Instant Connections

Tool to mark an estimate as accepted. Use after reviewing and confirming the estimate.

Tool to activate a bank account. Use when you need to reactivate a previously deactivated bank account after confirming its ID.

Tool to add an attachment to an existing bill in Zoho Books. Use when you need to attach a file to a bill.

Tool to add a comment to a bill in Zoho Books. Use when you need to add notes or comments to an existing bill for tracking or collaboration purposes.

Tool to add an additional address to a contact in Zoho Books. Use when you need to add a new shipping, billing, or other address to an existing contact.

Tool to add a comment to an invoice. Use when you need to attach notes or comments to an existing invoice.

Tool to add a comment to a project. Use when you need to attach notes or comments to an existing project for tracking or collaboration purposes.

Tool to add a comment to a purchase order in Zoho Books. Use when you need to add notes or comments to an existing purchase order for tracking or collaboration purposes.

Tool to add a comment to a sales order in Zoho Books. Use when you need to add notes or comments to an existing sales order for tracking or collaboration purposes.

Tool to add a comment to a vendor credit. Use when you need to attach notes or comments to an existing vendor credit for tracking or collaboration purposes.

Tool to apply a credit note to one or more invoices in Zoho Books. Use when you need to apply available credit from a credit note to reduce the outstanding balance of invoices.

Tool to apply vendor credits to a bill in Zoho Books. Use when you need to apply one or more vendor credits to reduce the outstanding balance of a bill.

Tool to apply credit notes to an invoice in Zoho Books. Use when you need to apply one or more credit notes to reduce the outstanding balance of an invoice.

Tool to export multiple invoices to a single PDF. Use when you have up to 25 invoice IDs ready to merge.

Tool to bulk print up to 25 invoices as a single PDF. Use when you have multiple invoice IDs and need a combined PDF for printing.

Tool to categorize an uncategorized bank transaction as a customer payment refund. Use when you need to link a bank withdrawal to a refund issued to a customer.

Tool to categorize an uncategorized bank transaction. Use after fetching an uncategorized entry to assign proper type and details.

Tool to clone an existing project. Use when duplicating a project with a new name and optional description.

Tool to retrieve bill data from purchase orders for conversion. Use when you need to convert one or more purchase orders into a bill.

Tool to create a bank or credit card account. Use when you need to add a new bank or credit card account to your Zoho Books organization.

Tool to create a manual bank transaction. Use when you need to record a non-invoice bank movement in Zoho Books after obtaining valid account IDs. All IDs (from_account_id, to_account_id, customer_id) must belong to the same organization as organization_id.

Tool to create a new chart of account in Zoho Books. Use when you need to add a new account with account type, code, and other details to the organization's chart of accounts.

Tool to create a new contact in Zoho Books. Use when adding a customer or vendor after gathering details.

Tool to create a new contact person for an existing contact in Zoho Books. Use when adding an individual to a contact record.

Tool to create a new currency for an organization. Use when you need to add a new currency to Zoho Books.

Tool to refund an excess customer payment. Use when a customer has overpaid and needs to receive a refund.

Tool to create a new employee in Zoho Books. Use when adding an employee to track expenses and time entries.

Tool to create a new exchange rate for a currency. Use after confirming currency_id and organization_id.

Tool to create a new expense in Zoho Books. Use when you need to record business expenses.

Tool to create an instant invoice from an existing sales order. Use when you need to convert a sales order to an invoice.

Tool to create a new item (product or service). Use when you need to add new items with pricing and inventory details. Item names must be unique within an organization. If an item with the same name already exists, the API returns code=1001 with message indicating the duplicate. Check the response code to handle this scenario - use LIST_ITEMS to verify if an item exists before creating, or handle code=1001 responses to retrieve/update the existing item instead.

Tool to create a journal entry in Zoho Books. Use when recording manual journal entries with debit and credit line items.

Tool to create a new location in Zoho Books. Use when you need to add a new physical or virtual location for inventory management or business operations.

Tool to create a project in Zoho Books. Use when you need to create a new project for tracking work and billing.

Tool to create a recurring bill in Zoho Books. Use when you need to set up automated vendor bills that recur at regular intervals (daily, weekly, monthly, or yearly).

