How to Use the Evoliz Invoicing & Management MCP in Claude

Q: How do I connect Evoliz Invoicing & Management to Claude Desktop?

You have two paths. For the desktop app, open your claudedesktopconfig.json file and add the server configuration under the mcpServers key. For the browser version, go to your integration settings, paste the remote server URL, and authorize the connection.

Q: Can Claude Desktop automatically draft emails based on Evoliz Invoicing & Management data?

Yes. Your agent can read client histories using getclientdetailedprofile and draft highly specific collection emails. It will not send them automatically, so you can review the draft before it goes to the client.

Run financial audits and look up French client billing history right from Claude Desktop using this secure MCP Server.

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Connect Evoliz Invoicing & Management MCP to Claude Desktop

Create your Vinkius account to connect Evoliz Invoicing & Management to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Evoliz Invoicing & Management with Claude Desktop

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Audit unpaid invoices inside Claude Desktop

The `list_unpaid_overdue_invoices` tool lets you identify past-due accounts directly inside Claude Desktop, while `get_invoice_detailed_data` pulls the exact line items you need to review. Your agent grabs live billing files and outstanding balances straight into your workspace. The tool checks your account limits via `get_evoliz_account_metadata` to keep your queries within safe boundaries. You do not have to copy-paste CSV files or write custom API scripts just to see who needs a late payment reminder.

Instantly check CRM profiles and client value

The `list_crm_clients` tool pulls your entire customer directory into your workspace, and `get_client_detailed_profile` provides the financial history for any specific account. Managing client relationships requires knowing who brings in the most cash before you draft a critical email. This gives you the exact context you need to draft tailored follow-ups. You get to see their entire history, including historical sales quotes via `list_sales_quotes`, without having to open the main dashboard.

Track catalogs and vendor accounts

The `list_product_catalog` tool fetches your active services and pricing tables, while `list_authorized_suppliers` maps out your external vendors. Keeping your billing system aligned with your actual inventory takes too much manual work. Your agent can use this MCP integration to verify if a quote matches your standard pricing before you send it out. You can also run a quick check on your supplier list to ensure every expense aligns with your internal records.

Setup guide

Set up Evoliz Invoicing & Management MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Evoliz Invoicing & Management MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Evoliz Invoicing & Management MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under evoliz-invoicing-management-mcp.

json

{
  "mcpServers": {
    "evoliz-invoicing-management-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Evoliz Invoicing & Management. 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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Common questions about Evoliz Invoicing & Management MCP in Claude Desktop

You have two paths. For the desktop app, open your `claude_desktop_config.json` file and add the server configuration under the `mcpServers` key. For the browser version, go to your integration settings, paste the remote server URL, and authorize the connection.

Yes. Your agent can read client histories using `get_client_detailed_profile` and draft highly specific collection emails. It will not send them automatically, so you can review the draft before it goes to the client.

It reads whatever currency details are stored in your account. The server pulls currency data directly when invoking `quick_financial_volume_audit` or checking individual sales documents.

Absolutely. You can use the server to pull up draft quotes with `list_sales_quotes` and inspect the line items. This lets you catch pricing discrepancies before they turn into actual invoices.

Your French tax documents, client records, and financial summaries never pass through third-party databases. The MCP Server runs inside a secure V8 sandbox, passing billing data directly to Claude Desktop over an encrypted local transport or secure HTTPS.

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