Evoliz Invoicing & Management Connector for AI agents.
10 live capabilities
Manage sales invoices and CRM client profiles with conversational finance capabilities.
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Why people use Evoliz Invoicing & Management
Evoliz Invoicing & Management for Faster Debt Collection
With this Connector, you just ask your agent. It pulls the data from Evoliz and puts it in front of you instantly. You go from digging through spreadsheets to getting a clear answer in seconds.
What Vinkius changes
You get a conversational interface for your entire Evoliz business data.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Debt Collection
A CFO asks the agent to find all invoices over 30 days late and wants a list of the top 3 debtors to prioritize follow-ups.
- Real-world use case 02
Sales Research
A rep is on a call and asks the agent to find Sarah Connor's profile to see her past spending before offering a new deal.
- Real-world use case 03
Inventory Check
An ops manager asks if a specific service is in the catalog and what the current quote status is for a new lead.
Complete set · 10capabilities
The complete Evoliz Invoicing & Management capability set.
These are the exact actions your AI can choose when you ask it to work with Evoliz Invoicing & Management.
01—04
4 capabilities in this set.
Part of 10 available through Evoliz Invoicing & Management.
- 01 Capability
Get client detailed profile
Get a deep dive into a specific client's financial history. This shows you their total lifetime value and current status.
- 02 Capability
Get invoice detailed data
See the line items and settings for a specific invoice. This is perfect for double-checking what was actually billed.
- 03 Capability
Quick financial volume audit
Get a high-level summary of your invoices and quotes. Use this for a fast pulse check on your business's financial health.
- 04 Capability
List unpaid overdue invoices
Identify which invoices are past their due date. This is the fastest way to see who needs a payment reminder.
05—07
3 capabilities in this set.
Part of 10 available through Evoliz Invoicing & Management.
- 05 Capability
List product catalog
See every product and service you offer. Use this to check what's currently available for sale.
- 06 Capability
List sales quotes
View all sales quotes and estimates. This helps you track the pipeline of potential deals.
- 07 Capability
List authorized suppliers
List all your authorized vendors and suppliers. Keep your supply chain information organized in one place.
08—10
3 capabilities in this set.
Part of 10 available through Evoliz Invoicing & Management.
- 08 Capability
Get evoliz account metadata
Get your account limits and metadata. Use this to check your current plan status and usage.
- 09 Capability
List crm clients
Get a full list of every client in your organization. This helps you see your entire customer base at a glance.
- 10 Capability
List sales invoices
Pull a list of all sales invoices in your Evoliz account. Use this to keep track of what's been billed.
Set up in minutes
One URL. Then ask Evoliz Invoicing & Management to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Evoliz Invoicing & Management from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Evoliz Invoicing & Management, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Evoliz Invoicing & Management for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Evoliz Invoicing & Management URL.
- Step 03
Save and start
Save the connection and enable Evoliz Invoicing & Management in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"evoliz-invoicing-management": {
"url": "https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Evoliz Invoicing & Management
Open Agent mode in chat and ask: "Using Evoliz Invoicing & Management, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"evoliz-invoicing-management": {
"url": "https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Evoliz Invoicing & Management
Ask Copilot: "Using Evoliz Invoicing & Management, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"evoliz-invoicing-management": {
"url": "https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Evoliz Invoicing & Management
Open Cascade and ask: "Using Evoliz Invoicing & Management, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"evoliz-invoicing-management": {
"url": "https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Evoliz Invoicing & Management
Ask Cline: "Using Evoliz Invoicing & Management, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add evoliz-invoicing-management --transport http "https://edge.vinkius.com/vk_preview_GGaYJlYGWvcXOUJ84bqyAMX7do42G3J7EB5bp2u4/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Evoliz Invoicing & Management
Ask Claude: "Using Evoliz Invoicing & Management, show me...". 10 tools are ready
Where the request belongs
Work Evoliz Invoicing & Management can move forward.
This is for business owners and finance leads who need to stop digging through dashboards and start getting direct answers about their revenue, clients, and outstanding debt.
CFO
Checks revenue totals and pulls overdue invoice lists during weekly budget meetings.
Sales Representative
Researches client history and quote statuses during live negotiations to provide faster answers.
Operations Manager
Monitors product availability and supplier records to keep the supply chain moving.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Bring your own AI
Change the model, client or framework. Keep Evoliz Invoicing & Management connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
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Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
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LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Evoliz Invoicing & Management.
The practical details behind the request, access and result.
Can the Evoliz Invoicing & Management MCP help me collect debts?
Yes, it can. It allows your agent to identify all invoices that are past their due date, providing you with a clear list of who needs to be contacted for payment.
How do I see my client's lifetime value?
You can simply ask your agent to pull a client's profile. It will retrieve their full financial summary, including their total lifetime value and current status.
Can I check my product catalog with this Connector?
Yes, your agent can list every product and service in your catalog. This is helpful for quickly checking what you offer without opening your dashboard.
Is this Connector for creating new invoices?
This Connector is designed for reading, auditing, and monitoring your data. It is not intended for creating new invoices or performing complex accounting write actions.
Can it show me my supplier list?
Yes, it can list all your authorized vendors and suppliers, making it easy to check your supply chain details via chat.
How do I get a quick summary of my business health?
You can ask for a financial volume audit. Your agent will then provide a high-level summary of your total invoices and quotes to give you a pulse check on your revenue.
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 capability 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.
One connection away
Give your agent a direct line to Evoliz Invoicing & Management.
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