Tool to create a new recurring expense in Zoho Books. Use when you need to set up automated recurring expenses.

Tool to create a recurring invoice. Use when you need to set up automatic invoice generation on a regular schedule.

Tool to create a new reporting tag in Zoho Books. Use when you need to create custom tags for categorizing transactions, customers, or other entities for reporting purposes.

Tool to create a rule for automatic transaction categorization. Use when you need to set up automatic categorization for deposits/withdrawals (bank accounts) or refunds/charges (credit card accounts) based on transaction criteria like amount, description, or payee.

Tool to create a sales receipt in Zoho Books. Use when you need to record a payment received from a customer along with line items for goods or services sold.

Tool to create a new time entry for a project task. Use when you need to log time spent by a user on a specific task.

Tool to create a new user in Zoho Books. Use when inviting a team member to your organization.

Tool to create a vendor credit in Zoho Books. Use when you need to record a credit from a vendor.

Tool to create a vendor payment in Zoho Books. Use when you need to record a payment made to a vendor, either for specific bills or as a general payment.

Tool to deactivate a bank account. Use when you need to mark an existing bank account as inactive after confirming its ID.

Tool to delete a bank account from your organization. Use when you need to remove an existing bank account after confirming its ID.

Tool to delete a specific bank transaction. Use when you need to remove an existing transaction after confirming its ID.

Tool to delete a specific bill. Use when you need to remove an existing bill after confirming its ID.

Tool to delete an attachment from a specific bill. Use when you need to remove an attached document from an existing bill.

Tool to delete a comment from a bill. Use when you need to remove a specific comment after confirming both the bill ID and comment ID.

Tool to delete a specific bill payment. Use when you need to remove a payment record from a bill after confirming both the bill ID and payment ID.

Tool to bulk delete multiple customer payments. Use when you need to remove multiple customer payment records at once.

Tool to bulk delete multiple vendor payments. Use when you need to remove multiple vendor payment records at once.

Tool to delete a specific chart of account. Use when you need to remove an existing account after confirming its ID.

Tool to delete a chart of account transaction. Use when you need to remove an existing transaction after confirming its ID.

Tool to delete a specific contact. Use when you need to remove an existing contact after confirming its ID.

Tool to delete an additional address from a contact. Use when you need to remove a specific address entry from a contact's address list.

Tool to delete a specific contact person. Use when you need to remove a contact person from a contact after confirming their ID.

Tool to delete a specific credit note. Use when you need to remove an existing credit note after confirming its ID.

Tool to delete a comment from a credit note. Use when you need to remove a specific comment from a credit note after confirming both IDs.

Tool to delete a specific credit note refund. Use when you need to remove a refund entry from a credit note.

Tool to delete a specific currency from organization settings. Use when you need to remove an unused currency after confirming it has no associated transactions.

Tool to delete a customer payment. Use when you need to remove an existing payment record after confirming its ID.

Tool to delete a specific customer payment refund. Use when you need to remove an existing refund after confirming its ID.

Tool to delete a specific employee. Use when you need to remove an existing employee after confirming its ID.

Tool to delete a specific estimate. Use when you need to remove an existing estimate after confirming its ID.

Tool to delete an exchange rate for a currency. Use when you need to remove an existing exchange rate after confirming the currency_id and exchange_rate_id.

Tool to delete a specific expense. Use when you need to remove an existing expense after confirming its ID.

Tool to delete a receipt from an expense. Use when you need to remove an attached receipt from an existing expense after confirming its ID.

Tool to delete a specific invoice. Use when you need to remove an existing invoice after confirming its ID.

Tool to delete the last attached attachment from an invoice. Use when you need to remove the most recently attached file from a specific invoice.

Tool to delete a comment from an invoice. Use when you need to remove a specific comment from an invoice.

Tool to delete a document/attachment from a specific invoice. Use when you need to remove an invoice attachment after confirming it is no longer needed.

Tool to delete a payment applied to an invoice. Use when you need to remove a payment record from a specific invoice.

Tool to delete a specific item. Use when you need to remove an unused item after confirming it has no linked transactions.

