | string | No | Currency ID if multi-currency. |
| `location_id` | string | No | Location ID. |
| `pricebook_id` | string | No | Price book ID. |
| `custom_fields` | array | No | Custom fields. |
| `exchange_rate` | number | No | Exchange rate. |
| `gst_treatment` | string ("business_gst" | "business_none" | "overseas" | "consumer") | No | India: GST treatment. Optional; required only for India GST orgs. |
| `payment_terms` | integer | No | Payment terms in days. |
| `permit_number` | string | No | UAE: permit number. |
| `tax_treatment` | string | No | GCC/MX/KE/ZA: tax treatment. |
| `organization_id` | string | Yes | Zoho Books organization ID. |
| `place_of_supply` | string | No | GCC: place-of-supply code. |
| `is_inclusive_tax` | boolean | No | Prices include tax (non-US). |
| `reference_number` | string | No | External reference. |
| `source_of_supply` | string | No | India: GST source state. |
| `purchaseorder_ids` | array | No | Purchase Order IDs. |
| `recurring_bill_id` | string | No | Recurring bill template ID. |
| `payment_terms_label` | string | No | Custom label. |
| `destination_of_supply` | string | No | India: GST dest state. |
| `adjustment_description` | string | No | Adjustment reason. |
| `is_item_level_tax_calc` | boolean | No | Tax at item level. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Contact

**Slug:** `ZOHO_BOOKS_UPDATE_CONTACT`

Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tags` | array | No | Reporting tags |
| `notes` | string | No | Additional notes |
| `gst_no` | string | No | India-only GSTIN (15 characters) |
| `tax_id` | string | No | Tax ID (IN/US) |
| `twitter` | string | No | Twitter/X profile URL |
| `website` | string | No | Website URL of contact |
| `facebook` | string | No | Facebook profile URL |
| `owner_id` | string | No | Owner user ID (customers only) |
| `contact_id` | string | Yes | Contact ID to update |
| `is_taxable` | boolean | No | Whether contact is taxable |
| `legal_name` | string | No | Mexico-only legal name |
| `tax_reg_no` | string | No | Tax registration number (GCC/MX/KE/ZA) |
| `tax_regime` | string | No | Mexico-only tax regime |
| `track_1099` | boolean | No | US-only 1099 tracking flag |
| `vat_reg_no` | string | No | VAT registration number (UK/Avalara) |
| `currency_id` | string | No | Currency identifier |
| `tax_id_type` | string | No | US-only tax ID type (SSN/ATIN/ITIN/EIN) |
| `company_name` | string | No | Company or legal name |
| `contact_name` | string | Yes | Display name of the contact |
| `contact_type` | string ("customer" | "vendor") | No | Type of contact: customer or vendor |
| `country_code` | string | No | Two-letter country code (UK/GCC/Avalara) |
| `credit_limit` | number | No | Maximum credit limit (customers only) |
| `pricebook_id` | string | No | Associated pricebook ID |
| `tax_id_value` | string | No | US-only tax ID value |
| `custom_fields` | array | No | Custom field values |
| `gst_treatment` | string | No | India-only GST treatment |
| `payment_terms` | integer | No | Number of days allowed for payment |
| `tax_treatment` | string | No | Region-specific tax treatment value |
| `vat_treatment` | string | No | UK-only VAT treatment |
| `contact_number` | string | No | Custom contact number |
| `avatax_use_code` | string | No | Avalara use code |
| `billing_address` | object | No | Billing address details |
| `contact_persons` | array | No | List of contact persons |
| `organization_id` | string | Yes | Organization ID (query param) |
| `avatax_exempt_no` | string | No | Avalara exemption certificate number |
| `opening_balances` | array | No | Opening balances for locations |
| `place_of_contact` | string | No | India-only place of contact code |
| `shipping_address` | object | No | Shipping address details |
| `tax_authority_id` | string | No | US-only tax authority ID |
| `tax_exemption_id` | string | No | US/CA/AU/IN tax exemption ID |
| `customer_sub_type` | string ("individual" | "business") | No | Customer subtype (only for customers) |
| `default_templates` | object | No | Default document templates |
| `is_tds_registered` | boolean | No | Mexico-only TDS registered flag |
| `tax_authority_name` | string | No | Tax authority name |
| `tax_exemption_code` | string | No | US/CA/AU/IN tax exemption code |
| `payment_terms_label` | string | No | Label for payment terms |
| `ignore_auto_number_generation` | boolean | No | Skip auto-generation of contact number |
| `tax_exemption_certificate_number` | string | No | Kenya tax exemption certificate no. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Contact Person

