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.

Evoliz Invoicing & Management MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Evoliz Invoicing & Management
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Evoliz Invoicing & Management as an MCP tool provider through the Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="evoliz_invoicing_management_agent",
            tools=tools,
            system_message=(
                "You help users with Evoliz Invoicing & Management. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Evoliz Invoicing & Management MCP Server

Integrate Evoliz, the powerful cloud-based invoicing and business management platform, directly into your AI workflow. Manage your sales invoices and quotes, track client profiles and financial summaries, monitor product catalogs and supplier records, and oversee your entire business operation using natural language.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Evoliz Invoicing & Management tools. Connect 10 tools through the Vinkius and assign role-based access — a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Invoicing Oversight — List and retrieve detailed information, line items, and payment status for all your sales invoices.
Client Intelligence — Monitor CRM client profiles and financial summaries, resolving billing details and document history.
Quote Management — Access and monitor sales quotes and estimates, tracking validation statuses and total amounts.
Financial Auditing — Retrieve high-level summaries of document volume, overdue invoices, and organizational business health instantly.

The Evoliz Invoicing & Management MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Evoliz Invoicing & Management to AutoGen via MCP

Follow these steps to integrate the Evoliz Invoicing & Management MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Evoliz Invoicing & Management automatically

Why Use AutoGen with the Evoliz Invoicing & Management MCP Server

AutoGen provides unique advantages when paired with Evoliz Invoicing & Management through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Evoliz Invoicing & Management tools to solve complex tasks

Role-based architecture lets you assign Evoliz Invoicing & Management tool access to specific agents — a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Evoliz Invoicing & Management tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Evoliz Invoicing & Management tool responses in an isolated environment

Evoliz Invoicing & Management + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Evoliz Invoicing & Management MCP Server delivers measurable value.

Collaborative analysis: one agent queries Evoliz Invoicing & Management while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Evoliz Invoicing & Management, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Evoliz Invoicing & Management data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Evoliz Invoicing & Management responses in a sandboxed execution environment

Evoliz Invoicing & Management MCP Tools for AutoGen (10)

These 10 tools become available when you connect Evoliz Invoicing & Management to AutoGen via MCP:

get_client_detailed_profile

Get detailed profile and financial summary for a specific client

get_evoliz_account_metadata

Retrieve metadata and limits for your Evoliz account

get_invoice_detailed_data

Get detailed settings and line items for a specific invoice

list_authorized_suppliers

List all authorized suppliers and vendors

list_crm_clients

List all clients registered in your organization

list_product_catalog

List all products and services available in your catalog

list_sales_invoices

List all sales invoices in your Evoliz account

list_sales_quotes

List all sales quotes and estimates

list_unpaid_overdue_invoices

Identify invoices that are currently past their due date

quick_financial_volume_audit

Retrieve a high-level summary of invoices and quotes

Example Prompts for Evoliz Invoicing & Management in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Evoliz Invoicing & Management immediately.

"List all overdue invoices."

"Show me the details for invoice ID 12345."

"Search for client 'Sarah Connor'."

Troubleshooting Evoliz Invoicing & Management MCP Server with AutoGen

Common issues when connecting Evoliz Invoicing & Management to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Evoliz Invoicing & Management + AutoGen FAQ

Common questions about integrating Evoliz Invoicing & Management MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Evoliz Invoicing & Management tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.