Tool to delete a journal comment using Zoho Books API v4 (Beta). Use when you need to remove an existing comment from a journal after confirming both the journal ID and comment ID.

Tool to delete a document/attachment from a journal entry. Use when you need to remove an existing attachment from a journal.

Tool to delete multiple journal entries in one request. Use when you need to remove multiple journals after confirming their IDs.

Tool to delete a journal using the v4 Beta API. Use when you need to remove an existing journal after confirming its ID.

Tool to delete a specific location. Use when you need to remove a location from the organization.

Tool to delete a project comment using v4 Beta API. Use when you need to remove an existing comment from a project after confirming its ID.

Tool to delete a project task. Use when you need to remove a task from a project after confirming both project ID and task ID.

Tool to delete a specific project using v4 Beta API. Use when you need to remove an existing project after confirming its ID.

Tool to delete a specific purchase order. Use when you need to remove an existing purchase order after confirming its ID.

Tool to delete an attachment from a purchase order. Use when you need to remove a file attached to a purchase order after confirming the purchase order ID.

Tool to delete a comment from a purchase order. Use when you need to remove an existing comment after confirming its ID.

Tool to delete a recurring bill. Use when you need to remove an existing recurring bill after confirming its ID.

Tool to delete a recurring invoice. Use when you need to remove an existing recurring invoice after confirming its ID.

Tool to delete a bank account rule from your account. Use when you need to remove a rule and make it no longer applicable on transactions.

Tool to delete a comment from a sales order. Use when you need to remove a specific comment from a sales order.

Tool to delete a specific sales receipt. Use when you need to remove an existing sales receipt after confirming its ID.

Tool to delete a specific time entry from a project. Use when you need to remove an existing time entry after confirming its ID.

Tool to delete a specific vendor credit. Use when you need to remove an existing vendor credit after confirming its ID.

Tool to delete a vendor credit refund. Use when you need to remove a refund associated with a vendor credit.

Tool to delete a vendor payment. Use when you need to remove an existing vendor payment record after confirming its ID.

Tool to disable payment reminders for a contact. Use when you need to stop all automated payment reminder emails for a specific contact.

Tool to disable payment reminders for an invoice. Use when you need to stop automatic payment reminder emails for a specific invoice.

Tool to email a statement to a contact. Use when you need to send account statements to customers or vendors for a specific period.

Tool to send an estimate email. Use after estimate creation to share it with the customer.

Tool to send an invoice email. Use after invoice creation to share it with the customer.

Tool to enable payment reminders for a contact. Use when you need to activate automated payment reminder emails for a specific contact.

Tool to enable portal access for a contact. Use when you need to grant customer portal access to a specific contact after confirming its ID.

Tool to enable payment reminders for an invoice. Use when you need to activate automated payment reminder emails for a specific invoice.

Tool to exclude an uncategorized bank transaction. Use when you need to mark a transaction as excluded from categorization.

Tool to export multiple estimates to a single PDF. Use when you have up to 25 estimate IDs ready to merge.

Tool to export multiple sales orders to a single PDF. Use when you have up to 25 sales order IDs ready to merge.

Retrieve the organization-wide account transaction report for a date range.

Tool to retrieve all options for a reporting tag. Use when you need to fetch the complete list of tag option values.

Tool to fetch details of a specific bank account. Use when you need full metadata of one account by ID.

Tool to fetch details of a specific base currency adjustment. Use when you need to retrieve adjustment information by its ID.

Tool to fetch details of a specific bill. Use after confirming the organization context.

Tool to fetch an attachment from a specific bill. Use when you need to download a document attached to a bill.

Tool to fetch details of a specific chart of account. Use when you need to retrieve all attributes of an existing account by its ID.

Tool to fetch details of a specific contact. Use when you need to retrieve comprehensive contact information after obtaining the contact_id.

Tool to retrieve all addresses associated with a contact. Use when you need to fetch billing, shipping, and additional addresses for a specific contact.

Tool to retrieve details of a specific contact person. Use when you need to fetch information about an individual associated with a contact.

Tool to retrieve the pre-populated email content for a contact statement. Use when you need to get the email template, subject, body, and recipients before sending a statement.

