# Alegra MCP for AI Agents AI Agent Connect > Alegra lets you manage your business's back-office tasks through your AI agent. You can handle sales invoices, track inventory levels, manage client profiles, and keep tabs on payments or estimates without switching tabs. It connects your Alegra account directly to your AI client so you can manage your entire operation using natural language commands. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Qumx7V4qyvSALlOgYGiEsoOgC23IoBHYGX1OUkWJ/ai-agent-connect - **Tags:** invoicing, inventory-management, accounting-software, business-management, contact-management, financial-reporting ## Description This Connector lets you talk to your Alegra account like a teammate. Instead of logging into a portal to find a specific invoice or checking a spreadsheet to see if a product is out of stock, you just tell your AI agent what you need. It handles the manual data entry for things like creating sales invoices, updating provider details, or pulling revenue data from your estimates. You can stay in your chat interface while your agent does the heavy lifting of moving data between your business records and your daily tasks. It's a practical way to get your back office running on autopilot. You can find this and thousands of other integrations in the Vinkius catalog, making it easy to plug your existing business tools into your AI workflow. You stop hunting for information and start getting answers immediately. It turns your AI agent into a functional employee that knows your stock levels, your client list, and your billing status as well as you do. ## Tools ### list_invoices List sales invoices with optional date filters to see your billing history. ### get_invoice_details Pull specific metadata for a single invoice to see its full status. ### create_invoice Add a new sales invoice to your records with full tax compliance. ### list_contacts View all client and provider profiles in your business network. ### get_contact_details Get specific metadata for a single contact to see their history. ### create_contact Add a new client or provider to your database with a few words. ### list_inventory_items Check current stock levels for all your products and services. ### get_item_details Retrieve technical metadata for specific inventory items. ### list_payments View your business payments to track your incoming cash flow. ### list_estimates Pull your business estimates to see what's in your sales pipeline. ## Prompt Examples **Prompt:** ``` List the last 5 invoices generated in Alegra. ``` **Response:** ``` I've retrieved the latest 5 invoices for you. Here is the summary: | Client | Total | Status | | :--- | :--- | :--- | | Client A | $1,200 | Paid | | Global Tech | $2,500 | Pending | | Retail Co | $450 | Overdue | | Sample Inc | $800 | Paid | | Tech Supplies | $1,100 | Pending | Would you like to see the payment details for any of these? ``` **Prompt:** ``` Show me the current stock for 'Office Chair v2'. ``` **Response:** ``` I've checked the inventory for you. **Office Chair v2** * **Stock Level:** 45 units * **Unit Price:** $85.00 * **Status:** In Stock Would you like to see the inventory adjustments history for this item? ``` **Prompt:** ``` List all contacts of type 'provider'. ``` **Response:** ``` I've pulled your registered providers. You have 12 total: * Wholesale Logistics * Office Supplies Co * Fast Freight * Global Parts * ... (8 more) Would you like to see the specific contact details for any of these? ``` ## Capabilities ### Create sales invoices Generate new sales invoices with tax compliance directly through your chat. ### Check stock levels See real-time inventory counts for products and services instantly. ### Update contact profiles Add or modify client and provider information without leaving your conversation. ### Track payment status Pull a list of business payments to see exactly what's coming in. ### Retrieve business estimates View your business estimates to monitor your upcoming revenue pipeline. ### Audit invoice history Filter and list past sales invoices by specific dates to audit your records. ### Get product metadata Pull technical details for specific inventory items when you need more info. ## Use Cases ### Checking stock on the fly An operations manager asks their agent to check the count for 'Office Chair v2'. The agent uses list_inventory_items to see you have 45 units and gets_item_details to show the price. ### Finding overdue bills A business owner asks for all invoices from last month. The agent uses list_invoices with date filters to pull the records and identify which ones are unpaid. ### Adding a new supplier A sales rep wants to add a new logistics partner. They tell the agent the company name, and the agent uses create_contact to add it to the provider list. ### Reviewing the sales pipeline A manager wants to see what's coming in. The agent uses list_estimates to pull all current quotes and summarize the total potential revenue. ## Benefits - Stop manual data entry by using create_invoice to generate bills instantly. - Get real-time stock alerts by using list_inventory_items to see what's running low. - Keep your network clean by using create_contact to add new clients on the fly. - Speed up your sales cycle by using list_estimates to see what's pending. - Audit your finances faster by using list_payments to see your cash flow. - Save time on research by using get_contact_details to see client history in seconds. ## How It Works The bottom line is that you get a voice-controlled back office that actually knows your business data. 1. Subscribe to the Alegra MCP on Vinkius. 2. Enter your Alegra email and API token in your AI client settings. 3. Ask your agent to list invoices, check stock, or create new contacts. ## Frequently Asked Questions **Can the Alegra MCP help me manage my inventory?** Yes. It allows your AI agent to check real-time stock levels and pull technical metadata for any product or service in your catalog. **How do I create an invoice with Alegra MCP?** You can simply tell your AI agent to create a new sales invoice. It will handle the creation and ensure it meets your tax compliance requirements. **Can I use it to see who hasn't paid me?** Yes. Your agent can list your invoices and filter them by date or status to help you identify which clients have outstanding balances. **Does it work for managing my clients and suppliers?** It does. You can use it to list all your contacts or add new client and provider profiles directly through your chat interface. **Can I see my sales estimates with Alegra MCP?** Yes. Your agent can pull your business estimates so you can track your sales pipeline and upcoming revenue without leaving your chat. **Is Alegra MCP good for small business owners?** It's designed specifically for them. It automates the tedious parts of invoicing and inventory tracking so you can focus on growing your business. **How do I find my Alegra API Token?** Log in to Alegra, navigate to **Settings** > **API**, and copy your token. You will need this along with your login email for Basic Authentication. **Can I filter contacts by type?** Yes! Use the `list_contacts` tool and specify the `type` parameter as either 'client' or 'provider' to filter your list. **Does this support checking stock levels?** Yes, the `list_inventory_items` tool provides real-time stock quantities for all your products and services managed in Alegra.