# Evoliz Invoicing MCP MCP

> 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.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Tags:** invoicing, quote-management, financial-reporting, sme-accounting, client-tracking, sales-automation

## Description

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.

## Tools

### 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.

## Prompt Examples

**Prompt:** 
```
List all overdue invoices.
```

**Response:** 
```
I've found 5 overdue invoices totaling 12,500 €. The largest is from 'Global Tech' (4,500 €, 15 days late). Would you like the contact details for Global Tech to send a reminder?
```

**Prompt:** 
```
Show me the details for invoice ID 12345.
```

**Response:** 
```
Invoice #12345 (Client: John Doe) is for 1,250 € and is currently 'Paid'. It includes 3 line items: 'Consulting Services', 'Software License', and 'Implementation'. Should I pull the payment timestamp?
```

**Prompt:** 
```
Search for client 'Sarah Connor'.
```

**Response:** 
```
Sarah Connor (Client ID: 998877) has 3 active quotes and 2 paid invoices. Their total lifetime value is 8,500 €. Current status is 'Active'. Would you like to see the details for their most recent quote?
```

## Capabilities

### 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.

## Use Cases

### 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.

## Benefits

- 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.

## How It Works

The bottom line is that you get a conversation layer over complex financial systems, allowing you to ask questions instead of navigating menus.

1. Connect the Evoliz integration to your AI client. You'll need your API Public Key and Secret Key from your account settings.
2. Authorize access using those keys. This links the entire invoicing platform to your agent's capabilities.
3. Start talking to your agent. You tell it, 'Show me all overdue invoices for Global Tech,' and it pulls the specific data.

## Frequently Asked Questions

**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.