Evoliz MCP. Manage Invoicing, Quotes, and Client Data.
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…and any MCP-compatible client
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Evoliz MCP gives your AI agent full control over French business accounting and invoicing. Quickly generate quotes, list clients, track expenses, and manage invoices right from conversation.
Stop logging data manually; let your agent handle all billing tasks.
What your AI agents can do
Create client
Registers a new customer into Evoliz with the required name and type.
Get article
Retrieves the full details for one specific product or service article in your catalog.
Get client
Pulls the complete profile and history for a single, known client.
The agent can register new customers or pull detailed information about existing ones.
Retrieve technical details and current pricing for every article (product or service) you sell.
Fetch specific quote documents to monitor the status of deals that haven't turned into invoices yet.
Check payment statuses and pull historical data for any invoice in your system.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Evoliz MCP: 9 Tools for Billing
These tools give your AI agent direct access to the core functions of Evoliz, from creating new clients to listing historical invoices and monitoring sales quotes.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Evoliz on Vinkius019dd0eccreate client
Registers a new customer into Evoliz with the required name and type.
019dd0ecget article
Retrieves the full details for one specific product or service article in your catalog.
019dd0ecget client
Pulls the complete profile and history for a single, known client.
019dd0ecget invoice
Fetches all metadata related to one specific invoice document.
019dd0ecget quote
Retrieves the full details for a single, pending quote.
019dd0eclist articles
Provides an overview of all available products and services in your catalog.
019dd0eclist clients
Returns a list of every client you have recorded in the system.
019dd0eclist invoices
Generates a summary list of all invoices, including basic status and dates.
019dd0eclist quotes
Provides a summarized listing of all open quotes to track deal progress.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Evoliz, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Evoliz. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The headache of manual billing reconciliation
Right now, tracking a single client's financial standing is a click-intensive nightmare. You have to jump into the invoicing tab to see payments, then go to the client dashboard just to verify their status, and maybe run a separate report to confirm pricing on past projects—all while copying IDs and cross-referencing dates in spreadsheets.
With this MCP, you eliminate those jumps. Your AI agent acts as your dedicated coordinator. You simply tell it what you need: 'What is the current outstanding balance for Client Z?' and it runs all necessary checks (client profile, invoice list) to give you one clean answer.
Managing client data with the Evoliz MCP
You no longer need separate processes for onboarding. The agent can handle this end-to-end: it uses `list_clients` to check if the person exists, then executes `create_client` if they don't, or pulls their full history using `get_client` if they do.
This means your workflow is faster and less error-prone. The agent manages the state change—it knows when to create a record versus just updating it. It’s reliable.
What you can do with this MCP connector
This connector lets you take the complexity out of cloud invoicing and accounting. Forget jumping between tabs or running messy API scripts just to check a client's balance or find an invoice ID. You connect your AI agent, and it acts like a dedicated accountant sitting next to you.
Need to know if 'Acme Corp' paid last month’s bill? Ask the agent. Want to create a brand new contact record? Just tell it to do it. The toolset lets you list clients or retrieve detailed profiles instantly. You can also manage your product catalog, finding specific article metadata and pricing when coordinating sales efforts.
Need to check pending deals? Fetching quotes is simple. It’s the kind of background work that used to take an hour of dedicated effort; now it's just a chat prompt. Because this MCP is hosted on Vinkius, you get instant access to all these billing tools from any compatible AI client.
019dd0ec-3d5f-73c6-838b-816a05cf1601 
How Evoliz MCP Works
- 1 Subscribe to this MCP on Vinkius and grab your API Token from your Evoliz settings.
- 2 Connect the token to your AI client (Cursor, Claude, etc.)
- 3 Ask your agent a natural language question like, 'List all invoices over €100 last quarter.' The agent executes the calls and returns the structured data.
The bottom line is, you talk to your agent in plain English, and it handles the necessary API communication with Evoliz behind the scenes.
Who Is Evoliz MCP For?
This MCP is for operations managers and accountants who spend too much time manually compiling client financial reports. If you're tired of digging through multiple dashboards just to confirm a balance, this is built for you.
Uses the MCP to list all invoices and check payment statuses quickly without leaving their accounting software.
Manages client profiles using create_client and tracks pending deals by listing quotes, ensuring nothing falls through the cracks before invoicing.
Uses natural language queries to check a company's current billing health or retrieve specific client data on demand.
