Integration · Collect and manage
Alegra and Meteor AI agents
Connect Alegra to Meteor: a Met quotes, checks stock and prices and works receivables from one WhatsApp 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: look up products, price lists and stock by warehouse, identify the customer by phone number or tax ID, create quotes, list and open invoices to work receivables, and split the queue of open quotes by sales rep. All of that works from a live WhatsApp conversation. Creating sales-invoice drafts, registering payments and expenses, and reading bank accounts, taxes and the company profile stay with the operator on the web: the connector refuses those six tools when the request comes from a channel Met, and it is not a setting you can switch on. All it takes is an Alegra API token. There is no custom development.
Where it applies: Colombia, Mexico, Argentina. The API identifies the country and currency configured in the account. This connector only creates the sales-invoice draft; it does not file, stamp, or issue the document with any tax authority. Sensitive accounting tools are desk only and the connector refuses them when the request arrives over a channel.
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.
Prepare a sales-invoice draft from the desk
The operator starts from an existing customer and existing products, reviews dates, quantities, pre-tax prices, and the operation's expected total, then approves that summary in a new message. Only then does the Met create the draft with status draft and report the exact status and total returned by Alegra. A channel Met cannot run this write.
Work the overdue receivables over WhatsApp
Your Met lists invoices by status and date, builds the list of who owes what and since when, and reaches out over WhatsApp. When the money lands, the payment is registered from the desk: that tool is out of reach for a channel Met.
Repeat a returning customer's order
A customer asks for "the same as last month". Your Met opens their last invoice, which comes back with every line and the product id on each one, confirms current price and stock, and builds the new quote without anyone retyping a list.
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 the product's price lists and configured taxes, including tax ids, percentage, and status. |
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. It requires the customer to exist already; quoting does not create them. |
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 | Creates a sales-invoice draft for an existing customer, with products, quantities, pre-tax prices, and approved tax ids. It requires an approved summary and literal boolean confirmar:true. Desk only; it does not issue an electronic invoice, record payment, send email, or generate a PDF. |
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, with its line items and the product id on each one. This is what makes repeating a returning customer's order possible. |
alegra_register_payment | Registers an incoming payment against one or several invoices. Desk only, the connector refuses it for a channel Met. |
alegra_create_expense | Records an expense or a purchase invoice. Desk only, the connector refuses it for a channel Met. |
alegra_list_bank_accounts | Lists the bank accounts configured, with their current balance. It only reads, but it sits in the fiscal group, so it is desk only. |
alegra_list_taxes | Lists the taxes configured on the account (VAT and the rest). It only reads, but it sits in the fiscal group, so it is desk only. |
alegra_get_company | Returns the company profile (name, tax ID, tax regime, time zone). Useful to verify credentials. It only reads, but it sits in the fiscal group, so it is desk only. |
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.
-
It does not create sales-invoice drafts, register payments, or record expenses from a channel Met. This is not a configurable setting: the connector refuses those tools over WhatsApp, Instagram, Messenger, or web chat. An operator in the web platform can use them, and draft creation requires literal boolean confirmar:true after approving the summary.
-
It does not issue, file, stamp, or void electronic invoices. The historically named crear_pedido tool fixes status to draft and makes no tax-authority call. It also does not record payment, send email, or return a PDF.
-
It does not read bank accounts, taxes or the company profile from a channel. All three only read, but they sit in the same fiscal group as the writes and the block reaches them too: this is accounting data, not catalog data.
-
It does not create the customer while quoting. If whoever writes in is not in Alegra yet, you create them first and retry. That is deliberate, so the master does not fill with duplicates.
-
It does not reconcile bank statements. It lists accounts and balances, and registers payments against invoices.
-
It does not close the books, produce financial statements or file tax returns.
-
It does not replace your accountant. This is an operating window into Alegra, not accounting judgment.
-
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
No. The connector refuses crear_pedido, payment registration, and expense recording when the request comes from a channel, even if the tool is enabled. An operator in the web platform can create a draft after approving the summary and passing literal boolean confirmar:true. Both the block and the approval live in code, not only in the prompt.
Alegra offers its API in several countries, and the connector can read the country and currency configured in the account. This tool only creates a draft with the existing configuration: it does not validate each country's fiscal contract or issue the document. Issuance remains in Alegra.
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.
Documented operations
Customer cases using Alegra
Each case states what was manual, what the agent does now, which connectors support it and where the limits are.
Collect and manage
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.