Zoho Invoice is a cloud-based invoicing platform that enables freelancers and small businesses to automate billing, track expenses, and manage client payments.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install zoho-invoice-integration
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install zoho-invoice-integration using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Zoho Invoice?
Zoho Invoice serves as a comprehensive financial management tool designed to simplify the billing process for small businesses and independent professionals. By utilizing this integration within the Openclaw Skills ecosystem, developers can programmatically create invoices, manage estimates, and track time entries without the overhead of manual data entry.
The skill provides a bridge to the Zoho Invoice API, allowing for secure and automated interactions with financial records. It leverages the Membrane framework to handle complex authentication and credential refreshes, ensuring that your AI agents have persistent, secure access to essential business data.
Zoho Invoice Use Cases
- Automating the creation and delivery of recurring invoices based on project milestones.
- Synchronizing client contact information between CRM systems and Zoho Invoice.
- Converting tracked time entries from project management tools into billable line items.
- Generating real-time financial reports and payment summaries for business analytics.
- Triggering automated follow-up emails for overdue payments through integrated notification settings.
How Zoho Invoice Works
- Install the Membrane CLI to establish a bridge between your local environment and the Openclaw Skills infrastructure.
- Authenticate your agent session using the login command to securely store access credentials.
- Create or ensure a connection to the Zoho Invoice domain, which triggers the OAuth flow for user authorization.
- Monitor the connection state, ensuring it moves from building to ready before initiating API calls.
- Search for specific actions using natural language queries to find the most efficient way to interact with Zoho data.
- Execute pre-built actions or use the proxy request feature to send custom HTTP commands directly to the Zoho API.
Zoho Invoice Setup
Install the required CLI tool globally to manage your Openclaw Skills:
npm install -g @membranehq/cli@latest
Authenticate your session and specify your agent type:
membrane login --tenant --clientName=openclaw
Establish a connection to Zoho Invoice:
membrane connection ensure "https://www.zoho.com/invoice" --json
If the connection is not immediately ready, poll for the status update:
npx @membranehq/cli connection get <connection_id> --wait --json
Zoho Invoice Data Schema & Taxonomy
The Zoho Invoice skill organizes data into several key entities to facilitate structured financial management. Below is the primary metadata taxonomy:
| Entity | Components | Description |
|---|---|---|
| Invoice | Line Items, Tax Rates | The primary billing document sent to customers. |
| Customer | Contact Info, Settings | Profiles for clients and billing entities. |
| Estimate | Quotes, Line Items | Preliminary billing documents provided for approval. |
| Expense | Categories, Accounts | Tracking of business-related costs and outflows. |
| Project | Time Entries, Tasks | Logical groupings for billable hours and specific jobs. |
| Payment | Dates, Amounts | Records of financial transactions received. |
Zoho Invoice Advanced Features
- Intelligent Action Discovery: Use natural language intent to find the specific API action required for your workflow.
- Automatic Credential Management: Membrane handles the full OAuth lifecycle, including transparent token refreshes.
- API Proxy Support: Send raw requests to the Zoho Invoice API while the skill handles headers and authentication automatically.
- Multi-Agent Optimization: Tailored tooling adjustments for different environments, including Openclaw Skills and various IDE agents.
- Headless Deployment: Support for server-side authentication flows using authorization codes for non-interactive environments.
SKILL.md
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