# Evoliz MCP MCP > 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. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** invoicing, quote-management, expense-tracking, sme-accounting, financial-reporting, compliance ## Description 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. ## Tools ### 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. ### get_invoice Fetches all metadata related to one specific invoice document. ### get_quote Retrieves the full details for a single, pending quote. ### list_articles Provides an overview of all available products and services in your catalog. ### list_clients Returns a list of every client you have recorded in the system. ### list_invoices Generates a summary list of all invoices, including basic status and dates. ### list_quotes Provides a summarized listing of all open quotes to track deal progress. ## Prompt Examples **Prompt:** ``` List all my most recent invoices in Evoliz. ``` **Response:** ``` I've retrieved your latest invoices. You have 5 recent documents, including Invoice #INV-2026-01 (€450.00) and #INV-2026-02. Would you like to check the payment status for any of these? ``` **Prompt:** ``` Find the client named 'John Doe'. ``` **Response:** ``` Locating client... I've found John Doe's profile (ID: 12345). He is a 'Professional' client and has 3 past invoices with your company. Would you like to see his complete billing history? ``` **Prompt:** ``` Show me the details for quote ID '67890'. ``` **Response:** ``` Fetching quote 67890... This document is for 'Acme Corp' totaling €1,200.00. It includes 'Software Setup' and 'Training'. It is currently in 'Draft' status. Should I update the status to 'Sent'? ``` ## Capabilities ### Create and update client records The agent can register new customers or pull detailed information about existing ones. ### Manage product catalog data Retrieve technical details and current pricing for every article (product or service) you sell. ### Generate and view sales quotes Fetch specific quote documents to monitor the status of deals that haven't turned into invoices yet. ### List and retrieve invoices Check payment statuses and pull historical data for any invoice in your system. ## 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. ## Benefits - 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_invoices` and get a direct answer. - Keep client data clean. Use `create_client` for new contacts or `get_client` to pull up detailed history, ensuring all records are current and accurate. - Monitor pipeline deals easily. You can run `list_quotes` to 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_articles` and `get_article` to pull accurate data instantly. - Eliminate manual reporting. By grouping these tools—from `list_invoices` to `list_quotes`—your AI acts as your central financial visibility dashboard. ## How It Works The bottom line is, you talk to your agent in plain English, and it handles the necessary API communication with Evoliz behind the scenes. 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. ## Frequently Asked Questions **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.