Zoho Books
Connect Zoho Books to manage invoices, bills, customers, vendors, payments, expenses, banking, journals, taxes and projects.
You paste the Client ID and Client secret of a Server-based Application you register in the Zoho API Console, then sign in with Zoho and pick the Zoho Books organization to connect.
- Setup time
- 6 min
- Auth
- OAuth authorization
- API base URL
- https://www.zohoapis.com/books/v3
- Rate limits
- Per organization: 100 requests a minute; a day, Free 1,000, Standard 2,000, Professional 5,000, Premium, Elite and Ultimate 10,000; at the same time, 5 on Free and 10 on paid plans. Zoho mints at most 10 access tokens per refresh token every 10 minutes.
Before you begin
- A Zoho Books organization on any plan.
- A Zoho Books user role that can see what the AI should work with. An admin reaches everything.
- Knowing which Zoho data center your account lives in: the domain you sign in at, such as zoho.com, zoho.eu, zoho.in or zoho.com.au.
- PopMCP's callback URL from the connect form: https://app.popmcp.com/api/providers/zoho-books/callback
Get your credentials
Open the API Console for your data center
Sign in at api-console.zoho.com as the Zoho user whose Zoho Books access the AI should have. If your Zoho account lives in another data center, use that data center's console instead, for example api-console.zoho.eu, api-console.zoho.in or api-console.zoho.com.au. Click Get Started on your first visit, or Add Client if you already have clients.
Applications
Clients registered to call Zoho APIs with OAuth 2.0.
| Client name | Client type | Client ID |
|---|---|---|
| Reporting scriptCreated Mar 4, 2026 | Self Client | 1000.7Q2L****WK9T |
The console shows the clients of the data center you signed in to. A client made at api-console.zoho.eu does not appear at api-console.zoho.com.
Choose Server-based Applications
Pick Server-based Applications and click Create Now. PopMCP signs you in through a redirect, so the other client types, Self Client included, cannot complete the connection.
Choose a client type
The client type decides how users authorize your application.
| Client type | Use it for |
|---|---|
| Client-based Applications | Apps that run only in the browser |
| Server-based ApplicationsPick this one | Web apps with a server that redirect users to Zoho to authorize |
| Mobile-based Applications | Apps on phones and tablets |
| Non-browser Mobile Applications | Devices without a browser, such as smart TVs |
| Self Client | Back-end scripts with no redirect |
Server-based Applications is the only type that accepts PopMCP's redirect URL.
Name the client and add PopMCP's redirect URI
Enter a Client Name such as PopMCP and any Homepage URL, for example https://app.popmcp.com. Paste https://app.popmcp.com/api/providers/zoho-books/callback into Authorized Redirect URI, then click Create.
Server-based Applications
Enter the client's details.
Zoho matches the redirect URI exactly, so paste it from the PopMCP connect form rather than typing it.
Copy the Client ID and Client Secret
Open the Client Secret tab and copy Client ID (it starts with 1000.) and Client Secret. You only need the Settings tab if people in other data centers will sign in through this client: there you can turn on Multi-DC and tick their data centers.
PopMCP
Server-based Applications
- Client ID
- 1000.X8RT****MQ2Z
- Client Secret
- 4c1f****b07e
The Client ID stays the same in every data center; with Multi-DC on, Zoho can give each data center its own secret.
Paste both values into PopMCP, sign in and pick the organization
In PopMCP, paste the values into Client ID and Client secret. Only if you created the client outside zoho.com, open More options and type that data center into Zoho data center, for example EU, IN or AU. Click Sign in with Zoho and accept the permissions. PopMCP then lists your Zoho Books organizations: pick the one to connect and the workspace it belongs in.
Connect in PopMCP
Open your workspace, choose Zoho Books in the marketplace, and fill in the connect dialog:
| Field | What to enter |
|---|---|
| Client IDtext | The "Client ID" on your app's Client Secret tab. |
| Client secretsecret | The "Client Secret" on the same tab. Stored encrypted and used only on the server.Encrypted with AES-256-GCM on save and never shown again. |
| Zoho data centertext | Only when your app was made outside zoho.com: the data center its console is in, e.g. EU (zoho.eu), IN, AU, JP, CA, SA or CN. One of: US, EU, IN, AU, JP, CA, SA, UK, AE, SG, CN. |
https://app.popmcp.com/api/providers/zoho-books/callbackAt api-console.zoho.com choose "Server-based Applications", set any homepage URL, and paste this exact URL as the Authorized Redirect URI.
PopMCP verifies the credential against Zoho Books immediately. On success the connection flips to Verified and its MCP tools are provisioned.
Permissions PopMCP requests
These are the scopes sent to Zoho Books at authorization time.
