v1.0.2

Zoho Books

byungkyu byungkyu ← All skills

Zoho Books API integration with managed OAuth. Manage invoices, contacts, bills, expenses, and other accounting data. Use this skill when users want to read, create, update, or delete invoices, contacts, bills, expenses, or other financial records in Zoho Books. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key.

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Updated
2026-02-24

Install

npx clawhub@latest install zoho-books

Documentation

Zoho Books

Access the Zoho Books API with managed OAuth authentication. Manage invoices, contacts, bills, expenses, sales orders, purchase orders, and other accounting data with full CRUD operations.

Quick Start

List contacts

python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/contacts')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Base URL

https://gateway.maton.ai/zoho-books/books/v3/{endpoint}

The gateway proxies requests to www.zohoapis.com/books/v3 and automatically injects your OAuth token.

Authentication

All requests require the Maton API key in the Authorization header:

Authorization: Bearer $MATON_API_KEY
Environment Variable: Set your API key as MATON_API_KEY:
export MATON_API_KEY="YOUR_API_KEY"

Getting Your API Key

1. Sign in or create an account at [maton.ai](https://maton.ai)

2. Go to [maton.ai/settings](https://maton.ai/settings)

3. Copy your API key

Connection Management

Manage your Zoho Books OAuth connections at https://ctrl.maton.ai.

List Connections

python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://ctrl.maton.ai/connections?app=zoho-books&status=ACTIVE')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Create Connection

python <<'EOF'

import urllib.request, os, json

data = json.dumps({'app': 'zoho-books'}).encode()

req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

req.add_header('Content-Type', 'application/json')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Get Connection

python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Response:
{

"connection": {

"connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",

"status": "ACTIVE",

"creation_time": "2025-12-08T07:20:53.488460Z",

"last_updated_time": "2026-01-31T20:03:32.593153Z",

"url": "https://connect.maton.ai/?session_token=...",

"app": "zoho-books",

"metadata": {}

}

}

Open the returned url in a browser to complete OAuth authorization.

Delete Connection

python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Specifying Connection

If you have multiple Zoho Books connections, specify which one to use with the Maton-Connection header:

python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/contacts')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

If omitted, the gateway uses the default (oldest) active connection.

API Reference

Available Modules

Zoho Books organizes data into modules. Key modules include:

| Module | Endpoint | Description |

|--------|----------|-------------|

| Contacts | /contacts | Customers and vendors |

| Invoices | /invoices | Sales invoices |

| Bills | /bills | Vendor bills |

| Expenses | /expenses | Business expenses |

| Sales Orders | /salesorders | Sales orders |

| Purchase Orders | /purchaseorders | Purchase orders |

| Credit Notes | /creditnotes | Customer credit notes |

| Recurring Invoices | /recurringinvoices | Automated recurring invoices |

| Recurring Bills | /recurringbills | Automated recurring bills |

Contacts

#### List Contacts

GET /zoho-books/books/v3/contacts
Example:
python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/contacts')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Response:
{

"code": 0,

"message": "success",

"contacts": [...],

"page_context": {

"page": 1,

"per_page": 200,

"has_more_page": false,

"sort_column": "contact_name",

"sort_order": "A"

}

}

#### Get Contact

GET /zoho-books/books/v3/contacts/{contact_id}
Example:
python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/contacts/8527119000000099001')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

#### Create Contact

POST /zoho-books/books/v3/contacts

Content-Type: application/json

{

"contact_name": "Customer Name",

"contact_type": "customer"

}

Required Fields:
  • -contact_name - Display name for the contact
  • -contact_type - Either customer or vendor
Optional Fields:
  • -company_name - Legal entity name
  • -email - Email address
  • -phone - Phone number
  • -billing_address - Address object
  • -payment_terms - Days for payment
Example:
python <<'EOF'

import urllib.request, os, json

data = json.dumps({

"contact_name": "Acme Corporation",

"contact_type": "customer",

"company_name": "Acme Corp",

"email": "billing@acme.com",

"phone": "+1-555-1234"

}).encode()

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/contacts', data=data, method='POST')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

req.add_header('Content-Type', 'application/json')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Response:
{

"code": 0,

"message": "The contact has been added.",

"contact": {

"contact_id": "8527119000000099001",

"contact_name": "Acme Corporation",

"company_name": "Acme Corp",

"contact_type": "customer",

...

