How to Use the Alegra MCP in Claude

Q: Does Alegra support billing estimates in Claude Desktop?

Yes, the listestimates tool allows you to pull active business quotes into your chat. Your agent can read these estimates to help you convert them into final sales documents.

Q: Can the agent automatically draft invoices for new clients?

You can use createcontact to set up a new profile first. Once the profile exists, the agent can run createinvoice to bill them immediately.

Run your Alegra invoicing and customer billing directly inside Claude Desktop without leaving your 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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Generate Invoices on the Fly in Claude Desktop

The `create_invoice` tool lets your agent draft sales documents instantly during client chats. You give the agent the billing details, and it formats the line items to match your tax rules. No more jumping to your browser to write up a bill. To verify what was sent, use `get_invoice_details` to pull the exact record. This MCP server handles the backend API calls so you can confirm the numbers are correct right inside your workspace.

Audit Accounts via the Alegra MCP Server

The `list_contacts` tool pulls your entire client and provider directory into the prompt context. Your agent cross-references these names to find the exact billing profile you need. This keeps your records clean without manual searching. If you need deeper info, `get_contact_details` retrieves the specific metadata for any selected record. You can check address details or tax IDs in seconds before generating a new invoice.

Track Stock Levels and Payments in Real Time

The `list_inventory_items` tool exposes current stock counts directly to Claude Desktop. Your agent checks this list to prevent you from selling items that are out of stock. It reads the raw inventory numbers straight from your database. When bills get settled, use `list_payments` to see which client accounts are clear. You can track cash flow without opening another browser tab.

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-mcp.

json

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

Get your connection token →

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 local configuration file and add the MCP server configuration under the server block. You will need your Vinkius endpoint token to authenticate the connection. Restart the app, and the billing tools will appear in your chat.

Yes, you can plug the remote MCP server URL directly into the browser integration settings. Paste your Vinkius endpoint, complete the auth step, and you can query your billing data from any machine.

Yes, the `list_estimates` tool allows you to pull active business quotes into your chat. Your agent can read these estimates to help you convert them into final sales documents.

You can use `create_contact` to set up a new profile first. Once the profile exists, the agent can run `create_invoice` to bill them immediately.

Your invoice details and contact metadata stay secure inside an isolated V8 sandbox. Vinkius processes these transactions ephemerally, meaning your payment histories are never stored on our servers.

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