Alegra MCP. Manage your billing cycles and track all client accounts.
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Alegra lets your AI agent manage professional billing, track inventory levels, and handle customer data for Latin American business operations.
Connect your accounting records and run financial reports using natural conversation—no more switching between apps.
What your AI agents can do
Create contact
Creates a new contact profile within the Alegra system.
Create invoice
Generates and records a brand new sales invoice in your account.
Get contact details
Fetches all specific information associated with a named contact, whether they are a client or supplier.
The system can create new sales invoices and list existing ones, showing their current payment status (paid, open, or overdue).
You can retrieve specific contact details, build new contacts, and list your entire client and supplier directory.
The agent queries the product catalog to report on available inventory items and their current pricing metadata.
You can list all recorded payments, view sales estimates sent out, or get detailed information about any specific invoice number.
The tool fetches core metadata and account configuration details directly from your Alegra profile for verification.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Alegra: 11 Tools for Business Accounting
These tools let you perform every core function of your accounting system—from creating an invoice to listing payments—all through simple, natural language commands.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Alegra on Vinkius019dd0b7create contact
Creates a new contact profile within the Alegra system.
019dd0b7create invoice
Generates and records a brand new sales invoice in your account.
019dd0b7get contact details
Fetches all specific information associated with a named contact, whether they are a client or supplier.
019dd0b7get invoice details
Retrieves the full record and status details for any specified sales invoice number.
019dd0b7get item details
Gets specific pricing, stock, and descriptive data about an individual inventory product or service item.
019dd0b7get company info
Retrieves general operational metadata about the Alegra company profile.
019dd0b7list contacts
Provides a list of all contacts (both clients and suppliers) maintained in Alegra.
019dd0b7list estimates
Lists all sales estimates or quotes that have been sent to potential customers.
019dd0b7list invoices
Lists all sales invoices recorded in Alegra, allowing you to see their status at a glance.
019dd0b7list inventory items
Provides a comprehensive list of every product and service item cataloged in the system.
019dd0b7list payments
Retrieves a list of payments that have been successfully recorded in the system.
Choose How to Get Started
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Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
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- Works with Claude, ChatGPT, Cursor, and more
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Dealing with disconnected records is time-consuming.
Today, if you want a full picture of one client's finances, you have to open your CRM tab for their contact history. Then, you switch over to the billing platform to check current invoices and outstanding balances. If you need inventory status, that requires clicking into a third dashboard entirely. It’s a painful cycle of logging in, navigating tabs, and copy-pasting numbers.
With this MCP, your agent does it all in one chat window. You just ask: 'What's the balance for Client X, and do we have enough stock to complete their order?' The tool handles the lookups across contacts, invoices, and inventory automatically. You get a single, synthesized answer.
The Alegra MCP makes financial oversight conversational.
You no longer have to remember which specific tool or API endpoint handles what data. The agent manages the process for you. Instead of executing a sequence like 'call `list_invoices` then filter by status,' you simply tell your agent the goal, and it executes the necessary steps.
What's different now is that the complexity moves from *you* to the MCP. You just speak your business questions, and the system brings back the structured answers.
What you can do with this MCP connector
Managing a small business means juggling invoices, checking stock counts, and keeping tabs on client balances. Traditionally, this meant logging into separate CRMs and accounting platforms just to find one piece of data. Now, you don't have to do that.
This MCP connects your Alegra account directly to any AI agent, consolidating all your core business functions into a single conversational interface. Need to know if John Doe has an overdue balance? Just ask. Want to see the current stock count for professional desks before creating a quote? The agent handles it.
You can manage everything from creating new sales invoices and listing payments to pulling basic company data—all without leaving your chat window. Since Vinkius hosts this MCP, you get instant access to all these functions via any compatible AI client.
It’s about getting answers fast. Your agent acts as the direct conduit to your books, giving you clear oversight of billing cycles and inventory status.
019dd0b8-01d3-7215-8a7f-077a71f6bfd8 
How Alegra MCP Works
- 1 First, you subscribe to this MCP on Vinkius.
- 2 Second, you provide the agent with your Alegra Email and API Token found in your account settings.
- 3 Third, you start by asking a question or giving an instruction through your AI client.
The bottom line is that all of your business data becomes accessible via simple commands from your chat interface.
Who Is Alegra MCP For?
Small business owners who hate switching between accounting software and CRMs, or finance teams responsible for reconciling daily sales reports. You're the person who needs to check stock levels and verify a client balance before making any calls.
Quickly create invoices and confirm client balances using simple chat commands, without logging into the separate billing portal.
Monitor payment statuses and review contact history to prepare for tax submissions or reconcile discrepancies from past transactions.