}

}

#### Update Contact

PUT /zoho-books/books/v3/contacts/{contact_id}

Content-Type: application/json

{

"contact_name": "Updated Name",

"phone": "+1-555-9999"

}

Example:
python <<'EOF'

import urllib.request, os, json

data = json.dumps({

"contact_name": "Acme Corporation Updated",

"phone": "+1-555-9999"

}).encode()

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/contacts/8527119000000099001', data=data, method='PUT')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

req.add_header('Content-Type', 'application/json')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

#### Delete Contact

DELETE /zoho-books/books/v3/contacts/{contact_id}
Example:
python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/contacts/8527119000000099001', method='DELETE')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Response:
{

"code": 0,

"message": "The customer has been deleted."

}

Invoices

#### List Invoices

GET /zoho-books/books/v3/invoices
Example:
python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/invoices')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

#### Get Invoice

GET /zoho-books/books/v3/invoices/{invoice_id}

#### Create Invoice

POST /zoho-books/books/v3/invoices

Content-Type: application/json

{

"customer_id": "8527119000000099001",

"line_items": [

{

"item_id": "8527119000000100001",

"quantity": 1,

"rate": 100.00

}

]

}

Required Fields:
  • -customer_id - Customer identifier
  • -line_items - Array of items with item_id or manual entry
Optional Fields:
  • -invoice_number - Auto-generated if not specified
  • -date - Invoice date (yyyy-mm-dd format)
  • -due_date - Payment due date
  • -discount - Percentage or fixed amount
  • -payment_terms - Days until due

#### Update Invoice

PUT /zoho-books/books/v3/invoices/{invoice_id}

#### Delete Invoice

DELETE /zoho-books/books/v3/invoices/{invoice_id}

#### Invoice Actions

Mark as sent

POST /zoho-books/books/v3/invoices/{invoice_id}/status/sent

Void invoice

POST /zoho-books/books/v3/invoices/{invoice_id}/status/void

Email invoice

POST /zoho-books/books/v3/invoices/{invoice_id}/email

Bills

#### List Bills

GET /zoho-books/books/v3/bills
Example:
python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/bills')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

#### Create Bill

POST /zoho-books/books/v3/bills

Content-Type: application/json

{

"vendor_id": "8527119000000099002",

"bill_number": "BILL-001",

"date": "2026-02-06",

"line_items": [

{

"account_id": "8527119000000100002",

"description": "Office Supplies",

"amount": 150.00

}

]

}

Required Fields:
  • -vendor_id - Vendor identifier
  • -bill_number - Unique bill number
  • -date - Bill date (yyyy-mm-dd)

#### Update Bill

PUT /zoho-books/books/v3/bills/{bill_id}

#### Delete Bill

DELETE /zoho-books/books/v3/bills/{bill_id}

Expenses

#### List Expenses

GET /zoho-books/books/v3/expenses
Example:
python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://gateway.maton.ai/zoho-books/books/v3/expenses')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

#### Create Expense

POST /zoho-books/books/v3/expenses

Content-Type: application/json

{

"account_id": "8527119000000100003",

"date": "2026-02-06",

"amount": 75.50,

"paid_through_account_id": "8527119000000100004",

"description": "Business lunch"

}

Required Fields:
  • -account_id - Expense account ID
  • -date - Expense date (yyyy-mm-dd)
  • -amount - Expense amount
  • -paid_through_account_id - Payment account ID
Optional Fields:
  • -description - Expense details
  • -customer_id - Billable customer ID
  • -is_billable - Boolean for billable expenses
  • -project_id - Associated project

