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 OpenAI Agents SDK 10 tools — connect in under 2 minutes

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

openai.github.io/openai-agents-python/mcp

Built by Vinkius GDPR 10 Tools SDK

The OpenAI Agents SDK enables production-grade agent workflows in Python. Connect Evoliz Invoicing & Management through the Vinkius and your agents gain typed, auto-discovered tools with built-in guardrails — no manual schema definitions required.

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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 agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    async with MCPServerStreamableHttp(
        url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ) as mcp_server:

        agent = Agent(
            name="Evoliz Invoicing & Management Assistant",
            instructions=(
                "You help users interact with Evoliz Invoicing & Management. "
                "You have access to 10 tools."
            ),
            mcp_servers=[mcp_server],
        )

        result = await Runner.run(
            agent, "List all available tools from Evoliz Invoicing & Management"
        )
        print(result.final_output)

asyncio.run(main())

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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.

The OpenAI Agents SDK auto-discovers all 10 tools from Evoliz Invoicing & Management through native MCP integration. Build agents with built-in guardrails, tracing, and handoff patterns — chain multiple agents where one queries Evoliz Invoicing & Management, another analyzes results, and a third generates reports, all orchestrated through the Vinkius.

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 OpenAI Agents SDK 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 OpenAI Agents SDK via MCP

Follow these steps to integrate the Evoliz Invoicing & Management MCP Server with OpenAI Agents SDK.

Install the SDK

Run pip install openai-agents in your Python environment

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Run the script

Save the code above and run it: python agent.py

Explore tools

The agent will automatically discover 10 tools from Evoliz Invoicing & Management

Why Use OpenAI Agents SDK with the Evoliz Invoicing & Management MCP Server

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

Native MCP integration via `MCPServerSse` — pass the URL and the SDK auto-discovers all tools with full type safety

Built-in guardrails, tracing, and handoff patterns let you build production-grade agents without reinventing safety infrastructure

Lightweight and composable: chain multiple agents and MCP servers in a single pipeline with minimal boilerplate

First-party OpenAI support ensures optimal compatibility with GPT models for tool calling and structured output

Evoliz Invoicing & Management + OpenAI Agents SDK Use Cases

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

Automated workflows: build agents that query Evoliz Invoicing & Management, process the data, and trigger follow-up actions autonomously

Multi-agent orchestration: create specialist agents — one queries Evoliz Invoicing & Management, another analyzes results, a third generates reports

Data enrichment pipelines: stream data through Evoliz Invoicing & Management tools and transform it with OpenAI models in a single async loop

Customer support bots: agents query Evoliz Invoicing & Management to resolve tickets, look up records, and update statuses without human intervention

Evoliz Invoicing & Management MCP Tools for OpenAI Agents SDK (10)

These 10 tools become available when you connect Evoliz Invoicing & Management to OpenAI Agents SDK 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 OpenAI Agents SDK

Ready-to-use prompts you can give your OpenAI Agents SDK 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 OpenAI Agents SDK

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

MCPServerStreamableHttp not found

Ensure you have the latest version: pip install --upgrade openai-agents

Agent not calling tools

Make sure your prompt explicitly references the task the tools can help with.

Evoliz Invoicing & Management + OpenAI Agents SDK FAQ

Common questions about integrating Evoliz Invoicing & Management MCP Server with OpenAI Agents SDK.

How does the OpenAI Agents SDK connect to MCP?

Use MCPServerSse(url=...) to create a server connection. The SDK auto-discovers all tools and makes them available to your agent with full type information.