# Alegra Alternative MCP MCP > Alegra Alternative MCP connects your AI agent directly to a full cloud accounting system for Colombian operations. Use this MCP to issue compliant invoices, manage client and supplier records, track inventory levels across various warehouses, and monitor bank balances—all through natural conversation. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** invoicing, inventory-management, tax-compliance, financial-reporting, contact-management, cloud-accounting ## Description Managing finances shouldn't mean opening five different dashboards just to reconcile one transaction. This connector lets your AI agent handle the full lifecycle of accounting tasks for Colombian businesses. Need to create a sales invoice? Your agent handles DIAN electronic validation and calculates all necessary IVA taxes, ensuring compliance from the start. It keeps track of everything: who owes money (listing outstanding balances on contacts), what you've bought (retrieving supplier bills), and how much cash is available (checking bank account balances). Because this MCP lives in Vinkius, your AI client can access all these financial functions through one point of connection. You get a virtual accountant that answers complex queries—like 'show me all unpaid invoices for clients with over $1 million in outstanding debt'—without you ever having to click past the main dashboard screen. ## Tools ### create_contact Creates a new client or supplier record, ensuring the required Colombian identification type is included. ### create_invoice Issues a new sales invoice that automatically validates and stamps it for DIAN electronic compliance. ### create_item Adds a new product or service item to the catalog, setting its type and initial stock parameters. ### get_contact Retrieves all specific details for one contact using their ID. ### get_invoice Fetches the complete record and details for a single invoice number. ### get_item Retrieves all detailed information about one specific inventory item. ### list_bank_accounts Lists every bank account associated with the business for balance checks. ### list_bills Shows all pending supplier bills and purchase invoices that need to be tracked. ### list_contacts Retrieves a list of all clients and suppliers, including their contact details and outstanding balances. ### list_invoices Generates a summary list of sales invoices created within the system. ### list_items Lists all products and services currently defined in the inventory catalog. ### list_payments Queries a list of payments received, showing payment dates and amounts. ### list_taxes Retrieves all active tax rates and configurations used for billing (e.g., IVA). ### list_warehouses Lists every physical warehouse location used for inventory tracking. ## Prompt Examples **Prompt:** ``` List the last 5 invoices and show me which ones are still unpaid. ``` **Response:** ``` I found 5 recent invoices. 3 are fully paid: #FE-1204 ($2,350,000 COP), #FE-1203 ($890,000 COP), #FE-1200 ($1,560,000 COP). 2 remain unpaid: #FE-1202 ($3,200,000 COP, due in 3 days — client: Tech Solutions SAS) and #FE-1201 ($750,000 COP, overdue by 5 days — client: Distribuidora Norte Ltda). Should I pull the contact details for the overdue client? ``` **Prompt:** ``` Create an invoice for client ID 42 with 3 units of item 15 at $50,000 COP each. ``` **Response:** ``` Invoice created successfully! Factura Electrónica #FE-1205 has been issued to 'Importadora Global SAS' (NIT: 900.123.456-7) for $150,000 COP + IVA 19% = $178,500 COP total. DIAN electronic validation is pending and will complete within minutes. Would you like to send it by email? ``` **Prompt:** ``` Show me all IVA tax rates configured in my Alegra account. ``` **Response:** ``` Your account has 5 tax configurations: IVA General (19%), IVA Reducido (5%), IVA Excluido (0%), ReteFuente (3.5% — applied on purchases over $1,165,000 COP), and ReteICA Bogotá (0.414%). All are active and properly mapped to their DIAN codes. Need me to check which items have which taxes assigned? ``` ## Capabilities ### Create Compliant Invoices Generate new sales invoices that are automatically validated and stamped according to Colombian DIAN electronic invoicing standards. ### Manage Client & Vendor Data Access, retrieve, and create records for every client and supplier using their official NIT or CC identification number. ### Monitor Financial Accounts Check real-time bank account balances, list received payments, and track payable obligations from supplier bills. ### Track Product Stock & Pricing Browse the entire product catalog, check current stock levels per warehouse, and create