First-party app
Zoho Invoice

Zoho Invoice

Create, send and manage contacts, items, invoices and estimates in Zoho Invoice, across every Zoho data centre.

stable Finance & Accounting

About

Zoho Invoice ships in the w6w first-party pack. It declares 22 actions, 2 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.zoho-invoice
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Finance & Accounting

Overview

Zoho Invoice puts a business’s invoicing records into a workflow — list, read, create, update and delete contacts and catalog items, manage invoices through their full lifecycle including marking one sent, voiding it or emailing it to a customer, and create and read estimates. Every action falls back to the organization the connection was authorized against, so a single-organization account needs nothing extra configured; listing organizations is how a workflow discovers the id for anything else.

Zoho hosts every organization in one of eight regional data centres, each with its own API host and, almost always, its own connection endpoint, so this app routes each region through its own dedicated connection rather than one that could silently send an EU organization’s requests through the US region instead. Canada is the one region where that connection endpoint breaks the naming pattern the other seven follow, and this app points at the real endpoint rather than the one the pattern would suggest.

Recurring invoices, retainer invoices, credit notes, customer payments, expenses, projects/time entries, bulk export and every jurisdiction-specific tax feature such as GST are deliberately left out as not core to workflow automation of an Invoice account; create and update calls take a generic set of fields for the same reason, since Zoho Invoice’s own forms run to dozens of optional, region-specific attributes.

Build with Zoho Invoice

Three routes to the same 22 actions. The Workflow tab is generated from Zoho Invoice's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

Create Contact

contact-create

Create a customer or vendor. `contact_name` is required, e.g. { "contact_name": "Acme Inc", "contact_type": "customer", "email": "billing@acme.com" }.

Delete Contact

contact-delete

Delete a contact. Fails if the contact has recorded transactions (invoices, estimates, payments).

Get Contact

contact-get

Retrieve one contact (customer or vendor) by id.

List Contacts

contact-list

List customers and vendors, with an optional status filter/search text.

Update Contact

contact-update

Update fields on an existing contact.

Create Estimate

estimate-create

`customer_id` is required, e.g. { "customer_id": "460000000123456", "line_items": [{ "item_id": "460000000234567", "quantity": 1 }] }.

Get Estimate

estimate-get

Retrieve one estimate by id.

List Estimates

estimate-list

List estimates.

Create Invoice

invoice-create

`customer_id` is required, e.g. { "customer_id": "460000000123456", "line_items": [{ "item_id": "460000000234567", "quantity": 1 }] }.

Delete Invoice

invoice-delete

Delete an invoice.

Email Invoice

invoice-email

Email an invoice to the customer.

Get Invoice

invoice-get

Retrieve one invoice by id.

List Invoices

invoice-list

List invoices, with optional customer/status filters.

Mark Invoice As Sent

invoice-mark-sent

Mark a draft invoice as sent.

Update Invoice

invoice-update

Update fields on an existing invoice.

Void Invoice

invoice-void

Mark an invoice as void. Any payments/credits applied to it are unassociated and become customer credits.

Create Item

item-create

`name` and `rate` are required, e.g. { "name": "Consulting", "rate": 150 }.

Delete Item

item-delete

Delete a catalog item.

Get Item

item-get

Retrieve one catalog item by id.

List Items

item-list

List catalog items, with an optional search text filter.

Update Item

item-update

Update fields on an existing catalog item.

List Organizations

organization-list

List every Zoho Invoice organization this connection can access.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying Zoho Invoice's real ids.

{
  "manifestVersion": "2",
  "name": "zoho-invoice-example",
  "steps": [
    {
      "id": "contact-create",
      "uses": {
        "app": "io.w6w.zoho-invoice",
        "action": "contact-create",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "fields": "<fields>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create Contact

    perform
    contact-create
  • Get Contact

    read
    contact-get
  • List Contacts

    read
    contact-list
  • Update Contact

    perform
    contact-update
  • Create Estimate

    perform
    estimate-create

+17 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for Zoho Invoice, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to Zoho Invoice. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "contact-create",
  payload: {
    fields: "<value>",
    // organizationId: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action contact-create --payload '{"fields":"<value>"}'

Give an AI agent Zoho Invoice — without giving it Zoho Invoice's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.zoho-invoice#contact-create",
    "input": {
      "fields": "<fields>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's Zoho Invoice connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

Zoho Invoice's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. Zoho Invoice itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

Zoho Invoice declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

Zoho Invoice platform status

Reads the "Zoho Invoice" component off Zoho's StatusIQ RSS feed (us.zohostatus.com/rss). Unauthenticated and unsigned.

quota

Plan headroom