| Scope | Why PopMCP asks for it |
|---|---|
| ZohoBooks.accountants.READ | Reads journals, the chart of accounts, base currency adjustments, registers and transaction locks. |
| ZohoBooks.banking.READ | Reads bank accounts, bank transactions, rules and reconciliations. |
| ZohoBooks.bills.READ | Reads bills, recurring bills and self-billed invoices. |
| ZohoBooks.categories.READ | Reads item categories. |
| ZohoBooks.contacts.READ | Reads customers, vendors, contact persons and statements. |
| ZohoBooks.creditnotes.READ | Reads credit notes and their refunds. |
| ZohoBooks.customerpayments.READ | Reads payments received and their refunds. |
| ZohoBooks.debitnotes.READ | Reads vendor credits. |
| ZohoBooks.deliverychallans.READ | Reads delivery challans. |
| ZohoBooks.estimates.READ | Reads estimates and quotes. |
| ZohoBooks.expenses.READ | Reads expenses, recurring expenses and employees. |
| ZohoBooks.fixedasset.READ | Reads fixed assets. |
| ZohoBooks.invoices.READ | Reads invoices, recurring and retainer invoices, debit notes and sales receipts. |
| ZohoBooks.items.READ | Reads items, item variants and item masters. |
| ZohoBooks.projects.READ | Reads projects, project users, tasks and time entries. |
| ZohoBooks.purchaseorders.READ | Reads purchase orders. |
| ZohoBooks.purchasereturns.READ | Reads purchase returns. |
| ZohoBooks.salesorders.READ | Reads sales orders. |
| ZohoBooks.settings.READ | Reads organizations, users, taxes, currencies, items, locations, price lists and reporting tags. PopMCP lists your organizations with it when you connect, so the connect fails without it. |
| ZohoBooks.vendorpayments.READ | Reads payments made and their refunds. |
| ZohoBooks.accountants.ALL | Creates and changes journals, accounts and transaction locks. |
| ZohoBooks.banking.ALL | Adds bank accounts and transactions, categorizes and matches them, and imports statements. |
| ZohoBooks.bills.ALL | Creates, changes and deletes bills and recurring bills. |
| ZohoBooks.categories.CREATE | Creates item categories. |
| ZohoBooks.categories.UPDATE | Changes item categories. |
| ZohoBooks.categories.DELETE | Deletes item categories. |
| ZohoBooks.contacts.ALL | Creates and changes contacts, and sends statements and portal invites. |
| ZohoBooks.creditnotes.ALL | Creates credit notes and refunds, applies them to invoices and emails them. |
| ZohoBooks.customerpayments.ALL | Records, changes and deletes payments received. |
| ZohoBooks.custommodules.ALL | Reads and changes custom modules and their records. Zoho documents only an all-access scope for these, so it comes with write actions. |
| ZohoBooks.debitnotes.ALL | Creates vendor credits and applies or refunds them. |
| ZohoBooks.deliverychallans.CREATE | Creates delivery challans. |
| ZohoBooks.deliverychallans.UPDATE | Changes delivery challans. |
| ZohoBooks.deliverychallans.DELETE | Deletes delivery challans. |
| ZohoBooks.estimates.ALL | Creates, changes, emails and deletes estimates. |
| ZohoBooks.expenses.ALL | Records and changes expenses, recurring expenses and receipts. |
| ZohoBooks.fixedasset.CREATE | Creates fixed assets. |
| ZohoBooks.fixedasset.UPDATE | Changes fixed assets. |
| ZohoBooks.fixedasset.DELETE | Deletes fixed assets. |
| ZohoBooks.invoices.ALL | Creates, changes, voids and emails invoices, and sends payment reminders. |
| ZohoBooks.items.CREATE | Creates items, item variants and item masters. |
| ZohoBooks.items.UPDATE | Changes items, item variants and item masters. |
| ZohoBooks.items.DELETE | Deletes items, item variants and item masters. |
| ZohoBooks.projects.ALL | Creates and changes projects, tasks and time entries. |
| ZohoBooks.purchaseorders.ALL | Creates, changes, emails and deletes purchase orders. |
| ZohoBooks.purchasereturns.CREATE | Creates purchase returns. |
| ZohoBooks.purchasereturns.UPDATE | Changes purchase returns. |
| ZohoBooks.purchasereturns.DELETE | Deletes purchase returns. |
| ZohoBooks.salesorders.ALL | Creates, changes, emails and deletes sales orders. |
| ZohoBooks.settings.ALL | Changes organization settings, users, taxes, currencies, locations and reporting tags. |
| ZohoBooks.vendorpayments.ALL | Records, changes and deletes payments made. |
Verify it worked
PopMCP shows Zoho Books as Connected under your organization's name, and zoho_books_get_organization returns that organization with its currency and time zone while zoho_books_list_contacts lists its customers and vendors.
Troubleshooting
"Zoho did not accept the Client ID and Client secret for the United States data center"
Why: The client was created in another data center's console, such as api-console.zoho.eu, while **Zoho data center** was left empty, or one of the values was mistyped.
Fix: Type that data center (EU, IN, AU, JP, CA, SA, UK, AE, SG or CN) into **Zoho data center** under **More options**, or turn on Multi-DC on the client's **Settings** tab. Recopy both values from the **Client Secret** tab.
"Zoho rejected the redirect URI"
Why: The client's **Authorized Redirect URI** does not exactly match PopMCP's callback.
Fix: Open the client in the API Console, correct **Authorized Redirect URI** on the **Client Details** tab to `https://app.popmcp.com/api/providers/zoho-books/callback`, save, and connect again.
"The Zoho sign-in expired before it could be completed"
Why: Zoho's authorization codes last two minutes, and the consent screen was left open too long.
Fix: Click **Sign in with Zoho** again and accept the consent screen without waiting.
"This Zoho account has no Zoho Books organization"
Why: You signed in with a Zoho account that has no Zoho Books organization in that data center.
Fix: Sign in with the Zoho account you use for Zoho Books, or start a Zoho Books organization first.
"Zoho Books refused to list your organizations"
Why: The permissions were not all accepted, or your Zoho Books role cannot see settings.
Fix: Connect again and accept every permission on the consent screen, or ask an admin to connect.
A working connection stops with "Zoho no longer accepts this connection's authorization"
Why: The refresh token was revoked, the password changed, or more than 20 connections were made for the same Zoho user, which makes Zoho retire the oldest.
Fix: Disconnect and reconnect Zoho Books.
A tool answers that it exceeded a call limit
Why: Zoho Books counts calls per organization: 100 a minute, a daily limit that depends on the plan, and a limit on calls at the same time.
Fix: Wait a minute for the per-minute limit, or until tomorrow for the daily one. Filter lists and use larger pages to spend fewer calls.
Reference
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