Track inventory levels against current sales estimates, ensuring that quoted services are actually available before promising delivery dates.
What Changes When You Connect
- Instead of logging into a separate CRM to check contact history, you can use the agent to get details on any contact directly. You just need the
get_contact_detailstool for that. - You never have to manually build an invoice from scratch again. The system handles generating and tracking sales invoices with a single command using
create_invoice. - Track your company's financial health instantly. By calling
list_payments, you get a clear picture of incoming funds without opening any bank statements. - Inventory checks are simple. Use the agent to list products via
list_inventory_itemsand check specific stock counts usingget_item_detailsbefore quoting a client. - Streamline reporting by listing all outstanding documents with
list_invoices, making it easy for finance teams to spot overdue accounts immediately.
Real-World Use Cases
The Client Balance Check
A sales rep needs to know if a potential client has an immediate outstanding balance before sending a final proposal. They ask their agent, and the system uses list_invoices and get_contact_details to summarize all overdue accounts immediately.
Inventory Verification Before Quoting
An operations manager has an estimate for a custom build. They ask their agent, who runs list_inventory_items, checks the stock levels via get_item_details, and confirms availability before drafting the final quote.
Reconciling Payments
The bookkeeper needs to reconcile payments against open invoices. They instruct their agent to run list_payments and cross-reference those records with outstanding documents using get_invoice_details.
New Client Setup
A new lead comes in, and the team needs a record. Instead of manually logging into multiple forms, they simply ask the agent to execute create_contact, getting it entered right away.
The Tradeoffs
Assuming data is up-to-date
A user sees a quote for an item and assumes they can invoice it, but doesn't check if the stock was reduced first.
→
Always use get_item_details to verify current inventory levels. If you confirm stock is available, then proceed with generating the document using create_invoice.
Missing context on payments
A user only sees a list of unpaid invoices but doesn't know which ones had partial payments already applied.
→
Run list_payments first. Then, use the payment IDs to check specific invoice statuses with get_invoice_details to get the full picture.
Over-relying on manual entry
The user manually enters client data into a spreadsheet instead of using the official system.
→
Use create_contact through your AI agent. This ensures that all new records are properly logged and associated with the correct ID for future retrieval.
When It Fits, When It Doesn't
Use this MCP if you need conversational access to transactional data—meaning you need the agent to perform a sequence of actions, like 'Check stock, then generate quote.' Don't use it if your goal is massive, raw reporting (e.g., exporting every single transaction from the last five years into Excel for deep statistical analysis). For pure bulk data dumps or complex SQL queries that bypass the standard business logic, you'll need to interact with a direct database connector instead. However, for 90% of daily accounting work, this MCP gives you the structured access you need without writing any code.
Common Questions About Alegra MCP
How can I check if an invoice was paid using list_invoices? +
You view the status column when you use list_invoices. The agent filters this data and tells you exactly which invoices are marked as 'Paid,' helping you quickly confirm payment records.
Can I create a new contact using create_contact? +
Yes. You ask the agent to create a contact, providing just the name and details. The tool handles logging it into your customer directory immediately.
How do I check item availability with get_item_details? +
Simply request the item name from the agent. It uses get_item_details to fetch current stock levels and the unit price, letting you know if it's available for sale.
What is the best way to see all my overdue bills? +
Use list_invoices. The agent retrieves the list of sales documents and filters them specifically by 'overdue' status, giving you a clean report of what needs attention.
How does using the `get_company_info` tool help me verify my overall account setup? +
Running get_company_info confirms your credentials and pulls core company metadata. This is a quick check you should run after connecting to confirm the MCP has full access to all necessary financial data.
When I call `create_invoice`, what information must I provide to ensure the invoice processes correctly? +
You need a valid contact ID, item details, and quantity for the MCP to draft an accurate invoice. The system will flag missing fields like tax rates or payment terms before it finalizes the document.
Does `list_estimates` help me track potential sales that haven't become formal invoices yet? +
Yes, this tool pulls all outstanding quotes, letting you manage potential revenue streams. You can sort and filter these estimates by expiration date or client status.
How do I use `list_payments` to check for payment discrepancies across my accounts? +
The tool returns a detailed record of every logged payment transaction, including associated invoice numbers. You can compare these records against your expected revenue flow directly in the chat.
Can I check the stock level of an item via AI? +
Yes! Use the get_item_details tool and provide the Item ID. Your agent will retrieve the complete metadata, including current stock levels for that product.
How do I create a new invoice for a client? +
Use the create_invoice action. You'll need to provide the Contact ID, date, due date, and a JSON string of items to register the new sale in Alegra.
Is it possible to list all my recent payments? +
Absolutely. Use the list_payments query. The agent will retrieve a list of all recorded income payments received in your account.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.