Elorus
Elorus is an online invoicing and time-tracking software designed for freelancers and small businesses to manage their finances and projects efficiently.
Verdict
Common use cases
- Draft invoices during client calls
- Pull outstanding estimates for pipeline reviews
- Check credit note history before refunds
- Add new products to catalog from chat
- Email finalized invoices to multiple contacts
Integration
- Vendor
- Elorus
- Category
- other
- Auth
- API_KEY
- Tools
- 13
- Composio slug
elorus
Tools
- Create Invoice
Tool to create a new invoice. use after gathering all invoice details.
- CREATE_PRODUCT
Tool to create a new product or service in elorus. use when you need to add or configure items/services in your product catalog.
- Email Invoice
Tool to email an existing invoice to specified contacts. use after generating an invoice and obtaining contact ids.
- Get Bills
Tool to retrieve a list of bills. use when you need to list bills with optional filters after creation.
- Get Contacts
Tool to retrieve a list of contacts. use after authentication to fetch contacts in batches. example: 'list page 2 of active company contacts sorted by name.'
- Get Credit Notes
Tool to retrieve a list of credit notes. use when you need to fetch credit notes filtered by page, contact, date range, or currency.
- Get Email Templates
Tool to retrieve a list of email templates. use when you need to fetch and page through existing templates in the organization.
- Get Estimates
Tool to retrieve a list of estimates. use when you need to list estimates with pagination after creation.
- Get Invoices
Tool to retrieve a list of invoices. use when you need to list invoices with filtering and pagination options.
- Get Products
Tool to retrieve a list of products/services with optional filtering, sorting, and pagination. use when you need to fetch products for reports, ui lists, or inventory management.
- Get Taxes
Tool to retrieve a list of taxes. use after authentication to list taxes with optional filters.
- Get Templates
Tool to retrieve a list of document templates. use when you need to list and paginate available templates.
- Update Contact
Tool to update an existing contact by id. use when you need to modify contact details after retrieving current information.
Setup
Setup guide
- 11. Open your Switchy workspace and navigate to Settings > Integrations. 2. Find Elorus in the MCP directory and click Connect. 3. Log into your Elorus account and go to Settings > API to generate a new API key with permissions for invoices, contacts, products, bills, estimates, and credit notes. 4. Copy the key and paste it into the Switchy connection dialog, then click Authorize. 5. Switchy will confirm the connection and show which tools are now available. 6. Open any Space and type '@Elorus list my contacts' to test — you should see a paginated list of your Elorus contacts. 7. To create an invoice, gather line items and client details first, then @mention Elorus with the full invoice data in one prompt.
What teammates see: by default, memories from Elorus 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
Create Client Invoice
@Elorus create an invoice for Acme Corp (contact ID 12345) with two line items: 10 hours consulting at $150/hour and one website audit at $500. Due in 30 days.Open in a Space →
List Recent Estimates
@Elorus get all estimates created in the last 30 days, sorted by date descending. Show client name and total for each.Open in a Space →
Add Product to Catalog
@Elorus create a new product called 'Brand Strategy Workshop' priced at $2000, billable hourly, with description 'Full-day brand positioning and messaging session.'Open in a Space →
Fetch Contact List
@Elorus list all active company contacts, sorted by name. Show contact ID, company name, and email for each.Open in a Space →
Email Finalized Invoice
@Elorus email invoice #4567 to contact IDs 12345 and 67890 using the default invoice template. Include a note: 'Thanks for your business this quarter.'Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@Elorus list all active client contacts sorted by company name, then show me any unpaid invoices from the last 30 days
Found 47 active contacts in your Elorus account. Top 10 by company name: Acme Corp (contact ID: 12345), BlueSky Ltd (67890), CoreTech Inc (23456)... For unpaid invoices in the last 30 days, there are 8 outstanding: Invoice #INV-2024-089 to Acme Corp for €3,200 (due 5 days ago), Invoice #INV-2024-091 to CoreTech Inc for €1,850 (due tomorrow), and 6 others totaling €12,400. Would you like me to send payment reminders to any of these clients?
This example combines the Get Contacts and Get Invoices tools to surface actionable financial data. Requires API key with read access to both contacts and invoices. Elorus returns paginated results (default 25 per page), so large contact lists may need multiple queries. The MCP can't auto-send reminders without explicit follow-up instruction.
@Elorus create a new product called 'Website Maintenance - Monthly' priced at €450, then draft an invoice for BlueSky Ltd using this product for March 2024
Created product 'Website Maintenance - Monthly' (product ID: PRD-78901) at €450.00. Now generating invoice for BlueSky Ltd (contact ID: 67890): Invoice #INV-2024-095 dated March 1, 2024, line item 'Website Maintenance - Monthly' × 1 at €450.00, subtotal €450.00, VAT (24%) €108.00, total €558.00. Invoice is in draft status. To finalize and email it, confirm the contact email address or provide additional recipients.
