zoho-books
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.
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
- Sign in or create an account at maton.ai
- Go to maton.ai/settings
- 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 contactcontact_type- Eithercustomerorvendor
Optional Fields:
company_name- Legal entity nameemail- Email addressphone- Phone numberbilling_address- Address objectpayment_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 identifierline_items- Array of items withitem_idor manual entry
Optional Fields:
invoice_number- Auto-generated if not specifieddate- Invoice date (yyyy-mm-dd format)due_date- Payment due datediscount- Percentage or fixed amountpayment_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 identifierbill_number- Unique bill numberdate- 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 IDdate- Expense date (yyyy-mm-dd)amount- Expense amountpaid_through_account_id- Payment account ID
Optional Fields:
description- Expense detailscustomer_id- Billable customer IDis_billable- Boolean for billable expensesproject_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 ${process.env.MATON_API_KEY}`
}
}
);
const data = await response.json();
Python
import os
import requests
response = requests.get(
'https://gateway.maton.ai/zoho-books/books/v3/contacts',
headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'}
)
data = response.json()
Notes
- All successful responses have
code: 0and amessagefield - Dates should be in
yyyy-mm-ddformat - Contact types are
customerorvendor - Some modules (items, chart of accounts, bank accounts, projects) may require additional OAuth scopes. If you receive a scope error, contact Maton support at support@maton.ai with the specific operations/APIs you need and your use-case
- Rate limits: 100 requests/minute per organization
- Daily limits vary by plan: Free (1,000), Standard (2,000), Professional (5,000), Paid (10,000)
- IMPORTANT: When using curl commands, use
curl -gwhen URLs contain brackets to disable glob parsing - IMPORTANT: When piping curl output to
jqor other commands, environment variables like$MATON_API_KEYmay 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: Invalid API Key
When you receive a "Invalid API key" error, ALWAYS follow these steps before concluding there is an issue:
- Check that the
MATON_API_KEYenvironment variable is set:
echo $MATON_API_KEY
- 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