Evoliz Invoicing & Management MCP Server
Equip your AI agent to manage sales invoices, track CRM clients, and monitor quotes via the Evoliz API.
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Evoliz Invoicing & Management MCP Server: mira tu AI Agent en acción
Capacidades integradas (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
Lo que este conector desbloquea
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.
Preguntas frecuentes
Dale a tus agentes de IA el poder de Evoliz Invoicing & Management
Accede a Evoliz Invoicing & Management y a más de 2.000 servidores MCP — listos para que tus agentes los usen, ahora mismo. Sin código pegamento. Sin integraciones personalizadas. Solo conecta el Vinkius AI Gateway y deja que tus agentes trabajen.
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