Integration · Invoicing and ERP
Alegra and Meteor AI agents
Connect Alegra to Meteor: quote, check stock and prices, register payments and work your receivables from one conversation. 18 real tools.
How does Alegra connect to Meteor?
Meteor connects to Alegra through its API and gives your Met 18 tools to run the commercial side of your books from a live conversation: look up products, price lists and stock by warehouse, identify the customer by phone number or tax ID, create quotes and sales invoices, register payments and expenses, and pull the queue of open quotes by sales rep. All it takes is an Alegra API token. There is no custom development.
Where it applies: Colombia, Mexico, Argentina. In Colombia, Alegra invoicing is what reports to the tax authority, so the fiscal tools sit behind an explicit confirmation from the operator.
What it automates
What a Meteor Met does with Alegra
Quote over WhatsApp without opening Alegra
A customer asks about a product. Your Met finds it in your inventory, confirms price and stock by warehouse, identifies the customer by phone number and issues the quote with its PDF link, all inside the same conversation.
Close the order and invoice it
When the customer says yes, your Met turns the quote into a sales invoice. Before creating it you see the line items and the total and confirm. Invoicing is a fiscal act, and no fiscal tool fires without confirmation.
Work the overdue receivables
Your Met lists invoices by status and date, builds the list of who owes what and since when, reaches out over WhatsApp and registers the payment against the right invoices when the money lands.
Split the quote queue by sales rep
Each rep asks for their own open items and gets back only their unattended quotes, with number, total, customer and PDF link.
18 tools
Everything your Met can ask Alegra for
Each one is a real action in the connector. You can switch off the ones you would rather it never used.
| Tool | What it does |
|---|---|
consultar_producto | Finds a product or service by name or SKU and returns its id, category and status. |
consultar_precio | Returns every price list for a product (retail, wholesale) with its currency. |
consultar_stock | Returns current availability for a product, by warehouse, with its unit cost. |
listar_inventario | Lists or searches products and returns name, SKU, stock by warehouse and prices in one call. |
buscar_cliente | Identifies a customer by name, tax ID, email or phone, and returns their latest invoices. |
crear_cliente | Registers a new customer when the search comes up empty, before quoting or invoicing. |
crear_cotizacion | Creates a quote in the customer's name. It does not invoice and it does not touch the tax authority. |
consultar_cotizacion | Returns the detail of a quote with the link to its formal PDF, ready to send. |
listar_cotizaciones | Lists the queue of open quotes, filtered by sales rep, status, customer and dates. |
crear_pedido | Records the order as a sales invoice, with customer, products, quantities and prices. |
alegra_list_invoices | Lists invoices by status, customer and date range. This is what feeds collections and reporting. |
alegra_get_invoice | Returns the full detail of an invoice by its id. |
alegra_register_payment | Registers an incoming payment against one or several invoices. |
alegra_create_expense | Records an expense or a purchase invoice. |
alegra_list_bank_accounts | Lists the bank accounts configured, with their current balance. |
alegra_list_taxes | Lists the taxes configured on the account (VAT and the rest). |
alegra_get_company | Returns the company profile (name, tax ID, tax regime, time zone). Useful to verify credentials. |
listar_vendedores | Lists sales reps with their id, so a quote lands on the right person. |
The limits
What the Alegra integration does NOT do
We would rather say it here than have you find out during rollout.
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It does not issue or void electronic invoices on its own. The fiscal tools sit behind an explicit confirmation, and a Met can have them switched off entirely.
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It does not reconcile bank statements. It lists accounts and balances, and registers payments against invoices.
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It does not close the books, produce financial statements or file tax returns.
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It does not replace your accountant. This is an operating window into Alegra, not accounting judgment.
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It does not sync your catalog with your store. If you need Alegra stock and WooCommerce stock to mirror each other, that work belongs to the store integration.
Before you start
What you need to connect Alegra
- 1
An Alegra API token, Base64 encoded
In Alegra, under Settings, Integrations, API. The token is stored as the Base64 of "you@yourcompany.com:your-token", encrypted per workspace.
- 2
An active Alegra account with your inventory loaded
Your Met reads what is already in Alegra. If prices or stock are out of date there, they will be out of date in the conversation too.
Frequently asked questions
Questions about Alegra and Meteor
It can, but that is not the default setup. Creating an order in Alegra records it as a sales invoice, so the tool asks you to confirm the line items and the total before it runs. You can also switch the fiscal tools off for a specific Met. That block lives in the connector code, not only in the prompt.
Yes. The Alegra API serves Colombia, Mexico, Argentina and other countries. What changes by country is the tax treatment of the invoice. Inventory, prices, customers, quotes and payments behave the same everywhere.
The customer search accepts a phone number alongside name, tax ID and email, and it normalizes Colombian numbers before comparing. If the customer still does not come up, your Met creates the record from what they tell you before quoting.
Yes. The stock call returns availability by warehouse and the unit cost, and the inventory listing returns stock and prices for several products in a single call, so nobody has to ask product by product.
Step by step
Automations that use Alegra
Complete tasks, with the steps and the tools that run at each one.
Invoicing and ERP
Other integrations in the same family
Want to see a Met running Alegra?
We will show you with your own account connected, not with a canned demo.