**Slug:** `ZOHO_BOOKS_UPDATE_CONTACT_PERSON`

Tool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact_person_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `email` | string | No | Email address of the contact person. Max-length [100] |
| `phone` | string | No | Phone number. Max-length [50] |
| `skype` | string | No | Skype address. Max-length [50] |
| `mobile` | string | No | Mobile number. Max-length [50] |
| `last_name` | string | No | Last name of the contact person. Max-length [100] |
| `contact_id` | string | Yes | Contact identifier for the associated contact |
| `department` | string | No | Department on which a person belongs. Max-length [50] |
| `first_name` | string | Yes | First name of the contact person. Max-length [100] |
| `salutation` | string | No | Salutation for the contact. Max-length [25] |
| `designation` | string | No | Designation of a person. Max-length [50] |
| `enable_portal` | boolean | No | Portal access option (true/false) |
| `organization_id` | string | Yes | Organization ID (required query parameter) |
| `contact_person_id` | string | Yes | Unique identifier of the contact person to update |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Credit Note Refund

**Slug:** `ZOHO_BOOKS_UPDATE_CREDIT_NOTE_REFUND`

Tool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note—change the description, reference number, or other refund fields.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Refund date in yyyy-mm-dd format |
| `amount` | number | No | Refund amount |
| `description` | string | No | Additional details about the refund |
| `refund_mode` | string | No | Method of refund (e.g., cash, check, bank transfer) |
| `creditnote_id` | string | Yes | Unique identifier of the credit note. |
| `from_account_id` | string | No | The account from which the refund originates |
| `organization_id` | string | Yes | ID of the organization |
| `reference_number` | string | No | Reference identifier |
| `creditnote_refund_id` | string | Yes | Unique identifier of the credit note refund. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Currency

**Slug:** `ZOHO_BOOKS_UPDATE_CURRENCY`

Tool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `currency_id` | string | Yes | Unique identifier of the currency to update |
| `currency_code` | string | Yes | A unique standard code for the currency. Max-len [100] |
| `currency_format` | string | Yes | The format for the currency to be displayed. Max-len [100] |
| `currency_symbol` | string | No | A unique symbol for the currency. Max-len [4] |
| `organization_id` | string | Yes | The organization ID for which the currency is being updated |
| `price_precision` | integer | No | The precision level for pricing display |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Custom Fields in Item

**Slug:** `ZOHO_BOOKS_UPDATE_CUSTOM_FIELDS_IN_ITEM`

Tool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `item_id` | string | Yes | Unique identifier of the item whose custom fields should be updated |
| `custom_fields` | array | Yes | List of custom fields to update with their new values |
| `organization_id` | string | Yes | ID of the organization context |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Estimate

