What the agent can do
Read invoices
See invoices and their status.
Read contacts
Pull customers and vendors.
Create records
Add invoices and expenses.
See reports
Read financial summaries.
Example agent tasks
What you share
During the connect flow you authorize what the agent can reach. It works only within what you grant. As with every connection, the underlying token is handled securely and never exposed to the model. See Permissioning.Connecting
1
Authorize Zoho Books for the agent
From the agent’s connections, choose Zoho Books and sign in.
2
Approve the access
Confirm what the agent can reach. You can change this later.
3
The agent gets to work
It works through the secure proxy, within what you granted.
Learn more
Zoho Books API docs
The full reference for what’s possible.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.