What Changes When You Connect
- Check invoice status instantly. Instead of running a report to find out if an invoice is paid or overdue, you ask the agent using
list_invoicesand get a direct answer. - Keep client data clean. Use
create_clientfor new contacts orget_clientto pull up detailed history, ensuring all records are current and accurate. - Monitor pipeline deals easily. You can run
list_quotesto see every pending deal at a glance, helping you prioritize which sales quotes need immediate follow-up. - Know your offerings inside and out. If a salesperson needs pricing or technical specs mid-call, the agent uses
list_articlesandget_articleto pull accurate data instantly. - Eliminate manual reporting. By grouping these tools—from
list_invoicestolist_quotes—your AI acts as your central financial visibility dashboard.
Real-World Use Cases
Closing the books after a big sale
A sales rep needs to confirm all details before sending the final bill. They ask their agent: 'First, find John Doe using get_client. Then, show me his last three invoices using list_invoices, and finally, grab the product catalog data with get_article so I can reference the correct SKU.' The agent executes all calls in sequence.
Onboarding a new client
An operations associate needs to set up a brand new account. They ask the agent to 'Add Acme Corp and their billing details.' This uses create_client immediately, populating the system with accurate core data.
Checking deal status mid-quarter
A manager wants a high-level view of all sales opportunities. They prompt the agent to 'List all quotes that are over €5k.' This uses list_quotes and filters the results, giving them immediate insight into large pending deals.
Auditing historical spending
An accountant needs to track a specific project's financial history. They ask the agent to 'Find all invoices for Project X between March and May.' The agent uses list_invoices with date parameters, providing the necessary records.
The Tradeoffs
Treating tools as separate API calls
A developer writes a script that first calls get_client, then passes the ID to another function. They have to manually manage error handling and data passing between 3-4 different endpoints.
→
Instead, tell your agent in natural language: 'Get me John Doe's client profile and list his last five invoices.' The agent manages the sequence of get_client followed by list_invoices, simplifying the workflow.
Searching for data via multiple tools
You need to know if an invoice is related to a specific product. You might run list_articles, then check that ID against get_invoice manually in three separate steps.
→ The agent handles this context automatically. Just ask: 'Show me the invoice for Product XYZ.' The system combines catalog knowledge with billing history using internal tool logic.
Assuming data is always available
Trying to generate a quote without first checking if the client exists, leading to an error message and wasted time.
→
Always start by asking the agent to check the client's status or history using get_client before attempting any billing actions like creating quotes.
When It Fits, When It Doesn't
Use this MCP if your primary need is comprehensive, conversational access to structured financial and client records. If you regularly need to perform tasks that involve listing clients (list_clients), checking article pricing (list_articles), or moving through the billing lifecycle (quote -> invoice), this toolset works for you. Don't use it if you only need basic data storage, like a simple contact list without any financial history attached; in that case, a dedicated CRM-type MCP might be better. Also, avoid using it if your workflow involves complex multi-currency tax calculations not covered by Evoliz’s native features.
Common Questions About Evoliz MCP
How does list_invoices work with my existing client data? +
The list_invoices tool uses the underlying Evoliz structure to retrieve billing records. When you ask about a specific client, it filters the global invoice list down to only documents associated with that customer.
Can I use get_quote for old deals? +
The get_quote tool is designed for active or recently closed quotes. While you can pull historical records, it's best used when you need to check the status of a pending deal that hasn't been invoiced yet.
What if I want to see all products I sell? +
You use list_articles. This tool provides an overview of your entire product and service catalog, giving you the IDs needed for more specific lookups using get_article.
Does create_client require all client fields? +
No. The create_client tool handles required fields like name and type first. You can add additional details later through other functions or subsequent prompts.
If I use get_article for an article ID that doesn't exist, what happens? +
The agent will return a specific 'Article Not Found' error code. Your workflow can then handle the missing data gracefully without crashing.
How do I filter results when using list_invoices or list_quotes? +
You pass parameters like date ranges, client IDs, or status types directly to the listing tools. This narrows down the search and keeps your data focused.
What permissions are needed if I use get_client for a specific user? +
The connected account must have read access to that client's profile details. If not, the agent will return an explicit permission error telling you exactly what data is restricted.
Are there rate limits when I use list_clients or list_articles? +
The MCP handles standard API rate limiting for you. If your agent makes too many requests too quickly, it will automatically pause and prompt you to wait before continuing.
How do I find my Evoliz API Token? +
Log in to your account, navigate to Settings > API, and generate or copy your unique access token.
Does the agent send invoices automatically? +
No. The agent creates invoices as drafts. You must send them via the Evoliz interface or configure automation rules in your dashboard.
Can I check my product catalog via AI? +
Yes! Use the list_articles tool to retrieve your complete directory of products and services, including pricing and metadata.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.