Use Evoliz Invoicing & Management with your AI.
Connect your account once and let the AI you already use work with it, without building another integration. Equip your AI agent to manage sales invoices, track CRM clients, and monitor quotes via the Evoliz API.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Complete set · 10 capabilities
The complete Evoliz Invoicing & Management capability set.
These are the exact actions your AI can choose when you ask it to work with Evoliz Invoicing & Management.
01-04
4 capabilities in this set.
Part of 10 available through Evoliz Invoicing & Management.
- 01
Get invoice detailed data
Get detailed settings and line items for a specific invoice
- 02
List authorized suppliers
List all authorized suppliers and vendors
- 03
List product catalog
List all products and services available in your catalog
- 04
List sales quotes
List all sales quotes and estimates
05-07
3 capabilities in this set.
Part of 10 available through Evoliz Invoicing & Management.
- 05
List unpaid overdue invoices
Identify invoices that are currently past their due date
- 06
Quick financial volume audit
Retrieve a high-level summary of invoices and quotes
- 07
List CRM clients
List all clients registered in your organization
08-10
3 capabilities in this set.
Part of 10 available through Evoliz Invoicing & Management.
- 08
List sales invoices
List all sales invoices in your Evoliz account
- 09
Get evoliz account metadata
Retrieve metadata and limits for your Evoliz account
- 10
Get client detailed profile
Get detailed profile and financial summary for a specific client
Observed, not estimated
763ms average. Fast in production.
Evoliz Invoicing & Management is checked daily against the live service.
- Fastest day
- 722ms
- Slowest day
- 873ms
- 14-day trend
- Slowing+12%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Evoliz Invoicing & Management, so you can see the experience inside your AI.
It does not authenticate your account with Evoliz Invoicing & Management. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Evoliz Invoicing & Management Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Evoliz Invoicing & Management capabilities are ready to use.
{
"mcpServers": {
"evoliz-invoicing-management-mcp": {
"url": "https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
FAQ
Questions Evoliz Invoicing & Management owners ask.
- 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 capability 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.
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