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Evoliz MCP Server for LlamaIndexGive LlamaIndex instant access to 9 tools to Create Client, Get Article, Get Client, and more

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LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Evoliz as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Ask AI about this MCP Server for LlamaIndex

The Evoliz MCP Server for LlamaIndex is a standout in the Erp Operations category — giving your AI agent 9 tools to work with, ready to go from day one.

Built for AI Agents by Vinkius

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python
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Evoliz. "
            "You have 9 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Evoliz?"
    )
    print(response)

asyncio.run(main())
Evoliz
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* 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 MCP Server

Connect your Evoliz account to any AI agent and take full control of your cloud invoicing and accounting workflows through natural conversation.

LlamaIndex agents combine Evoliz tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

What you can do

  • Invoicing Orchestration — List and manage professional invoices programmatically, including retrieving detailed metadata and tracking payment statuses
  • Quote Management — Programmatically fetch and list sales quotes to maintain a high-fidelity oversight of your pending deals
  • Client CRM — Create and manage your complete customer database and retrieve detailed profiles directly through your agent
  • Catalog Intelligence — Access your directory of articles (products/services) and retrieve technical metadata and pricing to coordinate sales
  • Accounting Visibility — Monitor your business health by listing invoices and quotes programmatically using natural language commands

The Evoliz MCP Server exposes 9 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — credentials fully managed, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 9 Evoliz tools available for LlamaIndex

When LlamaIndex connects to Evoliz through Vinkius, your AI agent gets direct access to every tool listed below — spanning invoicing, quote-management, expense-tracking, and more. Every call runs in a secure, isolated environment with full audit visibility. Beyond a simple connection, you get real-time monitoring of agent activity, enterprise governance, and optimized token usage.

create

Create client on Evoliz

Important required fields are usually `name` and `type` (Professional or Individual). Create a new client in Evoliz

get

Get article on Evoliz

Get a specific article in Evoliz

get

Get client on Evoliz

Get a specific client in Evoliz

get

Get invoice on Evoliz

Get a specific invoice in Evoliz

get

Get quote on Evoliz

Get a specific quote in Evoliz

list

List articles on Evoliz

List articles (products/services) in Evoliz

list

List clients on Evoliz

List clients in Evoliz

list

List invoices on Evoliz

List invoices in Evoliz

list

List quotes on Evoliz

List quotes in Evoliz

Connect Evoliz to LlamaIndex via MCP

Follow these steps to wire Evoliz into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind Vinkius.

01

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token
03

Run the agent

Save to agent.py and run: python agent.py
04

Explore tools

The agent discovers 9 tools from Evoliz

Why Use LlamaIndex with the Evoliz MCP Server

LlamaIndex provides unique advantages when paired with Evoliz through the Model Context Protocol.

01

Data-first architecture: LlamaIndex agents combine Evoliz tool responses with indexed documents for comprehensive, grounded answers

02

Query pipeline framework lets you chain Evoliz tool calls with transformations, filters, and re-rankers in a typed pipeline

03

Multi-source reasoning: agents can query Evoliz, a vector store, and a SQL database in a single turn and synthesize results

04

Observability integrations show exactly what Evoliz tools were called, what data was returned, and how it influenced the final answer

Evoliz + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Evoliz MCP Server delivers measurable value.

01

Hybrid search: combine Evoliz real-time data with embedded document indexes for answers that are both current and comprehensive

02

Data enrichment: query Evoliz to augment indexed data with live information before generating user-facing responses

03

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Evoliz for fresh data

04

Analytical workflows: chain Evoliz queries with LlamaIndex's data connectors to build multi-source analytical reports

Example Prompts for Evoliz in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Evoliz immediately.

01

"List all my most recent invoices in Evoliz."

02

"Find the client named 'John Doe'."

03

"Show me the details for quote ID '67890'."

Troubleshooting Evoliz MCP Server with LlamaIndex

Common issues when connecting Evoliz to LlamaIndex through Vinkius, and how to resolve them.

01

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Evoliz + LlamaIndex FAQ

Common questions about integrating Evoliz MCP Server with LlamaIndex.

01

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
02

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Evoliz tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
03

Does LlamaIndex support async MCP calls?

Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.

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