# Alegra MCP for AI Agents AI Agent Connect > Alegra MCP for AI Agents. Automate your cloud accounting by issuing DIAN-compliant invoices, managing client contacts, tracking inventory across warehouses, and monitoring bank balances through natural conversation. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_E8YLmkQpJpUmZ0zEZx6SfBm0SpKCzfpilVjPzdXK/ai-agent-connect - **Tags:** billing-software, inventory-management, invoicing, crm-software, fintech-api, alegra ## Description Alegra connects your cloud accounting platform to your AI agent so you can handle your finances through a simple conversation. Instead of logging into a dashboard to hunt for a specific client's balance or manually typing out invoice details, you just ask your agent to do it. You can check your current stock levels across different warehouses, pull up a list of pending bills, or see your latest bank balances without leaving your workspace. It handles the heavy lifting of Colombian tax compliance, like DIAN electronic invoicing, by pulling the right tax rates and identification numbers automatically. Since this is hosted on the Vinkius catalog, you get a reliable way to turn your AI into a virtual accountant that knows your business's specific numbers. You'll spend less time on data entry and more time actually running your company. ## Tools ### create_contact Create a new client or supplier in your database. This ensures you have accurate NIT or CC identification for Colombian tax compliance. ### get_item_details Get details of an inventory item ### create_invoice Generate a new sales invoice for a customer. It automatically handles DIAN electronic invoicing validation and stamps. ### get_contact_details Get details of a specific contact ### get_invoice_details Get details of a specific invoice ### get_company_info Get Alegra company information ### list_contacts Pull a list of all your clients and suppliers. This gives you a quick overview of your entire business network. ### list_estimates List estimates/quotes ### list_invoices See a list of all your sales invoices. Use this to track your revenue and identify which bills are still unpaid. ### list_inventory_items List products and services ### list_payments See a list of all received payments. Use this to reconcile your accounts and confirm which invoices are settled. ## Prompt Examples **Prompt:** ``` List the last 5 invoices and show me which ones are still unpaid. ``` **Response:** ``` I found 5 recent invoices. 3 are fully paid: #FE-1204 ($2,350,000 COP), #FE-1203 ($890,000 COP), #FE-1200 ($1,560,000 COP). 2 remain unpaid: #FE-1202 ($3,200,000 COP, due in 3 days, client: Tech Solutions SAS) and #FE-1201 ($750,000 COP, overdue by 5 days, client: Distribuidora Norte Ltda). Should I pull the contact details for the overdue client? ``` **Prompt:** ``` Create an invoice for client ID 42 with 3 units of item 15 at $50,000 COP each. ``` **Response:** ``` Invoice created successfully! Factura Electrónica #FE-1205 has been issued to 'Importadora Global SAS' (NIT: 900.123.456-7) for $150,000 COP + IVA 19% = $178,500 COP total. DIAN electronic validation is pending and will complete within minutes. Would you like to send it by email? ``` **Prompt:** ``` Show me all IVA tax rates configured in my Alegra account. ``` **Response:** ``` Your account has 5 tax configurations: IVA General (19%), IVA Reducido (5%), IVA Excluido (0%), ReteFuente (3.5% applied on purchases over $1,165,000 COP), and ReteICA Bogotá (0.414%). All are active and properly mapped to their DIAN codes. Need me to check which items have which taxes assigned? ``` ## Capabilities ### Issue DIAN-compliant invoices Generate validated electronic invoices with automatic tax breakdowns for Colombian compliance. ### Manage client and supplier databases Add and retrieve contacts with specific tax identification like NIT and CC. ### Monitor stock levels across warehouses Check real-time inventory counts for products and services across multiple locations. ### Check real-time bank balances Get a list of connected bank accounts and their current balances instantly. ### Track pending supplier bills View all purchase invoices and outstanding payable obligations in one place. ### View configured tax rates Access your specific IVA, ReteFuente, and ICA tax parameters for accurate reporting. ## Use Cases ### Billing a client on the fly A business owner asks their agent to bill a client for a service. The agent generates a DIAN-validated invoice with the correct tax breakdown instantly. ### Checking stock across locations An operations manager asks what is left in the Bogotá warehouse. The agent lists the items and current quantities for that specific site. ### Identifying overdue payments An accountant asks for a list of unpaid invoices. The agent pulls the list and identifies which clients still owe money. ### Verifying local tax rates A user asks what the current IVA rate is. The agent pulls the configured tax parameters to ensure the next invoice is accurate. ## Benefits - Get your invoices issued faster by automatically handling DIAN compliance and electronic stamping. - Keep your client database organized without manual entry by adding NIT and CC details for every new contact. - Prevent stockouts by seeing exactly what is on your shelves across every warehouse location. - Stay on top of debt by identifying which customers have paid their balances and which are still overdue. - Manage your accounts payable more effectively by viewing all pending supplier bills in one list. - Ensure tax accuracy across all regions by seeing your specific IVA and ReteICA rates in one place. ## How It Works The bottom line is you get a voice-controlled accounting office that handles the paperwork for you. 1. Subscribe to the Alegra MCP on the Vinkius catalog. 2. Provide your Alegra email and API token to authenticate your connection. 3. Ask your AI client to pull reports, check inventory, or create invoices. ## Frequently Asked Questions **Can the Alegra MCP handle Colombian tax laws?** Yes, it handles DIAN electronic invoicing and local tax rates like IVA and ReteICA automatically. **Can I use the Alegra MCP to check my warehouse stock?** You can ask your agent to list items and check the specific stock levels for any of your warehouse locations. **Does the Alegra MCP support multiple bank accounts?** It allows you to see a list of all your connected bank accounts and their current balances in a single view. **Can I add new suppliers to my Alegra account?** Your agent can create new contacts and tag them as suppliers with their specific tax IDs for better organization. **How does the Alegra MCP help with accounts payable?** It lets you pull a list of all supplier bills and purchase invoices so you can track exactly what your business owes. **Can the Alegra MCP create invoices for specific products?** Yes, your agent can generate invoices with specific line items, quantities, and prices while handling the tax calculations. **Can my AI agent issue a DIAN-compliant electronic invoice for Colombia?** Yes! Use the `create_invoice` tool with the client ID, line items, and dates. Alegra automatically handles DIAN electronic validation and stamping for Colombian tax compliance. The invoice number sequence is managed by Alegra's configured resolution. **How do I look up a client's outstanding balance and contact details?** Use the `get_contact` tool with the client's Alegra ID. You'll receive their complete profile including legal name, NIT or CC number, fiscal regime, address, phone, email, and any outstanding receivable balance. **Can I manage inventory across multiple warehouses through my AI agent?** Yes. Use `list_warehouses` to see all your configured locations, then use `list_items` to browse your catalog with stock levels per warehouse. You can also create new items with `create_item` specifying their type (product or service) and pricing. **Can I check the stock level of an item via AI?** Yes! Use the `get_item_details` tool and provide the Item ID. Your agent will retrieve the complete metadata, including current stock levels for that product. **How do I create a new invoice for a client?** Use the `create_invoice` action. You'll need to provide the Contact ID, date, due date, and a JSON string of items to register the new sale in Alegra. **Is it possible to list all my recent payments?** Absolutely. Use the `list_payments` query. The agent will retrieve a list of all recorded income payments received in your account.