Bring Billing Software
to Windsurf
Learn how to connect Alegra to Windsurf and start using 11 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Alegra MCP Server?
Connect your Alegra account to any AI agent and simplify how you manage your professional billing, customer directory, and inventory through natural conversation.
What you can do
- Billing Management — Create, list, and inspect sales invoices with detailed status tracking (open, paid, overdue).
- Customer & Supplier CRM — Manage your contacts, update profile data, and check individual transaction histories.
- Inventory Control — Query your product and service catalog to monitor stock levels and pricing metadata.
- Financial Oversight — Monitor received payments and track sales estimates/quotes sent to potential clients.
- Organization Insights — Retrieve company metadata and verify account configurations directly from the agent.
- Operational Monitoring — Check connectivity and manage your commercial ecosystem without leaving your workspace.
How it works
1. Subscribe to this server
2. Enter your Alegra Email and API Token (found in your account settings)
3. Start managing your business finances from Claude, Cursor, or any MCP client
Who is this for?
- Small Business Owners — quickly create invoices and check client balances via simple AI commands.
- Finance & Admin Teams — monitor payments and manage the contact directory directly from the workspace.
- Operations Managers — track inventory levels and verify service availability via the AI assistant.
Built-in capabilities (11)
Create a new contact in Alegra
Create a new sales invoice
Get Alegra company information
Get details of a specific contact
Get details of a specific invoice
Get details of an inventory item
List Alegra contacts (clients and suppliers)
List estimates/quotes
List products and services
List sales invoices in Alegra
List recorded payments
Why Windsurf?
Windsurf's Cascade agent chains multiple Alegra tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 11 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 11 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Alegra in Windsurf
Alegra and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Alegra to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Alegra in Windsurf
The Alegra MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 11 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Alegra for Windsurf
Every tool call from Windsurf to the Alegra MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.