**Slug:** `ZOHO_BOOKS_UPDATE_ESTIMATE`

Tool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Estimate date in YYYY-MM-DD format. |
| `notes` | string | No | Notes for the estimate. |
| `terms` | string | No | Terms and conditions. |
| `gst_no` | string | No | 15-digit GSTIN (India only). |
| `tax_id` | string | No | Top-level tax ID. |
| `discount` | number | No | Overall discount amount. |
| `adjustment` | number | No | Adjustment amount. |
| `line_items` | array | No | Line items for the estimate. |
| `project_id` | string | No | Associated project ID. |
| `currency_id` | string | No | Currency ID for the estimate. |
| `custom_body` | string | No | Custom email body. |
| `customer_id` | string | No | Contact ID of the customer for the estimate. |
| `estimate_id` | string | Yes | Unique identifier of the estimate to update. |
| `expiry_date` | string | No | Expiry date in YYYY-MM-DD format. |
| `location_id` | string | No | Business location ID. |
| `template_id` | string | No | ID of the PDF template to use. |
| `custom_fields` | array | No | Custom fields to add to estimate. |
| `discount_type` | string ("entity_level" | "item_level") | No | Discount type (entity_level or item_level). |
| `exchange_rate` | number | No | Exchange rate for multi-currency. |
| `gst_treatment` | string ("business_gst" | "business_none" | "overseas" | "consumer") | No | GST treatment (India/GCC only). |
| `custom_subject` | string | No | Custom email subject. |
| `estimate_number` | string | No | Custom estimate number if auto-numbering is ignored. |
| `organization_id` | string | Yes | Zoho Books organization ID. |
| `place_of_supply` | string | No | Place of supply code (India/GCC only). |
| `shipping_charge` | number | No | Shipping charge amount. |
| `is_inclusive_tax` | boolean | No | Line item prices include tax if true (non-US/CA). |
| `reference_number` | string | No | External reference number. |
| `salesperson_name` | string | No | Salesperson name. |
| `adjustment_description` | string | No | Description for adjustment. |
| `is_discount_before_tax` | boolean | No | Apply discount before tax if true. |
| `contact_persons_associated` | array | No | List of contact persons to associate with estimate. |
| `ignore_auto_number_generation` | boolean | No | Ignore auto numbering and provide custom estimate_number. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Estimate Billing Address

**Slug:** `ZOHO_BOOKS_UPDATE_ESTIMATE_BILLING_ADDRESS`

Tool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Fax number for billing address |
| `zip` | string | No | Postal code for billing address |
| `city` | string | No | City name for billing address |
| `phone` | string | No | Phone number for billing address |
| `state` | string | No | State or province for billing address |
| `address` | string | No | Street address line 1 for billing |
| `country` | string | No | Country name for billing address |
| `street2` | string | No | Street address line 2 for billing |
| `attention` | string | No | Contact person name for the billing address |
| `estimate_id` | string | Yes | Unique identifier of the estimate |
| `organization_id` | string | Yes | Organization ID for the Zoho Books account |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Estimate Shipping Address

**Slug:** `ZOHO_BOOKS_UPDATE_ESTIMATE_SHIPPING_ADDRESS`

Tool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Fax number for the address. Max-length [50] |
| `zip` | string | No | Postal or ZIP code for the address. Max-length [50] |
| `city` | string | No | City name for the address. Max-length [100] |
| `phone` | string | No | The contact phone number associated with the address. Max-length [50] |
| `state` | string | No | State for the address. Max-length [100] |
| `address` | string | No | Street 1 address for the contact. Max-length [500] |
| `country` | string | No | Country name for the address. Max-length [100] |
| `street2` | string | No | Street 2 address for the contact. Max-length [255] |
| `attention` | string | No | Attention for proper delivery and routing of business correspondence. Max-length [100] |
| `state_code` | string | No | State or province code for the address. Max-length [100] |
| `estimate_id` | string | Yes | Unique identifier of the estimate |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Estimate Template

**Slug:** `ZOHO_BOOKS_UPDATE_ESTIMATE_TEMPLATE`

Tool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `estimate_id` | string | Yes | Unique identifier of the estimate |
| `template_id` | string | Yes | Unique identifier of the estimate template |
| `organization_id` | string | Yes | The unique identifier of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Invoice

**Slug:** `ZOHO_BOOKS_UPDATE_INVOICE`

Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Invoice date in YYYY-MM-DD format |
| `notes` | string | No | Notes to be printed on the invoice |
| `terms` | string | No | Terms and conditions for the invoice |
| `discount` | number | No | Invoice-level discount value |
| `due_date` | string | No | Due date in YYYY-MM-DD format |
| `invoice_id` | string | Yes | Identifier of the invoice to update |
| `line_items` | array | Yes | List of line items to update or add |
| `currency_id` | string | No | Currency identifier for the invoice |
| `customer_id` | string | Yes | Customer identifier for this invoice |
| `discount_type` | string | No | Type of discount: entity_level or item_level |
| `exchange_rate` | number | No | Exchange rate if different from base currency |
| `payment_terms` | integer | No | Number of days for payment terms |
| `invoice_number` | string | No | Custom invoice number; requires ignore_auto_number_generation=true |
| `organization_id` | string | Yes | ID of the organization |
| `is_inclusive_tax` | boolean | No | Whether unit rates include tax |
| `payment_terms_label` | string | No | Custom label for payment terms |
| `is_discount_before_tax` | boolean | No | Apply discount before tax if true |
| `ignore_auto_number_generation` | boolean | No | If true, uses provided invoice_number and ignores auto-numbering |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Invoice Attachment Preference

