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Vinkius
CursorIDE
Why use Evoliz Invoicing & Management MCP Server with Cursor?

Bring Invoicing
to Cursor

Create your Vinkius account to connect Evoliz Invoicing & Management to Cursor and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.

MCP Inspector GDPR Free for Subscribers
Get Client Detailed ProfileGet Evoliz Account MetadataGet Invoice Detailed DataList Authorized SuppliersList Crm ClientsList Product CatalogList Sales InvoicesList Sales QuotesList Unpaid Overdue InvoicesQuick Financial Volume Audit
ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

ClaudeClaude
ChatGPTChatGPT
CursorCursor
GeminiGemini
WindsurfWindsurf
VS CodeVS Code
JetBrainsJetBrains
VercelVercel
+ other MCP clients
Evoliz Invoicing & Management

What is the 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.

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.

How it works

  1. Connect the Evoliz integration to your AI assistant.
  2. Authorize using your Evoliz API Public Key and Secret Key (found in your account settings).
  3. Orchestrate your business management and invoicing strategy through intuitive conversation.

Who is this for?

  • Business Owners & CFOs — Quickly check revenue totals and overdue invoices on the go.
  • Sales Teams — Research client history and quote statuses via chat during negotiations.
  • Operations Teams — Monitor product availability and organizational financial metadata instantly.

Built-in capabilities (10)

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

Why Cursor?

Cursor's Agent mode turns Evoliz Invoicing & Management into an in-editor superpower. Ask Cursor to generate code using live data from Evoliz Invoicing & Management and it fetches, processes, and writes. all in a single agentic loop. 10 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.

  • Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context

  • Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards

  • MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment

  • VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools

See it in action

Evoliz Invoicing & Management in Cursor

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Enterprise Security

Why run Evoliz Invoicing & Management with Vinkius?

The Evoliz Invoicing & Management connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.

You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.

Evoliz Invoicing & Management
Fully ManagedNo server setup
Plug & PlayNo coding needed
SecurePrivacy protected
PrivateYour data is safe
Cost ControlBudget limits
Control1-click disconnect
Auto-UpdatesMaintenance free
High SpeedOptimized for AI
Reliable99.9% uptime
Your credentials and connection tokens are fully encrypted

* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents
Connect securely in under 30 seconds
Complete visibility into every agent action
Optimize spending and track token ROI

Explore our live AI Agents Analytics dashboard to see it all working

This dashboard is included when you connect Evoliz Invoicing & Management using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.

Why Vinkius

Evoliz Invoicing & Management and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect Evoliz Invoicing & Management to Cursor through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.

4,000+MCP Integrations
<40msResponse time
100%Fully managed
Raw MCP
Vinkius
Ready-to-use MCPsFind and configure each manually4,000+ MCPs ready to use
Connection SetupManual coding & server setup1-click instant connection
Server HostingYou host it yourself (needs 24/7 uptime)100% hosted & managed by Vinkius
Security & PrivacyStored in plaintext config filesBank-grade encrypted vault
Activity VisibilityBlind execution (no logs or tracking)Live dashboard with real-time logs
Cost ControlRunaway AI token spend riskAutomatic budget limits
Revoking AccessMust delete files or code to stop1-click disconnect button
The Vinkius Advantage

How Vinkius secures Evoliz Invoicing & Management for Cursor

Every request between Cursor and Evoliz Invoicing & Management is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

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.

02

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.

03

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.

04

What is Agent mode and why does it matter for MCP?

Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.

05

Where does Cursor store MCP configuration?

Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.

06

Can Cursor use MCP tools in inline edits?

No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.

07

How do I verify MCP tools are loaded?

Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.

08

Tools not appearing in Cursor

Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.

09

Server shows as disconnected

Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.

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