Evoliz Invoicing & ManagementをAIに接続

• 01 / 03クライアントの履歴を分析する方法
• 02 / 03販売見積もりと売上の監査方法
• 03 / 03未払いの請求書を追跡する方法

最速日

731ms

最遅日

1102ms

14日間の傾向

遅延傾向+9%

Evoliz Invoicing & Management Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

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

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Evoliz Invoicing & ManagementをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  経営者・CFO

  外出先でも売上合計や未払請求書を即座に確認できます。

• 02

  営業チーム

  商談中にチャットを通じて顧客の履歴や見積状況を素早く調査できます。

• 03

  オペレーションチーム

  製品の在庫状況や組織の財務メタデータを即座にモニタリングできます。

• 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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