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Connect Evoliz Invoicing & Management to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your business operations through a simple chat interface.

Ask AI about this Connector

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.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Evoliz Invoicing & Management.

  1. 01

    Get invoice detailed data

    This capability pulls specific settings and individual line items for a single invoice.

  2. 02

    List authorized suppliers

    Use this to get a full list of all your authorized suppliers and vendors.

  3. 03

    List product catalog

    This capability retrieves every product and service currently in your catalog.

  4. 04

    List sales quotes

    Access a complete list of all your sales quotes and estimates.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Evoliz Invoicing & Management.

  1. 05

    List unpaid overdue invoices

    This capability identifies every invoice that has passed its due date.

  2. 06

    Quick financial volume audit

    Get a high-level summary of your total invoice and quote volumes.

  3. 07

    List CRM clients

    This capability provides a list of all clients registered in your organization.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Evoliz Invoicing & Management.

  1. 08

    List sales invoices

    Retrieve a list of all sales invoices within your Evoliz account.

  2. 09

    Get evoliz account metadata

    This capability pulls metadata and specific account limits for your Evoliz profile.

  3. 10

    Get client detailed profile

    Get a deep dive into a specific client's profile and their financial summary.

Real work

What teams actually run

01

Cash Flow Monitoring

A business owner asks the agent to find all unpaid invoices to see how much revenue is currently outstanding.

02

Sales Preparation

A sales rep asks for a client's lifetime value and recent quote status before starting a negotiation.

03

Inventory and Catalog Checks

An operations manager asks for a list of products to verify what is currently in the catalog.

04

Supplier Management

A procurement officer asks for a list of authorized suppliers to verify vendor credentials.

Automate a task

Put Evoliz Invoicing & Management to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Evoliz Invoicing & Management works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Evoliz Invoicing & Management to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

894ms average. Fast in production.

Evoliz Invoicing & Management is checked daily against the live service.

Daily averagePeak 1102ms
Oct 3Today
Fastest day
731ms
Slowest day
1102ms
14-day trend
Slowing+9%

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.

Connector linkhttps://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  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.
Configuration · claude_desktop_config.jsonCopy
{
  "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

Guided setup for Claude? Set up Evoliz Invoicing & Management in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Evoliz Invoicing & Management owners hand off.

This MCP is built for professionals who need to interact with Evoliz data without manual navigation.

  • 01

    CFOs and Business Owners

    They use the agent to check revenue totals and overdue invoices on the fly.

  • 02

    Sales Teams

    They use the agent to research client history and quote statuses during active negotiations.

  • 03

    Operations Teams

    They use the agent to monitor product availability and financial metadata.

FAQ

Questions Evoliz Invoicing & Management owners ask.

  • 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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