**Slug:** `ZOHO_BOOKS_UPDATE_INVOICE_ATTACHMENT_PREFERENCE`

Tool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice. |
| `organization_id` | string | Yes | ID of the organization |
| `can_send_in_mail` | boolean | Yes | Boolean to send the attachment with the invoice when emailed. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Invoice Billing Address

**Slug:** `ZOHO_BOOKS_UPDATE_INVOICE_BILLING_ADDRESS`

Tool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Customer's fax number |
| `zip` | string | No | Zip code of the customer's billing address |
| `city` | string | No | City of the customer's billing address |
| `state` | string | No | State of the customer's billing address |
| `address` | string | No | Billing address (street address line 1) |
| `country` | string | No | Country of the customer's billing address |
| `street2` | string | No | Secondary street address (street address line 2) |
| `invoice_id` | string | Yes | Unique identifier of the invoice. |
| `organization_id` | string | Yes | The organization ID to identify the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Invoice Shipping Address

**Slug:** `ZOHO_BOOKS_UPDATE_INVOICE_SHIPPING_ADDRESS`

Tool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Fax number (optional) |
| `zip` | string | No | Postal code |
| `city` | string | No | City name |
| `state` | string | No | State/province |
| `address` | string | No | Shipping address line |
| `country` | string | No | Country name |
| `street2` | string | No | Secondary address line |
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `organization_id` | string | Yes | The organization ID to identify the organization. Required for all API requests when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Invoice Template

**Slug:** `ZOHO_BOOKS_UPDATE_INVOICE_TEMPLATE`

Tool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice |
| `template_id` | string | Yes | Unique identifier of the invoice template |
| `organization_id` | string | Yes | The unique identifier of the organization. Required for all Zoho Books API requests. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Item

**Slug:** `ZOHO_BOOKS_UPDATE_ITEM`

Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `sku` | string | No | Unique SKU identifier for the item |
| `name` | string | Yes | Name of the item (max 100 chars) |
| `rate` | number | Yes | Sales rate of the item (non-negative) |
| `tax_id` | string | No | Tax ID to associate with this item |
| `item_id` | string | Yes | Unique identifier of the item to update |
| `item_type` | string ("sales" | "purchases" | "sales_and_purchases" | "inventory") | No | Defines if item is for sales, purchases, both or inventory |
| `locations` | array | No | List of opening stock details per location |
| `vendor_id` | string | No | Preferred vendor ID for this item |
| `account_id` | string | No | GL account ID to associate with the item |
| `hsn_or_sac` | string | No | HSN or SAC code for this item (India, Kenya, South Africa only) |
| `is_taxable` | boolean | No | Flag to indicate if item is taxable |
| `description` | string | No | Detailed description of the item (max 2000 chars) |
| `product_type` | string ("goods" | "service" | "digital_service") | No | Type of the product (goods, service, digital_service) |
| `unitkey_code` | string | No | SAT unit key code (Mexico only) |
| `custom_fields` | array | No | Custom field values to set for this item |
| `purchase_rate` | string | No | Purchase rate or cost (string format for precision) |
| `reorder_level` | string | No | Reorder threshold quantity (string format) |
| `tax_percentage` | string | No | Tax percentage to apply (string format) |
| `avatax_tax_code` | string | No | Avalara tax code grouping (max 25 chars) |
| `avatax_use_code` | string | No | Avalara exemption grouping (max 25 chars) |
| `organization_id` | string | Yes | ID of the organization context |
| `tax_exemption_id` | string | No | Tax exemption ID; mandatory if is_taxable is false |
| `sales_tax_rule_id` | string | No | Sales tax rule ID (Mexico, Kenya, South Africa only) |
| `sat_item_key_code` | string | No | SAT item key code (Mexico only) |
| `purchase_account_id` | string | No | COGS account ID; required for purchase/inventory item types |
| `inventory_account_id` | string | No | Inventory asset account ID; required if item_type is inventory |
| `item_tax_preferences` | array | No | List of item tax preferences (India only) |
| `purchase_description` | string | No | Description for purchase side of the item |
| `purchase_tax_rule_id` | string | No | Purchase tax rule ID (Mexico, Kenya, South Africa only) |
| `purchase_tax_exemption_id` | string | No | Purchase tax exemption ID; required if is_taxable is false (Kenya, South Africa) |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Journal

