Altoviz MCP. Manage customer data, invoices, and expenses in chat.
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Altoviz MCP Server manages your back-office operations via natural conversation. It lets your AI client handle everything from listing customer profiles and getting product details to generating and auditing sale invoices and tracking business expenses.
It’s a single connection point for invoicing, accounting, and customer management.
What your AI agents can do
Get customer details
Retrieves specific metadata about a single customer.
Get product details
Retrieves specific metadata about a single catalog product.
Get sale invoice details
Retrieves the full metadata for a specific sale invoice.
Retrieves specific metadata and details for a given customer.
Pulls metadata and details about a specific product from the catalog.
Fetches the full metadata for a specific sale invoice.
Retrieves the metadata for a specific sales quote.
Generates a list of all customer profiles in the Altoviz system.
Retrieves a list of all catalog products and their basic details.
Lists business expenses (receipts), sale invoices, quotes, and suppliers.
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Altoviz MCP Server: 10 Tools for Business Management
These tools let your AI client access and manage customer profiles, product catalogs, sales invoices, quotes, and financial receipts in Altoviz.
019d754cget customer details
Retrieves specific metadata about a single customer.
019d754cget product details
Retrieves specific metadata about a single catalog product.
019d754cget sale invoice details
Retrieves the full metadata for a specific sale invoice.
019d754cget sale quote details
Retrieves the full metadata for a specific sales quote.
019d754clist customers
Gets a list of all customer accounts in the system.
019d754clist products
Gets a list of all available catalog products.
019d754clist receipts
Gets a list of all recorded business expenses/receipts.
019d754clist sale invoices
Gets a list of all recorded sale invoices.
019d754clist sale quotes
Gets a list of all sales quotes created.
019d754clist suppliers
Gets a list of all connected suppliers.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Altoviz, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI client handles your back-office ops through natural talk. It's the one spot for invoicing, accounting, and managing customers. You can get customer details for specific metadata on a customer. You can list all customers to get a full rundown of every account. You can get product details for specific metadata on a catalog product.
You can list all products to get a list of every available item. You can get sale invoice details for the full metadata on a specific sale invoice. You can list all sale invoices to get a list of every recorded sale invoice. You can get sale quote details for the full metadata on a specific sales quote.
You can list all sale quotes to get a list of every created sales quote. You can list all receipts to get a list of all recorded business expenses. You can list all suppliers to get a list of every connected supplier.
How Altoviz MCP Works
- 1 Subscribe to the Altoviz server and enter your Altoviz API Key into your AI client.
- 2 Tell your agent what you need (e.g., 'List all customers with overdue invoices').
- 3 The agent calls the necessary tools (
list_customers,list_sale_invoices, etc.) and synthesizes the full answer in a natural chat reply.
The bottom line is that you talk to your agent, and it uses the Altoviz tools to get the data and report back.
Who Is Altoviz MCP For?
This is for the operations lead who needs a 360-degree view of the business without logging into five different dashboards. It's for finance staff who must audit records quickly, and sales reps who need customer history on the fly. It stops the cycle of jumping between tabs.
Automates invoicing, monitors cash flow, and keeps a running tally of expenses without hiring a full-time bookkeeper.
Audits sales records, tracks receipts, and pulls specific supplier details using simple chat commands.
Researches a client's full history—from initial quote to last paid invoice—and creates new quotes without leaving the chat window.
Checks real-time product catalog status and manages customer contacts instantly, keeping all operational data current.
What Changes When You Connect
- Instantly audit financials. Instead of manually cross-referencing reports, call
list_sale_invoicesandlist_receiptsto get a real-time view of cash flow and outstanding payments. - Deep customer history. Need to know everything about John Doe? Run
list_customersthenget_customer_detailsto pull contact info, payment status, and a full transaction history in one go. - Product catalog control. When a product price changes, you don't wait for an update. Use
list_productsandget_product_detailsto check the current catalog status instantly. - Quoting and invoicing flow. Create and check quotes with
list_sale_quotesand finalize them usinglist_sale_invoices. It automates the entire sales record lifecycle. - Supplier tracking. Don't lose track of who you pay. Use
list_suppliersandlist_receiptsto keep an organized record of vendor details and associated expenses. - Efficiency across domains. The ability to switch context—from checking a customer's invoice (
get_sale_invoice_details) to listing products (list_products)—all from the same chat interface saves hours of switching tabs.
Real-World Use Cases
The Sales Rep needs a client overview.
A rep needs to talk to a client but doesn't know their spending habits. They ask the agent to 'Show me John Doe's history.' The agent runs list_customers (to find John Doe's ID), then get_customer_details, and finally calls list_sale_invoices and list_sale_quotes. The rep gets a full 360-degree view, ready for the next pitch.
The Accountant needs to reconcile expenses.
