--- title: "Evoliz integrations and MCP server - APIANT.ai" description: "Connect Evoliz to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/evoliz" --- # Evoliz integrations Connect Evoliz to any other app, or use it from your AI client over MCP. Evoliz is an invoicing and management software designed for small businesses but also their accountants. Connects with a token [evoliz.com](https://evoliz.com/) **5** triggers **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Evoliz? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## Evoliz with the apps people pair it with most - [ **Evoliz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/evoliz-to-hubspot) - [ **Evoliz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/evoliz-to-salesforce) - [ **Evoliz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/evoliz-to-slack) - [ **Evoliz to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/evoliz-to-google-sheets) - [ **Evoliz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/evoliz-to-gmail) - [ **Evoliz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/evoliz-to-google-calendar) - [ **Evoliz to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/evoliz-to-google-drive) - [ **Evoliz to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/evoliz-to-mailchimp) Pair it ## Connect Evoliz with another app - [ **Evoliz to HubSpot**](https://apiant.ai/connect/evoliz-to-hubspot) - [ **Evoliz to Salesforce**](https://apiant.ai/connect/evoliz-to-salesforce) - [ **Evoliz to Slack**](https://apiant.ai/connect/evoliz-to-slack) - [ **Evoliz to Google Sheets**](https://apiant.ai/connect/evoliz-to-google-sheets) - [ **Evoliz to Gmail**](https://apiant.ai/connect/evoliz-to-gmail) - [ **Evoliz to Google Calendar**](https://apiant.ai/connect/evoliz-to-google-calendar) - [ **Evoliz to Google Drive**](https://apiant.ai/connect/evoliz-to-google-drive) - [ **Evoliz to Mailchimp**](https://apiant.ai/connect/evoliz-to-mailchimp) - [ **Evoliz to Stripe**](https://apiant.ai/connect/evoliz-to-stripe) - [ **Evoliz to Shopify**](https://apiant.ai/connect/evoliz-to-shopify) - [ **Evoliz to QuickBooks Online**](https://apiant.ai/connect/evoliz-to-quickbooks-online) - [ **Evoliz to Pipedrive**](https://apiant.ai/connect/evoliz-to-pipedrive) - [ **ActiveCampaign to Evoliz**](https://apiant.ai/connect/activecampaign-to-evoliz) - [ **Evoliz to Notion**](https://apiant.ai/connect/evoliz-to-notion) - [ **Airtable to Evoliz**](https://apiant.ai/connect/airtable-to-evoliz) - [ **Evoliz to Trello**](https://apiant.ai/connect/evoliz-to-trello) - [ **Asana to Evoliz**](https://apiant.ai/connect/asana-to-evoliz) - [ **Evoliz to JIRA**](https://apiant.ai/connect/evoliz-to-jira) - [ **ClickUp to Evoliz**](https://apiant.ai/connect/clickup-to-evoliz) - [ **Evoliz to Zoom**](https://apiant.ai/connect/evoliz-to-zoom) - [ **Discord to Evoliz**](https://apiant.ai/connect/discord-to-evoliz) - [ **Evoliz to Twilio**](https://apiant.ai/connect/evoliz-to-twilio) - [ **Evoliz to SendGrid**](https://apiant.ai/connect/evoliz-to-sendgrid) - [ **Evoliz to Outlook**](https://apiant.ai/connect/evoliz-to-outlook) - [ **Evoliz to Intercom**](https://apiant.ai/connect/evoliz-to-intercom) - [ **Evoliz to Freshdesk**](https://apiant.ai/connect/evoliz-to-freshdesk) - [ **Evoliz to Klaviyo**](https://apiant.ai/connect/evoliz-to-klaviyo) - [ **Brevo to Evoliz**](https://apiant.ai/connect/brevo-to-evoliz) - [ **Evoliz to Typeform**](https://apiant.ai/connect/evoliz-to-typeform) - [ **Evoliz to JotForm**](https://apiant.ai/connect/evoliz-to-jotform) - [ **Calendly to Evoliz**](https://apiant.ai/connect/calendly-to-evoliz) - [ **Evoliz to PandaDoc**](https://apiant.ai/connect/evoliz-to-pandadoc) - [ **Evoliz to Webflow**](https://apiant.ai/connect/evoliz-to-webflow) - [ **Evoliz to Wix**](https://apiant.ai/connect/evoliz-to-wix) - [ **Evoliz to LinkedIn**](https://apiant.ai/connect/evoliz-to-linkedin) - [ **Evoliz to Facebook**](https://apiant.ai/connect/evoliz-to-facebook) - [ **Evoliz to Instagram**](https://apiant.ai/connect/evoliz-to-instagram) - [ **Evoliz to OpenAI**](https://apiant.ai/connect/evoliz-to-openai) - [ **Evoliz to Anthropic**](https://apiant.ai/connect/evoliz-to-anthropic) - [ **Evoliz to OneDrive**](https://apiant.ai/connect/evoliz-to-onedrive) - [ **Evoliz to Google Docs**](https://apiant.ai/connect/evoliz-to-google-docs) - [ **Evoliz to Ontraport**](https://apiant.ai/connect/evoliz-to-ontraport) - [ **Evoliz to Freshworks CRM**](https://apiant.ai/connect/evoliz-to-freshworks-crm) - [ **Evoliz to GoHighLevel**](https://apiant.ai/connect/evoliz-to-gohighlevel) - [ **Capsule CRM to Evoliz**](https://apiant.ai/connect/capsule-crm-to-evoliz) - [ **Copper to Evoliz**](https://apiant.ai/connect/copper-to-evoliz) - [ **Evoliz to Streak**](https://apiant.ai/connect/evoliz-to-streak) - [ **Evoliz to NetHunt CRM**](https://apiant.ai/connect/evoliz-to-nethunt-crm) - [ **Evoliz to MINDBODY**](https://apiant.ai/connect/evoliz-to-mindbody) - [ **Evoliz to Supabase**](https://apiant.ai/connect/evoliz-to-supabase) - [ **Evoliz to PostgreSQL**](https://apiant.ai/connect/evoliz-to-postgresql) - [ **Evoliz to MySQL**](https://apiant.ai/connect/evoliz-to-mysql) - [ **Evoliz to Vercel**](https://apiant.ai/connect/evoliz-to-vercel) - [ **Evoliz to ElevenLabs**](https://apiant.ai/connect/evoliz-to-elevenlabs) - [ **Evoliz to PagerDuty**](https://apiant.ai/connect/evoliz-to-pagerduty) - [ **Evoliz to Pushover**](https://apiant.ai/connect/evoliz-to-pushover) - [ **Evoliz to Gravity Forms**](https://apiant.ai/connect/evoliz-to-gravity-forms) - [ **Evoliz to HubSpot Enterprise**](https://apiant.ai/connect/evoliz-to-hubspot-enterprise) - [ **Evoliz to Google Forms**](https://apiant.ai/connect/evoliz-to-google-forms) - [ **Evoliz to Facebook Lead Ads**](https://apiant.ai/connect/evoliz-to-facebook-lead-ads) 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 ## What our customers say Questions ## Evoliz, answered ### ### Is there a Evoliz MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Evoliz. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Evoliz actions on demand, or have APIANT build, test and run automations that use Evoliz. Nothing to install. ### ### 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. ### ### Can I use Evoliz directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Evoliz two ways. Ask it to do something in Evoliz once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Evoliz API? No. APIANT connects to the Evoliz API for you, with a token. Describe what you want in plain language and your agent builds it on the Evoliz triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Evoliz API documentation and adds it. ### ### 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.