**Slug:** `ZOHO_BOOKS_UPDATE_JOURNAL`

Tool to update a journal entry in Zoho Books. Use when modifying existing journal entries—changing line items, dates, amounts, or other journal fields.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tags` | array | No | Reporting tags for the journal. |
| `notes` | string | No | Notes or description for the journal. |
| `journal_id` | string | Yes | Unique identifier of the journal to update. |
| `line_items` | array | No | Array of line items. At least 2 line items are required (debit and credit entries must balance). Include line_id for existing lines to update them. |
| `currency_id` | string | No | Currency identifier for multi-currency organizations. |
| `journal_date` | string | No | Date on which the journal is to be recorded, in YYYY-MM-DD format. |
| `journal_type` | string ("Cash" | "Both") | No | Enum for journal type. |
| `custom_fields` | array | No | Custom fields for the journal. |
| `exchange_rate` | number | No | Exchange rate between currencies. |
| `organization_id` | string | Yes | Zoho Books organization ID. Required query parameter. |
| `reference_number` | string | No | Reference identifier for the journal. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Location

**Slug:** `ZOHO_BOOKS_UPDATE_LOCATION`

Tool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `type` | string | No | Type of the location |
| `email` | string | No | Email address for the location |
| `phone` | string | No | Phone number for the location |
| `address` | object | Yes | Address details for the location |
| `user_ids` | string | No | Comma-separated list of user identifiers |
| `location_id` | string | Yes | Unique identifier of the location to update |
| `location_name` | string | Yes | Name of the location |
| `organization_id` | string | Yes | ID of the organization |
| `parent_location_id` | string | No | Parent location identifier for hierarchical locations |
| `associated_series_ids` | array | No | List of associated series identifiers |
| `is_all_users_selected` | boolean | No | Whether all users are selected for this location |
| `auto_number_generation_id` | string | No | Autonumber generation group ID |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Organization

**Slug:** `ZOHO_BOOKS_UPDATE_ORGANIZATION`

Tool to update an organization's settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | No | Organization name |
| `email` | string | No | Contact email address |
| `phone` | string | No | Contact telephone number |
| `time_zone` | string | No | Time zone in which the organization is located geographically |
| `date_format` | string | No | Format for representing the date |
| `contact_name` | string | No | Contact person name |
| `language_code` | string | No | Language code (e.g., 'en') |
| `field_separator` | string | No | Field separator for components in date |
| `organization_id` | string | Yes | Unique identifier of the organization to update |
| `is_logo_uploaded` | boolean | No | To determine whether logo is uploaded |
| `fiscal_year_start_month` | string ("january" | "february" | "march" | "april" | "may" | "june" | "july" | "august" | "september" | "october" | "november" | "december") | No | Allowed values for fiscal year starting month. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Project

