Evoliz

Evoliz MCP Connector for Claude

A+

Handle French business invoicing with quote generation, expense tracking, and accounting integrations designed for compliance.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Evoliz account to any AI agent and take full control of your cloud invoicing and accounting workflows through natural conversation.

What you can do

  • Invoicing Orchestration — List and manage professional invoices programmatically, including retrieving detailed metadata and tracking payment statuses
  • Quote Management — Programmatically fetch and list sales quotes to maintain a high-fidelity oversight of your pending deals
  • Client CRM — Create and manage your complete customer database and retrieve detailed profiles directly through your agent
  • Catalog Intelligence — Access your directory of articles (products/services) and retrieve technical metadata and pricing to coordinate sales
  • Accounting Visibility — Monitor your business health by listing invoices and quotes programmatically using natural language commands

How it works

  1. Subscribe to this server
  2. Retrieve your API Token from your Evoliz settings (Settings > API)
  3. Start managing your cloud accounting from Claude, Cursor, or any MCP client

No more manual deal logging or digging through fragmented accounting tables. Your AI acts as your dedicated accounting and billing coordinator.

Who is this for?

  • SME Owners — instantly check invoice statuses and client balances using natural language queries
  • Accountants & Ops — monitor pending quotes and retrieve financial records without leaving your workspace
  • Sales Teams — manage client profiles and coordinate article data through simple AI commands
invoicingquote-managementexpense-trackingsme-accountingfinancial-reportingcompliance

9 tools expose this connector's capabilities to your AI agent.

create_client

Important required fields are usually `name` and `type` (Professional or Individual). Create a new client in Evoliz

get_article

Get a specific article in Evoliz

get_client

Get a specific client in Evoliz

get_invoice

Get a specific invoice in Evoliz

get_quote

Get a specific quote in Evoliz

list_articles

List articles (products/services) in Evoliz

list_clients

List clients in Evoliz

list_invoices

List invoices in Evoliz

list_quotes

List quotes in Evoliz

See how to talk to your AI agent using Evoliz.

List all my most recent invoices in Evoliz.

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?

Find the client named 'John Doe'.

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?

Show me the details for quote ID '67890'.

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'?

Log in to your account, navigate to **Settings** > **API**, and generate or copy your unique access token.

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