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// Skill profile

Zoho Books

Name: Zoho Books
Author: byungkyu

name: zoho-books

by byungkyu · published 2026-03-22

邮件处理数据处理加密货币

Total installs

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★ 0

Last updated

2026-03

// Install command

$ claw add gh:byungkyu/byungkyu-zoho-books

View on GitHub

// Full documentation

---

name: zoho-books

description: |

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.

metadata:

author: maton

version: "1.0"

clawdbot:

emoji: 🧠

requires:

env:

- 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

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)

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