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 VS Code Copilot 10 tools — connect in under 2 minutes

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

code.visualstudio.com/docs/copilot/chat/mcp-servers

Built by Vinkius GDPR 10 Tools IDE

GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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Classic Setup·json

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

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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.

GitHub Copilot Agent mode brings Evoliz Invoicing & Management data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools — Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to integrate the Evoliz Invoicing & Management MCP Server with VS Code Copilot.

Create MCP config

Create a .vscode/mcp.json file in your project root

Add the server config

Paste the JSON configuration above

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown

Start using Evoliz Invoicing & Management

Ask Copilot: "Using Evoliz Invoicing & Management, help me..." — 10 tools available

Why Use VS Code Copilot with the Evoliz Invoicing & Management MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Evoliz Invoicing & Management through the Model Context Protocol.

VS Code is used by over 70% of developers — adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Evoliz Invoicing & Management + VS Code Copilot Use Cases

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

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Evoliz Invoicing & Management MCP Tools for VS Code Copilot (10)

These 10 tools become available when you connect Evoliz Invoicing & Management to VS Code Copilot 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 VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

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

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Evoliz Invoicing & Management + VS Code Copilot FAQ

Common questions about integrating Evoliz Invoicing & Management MCP Server with VS Code Copilot.

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.