Tool to fetch details of a specific credit note by ID. Use when you need the full credit note record including line items, taxes, and applied invoices.

Tool to retrieve details of a specific currency. Use when you need to get currency settings including exchange rates and formatting options.

Tool to fetch details of a specific estimate. Use when you need to retrieve all attributes of an existing estimate by its ID.

Tool to retrieve the pre-populated email content for an estimate. Use when you need to get the email template, subject, body, and recipients before sending an estimate email.

Tool to fetch details of a specific expense. Use when you need the full expense record by its ID after creation or listing.

Tool to fetch details of a specific invoice. Use when you need the full invoice record by its ID after creation or listing.

Tool to fetch the last attached attachment from a specific invoice. Use when you need to download a document attached to an invoice.

Tool to retrieve the pre-populated email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending an invoice email.

Tool to fetch details of a specific item. Use when you need to retrieve all attributes of an existing item by its ID.

Tool to retrieve the list of available journal credits for a specific journal using v4 Beta API. Use when you need to view credits associated with a journal entry.

Tool to fetch details of a specific journal entry from Zoho Books API v4 (Beta). Use when you need complete journal information including line items, tax details, metadata, and approvals.

Tool to retrieve a paginated list of journals using Zoho Books v4 Beta API. Use when you need to fetch and filter journal entries with advanced filtering options.

Tool to get details of previously imported statement for a bank account. Use when you need to retrieve information about the last statement import.

Tool to retrieve potential matching transactions for an uncategorized bank transaction. Use when you need to find existing transactions that could be matched with an imported or uncategorized transaction for reconciliation purposes.

Tool to retrieve opening balance for an organization. Use when you need to view the initial account balances configured in Zoho Books.

Tool to fetch details of a specific organization. Use when you need to retrieve comprehensive organization information by its ID.

Tool to retrieve the pre-populated payment reminder email content for an invoice. Use when you need to get the email template, subject, body, and recipients before sending a payment reminder.

Tool to fetch details of a specific project. Use when you need to retrieve comprehensive project information after obtaining the project_id.

Tool to fetch details of a specific user associated with a project. Use when you need to retrieve user information for a project.

Tool to fetch details of a specific purchase order. Use after confirming the organization context to retrieve comprehensive purchase order information.

Tool to retrieve a single recurring invoice profile's full configuration by ID. Returns complete schedule, customer, line items, and status for 'read-before-write' update safety.

Tool to fetch details of a specific sales order. Use when you need the full record of a sales order by its ID.

Tool to fetch an attachment from a specific sales order. Use when you need to download a document attached to a sales order.

Tool to retrieve the pre-populated email content for a sales order. Use when you need to get the email template, subject, body, and recipients before sending a sales order email.

Tool to fetch details of a specific user. Use after obtaining the user_id to retrieve comprehensive user information.

Tool to fetch details of a specific vendor credit refund. Use when you need to retrieve information about a refund associated with a vendor credit.

Tool to import bank or credit card statement transactions in bulk. Use when you need to import multiple transactions from a bank statement.

Tool to list bank and credit card accounts. Use when retrieving all accounts for reconciliation or overview. Paginate using `page` and `per_page` for large organizations with many accounts.

List imported statements for a Zoho Books bank account.

Tool to list all rules created for a bank or credit card account. Use when you need to retrieve rules for transaction categorization and automation.

Tool to list bank transactions with optional filters. Use when you need to retrieve transactions for reconciliation and reporting.

Tool to list base currency adjustments for an organization. Use when retrieving currency adjustment records for reconciliation or reporting.

Tool to list comments and history entries for a bill. Use when retrieving all comments and historical activities associated with a specific bill.

Tool to list payments recorded against a bill. Use when retrieving all payment transactions applied to a specific vendor bill.

Tool to retrieve a paginated list of bills. Use when listing bills with filters and pagination.

Tool to list chart of accounts. Use when you need to fetch all chart of accounts with optional filtering, sorting, and pagination.

Tool to list transactions for a specific chart of account. Use when you need to retrieve transaction history for an account with optional filters.

Tool to retrieve recent activities and comments for a specific contact. Use when you need to fetch the comment history of a contact.

