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How to integrate Altoviz MCP with Hermes

Connect Hermes to Altoviz MCP. Find customer details by email address, update a client's company information, and more using natural language, with authentication handled for you.

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Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.

67 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Altoviz account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Altoviz with

Claude CodeClaude CoworkOpenAI Agents SDKClaude Agent SDKCodexOpenClawAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,500+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Altoviz with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Altoviz

Ask your agent to connect to Altoviz, or simply request any Altoviz-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Altoviz connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Altoviz or request any Altoviz-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Altoviz MCP server, and what's possible with it?

The Altoviz MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Altoviz account. It provides structured and secure access to your customers, contacts, products, invoices, credit notes, receipts, and quotes, so your agent can create invoices, find customer records, organize products, record payments, and download billing documents on your behalf.

  • Customer and contact management: Have your agent create and find customers or contacts, retrieve customer contacts, organize customers into families, and remove customer records.
  • Invoice and credit note handling: Let the agent create draft sales invoices and credit notes, find existing records, download PDF copies, or delete drafts you no longer need.
  • Product catalog organization: Direct your agent to create, find, retrieve, or delete products and organize them into product families.
  • Payment receipt tracking: Instruct your agent to create receipts for customer payments, find existing receipts, retrieve their details, or delete them.
  • Quote and document retrieval: Have your agent find sales quotes, remove quotes when needed, and download available purchase invoices as PDF files.

Way Forward

With Altoviz connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

TOOLS

Supported Tools

Every Altoviz action and event your agent gets out of the box.

Create Contact

Creates a new contact in the Altoviz system.

Create Customer

Creates a new customer in Altoviz.

Create Customer Family

Creates a new customer family in Altoviz for categorizing and organizing customers into groups.

Create Product

Creates a new product in the Altoviz system.

Create Product Family

Tool to create a new product family in Altoviz.

Create Receipt

Creates a new receipt in the Altoviz system to record customer payments.

Create Sale Credit

Creates a new draft credit note (avoir) in Altoviz.

Create Sale Invoice

Creates a new draft sale invoice in Altoviz.

Delete Colleague

Tool to delete a colleague from Altoviz.

Delete Customer

Tool to delete a customer from Altoviz.

Delete Customer Family

Tool to delete a customer family from Altoviz.

Delete Product

This tool allows you to delete an existing product from Altoviz.

Delete Product Family

Tool to delete a product family from Altoviz.

Delete Receipt

Tool to delete a receipt from Altoviz.

Delete Draft Sale Credit

Tool to delete a draft credit from Altoviz.

Delete Sale Invoice

Tool to delete a draft sale invoice from Altoviz.

Delete Sale Quote

Tool to delete a sale quote from Altoviz.

Delete Supplier

Tool to delete a supplier from Altoviz.

Download Purchase Invoice

Tool to download a purchase invoice as a PDF file from Altoviz.

Download Sale Credit PDF

Tool to download a sale credit as a PDF file from Altoviz.

Download Sale Invoice PDF

Tool to download a sale invoice as a PDF file from Altoviz.

Find Contact by Email

Searches Altoviz contacts by email address and returns the first contact in the response, if any.

Find Customer by Email

Searches Altoviz customers by email address and returns the first customer in a list response, if any.

Find Product by Number

Search for a product in Altoviz by its product number/SKU.

Find Product by Number or Internal ID

Tool to find a product in Altoviz by exact product number or internal ID.

Find Receipt by Internal ID

Tool to find receipts in Altoviz by customer internal ID.

Find Sale Credits

Tool to find sale credits in Altoviz.

Find Sale Invoices

Find sale invoices in Altoviz, optionally filtering by internal ID.

Find Sale Quotes

Find sale quotes in Altoviz, optionally filtering by internal ID.

Get Classifications List

This tool retrieves a list of classifications from the Altoviz platform.

Get Colleague by ID

Tool to retrieve a colleague's details from Altoviz by their ID.

Get Contact by ID

Tool to retrieve a contact by its unique ID from Altoviz.