**Slug:** `ZOHO_BOOKS_UPDATE_PROJECT`

Tool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. Requires project_id.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `rate` | string | No | Hourly rate for a task |
| `tasks` | array | No | List of tasks associated with the project |
| `users` | array | No | List of users to assign to the project |
| `user_id` | string | Yes | ID of the user to be added to the project |
| `project_id` | string | Yes | Unique identifier of the project to update |
| `budget_type` | string | No | Budget type for the project |
| `currency_id` | string | No | Currency identifier for the project |
| `customer_id` | string | Yes | ID of the customer associated with this project |
| `description` | string | No | Project description. Max-length 500 |
| `billing_type` | string ("fixed_cost_for_project" | "based_on_project_hours" | "based_on_staff_hours" | "based_on_task_hours") | Yes | The way you bill your customer |
| `budget_hours` | string | No | Budgeted hours for the project |
| `project_name` | string | Yes | Name of the project. Max-length 100 |
| `budget_amount` | string | No | Budgeted amount for the project |
| `organization_id` | string | Yes | Organization ID to identify the organization |
| `cost_budget_amount` | number | No | Budgeted cost to complete this project |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Project User

**Slug:** `ZOHO_BOOKS_UPDATE_PROJECT_USER`

Tool to update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `rate` | string | No | Hourly rate for the user's work on this project |
| `user_id` | string | Yes | Unique identifier of the user to update in the project |
| `user_role` | string ("staff" | "admin" | "timesheetstaff") | No | Allowed user roles for project users. |
| `project_id` | string | Yes | Unique identifier of the project |
| `budget_hours` | string | No | Budget hours allocated for the user on this project |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Purchase Order Billing Address

**Slug:** `ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_BILLING_ADDRESS`

Tool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Fax number for the billing address |
| `zip` | string | Yes | Postal or ZIP code for the billing address |
| `city` | string | Yes | City name for the billing address |
| `phone` | string | No | Phone number for the billing address |
| `state` | string | Yes | State or province for the billing address |
| `address` | string | Yes | Street address line 1 of the billing address |
| `country` | string | Yes | Country name for the billing address |
| `street2` | string | No | Street address line 2 of the billing address |
| `attention` | string | No | Contact person name or attention line for the billing address |
| `organization_id` | string | Yes | Organization ID for users belonging to multiple organizations. |
| `purchaseorder_id` | string | Yes | Unique identifier of the purchase order. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Purchase Order Comment

**Slug:** `ZOHO_BOOKS_UPDATE_PURCHASE_ORDER_COMMENT`

Tool to update a comment on a purchase order. Use when you need to modify the text of an existing comment. Only user-created comments can be updated; system-generated comments will fail with error 4073.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `comment_id` | string | Yes | Unique identifier of the comment to update. Note: Only user-created comments (comment_type='internal') can be updated. System-generated comments will return error code 4073. |
| `description` | string | Yes | The updated comment text. |
| `organization_id` | string | Yes | Required parameter for users belonging to multiple organizations. Specifies which organization's purchase order comment to update. |
| `purchaseorder_id` | string | Yes | Unique identifier of the purchase order. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Recurring Bill

**Slug:** `ZOHO_BOOKS_UPDATE_RECURRING_BILL`

Tool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern, line items, or other bill attributes.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `notes` | string | No | Notes for the recurring bill |
| `terms` | string | No | Terms and conditions |
| `gst_no` | string | No | India: 15-digit GSTIN |
| `discount` | string | No | Discount applied to the recurrence. It can be either in % or in amount |
| `end_date` | string | No | End date of the recurring bill in YYYY-MM-DD format. If not provided, bill recurs indefinitely. |
| `vendor_id` | string | No | ID of the vendor the bill has to be created for |
| `line_items` | array | No | Array of line items with item details. |
| `start_date` | string | No | Start date of the recurring bill in YYYY-MM-DD format |
| `currency_id` | string | No | Currency identifier if multi-currency is enabled |
| `location_id` | string | No | Location ID |
| `pricebook_id` | string | No | Price book ID |
| `repeat_every` | string | No | Recurrence interval (e.g., '1', '2', '3') |
| `custom_fields` | array | No | Custom fields for the recurring bill |
| `gst_treatment` | string | No | India: GST treatment (e.g., 'business_gst', 'business_none', 'overseas', 'consumer') |
| `payment_terms` | integer | No | Payment terms in days. 0 means Due on Receipt. |
| `tax_treatment` | string | No | GCC/MX/KE/ZA: tax treatment code |
| `organization_id` | string | Yes | ID of the organization |
| `place_of_supply` | string | No | GCC: place-of-supply code |
| `recurrence_name` | string | No | Name of the recurring bill. Max-length [100] |
| `is_inclusive_tax` | boolean | No | Whether prices include tax (non-US organizations) |
| `source_of_supply` | string | No | India GST: source state |
| `recurring_bill_id` | string | Yes | Unique identifier of the recurring bill to update |
| `payment_terms_label` | string | No | Custom label for payment terms |
| `recurrence_frequency` | string | No | Frequency pattern (e.g., 'days', 'weeks', 'months', 'years') |
| `destination_of_supply` | string | No | India GST: destination state |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Recurring Invoice Template