Tool to retrieve a paginated list of contact persons from Zoho Books. Use when you need to list all contact persons across all contacts in the organization.

Tool to list refunds for a contact. Use when retrieving all refund transactions associated with a specific contact.

Tool to retrieve a paginated list of contacts with optional filters. Use when you need to fetch and filter contacts from Zoho Books before processing them.

Tool to retrieve a paginated list of credit note refunds with filters. Use when you need to fetch credit note refunds from Zoho Books.

Tool to retrieve a paginated list of credit notes with optional filters. Use when you need to discover credit note IDs or fetch credit notes by status, customer, date, or amount.

Tool to list currencies configured for the organization. Use after authentication to retrieve all currency settings.

Tool to list refunds of a customer payment. Use when retrieving all refund transactions for a specific customer payment.

Tool to list customer payments in Zoho Books. Use when retrieving all customer payment transactions with optional filters.

Tool to retrieve a paginated list of employees. Use when you need to fetch and browse employees of an organization in Zoho Books.

Tool to retrieve comments and history for a specific estimate. Use when you need to fetch activity log, status changes, or user comments associated with an estimate.

Tool to retrieve a paginated list of estimates with optional filters. Use when you need to discover estimate IDs or fetch estimates by status, customer, date range, or amount.

Tool to retrieve a list of estimate templates. Use when you need to fetch available estimate templates for the organization.

Tool to retrieve history and comments for a specific expense. Use when you need to fetch the comment history and activity log of an expense.

Tool to retrieve a paginated list of expenses with filters and search. Use when you need to fetch and filter expenses from Zoho Books.

Tool to retrieve a paginated list of fixed assets from Zoho Books. Use when you need to fetch and filter fixed assets with optional sorting and pagination.

Tool to retrieve a paginated list of fixed asset types from Zoho Books. Use when you need to fetch available fixed asset type classifications for categorizing fixed assets.

Tool to list comments and history entries for an invoice. Use when retrieving all comments and historical activities associated with a specific invoice.

Tool to list credit notes applied to an invoice. Use when retrieving all credit transactions applied to a specific invoice.

Tool to list payments recorded against an invoice. Use when retrieving all payment transactions applied to a specific invoice.

Tool to retrieve a paginated list of invoices with filters and search. Use when you need to fetch and filter invoices before processing.

Tool to retrieve a list of invoice templates. Use when you need to fetch available invoice templates for the organization.

Tool to bulk fetch details for multiple items from Zoho Books using their IDs. Use when you need to retrieve detailed information for multiple items in a single API call.

Tool to retrieve a paginated list of items from Zoho Books. Use when you need to list items with optional filters, search, and sorting.

Tool to list journal templates with pagination. Use when you need to retrieve predefined journal entry templates for accounting.

Tool to list all locations in the organization. Use when you need to retrieve all available locations from Zoho Books.

Tool to list all organizations for the authenticated user. Use when you need to obtain the organization_id for subsequent API calls.

Tool to retrieve a paginated list of projects with optional filters. Use when you need to fetch projects from Zoho Books for a specific organization.

Tool to retrieve all users assigned to a project. Use when you need to fetch the list of users associated with a specific project in Zoho Books.

Tool to retrieve a paginated list of purchase orders. Use when listing purchase orders with filters, search, and pagination.

Tool to list comments and history entries for a recurring bill. Use when retrieving all comments and historical activities associated with a specific recurring bill.

Tool to retrieve comments and history for a specific recurring invoice. Use when you need to view all activities, comments, and historical changes associated with a recurring invoice.

Tool to retrieve all reporting tags from Zoho Books. Use when you need to list reporting tags for categorization and filtering purposes.

Tool to retrieve a paginated list of retainer invoices with filters and sorting. Use when listing retainer invoices before processing them.

Tool to list comments and history entries for a sales order. Use when retrieving all comments and historical activities associated with a specific sales order.

Tool to retrieve a paginated list of sales orders. Use when browsing sales orders by organization with optional sorting and filtering.

Tool to retrieve a paginated list of sales receipts with filters. Use when you need to fetch sales receipts by customer, date range, amount, or other criteria.

Tool to retrieve a paginated list of tasks for a specific project. Use when you need to fetch tasks associated with a project in Zoho Books.

