Alegra MCP. Manage your books, inventory, and contacts from one conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Alegra MCP Server manages your back-office operations by connecting your AI agent to your business accounts. Use it to list, create, and audit invoices, manage product inventory levels, and maintain client/provider contact records—all through natural conversation.
This server handles everything from financial reporting to stock checks, keeping your business data unified.
What your AI agents can do
Create contact
Adds a new contact profile for a client or vendor.
Create invoice
Generates a new sales invoice for a customer.
Get contact details
Retrieves all metadata for a specific client or vendor contact.
The agent lists, retrieves, and creates profiles for both clients and providers using list_contacts and create_contact.
You can generate new sales invoices using create_invoice or look up past billing records with list_invoices.
The agent checks current stock using list_inventory_items and pulls product details using get_item_details.
You can list past payments via list_payments or review pending revenue with list_estimates.
You can fetch details for a single contact (get_contact_details) or a specific invoice (get_invoice_details).
Ask AI about this MCP
Supported MCP Clients
Gemini Waiting for input…
019d754bcreate contact
Adds a new contact profile for a client or vendor.
019d754bcreate invoice
Generates a new sales invoice for a customer.
019d754bget contact details
Retrieves all metadata for a specific client or vendor contact.
019d754bget invoice details
Fetches all metadata for a specific invoice ID.
019d754bget item details
Gets the metadata and technical details for a specific product or service item.
019d754blist contacts
Retrieves a list of all client and provider profiles.
019d754blist estimates
Lists all pending business estimates (cotizaciones) to track potential revenue.
019d754blist inventory items
Checks current stock levels for all products and services.
019d754blist invoices
Lists all sales invoices, allowing you to filter results by date.
019d754blist payments
Lists all recorded business payments.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Alegra, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You connect your AI agent to Alegra to manage your back-office stuff. It lets your agent handle everything—invoicing, inventory, and contacts—just by talking to it. Your agent can list, create, and check records for clients, vendors, and products.
Managing Contacts
Your agent can pull a list of all client and provider profiles using list_contacts, and it can pull specific client or vendor details with get_contact_details. If you need to add a new contact, it'll run create_contact for you.
Invoices and Billing
Need to bill someone? Your agent runs create_invoice to generate a new sales invoice. You can also check past bills by listing all invoices with list_invoices, and you can get the full details of any single invoice using get_invoice_details.
Inventory and Products
It checks your stock levels for everything with list_inventory_items. You can also pull technical details for any specific product or service item using get_item_details.
Finance and Payments
Your agent lists all recorded payments using list_payments, and you can see potential future money by running list_estimates. You can also review all sales invoices using list_invoices.
Basically, your agent keeps all your business data—from who you know to what you sold and what you owe—in one spot.
How Alegra MCP Works
- 1 Subscribe to this server and enter your Alegra Email and API Token.
- 2 Connect your AI client (like Claude or Cursor) to the server.
- 3 Start talking to your agent. It runs the necessary tools in the background to pull the data you need.
The bottom line is you get a unified chat interface to run your entire back-office system without switching screens.
Who Is Alegra MCP For?
Small business owners who hate juggling 5 different tabs to run the books. Finance leads who need to audit sales records and manage provider payments without logging into a separate accounting package. Operations managers who need real-time inventory counts and product details on the fly. Sales teams who need client history fast.
Uses the agent to automate invoicing and get an overall health check of the business without manual data entry.
Audits sales records, checks for overdue invoices, and manages payments to providers using simple commands.
Checks real-time inventory using list_inventory_items and manages product catalogs instantly without leaving the chat.
Researches client history using list_contacts and quickly creates new contact records when meeting a potential client.
What Changes When You Connect
- Centralized Records: Never jump between a CRM and an accounting platform. Use
list_contactsandcreate_contactto manage your network, while simultaneously usinglist_invoicesto see that client's billing history. It keeps everything in one thread. - Real-Time Inventory: Stop guessing stock counts. Run
list_inventory_itemsto see current stock levels instantly. If you need the unit price, runget_item_detailsimmediately after. - Payment Pipeline View: Don't wait for month-end reports. Run
list_estimatesto see pending revenue andlist_paymentsto confirm cash flow. You get a full picture of your money pipeline right now. - Auditing Power: Need to check if an invoice matches the client's last interaction? Use
get_contact_detailscombined withget_invoice_detailsto audit a single transaction using natural language. - Full Lifecycle Management: The agent handles the entire process: from researching a client with
list_contactsto generating a quote withlist_estimates, and finally creating the invoice withcreate_invoice.
