Verbinden Sie Evoliz Invoicing & Management mit Ihrer KI

• 01 / 03Kundenhistorie analysieren
• 02 / 03Verkaufsangebote prüfen
• 03 / 03Überfällige Rechnungen verfolgen

Schnellster Tag

731ms

Langsamster Tag

1102ms

14-Tage-Trend

Verlangsamend+9%

Evoliz Invoicing & Management Connector

Alles bereit. Wählen Sie Ihren MCP-Client und folgen Sie den Einrichtungsschritten.

Connector-Linkhttps://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcpKopieren

Claude Desktop

Folgen Sie den Schritten unten, um sich in Sekunden zu verbinden.

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Evoliz Invoicing & Management capabilities are ready to use.

Konfiguration · claude_desktop_config.jsonKopieren

{
  "mcpServers": {
    "evoliz-invoicing-management-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

Schritt-für-Schritt-Anleitungen für jeden Client finden Sie im Guide. Verbinden

Geführte Einrichtung für Claude? Evoliz Invoicing & Management in Claude und anderen KI-Tools einrichten

Alle KI-Clients ansehen, mit denen dieser Connector funktioniert ↑

• 01

  Unternehmer & CFOs

  Schneller Zugriff auf Umsatzzahlen und überfällige Rechnungen von unterwegs.

• 02

  Vertriebsteams

  Recherche von Kundenhistorien und Angebotsstatus direkt im Chat während Verhandlungen.

• 03

  Operations Teams

  Sofortige Überwachung der Produktverfügbarkeit und finanzieller Metadaten.

• 01

  How do I connect my Evoliz account?

  You connect through Vinkius by providing your Evoliz API Public Key and Secret Key. Once you authorize these credentials, the MCP is ready to use in your AI client.

• 02

  Which AI clients can I use with this MCP?

  You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Can I see specific items on an invoice?

  Yes, the get_invoice_detailed_data capability allows your agent to retrieve specific line items and settings for any individual invoice.

• 04

  Is my financial data secure?

  Vinkius hosts the MCP and manages your credentials securely, allowing your AI agent to interact with the Evoliz API using your provided keys.

• 05

  Can I track overdue payments?

  Yes, you can use the list_unpaid_overdue_invoices capability to have your agent identify all invoices that are past their due date.

• 06

  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.

• 07

  Does the integration support overdue tracking?

  Yes, you can use the list_unpaid_overdue_invoices capability to instantly identify all sales invoices that are past their due date.

• 08

  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.

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Vorschläge

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• 

  Lexware Office (Accounting & Invoicing) KI-Connector

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• 

  Zoho Invoice KI-Connector

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