# Evoliz Invoicing & Management MCP for AI Agents AI Agent Connect

> Evoliz Invoicing & Management MCP lets your AI agent handle your sales invoices, CRM client profiles, and quote estimates. It connects your agent to the Evoliz API so you can track overdue payments, audit financial records, and manage product catalogs using plain English.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/ai-agent-connect
- **Tags:** invoicing, quote-management, financial-reporting, sme-accounting, client-tracking, sales-automation

## Description

Instead of clicking through multiple tabs to see who hasn't paid their bill, you can just ask your agent to pull up the overdue list. This Connector connects your AI client to Evoliz, turning your invoicing and CRM data into a conversational interface. You can check a client's lifetime value, see what's in your current product catalog, or grab a summary of your business's financial health without leaving your chat window. It's about getting answers to who owes us money or what's the status of that quote without digging through a dashboard. When you add this to your Vinkius setup, you're essentially giving your agent a seat in your finance department. You can manage your entire sales cycle from initial quotes to final payments just by describing what you need to see or do.

## Tools

### get_client_detailed_profile
Get a deep dive into a specific client's financial history. This shows you their total lifetime value and current status.

### get_invoice_detailed_data
See the line items and settings for a specific invoice. This is perfect for double-checking what was actually billed.

### quick_financial_volume_audit
Get a high-level summary of your invoices and quotes. Use this for a fast pulse check on your business's financial health.

### list_unpaid_overdue_invoices
Identify which invoices are past their due date. This is the fastest way to see who needs a payment reminder.

### list_product_catalog
See every product and service you offer. Use this to check what's currently available for sale.

### list_sales_quotes
View all sales quotes and estimates. This helps you track the pipeline of potential deals.

### list_authorized_suppliers
List all your authorized vendors and suppliers. Keep your supply chain information organized in one place.

### get_evoliz_account_metadata
Get your account limits and metadata. Use this to check your current plan status and usage.

### list_crm_clients
Get a full list of every client in your organization. This helps you see your entire customer base at a glance.

### list_sales_invoices
Pull a list of all sales invoices in your Evoliz account. Use this to keep track of what's been billed.

## Prompt Examples

**Prompt:** 
```
Who owes us money right now?
```

**Response:** 
```
### Overdue Invoices
I found the following invoices past their due date:

| Client | Amount | Days Late |
| :--- | :--- | :--- |
| **Global Tech** | 4,500 € | 15 |
| **Acme Corp** | 1,200 € | 3 |
| **Stark Ind.** | 3,000 € | 45 |

**Total Outstanding:** 8,700 €

Would you like me to pull the contact details for Global Tech to send a reminder?
```

**Prompt:** 
```
What's the deal status for the Smith project?
```

**Response:** 
```
I've pulled the details for the **Smith Project** quote:

*   **Status:** Authorized
*   **Total Amount:** 5,500 €
*   **Line Items:**
    *   Consulting Services (20 hrs)
    *   Software Implementation
    *   Training Module

The quote is currently valid until next month. Should I check if they've paid any deposit yet?
```

**Prompt:** 
```
Give me a summary of our client history for Sarah Connor.
```

**Response:** 
```
Here is the financial summary for **Sarah Connor** (ID: 998877):

*   **Current Status:** Active
*   **Lifetime Value:** 8,500 €
*   **Recent Activity:** 3 active quotes, 2 paid invoices.
*   **Last Invoice:** 1,250 € (Paid)

Would you like to see the details for her most recent quote?
```

## Capabilities

### Pull overdue invoices
Get an instant list of every invoice that is past its due date.

### Get detailed client profiles
See a client's total lifetime value and historical financial status.

### List all sales quotes
View every active quote and estimate in your pipeline.

### View product catalogs
Browse all products and services available in your organization.

### Audit financial volume
Get a high level summary of your total invoice and quote volume.

### Track supplier records
Access a list of all your authorized vendors and suppliers.

## Use Cases

### Debt Collection
A CFO asks the agent to find all invoices over 30 days late and wants a list of the top 3 debtors to prioritize follow-ups.

### Sales Research
A rep is on a call and asks the agent to find Sarah Connor's profile to see her past spending before offering a new deal.

### Inventory Check
An ops manager asks if a specific service is in the catalog and what the current quote status is for a new lead.

### Financial Review
A business owner asks for a summary of all invoices from last month to see if they hit their revenue targets.

## Benefits

- Stop hunting for overdue payments by using list_unpaid_overdue_invoices to get a real-time list of who owes you money.
- Get a full picture of customer health by pulling lifetime values and status updates with get_client_detailed_profile.
- Speed up sales calls by instantly checking quote statuses and estimates using list_sales_quotes.
- Keep your inventory organized by pulling your full product list with list_product_catalog whenever you need it.
- Audit your business health in seconds with quick_financial_volume_audit to see your total invoice and quote volume.
- Maintain a clear view of your supply chain by listing all your vendors with list_authorized_suppliers.

## How It Works

The bottom line is you get a conversational interface for your entire Evoliz business data.

1. Copy your Evoliz API Public and Secret keys from your account settings.
2. Add these keys to your AI client's MCP configuration.
3. Ask your agent to list invoices, check client status, or summarize your revenue.

## Frequently Asked Questions

**Can the Evoliz Invoicing & Management MCP help me collect debts?**
Yes, it can. It allows your agent to identify all invoices that are past their due date, providing you with a clear list of who needs to be contacted for payment.

**How do I see my client's lifetime value?**
You can simply ask your agent to pull a client's profile. It will retrieve their full financial summary, including their total lifetime value and current status.

**Can I check my product catalog with this Connector?**
Yes, your agent can list every product and service in your catalog. This is helpful for quickly checking what you offer without opening your dashboard.

**Is this Connector for creating new invoices?**
This Connector is designed for reading, auditing, and monitoring your data. It is not intended for creating new invoices or performing complex accounting write actions.

**Can it show me my supplier list?**
Yes, it can list all your authorized vendors and suppliers, making it easy to check your supply chain details via chat.

**How do I get a quick summary of my business health?**
You can ask for a financial volume audit. Your agent will then provide a high-level summary of your total invoices and quotes to give you a pulse check on your revenue.

**How do I get Evoliz API credentials?**
Log in to your Evoliz account, navigate to **Apps > API**, and you can generate your unique **Public Key** and **Secret Key** there. Ensure your user has the necessary permissions for API usage.

**Does the integration support overdue tracking?**
Yes, you can use the list_unpaid_overdue_invoices tool to instantly identify all sales invoices that are past their due date.

**Can the agent create new invoices?**
This integration currently focuses on listing and auditing invoices, quotes, and clients. Creating or converting quotes to invoices should be managed via the Evoliz web interface or mobile app to ensure proper accounting compliance.