• NEW
  • READ
  • TRACK
  • HUMAN

How to create and manage invoices with your AI

Connect Alegra to your AI client once. After that, you can handle billing and track payments through simple chat commands.

Ask AI about this page

Short answer

Can I handle Alegra billing through my AI?

Yes. You can draft new sales invoices and pull up specific invoice details or payment histories using your AI. This lets you stay in your chat interface instead of switching tabs to Alegra.

Where every action lands.

Billing outcomes

Your AI handles the data entry and lookups, leaving you to focus on the conversation.

NEW

Instant invoice creation

The AI builds a new sales record based on your chat details. You get a completed invoice ready for your client.

READ

Real-time status checks

Your agent pulls current payment data and invoice specifics. You'll know exactly who owes what immediately.

TRACK

Payment history logs

The AI lists recent payments to help you reconcile accounts. It keeps your cash flow visibility high.

HUMAN

Manual review needed

You still decide when an invoice is correct and when to send it. The AI prepares the data, but you hold the final say.

The workflow

What your AI does when you ask for billing help.

The AI translates your natural language into specific Alegra commands.

  1. Drafting sales records

    When you provide client and item details, the AI builds the document in Alegra.

    create_invoice

  2. Finding specific invoices

    The AI searches through your existing records to find the exact document you're looking for.

    list_invoices

  3. Checking money received

    Your agent looks up recent transactions to see if a specific invoice has been settled.

    list_payments

  4. Verifying invoice data

    The AI pulls deep details for a single invoice to confirm amounts or tax settings.

    get_invoice_details

Try it

Copy these to start.

Use these prompts to trigger actions in Alegra.

Starting points

Swap out the bracketed info with your actual client names or invoice numbers.

Alegra Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_hmgV1RDxt5UPQRzHEdCY5WSw4xDOXHIRqJXkoMOw/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-extended-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hmgV1RDxt5UPQRzHEdCY5WSw4xDOXHIRqJXkoMOw/mcp"
    }
  }
}
Copy into chat04

  • Create a new sales invoice for Acme Corp for 5 units of Widget A at $50 each.

  • Show me all the invoices from last month.

  • What is the status of invoice #12345?

  • List the most recent payments made to my account.

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

Start here

Connect Alegra once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start chatting with your data.

Connect Alegra to your AI

FAQ

How the billing task behaves

  • 01

    Can the AI delete an invoice?

    No. The AI can only create or view invoice data. You must log in to Alegra to delete or void any records.

  • 02

    Does the AI change my tax settings?

    No. The AI is limited to creating invoices and checking statuses. It cannot modify your global account settings or tax configurations.

  • 03

    Can I create customer invoices?

    Yes. If you provide the customer details, the AI can generate a new sales invoice for them.

  • 04

    Can the AI see my bank account balance?

    No. The AI can only see payment records that have already been logged in Alegra.

  • 05

    How do I know if an invoice was actually created?

    The AI will confirm once the tool has successfully executed the command in Alegra.

  • More questions about Alegra? See everything the Alegra Connector can do

Connect Alegra to Claude, Cursor, ChatGPT & more