Supercharge your AI with Evoliz Invoicing. Know your client's financial status instantly.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Evoliz Invoicing & Management connects your AI agent to a full suite of financial tools. Manage sales invoices, track client profiles, monitor product catalogs, and review outstanding quotes all in one conversation.
What your AI can do
Get evoliz account metadata
Checks the limits and overall operational metadata for your Evoliz account.
Get client detailed profile
Pulls a complete profile, financial summary, and history for one specific client.
Get invoice detailed data
Retrieves granular details, line items, and payment status for a single invoice ID.
Get high-level summaries of document volume, overdue invoices, and overall business financial status.
Retrieve detailed profiles for specific clients or list every registered client in the organization.
Access all sales invoices, view line items, track payments, and monitor estimates/quotes.
List available products, services, or authorized suppliers to verify inventory or vendor status.
Find specific document details, like invoice #12345, and review its line items and payment status.
Ask an AI about this
Compatible AI Apps
OAuth 2.0 CompatibleWaiting for input…
Evoliz Invoicing & Management: 10 Tools
Access ten specialized tools that allow you to query client records, audit invoices, manage quotes, and check product availability using natural language.
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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 Invoicing & Management on VinkiusGet Evoliz Account Metadata
Checks the limits and overall operational metadata for your Evoliz account.
Get Client Detailed Profile
Pulls a complete profile, financial summary, and history for one specific client.
Get Invoice Detailed Data
Retrieves granular details, line items, and payment status for a single invoice ID.
Quick Financial Volume Audit
Provides a quick, high-level summary of the total volume across invoices and quotes.
List Crm Clients
Presents a list of every client currently registered in the system.
List Sales Invoices
Generates a list of every sales invoice recorded in your account.
List Unpaid Overdue Invoices
Identifies and lists only those invoices that are past their payment due date.
List Product Catalog
Lists all available products and services that can be sold or tracked.
List Sales Quotes
Presents a list view of all open and closed sales estimates or quotes.
List Authorized Suppliers
Lists all vendors or suppliers approved to work with your organization.
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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 connection provides 10 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Tracking financials today means opening at least three different tabs.
Right now, checking on a client's status is tedious. You start in the CRM to view their account history, then you jump over to the invoicing portal just to see if invoices are paid. If you need product info or vendor details, that's another tab and sometimes an entirely different system login.
With this MCP, all that data lives together. You talk to your agent—you ask it about a client, and it pulls the financial summary, checks for overdue payments using `list_unpaid_overdue_invoices`, and even verifies the product list you're quoting from. It just works.
Getting Client Data with Evoliz Invoicing & Management
You eliminate the need to manually search through client records, check quote statuses, and then cross-reference product availability in separate systems. The agent handles the sequential calls for you.
What's different now is that your AI assistant thinks across all these domains simultaneously. It doesn't just list data; it builds context out of it.
What your AI can actually do with this
You can connect Evoliz—the cloud invoicing platform—directly into your natural language workflow. Instead of jumping between the CRM, accounting system, and quote tracker, you ask your agent what you need. It pulls the data instantly to give you a clear picture of your business health.
Need to know if a client's invoice is paid? Ask it. Want to see all active quotes for Q3? Tell it. You can even check out vendor lists or review product availability without leaving your chat window. This MCP gives your agent the authority to handle everything from deep financial auditing to basic client lookups, making sure you have a single source of truth for operations and sales data.
For access to this full suite of tools, just connect through Vinkius.
019d7594-2c3c-7118-b35f-cb1f5f86bcb9 Here's how it actually works
The bottom line is that you get a conversation layer over complex financial systems, allowing you to ask questions instead of navigating menus.
Connect the Evoliz integration to your AI client. You'll need your API Public Key and Secret Key from your account settings.
Authorize access using those keys. This links the entire invoicing platform to your agent's capabilities.
Start talking to your agent. You tell it, 'Show me all overdue invoices for Global Tech,' and it pulls the specific data.
Who is this actually for?
Business owners who spend too much time cross-referencing spreadsheets. Sales reps stuck in negotiations because they can't quickly pull up a client's total lifetime value. Operations managers tired of manually checking product and supplier status.
Checks get_client_detailed_profile during a sales call to review the client’s payment history and active quotes.
Runs list_unpaid_overdue_invoices immediately to identify financial risks across the entire portfolio.
Uses list_product_catalog and list_authorized_suppliers together to confirm product availability before fulfilling an order.
What Changes When You Connect
You stop manually checking overdue dates. Calling list_unpaid_overdue_invoices gives you an immediate, actionable list of accounts that need follow-up.
No more guessing about a client’s value. The get_client_detailed_profile tool aggregates their full financial summary and document history into one place for quick review.
You save time researching quotes. Instead of digging through folders, you ask the agent to use list_sales_quotes to track validation statuses or total amounts across all estimates.
