Compatible with every major AI agent and IDE
What is the 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.
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
How it works
- Subscribe to this server
- Retrieve your API Token from your Evoliz settings (Settings > API)
- Start managing your cloud accounting from Claude, Cursor, or any MCP client
No more manual deal logging or digging through fragmented accounting tables. Your AI acts as your dedicated accounting and billing coordinator.
Who is this for?
- SME Owners — instantly check invoice statuses and client balances using natural language queries
- Accountants & Ops — monitor pending quotes and retrieve financial records without leaving your workspace
- Sales Teams — manage client profiles and coordinate article data through simple AI commands
Built-in capabilities (9)
Important required fields are usually `name` and `type` (Professional or Individual). Create a new client in Evoliz
Get a specific article in Evoliz
Get a specific client in Evoliz
Get a specific invoice in Evoliz
Get a specific quote in Evoliz
List articles (products/services) in Evoliz
List clients in Evoliz
List invoices in Evoliz
List quotes in Evoliz
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Evoliz tools. Connect 9 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
- —
Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Evoliz tools to solve complex tasks
- —
Role-based architecture lets you assign Evoliz 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 tool calls
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Code execution sandbox: AutoGen agents can write and run code that processes Evoliz tool responses in an isolated environment
Evoliz in AutoGen
Evoliz and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Evoliz to AutoGen through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Evoliz in AutoGen
The Evoliz 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. All 9 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in AutoGen only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

* 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
How Vinkius secures
Evoliz for AutoGen
Every tool call from AutoGen to the Evoliz MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Evoliz API Token?
Log in to your account, navigate to Settings > API, and generate or copy your unique access token.
Does the agent send invoices automatically?
No. The agent creates invoices as drafts. You must send them via the Evoliz interface or configure automation rules in your dashboard.
Can I check my product catalog via AI?
Yes! Use the list_articles tool to retrieve your complete directory of products and services, including pricing and metadata.
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 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.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
McpWorkbench not found
Install: pip install "autogen-ext[mcp]"
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