• CLIENTS
  • BILLING
  • DATA
  • HUMAN

How to create and manage sales invoices with your AI

Connect Alegra to your AI client once. From then on, you can onboard customers and bill them without leaving your chat.

Ask AI about this page

Short answer

Can I make invoices in my chat?

Yes. You can register new customers and create sales invoices by telling your AI the details. It then pushes that information directly into Alegra. You'll see exactly how this works below.

The outcomes

What you get

Your AI handles the heavy lifting in Alegra.

CLIENTS

New contact records

The AI sets up new customers in your system. You get a clean contact list in Alegra ready for billing.

BILLING

Ready to send invoices

The AI builds professional sales documents based on your chat. These land in Alegra as completed records.

DATA

Invoice details

Ask for specific information on past bills. Your AI pulls the exact line items and totals from Alegra.

HUMAN

Final oversight

The AI does the data entry, but you stay in control. You decide when a client is added or an invoice is finalized.

The workflow

What your AI does when you request billing tasks.

The AI acts as the interface between your conversation and your Alegra account.

  1. Onboard customers

    When you provide client info, the AI creates a new profile in Alegra.

    create_contact

  2. Generate bills

    The AI takes your product list and amounts to create a sales invoice.

    create_invoice

  3. Retrieve data

    If you need to check a specific bill, the AI pulls the record for you.

    get_invoice_details

  4. Verify records

    The AI can pull specific invoice details to ensure everything looks correct.

    get_invoice_details

Try it

Copy these to start.

Use these prompts to trigger actions in Alegra.

Starting points

These are just examples. Swap out the names and amounts for your actual business data.

Alegra Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_Qumx7V4qyvSALlOgYGiEsoOgC23IoBHYGX1OUkWJ/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Qumx7V4qyvSALlOgYGiEsoOgC23IoBHYGX1OUkWJ/mcp"
    }
  }
}
Copy into chat04

  • Create a new contact in Alegra for Acme Corp with the email sales@acme.com.

  • Generate a sales invoice for Acme Corp for two consulting hours at 150 dollars each.

  • Show me the details for invoice number 1025 in Alegra.

  • Add a new client named Globex Inc to my Alegra account.

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

Start here

Connect Alegra once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can start using the tools immediately.

Connect Alegra to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete an invoice?

    No. The AI can only create or retrieve invoice information. You must log in to Alegra to delete records.

  • 02

    Does the AI create the client automatically?

    Yes, if you provide the necessary details, the AI can use the contact tool to add them to your list.

  • 03

    Can I change the price of an invoice after it is made?

    No. The AI can generate new invoices, but it cannot modify existing ones once they are saved in Alegra.

  • 04

    How do I know if the invoice was successful?

    The AI will confirm once the tool has finished the task. You can also ask it to show you the invoice details to verify.

  • 05

    Can the AI send the invoice to my customer?

    No. The AI creates the invoice in your account, but you are responsible for emailing or sending it to the client.

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

Connect Alegra to Claude, Cursor, ChatGPT & more