Tool to retrieve a paginated list of taxes. Use when you need to fetch tax configurations for an organization in Zoho Books.

Tool to retrieve a list of tax exemptions from Zoho Books. Use when you need to list tax exemptions for US Edition organizations. This feature is only available for US Edition of Zoho Books.

Tool to retrieve a paginated list of users. Use when you need to fetch and browse users of an organization in Zoho Books.

Tool to retrieve a paginated list of vendor credit refunds with filters. Use when you need to fetch vendor credit refunds from Zoho Books.

Tool to list refunds of a specific vendor credit. Use when retrieving all refund transactions applied to a particular vendor credit.

Tool to retrieve a paginated list of vendor credits with filters and search. Use when you need to fetch and filter vendor credits before processing.

Tool to list refunds of a vendor payment. Use when retrieving all refund transactions applied to a specific vendor payment.

Tool to retrieve a paginated list of vendor payments with filters and search. Use when listing vendor payments for reporting or reconciliation.

Tool to mark a bill as open. Use when you need to change a bill's status to open (e.g., from void status).

Tool to mark a bill as Void. Use when you need to void an existing bill after reviewing any outstanding payments.

Tool to mark a contact as active. Use when you need to reactivate a previously deactivated contact after confirming its ID.

Tool to mark a contact as inactive. Use when you need to deactivate a contact after confirming its ID.

Tool to mark an estimate as Sent. Use after the estimate is finalized and ready for delivery to the customer.

Tool to mark an invoice as Sent. Use after the invoice is finalized and ready for delivery to the customer.

Tool to mark an item as active. Use when you need to reactivate a previously deactivated item after confirming its ID.

Tool to mark an item as inactive. Use when you need to deactivate an item after confirming its ID.

Tool to mark a location as active. Use when you need to activate a previously inactive location.

Tool to mark a location as inactive. Use when you need to deactivate a location without permanently deleting it.

Tool to mark a location as primary. Use when you need to set a specific location as the primary location for the organization after confirming its ID.

Tool to mark a project as active. Use when you need to reactivate a previously inactive project after confirming its ID.

Tool to mark a reporting tag as active. Use when you need to activate a reporting tag after ensuring it has at least one option configured.

Tool to mark a reporting tag as inactive. Use when you need to deactivate a reporting tag that is no longer needed.

Tool to mark an option as default for a reporting tag. Use when you need to set a specific tag option as the default choice.

Tool to mark a retainer invoice as Sent. Use after the retainer invoice is finalized and ready for delivery to the customer.

Tool to mark a sales order as Void. Use when you need to void an existing sales order after reviewing any outstanding deliveries or invoices.

Tool to mark a reporting tag option as active. Use when you need to activate a previously inactive tag option for an organization.

Tool to mark a reporting tag option as inactive. Use when you need to deactivate a specific tag option for reporting purposes.

Tool to mark a user as inactive in Zoho Books. Use when you need to deactivate a user account while preserving their historical data.

Tool to void a vendor credit. Use when you need to mark an existing vendor credit as void, making it inactive in the system.

Tool to mark a sales order as Open. Use when a sales order in Draft status needs to be opened for processing.

Tool to bulk print up to 25 estimates as a single PDF. Use when you have multiple estimate IDs and need a combined PDF for printing.

Tool to bulk print up to 25 sales orders as a single PDF. Use when you have multiple sales order IDs and need a combined PDF for printing.

Tool to send a payment reminder for an invoice. Use when invoice is in Open or Overdue status.

Tool to resume a recurring invoice. Use when you need to reactivate a paused or stopped recurring invoice.

Tool to send payment reminders for multiple invoices at once. Use when you need to send reminders to multiple customers for their outstanding invoices.

Tool to send an email to a contact in Zoho Books. Use when you need to email a customer or vendor about statements, documents, or general communication.

Tool to stop a recurring invoice. Use when you need to stop a recurring invoice from generating future invoices.

Tool to untrack a contact for 1099 reporting. Use when you need to stop tracking a vendor for 1099 tax form reporting in the US.

Tool to update an existing bank transaction in Zoho Books. Use when you need to modify transaction details such as amount, description, or date after the transaction has been created.