Demonstrates the CREATE_PRODUCT and Create Invoice tools in sequence—useful for service businesses adding recurring items. The invoice starts in draft mode; you must explicitly use the Email Invoice tool to send it. Ensure your API key has write permissions for products and invoices. VAT rates depend on your Elorus account's tax configuration.
@Elorus pull all estimates from Q1 2024 and summarize which clients accepted versus declined, then suggest follow-up actions for the pending ones
Retrieved 22 estimates from January–March 2024. Accepted: 14 estimates (€68,300 total value) from 9 clients including Acme Corp (3 estimates), CoreTech Inc (2 estimates). Declined: 3 estimates (€9,500) from 2 clients. Pending: 5 estimates (€18,200) from 4 clients—BlueSky Ltd has 2 pending since Feb 15 (€7,400), TechStart GmbH has 1 pending since March 3 (€5,800). Suggested actions: Send follow-up emails to BlueSky and TechStart referencing specific estimate numbers, offer to adjust scope or pricing, or convert pending estimates to invoices if work has already started.
Showcases the Get Estimates tool paired with AI reasoning to extract business insights. The MCP retrieves raw estimate data (status, amounts, dates); the AI synthesizes trends and next steps. Elorus doesn't auto-track verbal client responses, so 'declined' status must be manually set in the platform. Filtering by date range requires ISO 8601 format in the API call.
Use-case deep-dives
When Elorus fits retainer-based billing workflows
A 6-person creative agency bills 20 retainer clients monthly and needs invoices generated from time-tracked projects. Elorus works here if your billing logic is simple: flat monthly rates or straightforward line-item breakdowns. The Create Invoice and Email Invoice tools let you script the entire send-from-Switchy flow once you've pulled contact IDs. The catch: if you need complex approval chains or multi-currency reconciliation across subsidiaries, Elorus's 13-tool scope won't cover edge cases like automated dunning or payment-plan splits. For straightforward monthly invoicing where the team wants to stay in one workspace and avoid logging into a separate billing portal, Elorus through Switchy closes the loop.
Why solo consultants hit limits with this MCP
A solo consultant tracks project expenses in Notion and wants to pull those into invoices without manual re-entry. Elorus's Get Bills and Create Invoice tools can automate the invoice generation step, but the MCP doesn't expose expense-to-invoice mapping or receipt attachment workflows. If your billing is just "send invoice, get paid," this works. If you need to reconcile expenses against client budgets or attach scanned receipts to line items, you'll still toggle between Elorus's web UI and Switchy. The real threshold: once you're managing more than 10 active projects with variable expense categories, the lack of a dedicated expense-import tool makes this a partial solution, not a replacement for a full accounting stack.
When Elorus handles refund workflows for SaaS teams
A 4-person support team issues 15-30 refunds monthly for a SaaS product and needs to log credit notes without leaving their shared workspace. Elorus's Get Credit Notes and Create Invoice tools let you query existing credits and generate new ones from Switchy, which works if your refund policy is standardized (flat amounts or percentage-based). The limitation: if refunds require multi-step approval or integration with Stripe's dispute API, Elorus won't bridge that gap—you're still manually syncing payment-processor data. For teams where refunds are policy-driven and low-volume, scripting credit-note creation in Switchy keeps the workflow centralized and cuts the median refund-processing time from 8 minutes to under 2.
Frequently asked
What does the Elorus MCP let me do in Switchy?
The Elorus MCP connects your invoicing and billing system to Switchy's AI workspace. You can create invoices, manage products, email invoices to contacts, retrieve bills and credit notes, and pull estimate lists — all without leaving your conversation. It's designed for teams that want AI to handle routine accounting tasks while you focus on higher-level decisions.
Do I need admin access to connect Elorus?
You need an Elorus API key, which typically requires admin or billing-level permissions in your Elorus account. The MCP uses API_KEY authentication, so whoever connects it must be able to generate and manage API credentials in Elorus. Check your organization's Elorus settings to confirm your access level before attempting setup.
Can the Elorus MCP automatically send invoices to clients?
Yes, but only after you've created the invoice and retrieved the contact IDs. The MCP includes an Email Invoice tool that sends existing invoices to specified contacts. It won't auto-send on creation — you control the timing. This two-step flow prevents accidental sends and gives you a chance to review before the invoice goes out.
How does this compare to using Elorus directly?
The MCP trades Elorus's full UI for conversational speed on repetitive tasks. You can create invoices, add products, and pull reports by describing what you need instead of clicking through forms. You lose visual dashboards and advanced reporting, but gain the ability to batch operations and integrate billing data into broader AI workflows across your team.
Who on the team should connect the Elorus MCP?
Whoever manages your invoicing or has API key access in Elorus. Once connected, any Switchy team member can use the MCP to create invoices or retrieve data, but the connection itself requires someone with Elorus admin rights. If your team separates billing from operations, have your finance lead set it up first.