# Altoviz MCP for AI Agents AI Agent Connect > Altoviz is an Connector that connects your business management and invoicing data to your AI agent. It lets you manage customer profiles, create sale invoices, and track expenses through a chat interface. You can audit your records, manage your product catalog, and keep your business finances organized without switching between tabs. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_TVt7ntczZlIS3lUFrC9DhWjhN3T3G4PTlaWupV1z/ai-agent-connect - **Tags:** invoicing, expense-tracking, business-management, accounting, customer-profiles, financial-reporting ## Description Managing a growing business usually means juggling a dozen different tabs just to see who owes you money or what your current stock looks like. This Connector changes that by bringing your Altoviz data directly into your chat window. Instead of hunting through a dashboard to find a specific quote or checking a spreadsheet for supplier info, you just ask your agent to do it for you. You can handle the back-office grunt work while staying focused on actual work. Since Vinkius hosts this connection, you can plug it into your existing workflow and get answers instantly. It turns your AI into a functional teammate that knows your customers, products, and payment history. You stop acting as a data entry clerk and start acting like a business owner again. ## Tools ### list_customers View all your registered customers in a single list. This helps you keep your contact directory organized. ### get_customer_details Pull specific metadata for a single customer profile. Use this to quickly check contact info or history. ### list_sale_invoices See every sale invoice currently in your system. This makes it easy to track what has been billed. ### get_sale_invoice_details Get the full breakdown of a specific sale invoice. You can use this to check line items or totals. ### list_sale_quotes Browse all active quotes you've sent out. Use this to manage pending sales. ### get_sale_quote_details View the specific line items and details of a quote. This helps you review what was promised to a client. ### list_receipts See a list of all business expenses and receipts. This helps you keep your spending organized. ### list_suppliers View your list of active suppliers. Use this to manage your vendor relationships. ### list_products See every item currently in your product catalog. This gives you a quick look at your inventory. ### get_product_details View specific details and info for a product. Use this to check pricing or descriptions. ## Prompt Examples **Prompt:** ``` Who are my top customers? ``` **Response:** ``` I've pulled your customer list from Altoviz. Here are your most recent accounts: | Customer Name | Status | Last Interaction | | :--- | :--- | :--- | | **John Doe** | Active | 2 days ago | | **Jane Smith** | Pending | 5 days ago | | **Acme Corp** | Active | 1 week ago | Would you like to see the specific details for any of these? ``` **Prompt:** ``` Do we have any items left in the catalog? ``` **Response:** ``` You have **15 products** currently in your catalog. **Top Items:** * Consulting Service * Software License * Hardware Support I can give you the specific pricing and inventory details for any of these if you'd like. ``` **Prompt:** ``` Show me the last 3 quotes. ``` **Response:** ``` I've retrieved your 3 most recent sale quotes: 1. **Quote #402** - $1,200.00 (Pending) 2. **Quote #401** - $850.00 (Sent) 3. **Quote #400** - $2,100.00 (Expired) Would you like me to convert any of these into a final invoice? ``` ## Capabilities ### Create and audit sale invoices Generate professional quotes and invoices for your clients through a simple chat command. ### Track business expenses Monitor receipts and supplier details to keep your books balanced and organized. ### Manage customer profiles Keep your contact list and customer metadata current without manual data entry. ### Update product catalogs View and manage your inventory and product details in real time. ### Identify overdue payments Quickly find which invoices need attention to maintain healthy cash flow. ## Use Cases ### Checking for unpaid bills A business owner asks their agent to find all outstanding payments. The agent uses list_sale_invoices to provide a summary of overdue amounts. ### Quick inventory checks A manager needs to know if a specific item is in stock. The agent uses list_products to show the current catalog and availability. ### Creating a client quote A sales rep asks to draft a quote for a new lead. The agent uses list_customers to find the contact and list_sale_quotes to create the entry. ### Reviewing supplier costs A finance lead wants to see all current vendors. The agent uses list_suppliers to provide a quick overview of all active business partners. ## Benefits - Faster invoicing: Use list_sale_quotes and get_sale_quote_details to turn quotes into invoices in seconds. - Better expense tracking: Use list_receipts to keep your business expenses organized and easy to find. - Organized customer data: Keep your network updated using list_customers and get_customer_details. - Real-time inventory: Check your stock levels instantly with list_products and get_product_details. - Easier supplier management: Keep track of your vendors using list_suppliers to avoid double ordering. ## How It Works The bottom line is you get a chat-based command center for your entire business back office. 1. Subscribe to the Altoviz MCP on Vinkius. 2. Add your Altoviz API Key to your AI client settings. 3. Ask your agent to list customers, create invoices, or check expenses. ## Frequently Asked Questions **Can I use Altoviz MCP to manage my invoices?** Yes. This Connector connects your Altoviz account to your AI agent so you can list, view, and create sale invoices directly through a chat interface. **How does Altoviz MCP help with my business expenses?** It allows your agent to access your business receipts and expenses. You can ask your agent to list your recent spending or find specific supplier details. **Does Altoviz MCP work with Cursor or Claude?** Yes, it works with any MCP-compatible client including Claude, Cursor, Windsurf, and VS Code. **Can I see my supplier list using Altoviz MCP?** Absolutely. You can ask your agent to pull up your active suppliers at any time to help manage your vendor relationships. **How do I connect Altoviz to my AI agent?** You just need to subscribe to the Connector on Vinkius and provide your Altoviz API key. Once connected, your agent can access your data. **Can I check my product catalog with Altoviz MCP?** Yes. Your agent can list all products in your catalog or provide specific details like pricing and metadata for any individual item. **How do I find my Altoviz API Key?** Log in to your Altoviz account, navigate to your account settings or developer section, and generate a new API key. This key will be used as the `X-API-KEY` header. **Can I retrieve supplier invoices (receipts)?** Yes! Use the `list_receipts` tool to get a list of expenses/receipts recorded in Altoviz. **Are sale quotes supported?** Yes, you can use the `list_sale_quotes` tool to see existing quotes, and `get_sale_quote_details` for specific information.