Connect Elorus to AI agents

Connect Elorus to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools27Triggers4

update_invoice

Update Invoice

Update an existing invoice. Partial updates (PATCH) work on any status but cannot modify line items. Full updates (PUT) only work on draft invoices and can modify line items.

get_invoice

Get Invoice

Retrieve full details of a specific invoice, including line items, totals, payment status, and client information.

list_bills

List Bills

Search and list bills (supplier invoices/purchase documents) in your Elorus organization. Supports filtering by status, supplier, self-billed flag, date range, and pagination.

list_projects

List Projects

List projects in your Elorus organization. Projects can have time entries, tasks, expenses, and invoices linked to them.

list_products

List Products

Search and list products and services (inventory items) in your Elorus organization. Products can be referenced on invoice and bill line items.

void_invoice

Void Invoice

Toggle the void status of an issued invoice. Voided invoices remain for record-keeping but are excluded from reports and balances. Can also un-void a previously voided invoice.

list_taxes

List Taxes

List tax rates configured in your Elorus organization. Use the returned tax IDs when creating invoices, bills, or product line items.

create_product

Create Product

Create a new product or service (inventory item) in Elorus. Products can be referenced on invoice line items and support multi-currency pricing.

list_estimates

List Estimates

Search and list estimates (quotes/pro-forma invoices) in your Elorus organization. Supports filtering by status, client, date range, and pagination.

create_invoice

Create Invoice

Create a new invoice in Elorus. Specify a client, document type, line items, and optional settings like currency, draft status, and taxes. Use calculatorMode "total" with unitTotal for tax-inclusive pricing, or "initial" with unitValue for tax-exclusive pricing.

delete_contact

Delete Contact

Permanently delete a contact from your Elorus organization. This action cannot be undone.

list_document_types

List Document Types

List available document types configured in your Elorus organization. Document types include invoices, credit notes, bills, estimates, etc. Use the returned IDs when creating invoices, estimates, or bills.

create_contact

Create Contact

Create a new contact in Elorus. A contact can represent a client, supplier, or both. Provide either a company name or first/last name (or both).

create_time_entry

Create Time Entry

Create a new time entry in Elorus, linked to a project. Time entries track hours worked and can be marked as billable for later invoicing.

list_payments_received

List Payments Received

List cash receipts (payments received from clients or income). Supports filtering by contact, transaction type, date range, and pagination.

list_expenses

List Expenses

Search and list expense records. Expenses are simple records for tracking costs that can be linked to projects and marked as billable.

create_project

Create Project

Create a new project in Elorus. Projects help monitor finances, track time, and organize tasks and expenses.

create_credit_note

Create Credit Note

Create a new credit note in Elorus. Credit notes reduce the balance owed by a client. They can be associated with specific invoices or created independently.

record_payment_received

Record Payment Received

Record a payment received from a client (cash receipt). Can be a client payment against invoices or general income (contract/rental). Records the payment and updates invoice balances automatically.

create_expense

Create Expense

Create a new expense record in Elorus. Expenses can be linked to projects and marked as billable for later inclusion in client invoices.

create_estimate

Create Estimate

Create a new estimate (quote/pro-forma invoice) in Elorus. Estimates can later be converted to invoices.

list_invoices

List Invoices

Search and list invoices in your Elorus organization. Supports filtering by status, client, date range, payment status, and more.

get_contact

Get Contact

Retrieve detailed information about a specific contact by their ID. Returns full contact details including company info, addresses, VAT number, and custom fields.

update_contact

Update Contact

Update an existing contact's details. Only the provided fields will be modified (partial update). Use this to change names, addresses, VAT numbers, or client/supplier status.

send_invoice_email

Send Invoice Email

Send an invoice to the client via email using Elorus. The email uses the default template configured for the document type. You can optionally customize the recipients.

list_time_entries

List Time Entries

List time entries in your Elorus organization. Filter by project, task, billable status, and date range to review time tracking data.

list_contacts

List Contacts

Search and list contacts (clients, suppliers, or both) in your Elorus organization. Supports filtering by role, free-text search, date ranges, and pagination.

More integrations teams use with Elorus

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

GitLab

Manage GitLab projects, repositories, issues, merge requests, releases, and CI/CD workflows from one provider. Includes pipeline, job, variable, environment, schedule, trigger, runner, deployment, CI lint, and test report tools.

Technical notes for Elorus

Create, manage, and send invoices, credit notes, estimates, and recurring billing documents. Track expenses, record payments, and manage contacts representing clients and suppliers. Monitor project finances with time tracking and task management. Manage products and services inventory, apply tax configurations, and export documents as PDFs. Upload and manage attachments on records. Organize data with custom tracking categories for segmented reporting. Supports multi-currency invoicing, payment receipt generation, client portal discussions, and Greek tax compliance (myDATA/AADE) integration.

Connect Elorus to production AI agents

See how Metorial gives Elorus access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Elorus to AI agents with Metorial.

  1. Can Metorial connect Elorus to AI agents?
    Yes. Metorial connects AI agents to Elorus through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.