• DATA
  • ACTION
  • REVIEW
  • SYNC

How to create sales invoices with your AI

Connect Alegra to your AI client once. From then on, you can handle billing and customer data through a simple chat interface.

Ask AI about this page

Short answer

Can I make invoices using my AI?

Yes. Your AI uses the Alegra MCP to pull customer and product details and then submits a new invoice for you. You'll get your billing done without opening the Alegra website. Here is how the process works.

The outcomes

What you get from your request

Your AI performs specific actions in Alegra based on your instructions.

DATA

Accurate billing info

The AI pulls current contact and item data to ensure your invoices are correct. You get the exact details needed for a clean record.

ACTION

New sales invoices

The AI submits the invoice directly to Alegra. Your records stay updated in real time.

REVIEW

Human verification

The AI shows you the invoice details first. You decide if the math and the customer info look right before anything is finalized.

SYNC

Clean customer profiles

The AI checks existing customer data to prevent duplicates. This keeps your Alegra database organized.

The workflow

What your AI does when the request arrives.

The AI handles the data entry so you can stay in your chat window.

  1. Fetch customer data

    The AI looks up the specific customer you mentioned to get their billing information.

    get_contact_details

  2. Verify products

    It checks your Alegra inventory to find the correct items and their current prices.

    get_item_details

  3. Build the invoice

    The AI compiles the customer info and the item list into a single billing document.

    create_invoice

  4. Confirm entry

    The AI reports back that the invoice was successfully added to your Alegra account.

    create_invoice

Try it

Copy these to start.

Use these prompts to trigger the Alegra tools.

Starting points

Swap the bracketed text for your actual customer names or product descriptions.

Alegra Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_E8YLmkQpJpUmZ0zEZx6SfBm0SpKCzfpilVjPzdXK/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Alegra capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "alegra-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_E8YLmkQpJpUmZ0zEZx6SfBm0SpKCzfpilVjPzdXK/mcp"
    }
  }
}
Copy into chat04

  • Create a sales invoice for [Customer Name] for [Product Name].

  • Get the details for [Customer Name] so I can bill them.

  • Check the price for [Product Name] in Alegra.

  • Make a new invoice for [Customer Name] including [Product Name] and [Product Name].

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Alegra once, then ask.

Follow the link to connect your account. Your credentials stay encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Alegra to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete an invoice if I make a mistake?

    No. The AI can only create invoices. You must log into Alegra to delete or edit existing records.

  • 02

    Does the AI know my product prices automatically?

    Yes, it uses the item details from your Alegra account to find the correct pricing.

  • 03

    Can I use this to manage my inventory levels?

    No. This setup is for creating invoices and retrieving contact or item details. It cannot change stock counts.

  • 04

    Will the AI create an invoice without my permission?

    No. The AI will show you the details it has gathered so you can confirm everything is correct before it sends the command.

  • 05

    Can the AI create a new customer profile?

    No. The AI can retrieve existing contact details, but it cannot create new customers in Alegra.

  • More questions about Alegra? The Connector page answers them. See everything the Alegra Connector can do

Connect Alegra to Claude, Cursor, ChatGPT & more