**Slug:** `ZOHO_BOOKS_UPDATE_RECURRING_INVOICE_TEMPLATE`

Tool to update the template associated with a recurring invoice. Use when you need to change the PDF template used for an existing recurring invoice.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `template_id` | string | Yes | Unique identifier of the recurring invoice template |
| `organization_id` | string | Yes | The unique identifier of the organization. Required for all Zoho Books API requests. |
| `recurring_invoice_id` | string | Yes | Unique identifier of the recurring invoice |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Reporting Tag

**Slug:** `ZOHO_BOOKS_UPDATE_REPORTING_TAG`

Tool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | ID of the reporting tag to update |
| `entities` | array | No | List of entities that can only be enabled or disabled. Each entity has entity_name and is_enabled fields. Common entity names include 'customers', 'vendors', 'items', 'fixed_asset', 'banking'. |
| `tag_name` | string | Yes | The name of the reporting tag |
| `description` | string | No | Description of the reporting tag |
| `is_mandatory` | boolean | No | Whether the tag is mandatory. If true, users must assign this tag when creating transactions. |
| `organization_id` | string | Yes | Numeric ID of your Zoho Books organization (e.g., '913373484'). Must contain only digits. To obtain valid organization IDs, first call ZOHO_BOOKS_LIST_ORGANIZATIONS which returns all organizations accessible to your account. Each organization has an 'organization_id' field. Invalid or non-existent organization IDs will result in 404 errors. |
| `multi_preference_entities` | object | No | Configuration for transaction/line-item level entities. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Reporting Tag Options

**Slug:** `ZOHO_BOOKS_UPDATE_REPORTING_TAG_OPTIONS`

Tool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including their active status and default settings.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `tag_id` | string | Yes | ID of the reporting tag to update options for |
| `options` | array | Yes | Array of options to update. Each option must include option_name (required) and may include option_id, is_active, and is_default fields |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Sales Order

**Slug:** `ZOHO_BOOKS_UPDATE_SALES_ORDER`

Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | No | Sales order date in YYYY-MM-DD format |
| `line_items` | array | No | Line items to update or add |
| `currency_id` | string | No | Currency ID for this sales order |
| `customer_id` | string | No | Customer ID for this sales order |
| `custom_fields` | array | No | Custom fields to update on the sales order |
| `salesorder_id` | string | Yes | ID of the sales order to update |
| `shipment_date` | string | No | Shipment date in YYYY-MM-DD format |
| `organization_id` | string | Yes | Organization ID under which the sales order exists |
| `tax_exemption_id` | string | No | Tax exemption ID (India/US only) |
| `tax_exemption_code` | string | No | Tax exemption code (India/US/Mexico only) |
| `contact_persons_associated` | array | No | List of contact persons to associate with the sales order |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Sales Order Attachment Preference

**Slug:** `ZOHO_BOOKS_UPDATE_SALES_ORDER_ATTACHMENT_PREFERENCE`

Tool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `salesorder_id` | string | Yes | Unique identifier of the sales order. |
| `organization_id` | string | Yes | ID of the organization |
| `can_send_in_mail` | boolean | Yes | Boolean to send the attachment with the sales order when emailed. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Sales Order Billing Address

