--- title: "Connect AgencyAccess and Alegra - APIANT.ai" description: "When \"Client Created\" fires in AgencyAccess, your agent runs \"Create Contact\" in Alegra, or \"New Contact\" in Alegra to \"Create Client\" in AgencyAccess." canonical: "https://apiant.ai/connect/agencyaccess-to-alegra" --- # Connect AgencyAccess and Alegra When **Client Created** fires in [AgencyAccess](https://apiant.ai/connections/agencyaccess), your agent runs **Create Contact** in [Alegra](https://apiant.ai/connections/alegra), or **New Contact** in Alegra to **Create Client** in AgencyAccess. Describe the whole flow and it is built, tested on every scenario and kept running. AgencyAccess **1** trigger AgencyAccess **3** actions Alegra **4** triggers Alegra **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want AgencyAccess and Alegra to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What AgencyAccess and Alegra can do together ### From AgencyAccess to Alegra - When **Client Created** in AgencyAccess then **Create Contact** in Alegra - When **Client Created** in AgencyAccess then **Create Contact in Colombia** in Alegra ### From Alegra to AgencyAccess - When **New Contact** in Alegra then **Create Client** in AgencyAccess - When **New Estimate** in Alegra then **Send Webhook Test Event** in AgencyAccess Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with AgencyAccess and Alegra ## Triggers and actions 5 triggers · 19 actions - Trigger **Client Created** Triggers when a client is created in AgencyAccess, from the dashboard, the API or an access page. - Action **Create Client** Creates a client in AgencyAccess. - Action **Get Client** Returns a single AgencyAccess client by its ID, including contact details, language and metadata. - Action **Send Webhook Test Event** Sends a webhook.test event to an AgencyAccess webhook. - Trigger **New Contact** Triggers when a new contact is created in your Alegra account. - Trigger **New Estimate** Triggers when a new quote (estimate) is created in your Alegra account. - Trigger **New Invoice** Triggers when a new sales invoice is created in your Alegra account. - Trigger **New Item** Triggers when a new product or service is created in your Alegra account. - Action **Create Contact** Creates a contact (client or provider) in your Alegra account. Returns the created contact. - Action **Create Contact in Colombia** Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact. - Action **Create Tax** Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax. - Action **Find Contact** Searches the contacts in your Alegra account by name or identification. Returns the matching contacts. - Action **Find Contact in Argentina** Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts. - Action **Find Contact in Chile** Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts. - Action **Find Contact in Colombia** Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts. - Action **Find Contact in Costa Rica** Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts. - Action **Find Contact in Mexico** Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts. - Action **Find Contact in Panama** Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts. - Action **Find Contact in Peru** Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts. - Action **Find Invoice** Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices. - Action **Find Item** Searches the products and services in your Alegra account. Returns the matching items. - Action **Find Tax** Finds a tax in your Alegra account by name. Returns the matching tax and its id. - Action **Update Contact** Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact. - Action **Update Contact in Colombia** Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed. ## Each app on its own - [ **AgencyAccess** AgencyAccess allows marketing agencies to request access to their clients Google and Meta accounts via a...](https://apiant.ai/connections/agencyaccess) - [ **Alegra** Alegra is an accounting and billing app designed for Latin American managers.](https://apiant.ai/connections/alegra) Reviews ## What our customers say ## More from AgencyAccess - [ **AgencyAccess to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agencyaccess-to-hubspot) - [ **AgencyAccess to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agencyaccess-to-salesforce) - [ **AgencyAccess to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agencyaccess-to-slack) - [ **AgencyAccess to Google Sheets** Google Sheets](https://apiant.ai/connect/agencyaccess-to-google-sheets) - [ **AgencyAccess to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agencyaccess-to-gmail) - [ **AgencyAccess to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/agencyaccess-to-google-calendar) ## More into Alegra - [ **QuickBooks Online to Alegra** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-alegra) - [ **ActiveCampaign to Alegra** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-alegra) - [ **Airtable to Alegra** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-alegra) - [ **Vercel to Alegra** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-alegra) - [ **2Chat to Alegra** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-alegra) - [ **3Scribe to Alegra** 3Scribe is the most accurate, automated text transcription available.](https://apiant.ai/connect/3scribe-to-alegra) Questions ## AgencyAccess and Alegra, answered ### ### What can start an automation from AgencyAccess? Any of AgencyAccess's 1 trigger in the catalog, including Client Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Alegra when something happens in AgencyAccess? Any of Alegra's 16 actions, including Create Contact, Create Contact in Colombia, Create Tax and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Alegra to AgencyAccess? Yes. When something happens in Alegra, your agent can act in AgencyAccess too. This page covers both directions: Alegra's triggers and AgencyAccess's actions are listed here as well. ### ### Do I have to build a connector for AgencyAccess or Alegra? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use AgencyAccess and Alegra without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.