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 Windsurf 10 tools — connect in under 2 minutes

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

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 10 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Evoliz Invoicing & Management through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.

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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.

Windsurf's Cascade agent chains multiple Evoliz Invoicing & Management tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your 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 Windsurf 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 Windsurf via MCP

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

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Evoliz Invoicing & Management

Open Cascade and ask: "Using Evoliz Invoicing & Management, help me..." — 10 tools available

Why Use Windsurf with the Evoliz Invoicing & Management MCP Server

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

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Evoliz Invoicing & Management + Windsurf Use Cases

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

Automated code generation: ask Cascade to fetch data from Evoliz Invoicing & Management and generate models, types, or handlers based on real API responses

Live debugging: query Evoliz Invoicing & Management tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Evoliz Invoicing & Management and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Evoliz Invoicing & Management data with Cascade's code generation to scaffold entire features in minutes

Evoliz Invoicing & Management MCP Tools for Windsurf (10)

These 10 tools become available when you connect Evoliz Invoicing & Management to Windsurf 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 Windsurf

Ready-to-use prompts you can give your Windsurf 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 Windsurf

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

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Evoliz Invoicing & Management + Windsurf FAQ

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

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system — it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.