Altoviz
Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices.
Verdict
Common use cases
- Draft invoices during client video calls
- Verify customer details before quoting
- Look up product pricing in support threads
- Pull VAT rates for cross-border quotes
- Create new products from feature requests
Integration
- Vendor
- Altoviz
- Category
- finance
- Auth
- API_KEY
- Tools
- 9
- Composio slug
altoviz
Tools
- Create Product
Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.
- Delete Productdestructive
This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.
- Find Contact by Email
This tool allows searching for contacts in altoviz using an email address. the action is independently executable and returns contact details if found.
- Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
- Find Product by Number
This tool allows users to find products in altoviz using the product number. it retrieves detailed product information including id, name, number, description, price, and other relevant metadata. it is a critical operation for product manag
- Get Classifications List
This tool retrieves a list of classifications from the altoviz platform. classifications are essential for producing accounting registers from user-created invoices. it can fetch all classifications or filter them by type.
- Get Units List
This tool retrieves a list of all available units in the altoviz system. units are used for product measurements and quantity specifications in various transactions.
- Get VAT Rates
This tool retrieves a list of all available vat rates from altoviz. it's essential for creating and managing invoices and quotes where vat calculations are required. it supports retrieving vat rates, validating them for different regions, a
- Update Customer Information
This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Click 'Add MCP Integration' and select Altoviz from the finance category. 3. Log into your Altoviz account in a separate browser tab, go to Settings > API Access, and generate a new API key. 4. Copy the key and paste it into the Switchy connection dialog, then click 'Connect'. 5. Switchy will test the connection by fetching your VAT rates list — if successful, you'll see a green checkmark. 6. Open any Space in your workspace and type '@Altoviz find customer by email test@example.com' to confirm the integration responds. 7. The MCP will return customer details if the email exists in your Altoviz account, or an error message if not found. 8. You can now invoke any of Altoviz's nine tools by @mentioning it in any Space conversation.
What teammates see: by default, memories from Altoviz are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Find Customer Details
@Altoviz find the customer with email address sarah.chen@acmecorp.com and show me their full details including any outstanding invoices.Open in a Space →
Check Product Pricing
@Altoviz find product number PRD-2847 and tell me the current price, description, and available units so I can quote this accurately.Open in a Space →
Get VAT Rates
@Altoviz retrieve all available VAT rates from the system and format them as a table with rate percentages and applicable regions.Open in a Space →
Create New Product
@Altoviz create a new product called 'Premium Support Package' with product number SUP-001, price 299 EUR per month, and description 'Priority email and phone support with 4-hour response time'.Open in a Space →
List Classifications
@Altoviz get the full list of classifications available in our account so I can assign the correct codes to this month's consulting invoices.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@altoviz find all products with 'subscription' in the name and show me their current pricing and VAT rates
Found 4 subscription products in your Altoviz catalog: 'Monthly Pro Subscription' (€49.00, 21% VAT), 'Annual Enterprise Subscription' (€499.00, 21% VAT), 'Quarterly Starter Subscription' (€120.00, 21% VAT), and 'Monthly Basic Subscription' (€19.00, 21% VAT). All products are active and use standard EU VAT rates. The pricing data reflects your current catalog as of this query.
This example demonstrates Altoviz's product search and VAT lookup capabilities working together. The MCP requires API_KEY authentication with read permissions on products and tax settings. Results depend on your actual product catalog—empty accounts will return no matches. Response time varies with catalog size.
@altoviz create a new product called 'Q2 Consulting Package' priced at 2500 EUR with 21% VAT, using hourly units
Successfully created product 'Q2 Consulting Package' in Altoviz (Product #CONS-2024-Q2). Configured with: price €2,500.00, VAT rate 21%, unit type 'hours'. The product is now active in your catalog and available for invoicing. Product ID: prod_8x7k2m9n can be referenced in future invoice creation workflows.
This write operation creates a permanent product record in your Altoviz account. The MCP needs API_KEY with product creation permissions. Before running, verify the VAT rate (21%) matches your jurisdiction and that 'hours' exists as a unit type in your account—use Get Units List first if unsure. This action cannot be undone via the MCP.
