Connect your AI agent to Zoho Books
Zoho Books handles accounting, invoicing, and expense tracking, offering real-time collaboration and integrations within the Zoho ecosystem
Set it up in Melso
- 1In Melso, open Settings → Agent Apps and hit Connect on Zoho Books.
- 2Finish the OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
- 3Open your agent, go to its Agent Apps tab, and allow Zoho Books.
- 4Give the agent a task. It calls Zoho Books itself when the work needs it.
What Zoho Books gives your agent
The tools, permissions, and events Zoho Books exposes — the same ones your agent can use once the app is authorized.
What you sign in with
Zoho Books connects with OAUTH2.
- Client id
- Client secret
Permissions
Tools Zoho Books exposes
Accept Estimate
Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.
Activate Bank Account
Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.
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.
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.
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.
Add Invoice Comment
Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.
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.
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.
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