new inventory items or services. ### Review Tax Configurations Access and list all configured tax rates (IVA, ReteFuente, etc.) to verify compliance parameters for any transaction. ## Use Cases ### The End-of-Month Reconciliation An accountant needs to reconcile all incoming funds. They ask their agent, 'What payments have been received since the 1st of the month and which invoices are still unpaid?' The agent uses `list_payments` and then cross-references that data with `list_invoices`, providing a clean summary for the bookkeeper. ### Adding New Suppliers A procurement manager needs to onboard a new vendor. Instead of manually filling out forms, they tell their agent, 'Create a contact for Acme Corp with NIT 901...' The agent uses `create_contact`, tagging the record immediately as a supplier. ### Restocking an Item The operations team notices low stock on Product X. They ask, 'What is the current stock level for SKU-789 across all warehouses?' The agent calls `list_warehouses` to confirm locations and then uses `get_item` to report the precise count. ## Benefits - You can check cash flow instantly. Instead of opening the bank dashboard, just ask to `list_bank_accounts` and get real-time balances for immediate decision-making. - Invoice creation is instant and compliant. Using `create_invoice` handles the complex DIAN validation process automatically; you don't need to worry about tax codes or stamping. - Never lose track of who owes money again. The agent can cross-reference `list_contacts` with `list_invoices` to instantly flag overdue accounts and their contact details. - Inventory management gets simple. You can browse all stock levels across multiple locations using `list_warehouses` and then check the specific item data using `get_item`. - Tax compliance is handled upfront. Before generating anything, you can review every tax rate used by running `list_taxes`, ensuring your billing matches current Colombian regulations. ## How It Works The bottom line is that instead of manually navigating Alegra's web interface, your AI client executes specific, compliant financial operations directly via conversation. 1. Subscribe to this MCP and provide your Alegra API token. 2. Connect the credentials to your AI client (Claude, Cursor, etc.). 3. Tell your agent what you need—for example, 'List all contacts who have outstanding balances.' — and it executes the request. ## Frequently Asked Questions **Can my AI agent issue a DIAN-compliant electronic invoice for Colombia?** Yes! Use the `create_invoice` tool with the client ID, line items, and dates. Alegra automatically handles DIAN electronic validation and stamping for Colombian tax compliance. The invoice number sequence is managed by Alegra's configured resolution. **How do I look up a client's outstanding balance and contact details?** Use the `get_contact` tool with the client's Alegra ID. You'll receive their complete profile including legal name, NIT or CC number, fiscal regime, address, phone, email, and any outstanding receivable balance. **Can I manage inventory across multiple warehouses through my AI agent?** Yes. Use `list_warehouses` to see all your configured locations, then use `list_items` to browse your catalog with stock levels per warehouse. You can also create new items with `create_item` specifying their type (product or service) and pricing. **How can I check my current cash flow status using the `list_payments` tool?** It pulls a list of all received payments. You'll see transaction details, dates, and amounts, letting you quickly verify incoming funds against your expected revenue stream. **What information can I retrieve about my outstanding supplier obligations using the `list_bills` tool?** You get a list of all payable invoices and supplier bills. This helps you monitor what needs to be paid out, keeping tabs on your company's short-term liabilities. **If I need to know about tax compliance, what does the `list_taxes` tool show?** The tool lists every configured tax rate in your account. You can view specific rates like IVA General or ReteFuente, ensuring you always apply the correct local tax percentages. **How do I add a new type of physical good to my catalog using `create_item`?** You run `create_item`, setting the type to 'product'. You must include details like stock counts and pricing so that future invoices or purchase orders track inventory correctly. **What specific data points appear when I use the `get_contact` tool?** The tool provides full contact records, including legal name, NIT/CC identification, address, and phone details. You can confirm if they're registered as a client or just a supplier.