Vinkius
Evoliz Invoicing

Supercharge your AI with Evoliz Invoicing. Know your client's financial status instantly.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Works with every AI agent you already use

…and any MCP-compatible client

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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.

+ 7 more capabilities included
Audit Financial Health

Get high-level summaries of document volume, overdue invoices, and overall business financial status.

Manage Client Records

Retrieve detailed profiles for specific clients or list every registered client in the organization.

Review Invoices & Quotes

Access all sales invoices, view line items, track payments, and monitor estimates/quotes.

Check Operational Assets

List available products, services, or authorized suppliers to verify inventory or vendor status.

Handle Billing History

Find specific document details, like invoice #12345, and review its line items and payment status.

Compatible AI Apps

OAuth 2.0 Compatible
Vinkius runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
Vinkius runs on Zendesk Zendesk
+ any other MCP app
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AI Agent

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.

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 Invoicing & Management on Vinkius

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.

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.

Connect to your AI in seconds. Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Evoliz Invoicing integration is available immediately — no restart needed.

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
Start building

Make Your AI Do More

Start with Evoliz Invoicing & Management, 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
Evoliz Invoicing MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Evoliz Invoicing & Management. 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.

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Cloud Hosted

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No stored credentials

DLP Enforced

Policy on every call

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EU data residency

Token Compression

~60% cost reduction

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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.

Built · Hosted · Managed by Vinkius Evoliz Invoicing MCP - Manage client finances and quotes
Server ID 019d7594-2c3c-7118-b35f-cb1f5f86bcb9
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

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.

Built & Managed by Vinkius 30s setup 10 tools

We've already built the connector for Evoliz Invoicing. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 10 tools are live and waiting. You're up and running in seconds.

Vinkius runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on Windsurf Windsurf
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
+ other MCP clients

Vinkius gives your AI agents access to the full catalog of app connectors, all fully managed, secure, and enterprise-ready. One subscription, every tool you need.

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