The month is closing, and the accountant needs to match receipts to supplier records. They prompt the agent: 'List all expenses for last month.' The agent executes list_receipts and list_suppliers, correlating the payment data to ensure every expense is accounted for and correctly assigned.
The Owner needs to check immediate cash flow.
The owner needs to know which invoices are overdue. They ask the agent to 'Find all overdue invoices.' The agent runs list_sale_invoices and filters the results, providing the total amount and listing the specific invoices that need immediate follow-up.
The Ops Manager needs to update a quote.
An ops manager is drafting a quote for a new client. They run list_products to verify the current pricing and inventory. Then, they use get_product_details to confirm the exact specs before running list_sale_quotes to generate the final document.
The Tradeoffs
Jumping between tabs
Opening Altoviz, going to the 'Customers' tab, finding the ID, then opening 'Invoices', manually filtering by ID, and finally opening 'Products' to verify pricing. This takes 8-10 clicks and risks human error.
→
Just ask your agent: 'Show me the invoice details for customer 123.' The agent handles the multi-step calls (get_customer_details -> list_sale_invoices -> get_sale_invoice_details) and presents the consolidated data.
Forgetting the context
Finding a customer's name, copying the ID, pasting it into a separate 'product check' form, and then forgetting to link it to the sales record. The data is separated and useless.
→ Ask the agent to 'Check the product details for the invoice on sale ID XYZ.' The agent links the data points together, giving you the full context in one response.
Manual Data Aggregation
Downloading three separate CSV files (Customers, Products, Expenses) and spending an hour in Excel trying to match IDs and calculate the true total outstanding debt.
→
Ask the agent to 'Calculate the total outstanding debt from the last quarter.' The agent calls list_sale_invoices and list_receipts and gives you the final, calculated number immediately.
When It Fits, When It Doesn't
Use this if your core need is synthesizing business data from multiple, distinct operational silos (CRM, Accounting, Inventory). You need to answer questions like, 'What is the total value of outstanding invoices for customers buying Product X?' Don't use this if you just need a simple list—for example, if you only need to see a list of all suppliers, use list_suppliers directly. If you need to draft a new quote, start with list_sale_quotes and then reference product details via get_product_details. This tool is for complex data querying and cross-referencing, not for simple CRUD operations.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Altoviz. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Auditing a client's history shouldn't require jumping between tabs.
Right now, if you want to see a client's full picture—from their initial quote to the last paid invoice—you're stuck clicking through the Altoviz dashboard. You jump to the customer tab to find the ID. Then you open the invoices tab, filtering by that ID. Then you open the products tab just to check pricing on the invoice. It's tedious, and you lose the thread.
With this MCP server, you just talk to your agent. You say, 'What's the status of client X?' The agent runs all the necessary background checks (`list_customers`, `list_sale_invoices`, `get_product_details`) and hands you the complete, synthesized report. No clicking, no IDs to copy.
Altoviz MCP Server: Get a full picture of sales and expenses.
Manual reconciliation is a time sink. You have to download a sheet of receipts, then manually cross-reference vendor names against your supplier list, and finally calculate the net difference. It's prone to math errors and takes hours.
Now, you simply ask the agent to 'Compare last month's receipts to our known suppliers.' The agent uses `list_receipts` and `list_suppliers` to do the work. You get the final, verified answer immediately.
Common Questions About Altoviz MCP
How do I use the `list_sale_invoices` tool? +
You ask your agent to list sale invoices. The agent runs the list_sale_invoices tool and provides a list of all invoices. You can then ask the agent to use get_sale_invoice_details on a specific ID for more info.
Can I check customer data using `get_customer_details`? +
Yes, you give the agent the customer ID, and it calls get_customer_details. This pulls all available metadata about that customer, like contact info or account status.
What's the difference between `list_products` and `get_product_details`? +
list_products gives you an overview of the whole catalog. get_product_details pulls deep, specific metadata about one single product, like its full description or SKU.
How does `list_receipts` help with accounting? +
list_receipts gathers all your business expenses. You can then ask the agent to compare those receipts against your known vendors using list_suppliers.
Does Altoviz MCP Server handle quotes? +
Yes. You can use list_sale_quotes to see all drafts, and then get_sale_quote_details to review the specific terms and items on a quote.
How do I use `list_suppliers` to track vendors? +
This tool lists all your recorded suppliers. You can use it to get a comprehensive view of your vendor network, making it easy to track accounts payable and supplier details.
What is the purpose of `get_sale_quote_details`? +
It fetches specific details for a sales quote. Use this tool when you need to review a quote before it becomes an invoice, ensuring pricing and terms are correct.
Can I use `list_sale_invoices` to check for overdue payments? +
The tool lists sale invoices. You can analyze the returned metadata to filter and identify which invoices are past their due date, helping you prioritize collections.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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