zoho

Show Annual Recurring Revenue with QoQ and YoY trend and a growth trajectory. Use when the user asks about ARR, annual recurring revenue, annual run rate, or year-over-year revenue growth. Do NOT use for MRR, NRR, or monthly breakdowns.

Identify overdue invoices most likely heading toward write-off, while a save is still possible. Use when the user asks about bad debt, write-off risk, invoices unlikely to be recovered, or wants to see which AR is at risk of becoming bad debt. Do NOT use for…

List subscriptions whose payment card expires in the next 30 or 60 days, ranked by MRR at risk. Use when the user asks about expiring cards, cards about to expire, or wants to prevent involuntary churn from payment method expiry. Do NOT use for current…

Show the full product catalog: all products, their plans with pricing and billing frequency, addons, and one-time items. Use when the user asks what plans are available, wants to see the product catalog, pricing, or available addons and items. Do NOT use for…

Decompose churn into voluntary (customers who chose to leave) vs involuntary (failed payments) and identify which plans and products are driving losses. Use when the user asks why customers are churning, churn composition, voluntary vs involuntary split, or…

Daily AR worklist: top 20 overdue invoices ranked by recovery probability (outstanding amount × payment-behaviour score). Use when the user asks who to chase for payments today, wants a collections prioritisation, or needs a daily AR action list. Do NOT use…

List all subscriptions currently in PAST_DUE or UNPAID status, ranked by MRR at risk. Use when the user wants to see which subscriptions are in trouble, past-due subs, or subscriptions with failed renewals. Do NOT use for invoice-level overdue (use…

Identify customers underpriced for their actual usage — hitting addon limits, sustained high utilisation, or buying repeated one-time charges — and propose plan upgrades with supporting evidence. Use when the user asks about upsell opportunities, upgrade…

Overview of a Zoho Books organization — org details, users, opening balance, locations, chart of accounts, receivables/payables, profit and loss style insights, revenue and top expenses. Use when the user asks how the business is doing, P&L, what is overdue,…

Configure Zoho Books workflows, webhooks, alerts, custom functions, schedulers, buttons, field updates and blueprints. Use when the user wants to automate a Books action, inspect failed workflows, or manage a webhook.

Manage Zoho Books bank and credit-card accounts, feeds, rules and reconciliation — match, categorize, exclude or restore transactions. Use when the user wants to reconcile a bank line, import a statement, or set up a bank rule.

Record, approve and review Zoho Books vendor bills and recurring bills. Use when the user wants to enter a vendor bill, convert a purchase order to a bill, apply vendor credits, or set up a repeating bill.

Find, create and update Zoho Books customers and vendors, including contact persons, addresses, portal access, statements, 1099 tracking and CRM import. Use when the user asks to look up a contact, add a customer or vendor, email a statement, or sync from CRM.

Issue, apply, refund and review Zoho Books credit notes. Use when the user wants to credit a customer, apply a credit to invoices, refund a credit, or void a credit note.

Manage Zoho Books currencies, exchange rates and base-currency adjustments. Use when the user wants to add a currency, set a rate, or post a base-currency adjustment.

Configure Zoho Books custom fields, custom views, custom modules, related lists, reporting tags and web tabs. Use when the user wants a new field, a filtered view, a custom module record, or a reporting tag.

Zoho Projects blueprints: list the task blueprints in a portal, preview a blueprint's statuses and transitions, find the next transitions available on a task, read the fields a transition asks for, execute a transition, and read an issue's status transition…

Zoho Projects custom modules and their records: create, rename, activate, deactivate, trash, restore and delete custom modules; create, update, list, filter, count, trash and restore custom module records; record status history; record comments. Use for…

Zoho Projects saved custom views: list, inspect, create, update, clone and delete task views in a project or My Tasks; favourite and unfavourite views; set the default view; list issue views, project views and phase views; save phase and project views. Use…

Zoho Projects issues (bugs): list, filter, create, assign, update, close, move, clone and delete issues; severity, classification, status, due date, flag, reminders; linked issues; issue-task association; comments, followers, resolution, attachments,…

Zoho Projects layouts, custom fields, sections and picklist options: list, read, create, rename and delete layouts; find the default layout and which projects use a layout; create, rename, move, disassociate and delete fields; create, rename and delete…

Zoho Projects phases (formerly milestones): list, filter, create, update, close, reorder and delete phases; phase owner, status, start and end dates, flag, tags, budget; phase comments. Use for milestones in a project, upcoming or overdue phases, create a…

Zoho Projects projects: list, find, filter, count, read, create and update projects, project details, status, owner, dates, progress, task, issue and milestone counts, budget, archived and template projects; trash, restore and permanently delete projects;…

Zoho Projects entry skill: connect the Zoho Projects MCP server, pick the data center, sign in, choose the portal and project, resolve user IDs (ZPUID vs ZUID), field API names and option IDs, then route to module skills. Use when ZohoProjects_* tools are…

Send email from Bigin to a contact, company, or deal record — composed for the user, optionally scheduled — using a configured Bigin from-address so it is logged on the record. Use when the user asks to email, follow up with, or send a recap or quote to…

Answer questions about how Bigin works — features, setup steps, how-to, workflows, team pipelines, terminology, limitations, prerequisites, and general troubleshooting — from official Bigin documentation, without touching live CRM data. Use for "how do I…",…

Find, list, count, summarize, and analyze Bigin CRM data — contacts, companies, deals in any team pipeline (including custom labels like inquiries or tickets), products, tasks, events, calls, notes, related records, tags, and deleted records. Read-only. Use…

Create, update, bulk-update, or upsert Bigin records (contacts, companies, deals in any team pipeline, products, tasks, events, calls), add or edit notes, create or apply tags, and turn call or meeting notes into a note, call record, deal update, and…

Zoho CRM v8.0 orchestration layer — primitive selection, code generation, and validation across all CRM developer tools: REST API, Deluge Functions, ClientScript, Widgets, COQL, Queries Workbench, and Connections. Works whether or not MCP tools are connected.…

Interact with Zoho Analytics BI & Analytics platform to manage workspaces, tables, data, relationships, formulas, visualizations, and metadata. Supports OAuth 2.0 authentication with automatic token refresh.

Add Zoho Cliq channel integration. Native polling adapter — no Chat SDK bridge. Supports DMs, group chats, and channels via Zoho Cliq REST API v2 with OAuth2.

Analyze Zoho Desk tickets to determine customer intent, urgency, and business impact, then recommend or update High, Medium, or Low priority. Use for ticket triage and priority assignment.

ALWAYS use this skill for ANY request involving spreadsheets, Excel files, CSV files, or tabular data — whether the user wants to create, edit, analyze, summarize, calculate, or explore data. This is the default skill for all spreadsheet work. Do not wait for…