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 Windsurf?
Windsurf's Cascade agent chains multiple Evoliz tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 9 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Evoliz in Windsurf
Evoliz and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect Evoliz to Windsurf 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 Windsurf
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 Windsurf 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 Windsurf
Every tool call from Windsurf 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 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.
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