Real-World Use Cases
Client needs a quote and invoice quickly
A sales rep talks to a client. They run list_contacts to verify the client's details. Next, they use list_estimates to generate a quote. Once accepted, they call create_invoice to formalize the sale. The agent runs all three tools seamlessly, solving the multi-system friction.
Checking stock before a major sale
An operations manager needs to know if they can sell 50 units of a product. They run list_inventory_items to check stock. If the stock is fine, they use get_item_details to confirm the price and technical specs before letting the sales team proceed.
Finding all unpaid invoices for a quarter
The accounting lead needs to reconcile accounts. They run list_invoices and filter by date. They then follow up by running list_payments to see what was paid against those invoices, immediately identifying gaps in revenue.
Onboarding a new provider
The business owner learns of a new supplier. Instead of visiting a separate portal, they use the agent to call create_contact for the provider and then get_contact_details to make sure all necessary tax and billing information is captured.
The Tradeoffs
Checking multiple tabs for data
Having to open the CRM, find the client ID, switch to the accounting tab, manually search for the invoice, and then go to the inventory sheet to check the item price. This process takes minutes and is prone to copy/paste errors.
→
Just ask your agent. The agent handles the workflow. You tell it, 'Show me the contact details for Client X, the last invoice, and the current stock for Item Y.' It runs get_contact_details, get_invoice_details, and list_inventory_items in sequence, giving you one answer.
Manually updating records
A sales rep gets a new client and manually enters their name, address, and company ID into the CRM, then repeats that entry into the billing system. This is slow and often incomplete.
→
Use create_contact to enter the new client profile. The agent handles the creation across all necessary backend records, ensuring consistency.
Assuming data is current
Running a financial report that uses last month's inventory numbers or a client's outdated payment status because the systems aren't linked.
→
Always query the latest state. Use list_invoices with date filters or list_inventory_items to guarantee you are working with real-time data.
When It Fits, When It Doesn't
Use this if you need to run end-to-end business processes that touch multiple core areas: contacts, stock, and money. If your goal is to create a single source of truth—for example, 'Show me the financial status of Client X, including their last invoice and current address'—this server works. Don't use it if you just need to look up a single list (e.g., 'I just need a list of all contacts'). For that, a simple list tool is enough. If you need to manage complex, cross-domain workflows, this is your tool.
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.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
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Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
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EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Running the books means switching between five different screens.
Today, to audit a client's financials, you jump between the CRM to get their address, the invoicing platform to see the invoice history, and the inventory system to verify product costs. You copy data, you switch tabs, and you lose time—and accuracy.
With the Alegra MCP Server, you just talk to your agent. You ask, 'What's the financial status for Client X?' The agent runs `get_contact_details`, `list_invoices`, and `list_inventory_items` behind the scenes. You get one coherent, actionable answer.
Alegra MCP Server: Generate and Manage Invoices
Manually creating an invoice means you have to ensure the client ID is correct, the product codes match the catalog, and the tax rates are applied correctly. You spend time validating inputs and following a rigid workflow.
Now, you just tell your agent to 'Create a new invoice for Client X for these items.' The agent executes `create_invoice` using the current inventory and contact data, handling the compliance and structure automatically. It's done.
Common Questions About Alegra MCP
How do I use the `list_invoices` tool in the Alegra MCP Server? +
Use list_invoices to get a list of sales invoices. You can pass a date filter to narrow down the results, making it easy to audit a specific time period.
Can I check inventory levels using the `list_inventory_items` tool? +
Yes. list_inventory_items checks your current stock. You can also use get_item_details if you need the technical metadata or unit price for a specific product.
Does the Alegra MCP Server handle contacts? +
Yes, it does. You can list all profiles with list_contacts or add a new one using create_contact. You can also retrieve specific data with get_contact_details.
How do I track potential sales using `list_estimates`? +
Run list_estimates to see all pending business estimates. This helps you track your sales pipeline and know what revenue is expected before it turns into an invoice.
What tools can I use to finalize a sale? +
You use create_invoice to generate the final sales invoice, and list_payments to confirm the payment status after the invoice is issued.
How do I list all client and provider profiles using `list_contacts`? +
The list_contacts tool retrieves your entire network. You get a complete roster of both clients and providers, allowing you to manage your business relationships in one place.
Which tool should I use to find out how many payments were received using `list_payments`? +
Use the list_payments tool to see all recorded transactions. This lists every payment record, giving you a clear view of your company's received revenue history.
Can I create a new invoice using the `create_invoice` tool? +
Yes, the create_invoice tool adds a new sales invoice directly. You provide the necessary details, and the system drafts a compliant, professional document for you.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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