Tool to update a vendor bill. Use when you need to modify an existing bill in Zoho Books. Use after fetching the current bill details.

Tool to update details of a contact. Use when you need to modify any contact attribute after verifying contact_id.

Tool to update an existing contact person in Zoho Books. Use when modifying details of a contact person after verifying their contact_person_id.

Tool to update details of a specific credit note refund. Use when you need to modify an existing refund associated with a credit note—change the description, reference number, or other refund fields.

Tool to update an existing currency in Zoho Books. Use when you need to modify currency settings such as symbol, format, or precision.

Tool to update custom field values in an existing item. Use when you need to modify custom field data for a specific item without changing other item properties.

Tool to update an existing estimate (quote). Use when you need to modify an existing customer quote in Zoho Books.

Tool to update the billing address of an estimate. Use when you need to modify billing address details for an existing estimate in Zoho Books.

Tool to update the shipping address for an estimate. Use when you need to modify the delivery address details of an existing estimate.

Tool to update the template associated with an estimate. Use when you need to change the PDF template used for an existing estimate.

Tool to update details of a specific invoice. Use when you need to modify an existing invoice in Zoho Books—change line items, dates, or other invoice fields. Requires invoice ID and organization ID before calling.

Tool to update attachment preference for an invoice. Use when you need to control whether the invoice attachment should be sent when the invoice is emailed.

Tool to update the billing address of an invoice. Use when you need to modify billing address fields (city, state, zip, country, fax) for an existing invoice.

Tool to update the shipping address of a specific invoice. Use when you need to modify the shipping address details for an existing invoice in Zoho Books.

Tool to update the template associated with an invoice. Use when you need to change the PDF template used for an existing invoice.

Tool to update details of a specific item. Use when you need to modify an existing item's attributes after fetching its current state.

Tool to update a journal entry in Zoho Books. Use when modifying existing journal entries—changing line items, dates, amounts, or other journal fields.

Tool to update an existing location in Zoho Books. Use when you need to modify location details such as name, address, or associated users.

Tool to update an organization's settings and details. Use when you need to modify organization information like name, contact details, or fiscal year settings.

Tool to update a project in Zoho Books. Use when you need to modify project details like name, billing type, rate, or other project attributes. Requires project_id.

Tool to update a user's details in a project. Use when you need to modify the role, rate, or budget hours for a user assigned to a specific project.

Tool to update the billing address of a purchase order. Use when you need to modify billing address details for an existing purchase order.

Tool to update a comment on a purchase order. Use when you need to modify the text of an existing comment. Only user-created comments can be updated; system-generated comments will fail with error 4073.

Tool to update a recurring bill in Zoho Books. Use when you need to modify an existing recurring bill's details such as vendor, recurrence pattern, line items, or other bill attributes.

Tool to update the template associated with a recurring invoice. Use when you need to change the PDF template used for an existing recurring invoice.

Tool to update an existing reporting tag in Zoho Books. Use when you need to modify the name, description, or settings of a reporting tag.

Tool to update reporting tag options in Zoho Books. Use when you need to modify, add, or update the available options for a reporting tag including their active status and default settings.

Tool to update a specific sales order. Use when you need to modify an existing sales order (e.g., change dates, line items, or custom fields) after creation.

Tool to update attachment preference for a sales order. Use when you need to control whether the sales order attachment should be sent when the sales order is emailed.

Tool to update the billing address of a sales order. Use when you need to modify billing address details for an existing sales order in Zoho Books.

Tool to update the shipping address of a specific sales order. Use when you need to modify the shipping address details for an existing sales order in Zoho Books.

Tool to update the template associated with a sales order. Use when you need to change the PDF template used for an existing sales order.

Tool to update an existing user in Zoho Books. Use when modifying user details like name, email, or role.

Tool to update a vendor payment refund in Zoho Books. Use when you need to modify an existing refund's details such as amount, date, or reference information.

Tool to mark an invoice as Void. Use when you need to void an existing invoice after reviewing any outstanding payments.

Tool to write off an invoice. Use when an invoice amount is not expected to be recovered and should be treated as bad debt.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.