**Slug:** `ZOHO_BOOKS_UPDATE_SALES_ORDER_BILLING_ADDRESS`

Tool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Fax number for billing address |
| `zip` | string | No | Postal code for billing address |
| `city` | string | No | City name for billing address |
| `state` | string | No | State or province for billing address |
| `address` | string | No | Street address line 1 for billing |
| `country` | string | No | Country name for billing address |
| `street2` | string | No | Street address line 2 for billing |
| `attention` | string | No | Contact person name for the billing address |
| `salesorder_id` | string | Yes | Unique identifier of the sales order |
| `organization_id` | string | Yes | Organization ID for the Zoho Books account |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Sales Order Shipping Address

**Slug:** `ZOHO_BOOKS_UPDATE_SALES_ORDER_SHIPPING_ADDRESS`

Tool to update the shipping address of a specific sales order. Use when you need to modify the shipping address details for an existing sales order in Zoho Books.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `fax` | string | No | Fax number |
| `zip` | string | No | ZIP/Postal code |
| `city` | string | No | City of the address |
| `state` | string | No | State designation |
| `address` | string | No | Primary address line |
| `country` | string | No | Country name |
| `street2` | string | No | Secondary address line |
| `attention` | string | No | Attention/recipient name |
| `salesorder_id` | string | Yes | Unique identifier of the sales order |
| `organization_id` | string | Yes | The organization ID to identify the organization. Required for all API requests when user belongs to multiple organizations. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Sales Order Template

**Slug:** `ZOHO_BOOKS_UPDATE_SALES_ORDER_TEMPLATE`

Tool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `template_id` | string | Yes | Unique identifier of the sales order template |
| `salesorder_id` | string | Yes | Unique identifier of the sales order |
| `organization_id` | string | Yes | The unique identifier of the organization. Required for all Zoho Books API requests. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update User

**Slug:** `ZOHO_BOOKS_UPDATE_USER`

Tool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `name` | string | Yes | Updated full name of the user. Must not be empty. |
| `email` | string | Yes | Updated email address of the user. |
| `role_id` | string | No | Role ID to assign to the user. Obtain valid role IDs by calling the ZOHO_BOOKS_LIST_USERS action and checking the 'role_id' field of existing users. Format: numeric string (e.g., '8387815000000000619'). |
| `user_id` | string | Yes | Unique identifier of the user to update. Format: numeric string (e.g., '8387815000000093001'). Obtain this by calling the ZOHO_BOOKS_LIST_USERS action. |
| `organization_id` | string | Yes | Unique numeric identifier for the Zoho Books organization. Obtain this by calling the ZOHO_BOOKS_LIST_ORGANIZATIONS action. Format: numeric string (e.g., '913373484'). |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Update Vendor Payment Refund

**Slug:** `ZOHO_BOOKS_UPDATE_VENDOR_PAYMENT_REFUND`

Tool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund's details such as amount, date, or reference information.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `date` | string | Yes | Date of the refund in YYYY-MM-DD format. |
| `amount` | number | Yes | The refund amount. |
| `payment_id` | string | Yes | Unique identifier of the vendor payment. |
| `description` | string | No | Details about the refund. |
| `refund_mode` | string | No | Method of refund (e.g., Cash, Check, Bank Transfer). Maximum 50 characters. |
| `exchange_rate` | number | No | Currency conversion rate. Defaults to 1 if not provided. |
| `organization_id` | string | Yes | ID of the organization. Required for users belonging to multiple organizations. |
| `reference_number` | string | No | Reference identifier for the refund. Maximum 100 characters. |
| `vendorpayment_refund_id` | string | Yes | Unique identifier of the vendor payment refund to update. |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Void Invoice

**Slug:** `ZOHO_BOOKS_VOID_INVOICE`

Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice to void |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |

### Write Off Invoice

**Slug:** `ZOHO_BOOKS_WRITE_OFF_INVOICE`

Tool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.

#### Input Parameters

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `invoice_id` | string | Yes | Unique identifier of the invoice to write off |
| `organization_id` | string | Yes | ID of the organization |

#### Output

| Parameter | Type | Required | Description |
|-----------|------|----------|-------------|
| `data` | string | Yes | Data from the action execution |
| `error` | string | No | Error if any occurred during the execution of the action |
| `successful` | boolean | Yes | Whether or not the action execution was successful or not |