Zoho Books agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real Zoho Books work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Zoho Books

Connect Zoho Books once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 Zoho Books skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing24 Zoho Books tools

Use Zoho Books with AI safely

Sets the ground rules for working in Zoho Books: confirms the organisation first, picks the right list or get tool, pages through results, and asks for your explicit yes before any create, update or delete.

Use it when

You have just connected Zoho Books and want the assistant to work carefully in it
You need to know which Zoho Books records the assistant can read and which it will ask before changing
An organisation or permission error stopped a task and you want to know what to do next

Tools it uses

get_user
list_users
list_invoices
list_contacts
list_purchase_orders
list_sales_orders
list_taxes
get_invoice
get_contact
get_item
get_expense
get_customer_payment
get_purchase_order
update_estimate
create_item
create_purchase_order
create_sales_order
update_purchase_order
update_tax
delete_contact
delete_item
delete_sales_order
delete_estimate
delete_customer_payment

Example

Check which Zoho Books organisation you are signed into, then list the open invoices and tell me the total, but don't change anything yet.

You are signed into Acme Studio Ltd. I listed the first 25 open invoices: 25 shown, with more pages available. The page totals 14,820 in outstanding balance across 19 invoices awaiting payment and 6 marked overdue. Nothing has been changed. Tell me if you want the next page or a specific invoice opened.

Use in RevampKeyRead the full skill →

Read-only7 Zoho Books tools

Audit Zoho Books contacts and items with AI

Scans your Zoho Books customer, vendor and item records for duplicates, missing tax or identity fields and inconsistencies that cause invoicing errors. It returns a read-only report and a prioritised fix list, and asks before changing anything.

Use it when

Before a year-end or tax filing, to check that customer and vendor tax details are complete
When suspected duplicate customers are splitting receivables across records
When invoices keep failing or showing the wrong tax because of a bad item setup

Tools it uses

list_contacts
get_contact
get_item
list_taxes
list_invoices
list_purchase_orders
get_invoice

Example

Audit my Zoho Books customers and items for duplicates and missing tax details, and give me a fix list. Don't change anything yet.

I checked 412 contacts and 96 items in your Zoho Books organisation. I found 3 critical issues: two active records for Northwind Trading with different tax settings, and a vendor used on 6 open purchase orders with no tax identity. There are 11 high-priority items and 7 low-priority tidy-ups. I have not changed anything. Tell me which batch to apply first.

Use in RevampKeyRead the full skill →

Read-only4 Zoho Books tools

Follow up on overdue invoices in Zoho Books with AI

Ranks open customer invoices by how far past due they are and how much is at risk, then drafts reminder wording for each. It only drafts; nothing is sent or recorded until you approve it.

Use it when

Deciding which customers to chase this week
Checking which invoices are overdue and by how much
Getting reminder drafts that match how late each invoice is

Tools it uses

list_invoices
get_invoice
get_customer_payment
get_contact

Example

Who should I chase for payment this week in Zoho Books? Rank them and draft the reminders, but don't send anything.

Your main organisation has 23 open invoices across 14 customers, totalling 48,200 outstanding. Top of the list is Northwind Traders: invoice INV-1042 for 9,600, 34 days past due, with a credit note on file that may cover part of it, so confirm that first. I've drafted a firm but polite request for a payment date. Five further invoices are in the late band and have drafts ready.

Use in RevampKeyRead the full skill →

Asks before writing8 Zoho Books tools

Clean up Zoho Books sales orders and estimates

Finds stale, duplicate and orphaned sales orders and estimates in Zoho Books and proposes a clean-up plan. Deletions and updates run only in batches you approve.

Use it when

You want to clear old open sales orders that will never convert
You suspect duplicate sales orders were entered twice
Estimates have lapsed and clutter the pipeline

Tools it uses

list_users
get_user
list_sales_orders
update_estimate
get_contact
delete_sales_order
delete_estimate
create_sales_order

Example

Find stale or duplicate sales orders in our Zoho Books organisation from the last two years and propose a clean-up plan.

