# Alegra MCP for AI Agents MCP > Alegra connects your back-office operations—invoicing, inventory, and client management—to your AI agent. You manage sales records, track stock levels, and maintain provider contacts using natural conversation without leaving your chat interface. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** invoicing, inventory-management, accounting-software, business-management, contact-management, financial-reporting ## Description Running a business means constantly juggling invoices, tracking supplies, and keeping customer data current. This MCP connects Alegra to your AI agent so you can handle all those back-office tasks through simple talk. Need to audit sales tax compliance? Your agent handles it. Low on office chairs? Check the inventory instantly. You can list old client records or create new estimates—all without navigating deep into a separate software module. It's like having your accounting department sitting right next to you, ready to take notes. Through Vinkius, you get access to this entire catalog of tools, so you only have to connect once. Your agent manages everything from listing payments to creating professional sales invoices with tax rules built in. ## Tools ### list_invoices Retrieves a list of sales invoices, allowing you to filter results by date range. ### get_invoice_details Fetches the full metadata for any specific invoice number. ### create_invoice Adds a brand new, professional sales invoice record to your account. ### list_contacts Lists all registered client and provider profiles in the system. ### get_contact_details Retrieves specific metadata for any given contact profile. ### create_contact Adds a new client or provider record to your network. ### list_inventory_items Checks and reports on the current stock levels for all products and services. ### get_item_details Retrieves detailed product metadata, including technical specifications or cost data. ### list_payments Shows a list of all processed business payments made to your company. ### list_estimates Lists current and past estimates (quotes) to monitor potential future revenue. ## Prompt Examples **Prompt:** ``` What sales invoices did we generate last month for Global Tech? ``` **Response:** ``` **Invoice Report: Last 30 Days** * ✅ **INV-2024-911**: $4,500. Paid in full (Date: 06/28). * ⚠️ **INV-2024-905**: $1,200. Due in 7 days. * ✅ **INV-2024-889**: $350. Overdue since May 1st. Do you want me to check the payment status for INV-2024-905? ``` **Prompt:** ``` Check stock and create a quote for three different items. ``` **Response:** ``` **Inventory Check Complete** * Office Chair v2: 45 units available (Price: $85.00). * Monitor Stand XL: 120 units available (Price: $30.00). * HDMI Cable Pack: 2,100 units available (Price: $5.00). I've also generated a draft estimate (EST-2024-77) for these items totaling **$6,900.00**. ``` **Prompt:** ``` List all my clients and get the details for 'Beta Corp'. ``` **Response:** ``` **Client Directory Snapshot** You have 12 active client/provider profiles. ***Details for Beta Corp:*** * Primary Contact: Jane Doe * Email: jane.doe@betacorp.com * Phone: (555) 123-4567 * Status: Active since 2022. ``` ## Capabilities ### Invoicing and Financial Tracking List existing sales invoices, check their details, create new ones, or list all associated business payments. ### Inventory Monitoring Check current stock levels across products and services, or retrieve technical metadata for specific items. ### Contact and Provider Management List all client or provider profiles, get detailed contact information, or create new records for people and businesses. ### Forecasting Revenue Streams Retrieve business estimates (cotizaciones) to track future revenue before an invoice is issued. ## Use Cases ### Need an immediate stock count for a big sale An operations manager needs to know if they have enough supplies. They ask their agent, and it uses list_inventory_items followed by get_item_details to give them the exact number of units available and the unit cost. ### Audit sales history for a client A finance lead needs to check all past transactions. They ask their agent to list_invoices, which pulls up records filtered by date. The agent can then get_invoice_details on any specific sale number. ### Onboarding a new vendor A small business owner needs to add a supplier. They use the agent to list_contacts first, confirm they aren't there, and then successfully create_contact for the new provider. ### Tracking pipeline revenue The sales team wants to know what money is expected next month. They ask their agent to list_estimates, which shows all pending quotes that are ready to turn into invoices. ## Benefits - Audit sales records instantly: Use list_invoices to pull all necessary data points by date range for quick tax or financial reviews. You don't have to run manual reports anymore. - Stay ahead of stock issues: Check inventory levels with list_inventory_items, and get full product details using get_item_details—all in a single chat thread. - Manage client relationships easily: List contacts helps you quickly see who your clients and providers are. Need more detail? Just ask for the contact metadata via get_contact_details. - Improve cash flow visibility: You can list payments to know what money came in, or check estimates using list_estimates to track revenue that's coming soon. - Generate sales documents on demand: Don't wait until the end of the month. Use create_invoice to draft and send professional invoices right when the service is completed. ## How It Works The bottom line is that your AI client sends requests through this MCP to Alegra and gets back the specific data or confirmation you asked for. 1. Subscribe to this MCP and provide your Alegra Email and API Token. 2. Connect the credentials to your preferred AI client like Claude, Cursor, or Windsurf. 3. Tell your agent what you need done using natural conversation (e.g., 'Show me all overdue invoices for Client X'). ## Frequently Asked Questions **How does the Alegra MCP help me manage my daily invoicing?** The Alegra MCP lets you create and audit sales invoices directly through your chat agent. You can list past records by date or generate brand new, compliant invoices without leaving your workflow. **Can the Alegra MCP help me keep track of my inventory?** Yes. It lets you check real-time stock levels for any product or service using a single command. You can also retrieve technical details about items to confirm specifications before selling. **Do I need separate tools for contacts and invoices with Alegra?** No. The MCP unifies these functions. Your agent pulls contact information, checks invoice history, and manages both processes using the same natural conversation flow, making it much faster. **What kind of financial data can I see with Alegra via AI agents?** You can list past payments to track cash received, or use the system to list estimates (quotes). This gives you a clear picture of both money already paid and revenue that's coming soon. **Is the Alegra MCP only for big businesses?** Not at all. It’s built for small business owners who need professional accounting features—like tax-compliant invoicing—but don't have a full-time back office team.