App

Connect Evoliz to any app

Evoliz is an invoicing and management software designed for small businesses but also their accountants.

Connects with a tokenevoliz.com
5 triggers23 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Evoliz?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

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What your agent can do with Evoliz

Triggers and actions 5 triggers · 23 actions

  • Trigger
    New Account

    Triggered when a new accounting account is created in Evoliz.

  • Trigger
    New Article

    Triggered when a new article is created in your Evoliz catalog.

  • Trigger
    New Client

    Triggered when a new client is created

  • Trigger
    New Client Contact

    Triggered when a new client contact is created.

  • Trigger
    New Event

    Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.

  • Action
    Create Account

    Creates a new accounting account (accounting classification) in Evoliz.

  • Action
    Create Article

    Creates a Article

  • Action
    Create Client

    Creates a Client

  • Action
    Create Contact Client

    Creates a Contact Client

  • Action
    Create Contact Prospect

    Creates a new contact attached to an existing prospect in Evoliz.

  • Action
    Create Expense

    Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.

  • Action
    Create Invoice

    Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.

  • Action
    Create Prospect

    Creates a Prospect

  • Action
    Create Quote

    Creates a Quote

  • Action
    Create Sale Order

    Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.

  • Action
    Find Article

    Finds an Article

  • Action
    Find Client

    Returns up to 100 clients that match the search text; the first match is also returned on its own.

  • Action
    Find Contact Client

    Returns up to 100 client contacts that match the specified search text, email, or client.

  • Action
    Find Supplier

    Finds a Supplier

  • Action
    Find User

    Finds users of your Evoliz company whose details match the search text.

  • Action
    Get Contact Prospect

    Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.

  • Action
    Get Expense

    Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.

  • Action
    Get Prospect

    Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.

  • Action
    Invoice Quote

    Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote).

  • Action
    Invoice Sale Order

    Create a new invoice from an existing Evoliz sale order.

  • Action
    Send Quote

    Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached).

  • Action
    Update Article

    Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed.

  • Action
    Update Client

    Updates an existing client. Replaces only data that is set.

Reviews

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Questions

Evoliz, answered

What can start an automation from Evoliz?

Any of Evoliz's 5 triggers in the catalog, including New Account, New Article, New Client and New Client Contact. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Evoliz?

Any of Evoliz's 23 actions, including Create Account, Create Article, Create Client and Create Contact Client. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Evoliz connect to?

Any app in the catalog; the list on this page pairs Evoliz with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.