I reviewed 214 sales orders and 38 estimates dated from 2023 to 2025. I classified 41 as stale open: 18 can be closed as already fulfilled, 9 look like duplicate entries, and 14 have no linked customer. I have not changed anything yet. Batch A is the 12 expired estimates to mark as expired. Should I start there?

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect Zoho Books, updates them for you and removes them when you disconnect.

Download RevampKey

How Zoho Books skills work

Connect Zoho Books
The Zoho Books MCP server gives the agent its tools.
Ask in plain words
“Audit my Zoho Books customers and items for duplicates and missing tax details, and give me a fix list. Don't change anything yet.” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Zoho Books skills

In RevampKey the skills install themselves when you connect Zoho Books. In other tools each skill is one folder with a SKILL.md file, and you also need the Zoho Books MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Zoho Books. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “Audit my Zoho Books customers and items for duplicates and missing tax details, and give me a fix list. Don't change anything yet.”
Download RevampKeyConnect Zoho Books · 1 click
Get RevampKey to connect Zoho Books
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Zoho Books is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials contact-and-item-data-audit receivables-follow-up sales-order-cleanup; do curl -fsSL --create-dirs -o .claude/skills/zoho-books-$s/SKILL.md https://revampkey.com/marketplace/zoho-books/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Zoho Books MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials contact-and-item-data-audit receivables-follow-up sales-order-cleanup; do
  curl -fsSL --create-dirs -o .claude/skills/zoho-books-$s/SKILL.md https://revampkey.com/marketplace/zoho-books/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit my Zoho Books customers and items for duplicates and missing tax details, and give me a fix list. Don't change anything yet.”

Into the shared .agents/skills folder

Connect the Zoho Books MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials contact-and-item-data-audit receivables-follow-up sales-order-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/zoho-books-$s/SKILL.md https://revampkey.com/marketplace/zoho-books/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit my Zoho Books customers and items for duplicates and missing tax details, and give me a fix list. Don't change anything yet.”

Into the shared .agents/skills folder

Connect the Zoho Books MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials contact-and-item-data-audit receivables-follow-up sales-order-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/zoho-books-$s/SKILL.md https://revampkey.com/marketplace/zoho-books/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit my Zoho Books customers and items for duplicates and missing tax details, and give me a fix list. Don't change anything yet.”

Into the shared .agents/skills folder

Connect the Zoho Books MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials contact-and-item-data-audit receivables-follow-up sales-order-cleanup; do
  curl -fsSL --create-dirs -o .agents/skills/zoho-books-$s/SKILL.md https://revampkey.com/marketplace/zoho-books/skills/$s/SKILL.md
done

Ask in plain language, for example “Audit my Zoho Books customers and items for duplicates and missing tax details, and give me a fix list. Don't change anything yet.”

RevampKey or copy the files?

In RevampKey

One click when you connect Zoho Books
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Zoho Books MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Zoho Books skills FAQ

What is a Zoho Books agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Zoho Books skill describes one job, which Zoho Books tools to use in which order, what to check first and when to stop and ask you.

Do the Zoho Books skills change anything on their own?

2 of the 4 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Zoho Books.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Zoho Books; elsewhere you copy the folders into your project or skills directory.

Do I need the Zoho Books MCP server too?

Yes. The skills tell the agent how to do the work; the Zoho Books MCP server gives it the tools to do it. The Zoho Books MCP setup guide covers every client.

Zoho Books MCP server setup · This page as Markdown

Put Zoho Books’s best workflows in your agent

Download RevampKey, connect Zoho Books and ask your first question in about a minute.

Download RevampKey Connect Zoho Books · 1 click

All 4 Zoho Books skills

Use Zoho Books with AI safely

Use it when

Tools it uses

Audit Zoho Books contacts and items with AI

Use it when

Tools it uses

Follow up on overdue invoices in Zoho Books with AI

Use it when

Tools it uses

Clean up Zoho Books sales orders and estimates

Use it when

Tools it uses

Get all 4 without copying a file

How Zoho Books skills work

How to install Zoho Books skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Zoho Books skills FAQ

Put Zoho Books’s best workflows in your agent

Skills for related tools