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How to Use the Evoliz Invoicing & Management MCP in VS Code Copilot

Equip your engineering team to query Evoliz invoices and client profiles directly inside VS Code Copilot using a shared MCP Server.

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VS Code Copilot

Connect Evoliz Invoicing & Management MCP to VS Code Copilot

Create your Vinkius account to connect Evoliz Invoicing & Management to VS Code Copilot 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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Query billing data directly inside VS Code Copilot

The `list_sales_invoices` tool lets your team inspect live billing records in VS Code Copilot, while `get_invoice_detailed_data` pulls complete line-item structures for instant reference. Give your development team direct access to real billing structures without leaving their workspace. Developers can quickly check how tax rates and discounts are structured in your production environment. This keeps everyone aligned and prevents integration bugs before code gets committed to the main repository.

Run quick volume audits during development

The `quick_financial_volume_audit` tool retrieves high-level financial summaries directly inside VS Code Copilot, while `list_unpaid_overdue_invoices` identifies outstanding balances for integration testing. Testing financial reporting tools requires realistic data sets. You can also isolate overdue documents to test how your notification microservices handle late-paying clients. No more manual database seeding with fake overdue flags.

Inspect client profiles and catalog items

The `list_crm_clients` tool exposes your entire customer list to VS Code Copilot, and `get_client_detailed_profile` delivers the exact field mappings required for customer portals. Building customer portals requires a clear understanding of how client profiles are structured. You can also cross-reference catalog items using `list_product_catalog` to ensure your portal displays the correct services and pricing. This keeps your user-facing interfaces perfectly in sync with your accounting records.

Setup guide

Set up Evoliz Invoicing & Management MCP in VS Code Copilot

Prerequisites

  • VS Code 1.99 or later with GitHub Copilot extension
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.

  2. 2

    Add the Evoliz Invoicing & Management MCP

    Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Switch to Agent mode

    Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.

  4. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Evoliz Invoicing & Management tools listed. Try asking: "List my recent Evoliz Invoicing & Management transactions" and Copilot will invoke them automatically.

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

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 VS Code Copilot

Create a `.vscode/mcp.json` file in your repository root and commit it to Git. This registers the MCP tools for everyone, giving every developer with the extension access when they open the workspace.
Yes. The agent can call `get_evoliz_account_metadata` to check your current plan restrictions and then generate code that respects those limits, preventing API blockages.
No, it does not cache your financial records. Every request to `list_sales_quotes` or other endpoints pulls fresh data directly from the API to prevent stale information.
Yes, developers can call `list_authorized_suppliers` to view supplier details. This helps when building internal tools that need to map accounts payable to external vendor profiles.
Your client records, product catalogs, and invoice histories are protected by end-to-end transport encryption. Vinkius isolates the MCP execution environment, ensuring that your financial payloads are never stored or exposed to external LLM training loops.

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