@altoviz look up the customer with email sarah.chen@acmecorp.com and tell me their outstanding invoice total and classification tags
Found customer Sarah Chen (Acme Corp) in Altoviz. Account shows 2 outstanding invoices totaling €3,847.50 (Invoice #INV-2024-089 for €1,200.00 due March 15, and Invoice #INV-2024-103 for €2,647.50 due March 28). Customer is classified under 'Enterprise Clients' and 'Recurring Revenue' tags. Contact record last updated February 2024.
This synthesis example shows how Altoviz's contact lookup combines with classification data to provide financial context. The MCP searches by exact email match—partial matches won't work. Outstanding invoice data is illustrative; actual totals depend on your account's invoice state and payment records. Requires read access to contacts, invoices, and classifications.
Use-case deep-dives
When Altoviz fits solo billing better than Stripe
A 2-person consulting shop invoicing 8-12 clients monthly hits the sweet spot for Altoviz. The MCP's product and VAT tools let you draft invoices in chat without opening the accounting UI, which matters when you're context-switching between client calls. The find-by-email tools mean you can say "invoice Acme for last week" and Switchy pulls the customer record automatically. The threshold: if you're doing subscription billing or need payment processing, Altoviz stops short—it's accounting-first, not payments-first. But for European consultants who need VAT-compliant invoices and product catalogs under 200 SKUs, this MCP turns invoice prep into a 90-second chat interaction instead of a 10-minute admin block.
Why Altoviz works for accounting-side product truth
A 5-person Shopify store selling 40 physical products uses Altoviz as the accounting system of record. The create/delete product tools let the ops lead update pricing or discontinue SKUs from Switchy during weekly inventory reviews, and those changes flow into the next invoice batch without re-keying. The get-units and classifications tools surface the accounting metadata (unit types, GL codes) that e-commerce platforms don't track. The limit: Altoviz isn't your storefront—if you need real-time inventory counts or customer-facing descriptions, you're still managing Shopify separately. This MCP shines when your accountant needs product data structured for European VAT reporting and you want one place to update the canonical price list.
When contact search beats opening the finance app
A 12-person SaaS support team fields 3-5 billing questions daily. The find-contact and find-customer tools let agents resolve "did we invoice them?" questions in Slack without switching to Altoviz's web UI. An agent types "check invoice status for sarah@client.com" and Switchy returns the customer record, recent invoices, and VAT rate in 4 seconds. The trade-off: this only works if Altoviz is your billing system—if you're using Stripe or Chargebee for subscriptions, the MCP won't see that data. For European B2B companies where Altoviz holds the invoice history and support needs read-only finance lookups 20 times a week, this cuts the median resolution time from 6 minutes to under 1.
Frequently asked
What does the Altoviz MCP do in Switchy?
It lets your AI agents create invoices, manage products, and look up customers in Altoviz without leaving Switchy. The MCP handles nine core accounting tasks: creating and deleting products, finding contacts and customers by email, retrieving VAT rates and classifications, and pulling product details by number. Your team can automate quote generation or invoice workflows directly from chat.
Do I need admin access to connect Altoviz to Switchy?
You need an Altoviz API key with write permissions if you want agents to create or delete products. Read-only keys work fine for lookups—finding customers, pulling VAT rates, checking product details. Check with your Altoviz account owner to generate a key with the right scope. Switchy stores the key encrypted and never logs it in conversation history.
Can the Altoviz MCP create full invoices or just products?
Right now it focuses on product management and data lookups—creating products, retrieving VAT rates and classifications, finding customers by email. It doesn't directly generate invoices yet, but you can use it to gather all the pieces (customer ID, product details, VAT rates) and then finish the invoice in Altoviz's UI or via a separate automation.
Why use this instead of Altoviz's web interface?
The MCP saves you from tab-switching when you're already working in Switchy. If your team discusses a quote in chat and needs to check if a product exists or what the current VAT rate is, an agent can answer in seconds. For bulk operations—like creating ten products from a spreadsheet—the MCP is faster than clicking through Altoviz's forms repeatedly.
Who on the team should connect the Altoviz integration?
Whoever owns your Altoviz account and can generate API keys. Typically that's your finance lead or office manager. Once connected, any Switchy workspace member can ask agents to look up data, but only users with the right Switchy permissions can trigger write actions like creating or deleting products. Set those permissions in your workspace settings.