#### Update Expense

PUT /zoho-books/books/v3/expenses/{expense_id}

#### Delete Expense

DELETE /zoho-books/books/v3/expenses/{expense_id}

Sales Orders

#### List Sales Orders

GET /zoho-books/books/v3/salesorders

#### Create Sales Order

POST /zoho-books/books/v3/salesorders

Purchase Orders

#### List Purchase Orders

GET /zoho-books/books/v3/purchaseorders

#### Create Purchase Order

POST /zoho-books/books/v3/purchaseorders

Credit Notes

#### List Credit Notes

GET /zoho-books/books/v3/creditnotes

Recurring Invoices

#### List Recurring Invoices

GET /zoho-books/books/v3/recurringinvoices

Recurring Bills

#### List Recurring Bills

GET /zoho-books/books/v3/recurringbills

Pagination

Zoho Books uses page-based pagination:

GET /zoho-books/books/v3/contacts?page=1&per_page=50

Response includes pagination info in page_context:

{

"code": 0,

"message": "success",

"contacts": [...],

"page_context": {

"page": 1,

"per_page": 50,

"has_more_page": true,

"sort_column": "contact_name",

"sort_order": "A"

}

}

Continue fetching while has_more_page is true, incrementing page each time.

Code Examples

JavaScript

const response = await fetch(

'https://gateway.maton.ai/zoho-books/books/v3/contacts',

{

headers: {

'Authorization': Bearer ${process.env.MATON_API_KEY}

}

}

);

const data = await response.json();

Python

import os

import requests

response = requests.get(

'https://gateway.maton.ai/zoho-books/books/v3/contacts',

headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'}

)

data = response.json()

Notes

  • -All successful responses have code: 0 and a message field
  • -Dates should be in yyyy-mm-dd format
  • -Contact types are customer or vendor
  • -Some modules (items, chart of accounts, bank accounts, projects) may require additional OAuth scopes. If you receive a scope error, contact Maton support at support@maton.ai with the specific operations/APIs you need and your use-case
  • -Rate limits: 100 requests/minute per organization
  • -Daily limits vary by plan: Free (1,000), Standard (2,000), Professional (5,000), Paid (10,000)
  • -IMPORTANT: When using curl commands, use curl -g when URLs contain brackets to disable glob parsing
  • -IMPORTANT: When piping curl output to jq or other commands, environment variables like $MATON_API_KEY may not expand correctly in some shell environments

Error Handling

| Status | Meaning |

|--------|---------|

| 400 | Missing Zoho Books connection or invalid request |

| 401 | Invalid or missing Maton API key, or OAuth scope mismatch |

| 404 | Resource not found |

| 429 | Rate limited |

| 4xx/5xx | Passthrough error from Zoho Books API |

Common Error Codes

| Code | Description |

|------|-------------|

| 0 | Success |

| 57 | Not authorized (OAuth scope mismatch) |

| 1 | Invalid value |

| 2 | Mandatory field missing |

| 3 | Resource does not exist |

| 5 | Invalid URL |

Troubleshooting: API Key Issues

1. Check that the MATON_API_KEY environment variable is set:

echo $MATON_API_KEY

2. Verify the API key is valid by listing connections:

python <<'EOF'

import urllib.request, os, json

req = urllib.request.Request('https://ctrl.maton.ai/connections')

req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')

print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))

EOF

Troubleshooting: Invalid App Name

1. Ensure your URL path starts with zoho-books. For example:

  • -Correct: https://gateway.maton.ai/zoho-books/books/v3/contacts
  • -Incorrect: https://gateway.maton.ai/books/v3/contacts

Resources

  • -[Zoho Books API v3 Introduction](https://www.zoho.com/books/api/v3/introduction/)
  • -[Zoho Books Invoices API](https://www.zoho.com/books/api/v3/invoices/)
  • -[Zoho Books Contacts API](https://www.zoho.com/books/api/v3/contacts/)
  • -[Zoho Books Bills API](https://www.zoho.com/books/api/v3/bills/)
  • -[Zoho Books Expenses API](https://www.zoho.com/books/api/v3/expenses/)
  • -[Maton Community](https://discord.com/invite/dBfFAcefs2)
  • -[Maton Support](mailto:support@maton.ai)

Launch an agent with Zoho Books on Termo.