• DEBT
  • CASH
  • DETAILS
  • HUMAN

How to track client payments with your AI

Connect Alegra to your AI client once. After that, you can ask about outstanding debts or recent money coming in.

Ask AI about this page

Short answer

How can I track client payments using my AI?

Your AI pulls live data from Alegra to show you who owes money and what has been paid. You get a clear view of your receivables through simple chat commands. This breakdown shows you how it works.

The results you get.

Where your data goes.

The AI pulls information from Alegra and organizes it into these outcomes.

DEBT

Identify unpaid bills

The AI finds every client with an outstanding balance. You get a list of who needs to pay you.

CASH

Track recent payments

The AI checks your latest transactions. You see exactly what money hit your account recently.

DETAILS

Inspect specific invoices

The AI pulls the line items and dates for a single invoice. You get the full breakdown of a specific charge.

HUMAN

Manage collections

The AI finds the overdue accounts. You decide when to call the client or send a reminder.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat and your Alegra records.

  1. Find unpaid invoices

    The AI scans your records to find every invoice that hasn't been settled yet.

    list_invoices

  2. Check recent money

    It looks through your payment history to see what was recently received.

    list_payments

  3. Get invoice specifics

    The AI pulls the exact details for a single invoice when you ask.

    get_invoice_details

  4. Verify payment status

    The AI cross-references invoices and payments to confirm if a debt is cleared.

    list_invoiceslist_payments

Try it

Copy these to start.

Use these prompts to talk to your Alegra data.

Starting points

These are opening lines. Swap out the client names or invoice numbers for your actual Alegra data.

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

  • Which clients have unpaid invoices in Alegra?

  • Show me the most recent payments from this week.

  • What are the details for invoice #8821?

  • List all outstanding debts for Global Tech Inc.

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

Start here

Connect Alegra once, then ask.

Click the link to connect your account. Your login stays encrypted on our side. The full walkthrough lives on the Connector page.

Connect Alegra to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new invoices?

    No. This Connector only reads existing data. You must create invoices inside Alegra.

  • 02

    Can the AI delete a payment?

    No. The AI cannot delete or change any records in your Alegra account.

  • 03

    Is the information real-time?

    Yes. The AI pulls live data from Alegra every time you ask a question.

  • 04

    Can I ask about a specific client?

    Yes. You can ask for unpaid invoices or payment history for any specific client.

  • 05

    Does the AI send payment reminders?

    No. The AI identifies who owes money, but you have to send the reminders yourself.

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

Connect Alegra to Claude, Cursor, ChatGPT & more