# Zoho Books agent skills for Claude Code, Cursor and RevampKey

> Ready-made Zoho Books playbooks for AI agents: audit Zoho Books contacts and items with AI, follow up on overdue invoices in Zoho Books with AI, clean up Zoho Books sales orders and estimates. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Zoho Books with AI safely](https://revampkey.com/marketplace/zoho-books/skills/essentials.md): 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.
- [Audit Zoho Books contacts and items with AI](https://revampkey.com/marketplace/zoho-books/skills/contact-and-item-data-audit.md): 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.
- [Follow up on overdue invoices in Zoho Books with AI](https://revampkey.com/marketplace/zoho-books/skills/receivables-follow-up.md): 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.
- [Clean up Zoho Books sales orders and estimates](https://revampkey.com/marketplace/zoho-books/skills/sales-order-cleanup.md): 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.

## Install

- RevampKey: connect Zoho Books at https://revampkey.com/marketplace/zoho-books; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/zoho-books.md