Get Current User

Tool to retrieve the current authenticated user's information from Altoviz.

Get Customer by ID

Tool to retrieve a customer by their ID from Altoviz.

Get Customer by Internal ID

Tool to retrieve a single customer from Altoviz by their internal ID.

Get Customer Contacts

Tool to retrieve all contacts associated with a specific customer in Altoviz.

Get Customer Family

Tool to retrieve a customer family by ID from Altoviz.

Get Product by ID

Retrieve an Altoviz product by its unique ID, including available pricing, VAT, and unit details.

Get Product Family by ID

Tool to retrieve a specific product family by its ID from Altoviz.

Get Receipt by ID

Tool to retrieve a receipt by its ID from Altoviz.

Get Sale Credit by ID

Tool to retrieve a sale credit by its ID from Altoviz.

Get Sale Invoice by ID

Tool to retrieve a sale invoice by its ID from Altoviz.

Get Settings

Tool to retrieve application settings from Altoviz.

Get Supplier by ID

Tool to retrieve a supplier by their ID from Altoviz.

Get Supplier Contacts

Tool to retrieve all contacts associated with a specific supplier in Altoviz.

Get Units List

Retrieve a list of available units in Altoviz, with pagination and sorting.

Get VAT Rates

Retrieve available VAT rates from Altoviz, including their regions and labels, for use in invoices and quotes.

List Colleagues

Retrieves a list of colleagues from Altoviz.

List Contacts

Tool to retrieve a list of contacts from Altoviz with optional filtering and pagination.

List Customer Families

Tool to list customer families from Altoviz.

List Customers

Tool to retrieve a paginated list of customers from Altoviz.

List Product Families

Tool to retrieve a list of product families from Altoviz.

List Receipts

Tool to retrieve a list of receipts from Altoviz.

List Sale Credits

Tool to retrieve a list of sale credits from Altoviz.

List Sale Invoices

Tool to retrieve a list of sale invoices from Altoviz.

List Sale Quotes

Tool to retrieve a list of sale quotes from Altoviz.

List Suppliers

Tool to retrieve a paginated list of suppliers from Altoviz.

List Webhooks

Tool to retrieve all configured webhooks from Altoviz.

Register Webhook

Tool to register a new webhook in Altoviz.

Test API Key

Tool to test API key validity and retrieve basic account information.

Unregister Webhook

Tool to unregister a webhook from Altoviz.

Update Colleague Information

Updates an existing colleague's information in Altoviz.

Update Customer Information

Updates an existing customer's information in Altoviz.

Update Receipt

Updates an existing receipt in Altoviz, including details such as amount, date, payment method, status, notes, and document links.

Update Sale Credit

Tool to update a draft credit note in Altoviz.

Update Supplier Information

Update an existing supplier's information in Altoviz, including contact information, address, default payment method, or internal notes.

Upload Purchase Invoice

Tool to upload and create a new purchase invoice from a file (PDF or image format).

FRAMEWORKS

How to build Altoviz MCP Agent with another framework

Claude Code logo

Claude Code

Use Altoviz MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Altoviz MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Altoviz MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Altoviz MCP with Claude Agent SDK

Codex logo

Codex

Use Altoviz MCP with Codex

OpenClaw logo

OpenClaw

Use Altoviz MCP with OpenClaw

Atomic Agent logo

Atomic Agent

Use Altoviz MCP with Atomic Agent

Google ADK logo

Google ADK

Use Altoviz MCP with Google ADK

LangChain logo

LangChain

Use Altoviz MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Altoviz MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Altoviz MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Altoviz MCP with LlamaIndex

CrewAI logo

CrewAI

Use Altoviz MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Altoviz MCP with Pydantic AI

AutoGen logo

AutoGen

Use Altoviz MCP with AutoGen

FAQ

Frequently asked questions

With a standalone Altoviz MCP server, the agents and LLMs can only access a fixed set of Altoviz tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Altoviz and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Altoviz tools.

Yes, absolutely. You can configure which Altoviz scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Altoviz data and credentials are handled as safely as possible.

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