Inventory checks are instant. By using list_product_catalog, your team confirms if a product is available and what services are offered before sending an estimate.
Getting project details is simple. The get_invoice_detailed_data function pulls every line item for any invoice, letting you verify billing accuracy in seconds.
See it in action
Following Up on a Large Deal
A sales manager needs to know if a prospect is ready to buy. They ask the agent to search for the client and check both list_sales_quotes and get_client_detailed_profile. The agent returns the total value of all outstanding estimates, allowing the manager to move forward with a final invoice.
Quarterly Financial Health Check
The CFO needs a snapshot of risk. They ask the agent to run quick_financial_volume_audit and then immediately follow up with list_unpaid_overdue_invoices. This combination gives them both a total picture and an actionable list of money owed.
Client Onboarding Verification
A new account representative needs to verify if the client has been properly set up. They ask the agent to run list_crm_clients first, then use get_client_detailed_profile on the specific ID to ensure all billing and contact details are correct.
Verifying a Purchase Order
An operations team member needs to confirm if a product ordered is approved. They check list_product_catalog for availability, then use list_authorized_suppliers to make sure the vendor is on the approved list before generating an invoice.
The honest tradeoffs
Checking status in multiple tabs
The user opens the CRM tab, checks clients. They open the Accounting tab and run a report for invoices. Then they have to switch to another spreadsheet just to see product availability.
Ask your agent one question: 'What is the current financial status of Client X?' The agent will combine get_client_detailed_profile (for history) with an audit of their open quotes and overdue invoices, giving you everything in a single chat response.
Forgetting specific invoice details
The user knows the client name but can't remember if it was invoice 123 or quote 456. They have to run two separate searches and manually compare the results.
Start by listing all open documents using list_sales_invoices or list_sales_quotes. Once they identify the document ID, you use get_invoice_detailed_data for a complete breakdown.
Assuming data completeness
The user asks for 'all revenue' but forgets that some income comes from services and other times from hardware. The agent only provides invoice totals, leaving out the full picture.
Always run quick_financial_volume_audit first. This gives a high-level summary of both invoices and quotes, ensuring you cover all revenue sources automatically.
When It Fits, When It Doesn't
Use this MCP if your primary pain point is data fragmentation across finance and sales systems. You need to ask complex questions like 'How much money do we owe from clients with products X or Y that haven't paid in 60 days?' This tool handles the orchestration between client records (get_client_detailed_profile), financial documents (list_sales_invoices, list_unpaid_overdue_invoices), and product data (list_product_catalog). Don't use this if your only goal is managing a pure, internal inventory count; for that, you need a specialized WMS (Warehouse Management System) integration. If you just need to validate a single piece of client data, get_client_detailed_profile works great. But if the question involves time (overdue), status (active quote), or volume, this MCP is required.
Questions you might have
How do I check if a client has any overdue invoices using `list_unpaid_overdue_invoices`? +
You simply ask the agent to run list_unpaid_overdue_invoices. It immediately identifies and lists all specific documents that are past their due date, giving you an actionable report.
Can I check product availability while looking at a client's history with `get_client_detailed_profile`? +
Yes. You can ask the agent to cross-reference. It pulls the client profile and then uses list_product_catalog to see if any products mentioned in their past invoices are still available today.
Which tool should I use for a quick financial snapshot, `quick_financial_volume_audit` or `list_sales_invoices`? +
quick_financial_volume_audit is better for a high-level overview of total volume. Use list_sales_invoices when you need the actual list and specific details about each individual invoice.
If I want to find all my vendors, do I use `list_authorized_suppliers`? +
Yes, that's the right tool. list_authorized_suppliers pulls a clean list of every approved vendor in your system, ensuring you only work with verified partners.
How can I check my current usage limits or API restrictions using `get_evoliz_account_metadata`? +
This tool retrieves your account's operational metadata, including rate limit details and key expiration dates. It tells you how many calls you have left and when the keys expire, helping prevent service interruptions.
What specific details does `get_invoice_detailed_data` pull about a single invoice? +
It provides granular data beyond just totals. You get detailed settings for the entire document, including every line item description and its associated payment status or tax rate.
If I need to know what products we sell, should I use `list_product_catalog`? +
Yes, this tool pulls a comprehensive list of all available items. It shows both physical products and services you offer, allowing your agent to verify current inventory or service descriptions.
After running `list_crm_clients`, how do I get more details about a specific client? +
First, use list_crm_clients to find the client ID. Then, pass that ID into the get_client_detailed_profile tool. This combination ensures you pull all historical and financial data associated with that single account.
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.
Does the integration support overdue tracking? +
Yes, you can use the list_unpaid_overdue_invoices tool to instantly identify all sales invoices that are past their due date.
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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