Accounting ledger
Zoho Books
Published by Zoho (via CData)
Vendor MCP server for Zoho Books invoices, payments, bank accounts and financial reports.
Remote
API key
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Trailing 12-month revenue
Drives: Revenue Multiple, Comparable Transactions
EBITDA
Drives: EBITDA Multiple
Free cash flow (DCF base year)
Drives: Discounted Cash Flow
What you approve
- 1.Issue a read-only Zoho Books API credential for the CData MCP server.
How your agent connects it
- 1.Add the Zoho Books MCP server to your assistant with that credential.
- 2.Ask the agent for trailing revenue, EBITDA and operating cash flow.
Figures, not records
Your agent reads Zoho Books directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.