# Evoliz MCP for AI Agents AI Agent Connect > Evoliz connects your cloud accounting and invoicing to your AI agent. It handles everything from generating quotes and tracking expenses to managing your client database. Designed for French businesses, it ensures you stay compliant while moving faster. Stop jumping between tabs and let your agent handle the heavy lifting of billing, CRM updates, and financial reporting automatically. It's the fastest way to manage your French ERP. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_C3gIY5vShLUNISp7i3bLgFO1xY7Xgg3cXZGslw61/ai-agent-connect - **Tags:** invoicing, quote-management, expense-tracking, sme-accounting, financial-reporting, compliance ## Description Instead of digging through fragmented tables or manual spreadsheets, you can ask your agent to pull up specific invoices, check on pending quotes, or update customer profiles on the fly. This connector handles the heavy lifting of data retrieval and basic record management, letting you stay focused on actual business growth. By adding this to your stack via the Vinkius catalog, you turn your AI into a dedicated billing coordinator that knows your product catalog, client history, and payment statuses. You get a clear view of your business health without the friction of traditional ERP navigation. It turns your accounting workflow into a natural conversation, making it easy to stay on top of your finances without the manual overhead. You can quickly see what's pending, who owes money, and what your current inventory looks like, all from a single interface. ## Tools ### create_client Create a new client in Evoliz. This lets you add customers to your database using only text commands. ### get_article Get a specific article in Evoliz. Use this to pull product details or service descriptions quickly. ### get_client Get a specific client in Evoliz. This retrieves a complete profile for any customer in your system. ### get_invoice Get a specific invoice in Evoliz. Pull the full details of a single bill to check its status. ### get_quote Get a specific quote in Evoliz. View the details of a pending sale or a sent estimate. ### list_articles List articles in Evoliz. See your entire catalog of products and services in one list. ### list_clients List clients in Evoliz. Get a full overview of every customer in your database. ### list_invoices List invoices in Evoliz. Pull a list of all your bills to monitor your payment flow. ### list_quotes List quotes in Evoliz. View all your current and past sales quotes at once. ## Prompt Examples **Prompt:** ``` List my most recent invoices in Evoliz. ``` **Response:** ``` I've retrieved your latest invoices. You have 5 recent documents, including Invoice #INV-2026-01 (€450.00) and #INV-2026-02. Would you like to check the payment status for any of these? ``` **Prompt:** ``` Find the client named 'John Doe'. ``` **Response:** ``` Locating client... I've found John Doe's profile (ID: 12345). He is a 'Professional' client and has 3 past invoices with your company. Would you like to see his complete billing history? ``` **Prompt:** ``` Show me the details for quote ID '67890'. ``` **Response:** ``` Fetching quote 67890... This document is for 'Acme Corp' totaling €1,200.00. It includes 'Software Setup' and 'Training'. It is currently in 'Draft' status. Should I update the status to 'Sent'? ``` ## Capabilities ### Fetch invoice details Get the full breakdown of any invoice instantly. ### Track payment statuses See which clients have paid and which are overdue. ### Generate sales quotes Pull pending deals and pricing from your catalog. ### Manage customer profiles Create or update client records via chat. ### Access product catalogs Retrieve technical metadata and pricing for your services. ## Use Cases ### Checking a payment status An owner asks the agent if Invoice #123 is paid. The agent uses list_invoices to check the status and reports back immediately. ### Adding a new lead to the CRM A salesperson tells the agent to create a new client. The agent uses create_client to add them to the database without a manual form. ### Reviewing the sales pipeline A manager asks for all pending quotes. The agent uses list_quotes to provide a summary of the current sales pipeline. ### Retrieving product pricing A rep needs the price for a specific service. The agent uses list_articles to find the correct pricing and details. ## Benefits - Stop manual data entry by using create_client to add new customers to your CRM via chat. - Get instant billing visibility by using list_invoices to check payment statuses without logging in. - Accelerate your sales cycle by using list_quotes and get_quote to see what is pending. - Ensure pricing accuracy by using list_articles to give your agent your full product catalog. - Maintain a unified CRM by using list_clients and get_client to manage every customer profile. - Simplify audit prep by using get_invoice to pull specific documents on demand. ## How It Works The bottom line is you get a voice-controlled interface for your entire French accounting and invoicing system. 1. Subscribe to the Evoliz MCP on Vinkius. 2. Retrieve your API Token from Evoliz settings (Settings > API). 3. Connect it to your AI client like Claude or Cursor to start managing your accounting. ## Frequently Asked Questions **Can I use Evoliz MCP to check my balances?** Yes, you can ask your agent to list your recent invoices or check specific payment statuses to see your current balance instantly. **Does Evoliz MCP work with Claude?** Yes, it works with Claude and any other MCP-compatible client like Cursor or Windsurf once you've connected your API token. **Can I add new clients with this?** You can create new client profiles directly through your AI agent by providing the name and client type. **How do I connect Evoliz to my AI?** You just need to subscribe to the Connector on Vinkius and grab your API token from your Evoliz settings to link the two. **Is this for French accounting?** Yes, this Connector is specifically designed to handle French business invoicing and cloud accounting workflows. **Can my agent see my product prices?** Yes, your agent can access your full catalog of products and services to retrieve pricing and technical metadata. **How do I find my Evoliz API Token?** Log in to your account, navigate to **Settings** > **API**, and generate or copy your unique access token. **Does the agent send invoices automatically?** No. The agent creates invoices as drafts. You must send them via the Evoliz interface or configure automation rules in your dashboard. **Can I check my product catalog via AI?** Yes! Use the `list_articles` tool to retrieve your complete directory of products and services, including pricing and metadata.