Altoviz MCP server

Connect Altoviz to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Altoviz MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the create product tool in Altoviz
  • Use the create customer tool in Altoviz
  • Use the get settings tool in Altoviz
  • Use the list sale invoices tool in Altoviz
  • Use the download sales document tool in Altoviz
  • Use the delete customer tool in Altoviz

Supported Tools

create_product

Create Product

Create a new product in Altoviz. Provide a name and product number, along with optional pricing and description.

create_customer

Create Customer

Create a new customer in Altoviz. Provide customer details including name, email, and optional billing/shipping addresses.

get_settings

Get Settings

Retrieve account settings, available VAT rates, classifications (accounting registers), and units from Altoviz. Useful for looking up VAT rate IDs when creating invoices or quotes.

list_sale_invoices

List Sale Invoices

List sales invoices from your Altoviz account. Filter by date range, customer, or status. Results can be sorted and may include canceled invoices.

download_sale_document

Download Sales Document

Prepare a sales invoice, quote, or credit as a downloadable PDF. Use the corresponding list tool to discover document IDs.

delete_customer

Delete Customer

Delete a customer from Altoviz by their Altoviz ID or your own internal ID.

create_sale_invoice

Create Sale Invoice

Create a new sales invoice in Altoviz. The invoice is created in draft mode. Use the **Finalize Invoice** tool to finalize it, or the **Mark Invoice as Paid** tool to finalize and mark it as paid in one step. Provide customer details and line items. Use the **Get Settings** tool to retrieve available VAT rates.

manage_sale_credit

Manage Sale Credit

Create, update, or delete a sales credit in Altoviz. Set **action** to "create", "update", or "delete".

send_sale_invoice_email

Send Sale Invoice by Email

Send a sales invoice to the customer by email through the Altoviz platform.

list_sale_quotes

List Sale Quotes

List sales quotes from your Altoviz account with pagination support.

update_product

Update Product

Update an existing product in Altoviz.

list_contacts

List Contacts

List contacts from your Altoviz account with pagination support.

send_sale_quote_email

Send Sale Quote by Email

Send a sales quote to the customer by email through the Altoviz platform.

list_suppliers

List Suppliers

List suppliers from your Altoviz account with pagination support.

manage_supplier

Manage Supplier

Create, update, or delete a supplier in Altoviz. Set **action** to "create", "update", or "delete".

manage_receipt

Manage Receipt

Create, update, or delete a receipt in Altoviz. Set **action** to "create", "update", or "delete".

finalize_sale_invoice

Finalize Sale Invoice

Finalize a draft sales invoice in Altoviz. Once finalized, the invoice can no longer be edited or deleted. Use this to lock in the invoice before sending.

update_contact

Update Contact

Update an existing contact in Altoviz.

update_customer

Update Customer

Update an existing customer in Altoviz. You can update by Altoviz customer ID or by your own internal ID.

get_record

Get Record

Retrieve the complete details of a contact, product, sales invoice, sales quote, sales credit, supplier, or receipt. Use the corresponding list tool to discover record IDs. Includes full line items, relationships, payment and e-invoicing state when the provider returns them.

list_products

List Products

List products from your Altoviz account. You can also search for a product by its product number.

update_sale_quote

Update Sale Quote

Update an existing sales quote in Altoviz.

delete_contact

Delete Contact

Delete a contact from Altoviz by their ID.

create_sale_quote

Create Sale Quote

Create a new sales quote in Altoviz. Quotes can later be sent to the customer by email using the **Send Quote by Email** tool.

list_customers

List Customers

List customers from your Altoviz account. Supports pagination and filtering by email.

update_sale_invoice

Update Sale Invoice

Update an existing sales invoice in Altoviz. Only draft invoices can be updated. Finalized invoices cannot be modified.

delete_sale_quote

Delete Sale Quote

Delete a sales quote from Altoviz.

mark_invoice_as_paid

Mark Invoice as Paid

Mark a sales invoice as paid in Altoviz. This finalizes the invoice (if not already finalized) and records the payment with a date and payment method. You can also attach metadata to the payment.

get_customer

Get Customer

Retrieve a single customer from Altoviz by their Altoviz ID, internal ID, or email address.

delete_product

Delete Product

Delete a product from Altoviz by its ID.

list_sale_credits

List Sale Credits

List sales credits from your Altoviz account with pagination support.

get_current_user

Get Current User

Retrieve the identity and profile associated with the connected Altoviz API key.

list_receipts

List Receipts

List receipts from your Altoviz account with pagination support.

delete_sale_invoice

Delete Sale Invoice

Delete a sales invoice from Altoviz. Only draft invoices can be deleted.

create_contact

Create Contact

Create a new contact in Altoviz.

Connect Altoviz to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Altoviz in Metorial. In your Metorial portal, enable the Altoviz MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Altoviz tools.

Run Altoviz through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Altoviz and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Altoviz tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Altoviz

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Technical notes for Altoviz

Manage customers, contacts, products, suppliers, customer receipts, sales invoices, quotes, and credits. Finalize invoices, record payments, send invoices or quotes by email, retrieve complete records, and download sales documents as PDFs. Search customers by email and products by number. Retrieve the connected user, account settings, VAT rates, classifications, and units.

Frequently asked questions

Common questions about connecting Altoviz to AI agents with Metorial.

  1. How many tools does the Altoviz MCP server have?
    The Altoviz MCP server exposes 35 tools, including Create Product, Create Customer, Get Settings. Each one is governed and traced through Metorial.
  2. Altoviz exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Altoviz MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Altoviz and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Altoviz MCP server yourself or use the hosted gateway.

Connect Altoviz to production AI agents

See how Metorial gives your team governed access to Altoviz, with tracing and security controls built in.