# Altoviz MCP MCP > Altoviz MCP handles back-office business operations, allowing your agent to manage customer records, generate sales invoices and quotes, track expenses, and monitor product inventory using plain conversation. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** invoicing, expense-tracking, business-management, accounting, customer-profiles, financial-reporting ## Description Use this MCP to handle the tedious parts of running a small business. Instead of jumping between invoicing software, CRM tools, and expense spreadsheets, you talk to your agent. It connects directly to your Altoviz account, letting you manage everything from creating sale invoices to checking if a client has an overdue balance. You can also list customer profiles or audit past receipts without opening a single dashboard. When you connect this via Vinkius, you get one central spot in your AI client where your agent handles all the back-end work through natural conversation. ## Tools ### list_receipts Retrieves a comprehensive list of business receipts and expenses. ### list_suppliers Lists your organization's registered suppliers and vendor details. ### list_products Gathers a full list of every product available in your catalog. ### get_product_details Gets the current details and pricing information for a single product in your catalog. ### list_customers Provides a list of all active customer accounts. ### get_customer_details Retrieves specific metadata for one customer profile. ### list_sale_invoices Generates a paginated list of all historical sale invoices. ### get_sale_invoice_details Pulls all metadata related to an existing sale invoice. ### list_sale_quotes Provides a list of all previously created sales quotes. ### get_sale_quote_details Retrieves the specific details of a sales quote you generated. ## Prompt Examples **Prompt:** ``` List the last 5 sale invoices in Altoviz. ``` **Response:** ``` I've retrieved the latest 5 sale invoices. They total €1,200. Would you like to check the details of a specific invoice? ``` **Prompt:** ``` Show me details for customer 'John Doe'. ``` **Response:** ``` I've found customer John Doe (ID: 123). His contact email is john@example.com. Would you like to see his latest invoices? ``` **Prompt:** ``` List the products in my catalog. ``` **Response:** ``` You have 15 products in your catalog. Top items include 'Consulting Service' and 'Software License'. Let me know if you need specific pricing details. ``` ## Capabilities ### Check Customer and Product Data Retrieve specific customer metadata or list available products directly from Altoviz. ### Manage Financial Records List, retrieve, and create sales invoices, track quotes, or view historical receipts and expenses. ### Review Supplier Details Access a list of your registered suppliers to verify contact and billing information. ### Audit Customer Accounts List all existing customer profiles to ensure your business contacts are up to date. ### Track Invoicing Status Pull lists of sale invoices or quotes, and identify which ones are overdue for payment. ## Use Cases ### The Quarterly Review An accountant needs to audit Q3 sales records. Instead of running six separate reports (invoices, quotes, receipts), they ask the agent to 'Show me all financial data for John Doe.' The agent uses list_customers and get_customer_details to compile a single view of transactions. ### The Sales Follow-Up A salesperson needs to follow up on an old deal. They ask the agent about 'the Smith Corp.' The system runs list_customers, checks get_customer_details, and immediately shows if there are any outstanding quotes or invoices. ### The Inventory Check An operations manager needs to know if a client can afford the full order. They ask for 'all products' and then use get_product_details on the high-cost items, checking inventory levels against sales quotas. ### Supplier Reconciliation The finance lead needs to verify payment terms with a vendor. The agent runs list_suppliers and uses get_supplier_details to pull contact info before sending a payment draft. ## Benefits - You stop losing time switching between Altoviz's dashboard tabs. You just ask your agent to 'List all sale invoices,' and it gives you the summary instantly. - Instead of manually checking multiple reports for overdues, you prompt the system to identify which outstanding invoices are past their due date using list_sale_invoices. - Need to verify a client's contact info? You can use get_customer_details to pull current metadata without logging into the CRM section. - Tracking expenses is simple. Just run list_receipts and your agent organizes the data, letting you see exactly what business receipts are filed this month. - Creating new work is fast. Use list_products first to check inventory details, then ask for a quote using get_sale_quote_details. ## How It Works The bottom line is: you talk to your AI client, and it handles the complex data calls to Altoviz for you. 1. First, subscribe to this MCP and input your Altoviz API Key into the Vinkius connection settings. 2. Next, instruct your AI client on the task, like 'List all customers who haven't paid in 60 days.' 3. Your agent executes the request by calling the necessary internal tools and returns a formatted summary directly to the chat. ## Frequently Asked Questions **Can I list all my customers using list_customers?** Yes, that's exactly what list_customers does. It provides a complete directory of your active customer accounts so you know who to talk to. **How do I see the details for an invoice using get_sale_invoice_details?** You pass the invoice ID to the agent, and it uses get_sale_invoice_details. This pulls all metadata—amounts, dates, and line items—for that specific transaction. **Is list_products the right tool for inventory checks?** Yes, list_products gives you a full catalog of what you sell. If you need details on one item, then use get_product_details with its SKU or ID. **Can I check expenses using list_receipts?** Absolutely. The list_receipts tool compiles all your business receipts and expenses into a single view for review. **How do I check potential sales using list_sale_quotes?** list_sale_quotes retrieves records of quotes issued to customers. You use this tool when you need to see pre-invoice proposals or track potential revenue before an agreement is finalized. **What can I learn about my vendors using list_suppliers?** list_suppliers provides a complete roster of your business partners and material providers. This helps you manage purchasing records, verify vendor details, or audit who you pay for goods received. **If I need specific metadata on one customer, should I use get_customer_details?** Yes, using get_customer_details pulls all available data points for a single, known client ID. This is better than listing customers when you only need to verify or extract deep-dive contact information. **How do I review my past sales records using list_sale_invoices?** list_sale_invoices generates a comprehensive list of all invoices sent out. You can use this data to check total sales for a period or filter specific transactions by date and status. **How do I find my Altoviz API Key?** Log in to your Altoviz account, navigate to your account settings or developer section, and generate a new API key. This key will be used as the `X-API-KEY` header. **Can I retrieve supplier invoices (receipts)?** Yes! Use the `list_receipts` tool to get a list of expenses/receipts recorded in Altoviz. **Are sale quotes supported?** Yes, you can use the `list_sale_quotes` tool to see existing quotes, and `get_sale_quote_details` for specific information.