MCP For Claude Marketplace
Evoliz Invoicing & Management

Evoliz Invoicing & Management MCP Connector for Claude

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Equip your AI agent to manage sales invoices, track CRM clients, and monitor quotes via the Evoliz API.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
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Integrate Evoliz, the powerful cloud-based invoicing and business management platform, directly into your AI workflow. Manage your sales invoices and quotes, track client profiles and financial summaries, monitor product catalogs and supplier records, and oversee your entire business operation using natural language.

What you can do

  • Invoicing Oversight — List and retrieve detailed information, line items, and payment status for all your sales invoices.
  • Client Intelligence — Monitor CRM client profiles and financial summaries, resolving billing details and document history.
  • Quote Management — Access and monitor sales quotes and estimates, tracking validation statuses and total amounts.
  • Financial Auditing — Retrieve high-level summaries of document volume, overdue invoices, and organizational business health instantly.

How it works

  1. Connect the Evoliz integration to your AI assistant.
  2. Authorize using your Evoliz API Public Key and Secret Key (found in your account settings).
  3. Orchestrate your business management and invoicing strategy through intuitive conversation.

Who is this for?

  • Business Owners & CFOs — Quickly check revenue totals and overdue invoices on the go.
  • Sales Teams — Research client history and quote statuses via chat during negotiations.
  • Operations Teams — Monitor product availability and organizational financial metadata instantly.
invoicingquote-managementfinancial-reportingsme-accountingclient-trackingsales-automation

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

get_invoice_detailed_data

Get detailed settings and line items for a specific invoice

list_authorized_suppliers

List all authorized suppliers and vendors

list_product_catalog

List all products and services available in your catalog

list_sales_quotes

List all sales quotes and estimates

list_unpaid_overdue_invoices

Identify invoices that are currently past their due date

quick_financial_volume_audit

Retrieve a high-level summary of invoices and quotes

list_crm_clients

List all clients registered in your organization

list_sales_invoices

List all sales invoices in your Evoliz account

get_evoliz_account_metadata

Retrieve metadata and limits for your Evoliz account

get_client_detailed_profile

Get detailed profile and financial summary for a specific client

See how to talk to your AI agent using Evoliz Invoicing & Management.

List all overdue invoices.

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?

Show me the details for invoice ID 12345.

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?

Search for client 'Sarah Connor'.

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?

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.

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