How to Use the Alegra MCP in Claude

Q: How do I connect the Alegra MCP Server to Claude Desktop?

Open your claudedesktopconfig.json file and add the server configuration under the mcpServers key. Once you save and restart Claude Desktop, the accounting tools will appear in your chat interface.

Q: Can Claude Desktop handle complex electronic invoicing taxes via Alegra?

Yes. The agent uses createinvoice to format tax codes and regional requirements based on your company profile. This MCP integration pulls correct tax structures automatically so your compliance remains solid.

Q: Can I view pending payments inside Claude Desktop?

Yes. You can ask your agent to run listpayments to see recent transactions. The desktop app displays this financial history in clean markdown tables right inside your chat thread.

Issue electronic invoices and manage Latin American tax compliance directly from your Claude Desktop chat window.

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Connect Alegra MCP to Claude Desktop

Create your Vinkius account to connect Alegra to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Alegra with Claude Desktop

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Issue Invoices Instantly in Claude Desktop

This setup runs `create_invoice` to generate valid sales invoices right within your Claude Desktop chat interface. Your agent pulls client profiles and item details to format tax-compliant transactions without opening your browser. You tell your desktop agent to draft a bill, and it calls `get_item_details` to pull pricing before writing the invoice. It works locally via stdio, meaning your raw accounting inputs stay on your machine until you confirm the send.

Audit LatAm Customer Accounts

This feature uses `list_contacts` and `get_contact_details` to pull customer financial histories directly into your Claude Desktop workspace. You can cross-reference unpaid balances against local tax registries using your agent's reasoning capabilities. Instead of manually searching through tables, you ask Claude Desktop to identify high-value buyers or flag outstanding debts. The server runs as a local subprocess, letting you query customer records with zero latency.

Track Inventory and Live Estimates

This capability uses `list_inventory_items` and `list_estimates` to monitor stock levels and pending quotes. Your desktop agent compares current inventory with outstanding estimates to predict stock shortages before they happen. You can command Claude Desktop to update stock status or pull pricing details using `get_item_details`. This MCP Server keeps your sales pipeline aligned with your physical warehouse without manual double-entry.

Setup guide

Set up Alegra MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Alegra MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Alegra MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under alegra-extended-mcp.

json

{
  "mcpServers": {
    "alegra-extended-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Alegra. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Alegra MCP in Claude Desktop

Open your claude_desktop_config.json file and add the server configuration under the mcpServers key. Once you save and restart Claude Desktop, the accounting tools will appear in your chat interface.

Yes. The agent uses `create_invoice` to format tax codes and regional requirements based on your company profile. This MCP integration pulls correct tax structures automatically so your compliance remains solid.

No. The MCP Server communicates directly with the cloud API using your secure endpoint token. Claude Desktop acts as the control center, calling tools like `get_company_info` to fetch live cloud data.

Yes. You can ask your agent to run `list_payments` to see recent transactions. The desktop app displays this financial history in clean markdown tables right inside your chat thread.

All invoice details and contact records stay local to your machine during processing. This MCP setup uses Vinkius's zero-trust sandbox, meaning your API credentials never leak into the LLM training pool.

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