# Alegra MCP for AI Agents AI Agent Connect

> Alegra MCP lets you manage Latin American business accounting through your AI client. It handles electronic invoicing, tracks expenses, and manages your inventory or customer list with simple natural language commands.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_hmgV1RDxt5UPQRzHEdCY5WSw4xDOXHIRqJXkoMOw/ai-agent-connect
- **Tags:** billing-software, inventory-management, invoicing, crm-software, fintech-api, alegra

## Description

Alegra MCP connects your business accounts to your AI agent so you can handle finances without switching tabs. Instead of digging through a dashboard to find a specific invoice, update a client's phone number, or check if a payment cleared, you just ask your agent to do it for you. It pulls your actual data to help you monitor stock levels, send out quotes, and see who owes you money in real time. You get a direct line to your billing and inventory data right inside your workspace, which means you can stay focused on your actual work instead of administrative overhead. Since Vinkius hosts this and thousands of other connections, you can manage your entire business ecosystem from one place without setting up multiple separate integrations. It makes the heavy lifting of Latin American tax-ready reporting and CRM updates feel like a conversation rather than a chore. You can verify account configurations, retrieve company metadata, and manage your commercial ecosystem without ever leaving your primary app. This turns your AI client into a functional business assistant that understands your specific financial landscape. Whether you are checking if a shipment is ready or looking for a client's transaction history, the data is always available. You no longer have to worry about manual data entry errors or lost information because everything is synced with your Alegra account. It is the fastest way to bridge the gap between your accounting software and your daily workflow.

## Tools

### create_contact
Create a new contact in your Alegra database. This keeps your CRM updated without manual entry.

### create_invoice
Generate a new sales invoice for a customer. You can quickly bill clients using simple natural language.

### get_contact_details
Fetch specific information for a single contact. Use this to quickly check a client's history or profile.

### get_invoice_details
Pull the specific data for an individual invoice. It is perfect for verifying payment statuses or amounts.

### get_item_details
Retrieve the specifics of an inventory item. Use this to see current pricing and product descriptions.

### get_company_info
Get your high-level company information from Alegra. This helps the agent understand your account context.

### list_contacts
Show a list of all clients and suppliers. This provides a quick overview of your entire contact directory.

### list_estimates
View all your sent quotes and estimates. Use this to track potential sales in your pipeline.

### list_invoices
Pull a list of all sales invoices. This lets you see your billing history at a glance.

### list_inventory_items
See a full list of your products and services. It helps you monitor what you have in stock.

### list_payments
Get a list of all recorded payments. Use this to track incoming cash flow and reconcile accounts.

## Prompt Examples

**Prompt:** 
```
Show me all the invoices that are currently overdue.
```

**Response:** 
```
I've pulled your invoice list. You have 4 overdue items:

| Invoice # | Amount | Status |
| :--- | :--- | :--- |
| #INV-402 | $200.00 | Overdue |
| #INV-405 | $1,200.00 | Overdue |
| #INV-410 | $50.00 | Overdue |
| #INV-412 | $300.00 | Overdue |

Would you like me to send a reminder to any of these clients?
```

**Prompt:** 
```
Do we have any 'Leather Chairs' left in stock?
```

**Response:** 
```
Checking your inventory... 

* **Item:** Leather Chair
* **Stock Level:** 4 units
* **Unit Price:** $450.00

Would you like to create an invoice for one of these items?
```

**Prompt:** 
```
Create a new contact for 'Maria Garcia' at 'mar.garcia@email.com'.
```

**Response:** 
```
I've added Maria Garcia to your Alegra contacts. She's now in your CRM. Is there anything else you'd like to do for her profile?
```

## Capabilities

### Generate sales invoices
Create and issue new billing documents for your clients using natural language.

### Sync customer and supplier lists
Add new contacts or retrieve existing profile details from your CRM.

### Monitor inventory levels
Check your current stock counts and product pricing in real time.

### Track payment history
View a list of received payments and identify outstanding balances.

### Manage sales quotes
List and inspect estimates sent to potential customers.

### Retrieve company metadata
Access high-level account configurations and company information.

## Use Cases

### Quick Billing
A shop owner asks for a list of overdue invoices and then creates a new invoice for a specific client immediately.

### Stock Check
An operations manager asks what is left in the warehouse and confirms they can fulfill a big order.

### CRM Update
A salesperson meets a new lead and adds them to the system without leaving their chat.

### Payment Tracking
A bookkeeper asks for a summary of payments received today and reconciles the bank.

## Benefits

- Stop switching tabs between your browser and your workspace by getting your billing status instantly.
- Keep your CRM clean without manual typing by adding new clients during a conversation.
- Prevent overselling by checking current stock levels before confirming a large order.
- Speed up the sales cycle by pulling up previous quotes to show potential customers.
- Get a clear picture of your cash flow by seeing exactly what has been received today.
- Verify specific customer details on the fly instead of searching through spreadsheets.

## How It Works

The bottom line is you get a conversational interface for your entire Alegra accounting and inventory system.

1. Subscribe to the Alegra MCP on the Vinkius catalog.
2. Enter your Alegra email and API token in your AI client configuration.
3. Ask your agent to list invoices, check stock, or update client details.

## Frequently Asked Questions

**What can the Alegra MCP do for my business?**
It lets you manage your Latin American accounting tasks like invoicing, inventory tracking, and CRM updates directly through your AI agent.

**Can I use Alegra MCP to create invoices?**
Yes, you can ask your agent to generate new sales invoices for your clients using natural language.

**How does Alegra MCP help with inventory?**
It allows you to check real-time stock levels and product pricing without leaving your workspace.

**Does Alegra MCP work for Latin American accounting?**
Yes, it is specifically designed to handle accounting workflows common in Latin American markets, including electronic invoicing.

**Can I see my payments with Alegra MCP?**
You can ask your agent to list your recorded payments to see your cash flow at a glance.

**How do I connect Alegra MCP to my AI client?**
You just need to subscribe on Vinkius and enter your Alegra email and API token in your preferred AI client's configuration.

**Can I manage my CRM using Alegra MCP?**
Yes, you can create new contacts and retrieve details for existing clients directly through your agent.

**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.