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Manage customers, invoices, and synced Zoho data from one AI-ready server.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Zoho CRM + Books MCP Server" yet — see the docs or source repo.
Check new leads in Zoho CRM, find closed-won records that do not yet have customer profiles in Zoho Books, and generate a sync recommendation list.
A list of customers to sync, including CRM records, Books status, and recommended actions.
Search for records related to customer 'Xinghe Tech' in Zoho CRM and Zoho Books, then summarize contacts, deal stage, latest invoice amount, and payment status.
A cross-system customer overview combining sales progress and financial status.
Find all overdue unpaid invoices in Zoho Books, match them with the corresponding account owners in Zoho CRM, and create a priority-ranked follow-up list.
A prioritized task list for payment collection and sales follow-up.
Manage Zoho Books invoices, contacts, expenses, and sales orders using natural language.
Connect Zoho Books to automate bookkeeping, invoices, bills, and expense workflows.
Safely write ledger entries, categorize bank feeds, and attach receipts in Zoho Books.
Set up and extend MCP servers for Claude and Zoho CRM integrations.
Connect AI to Zoho Mail for searching, reading, sending, and replying.
Manage Zoho Projects tasks, time logs, and comments through natural language.