# Daftra MCP for AI Agents AI Agent Connect > Daftra connects your Arabic-first ERP to your AI agent. It handles the heavy lifting of business accounting, inventory, and CRM tasks for companies in the MENA region. Instead of jumping between tabs, you can manage invoices, track stock, and check treasury balances using natural language commands. It's built for businesses that need a localized ERP experience without the manual data entry headache. ## Overview - **Category:** crm - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_GZgcaYomSYAHk9DZa4hOeczRysjpq9OJHBx8GCkU/ai-agent-connect - **Tags:** daftra, erp-api, invoicing-automation, mena-business, accounting-software, inventory-management, billing-system, treasury-monitoring, mcp ## Description Managing a business in the MENA region often means juggling a dozen different systems just to keep the lights on. You're jumping between accounting tables, checking stock levels in a warehouse, and trying to remember which client hasn't paid their latest invoice. It's a lot of context-switching that eats up your day. This Connector changes that by putting your entire Daftra operation inside your AI's reach. You can stop hunting for data and start asking for it. Whether you're trying to see if a product is in stock or need to pull a list of recent payments, your agent does the digging for you. You get to stay in your flow while the agent handles the "where is that file" part of your job. It's like having a dedicated operations specialist who knows your entire history and can update your records in seconds. Since Vinkius hosts this, you can plug it into your existing setup and start talking to your data immediately. No more manual deal logging or digging through complex spreadsheets. You just tell your agent what needs to happen, and it makes it happen in the Daftra system. ## Tools ### create_client Register a new client in your CRM database. This saves you from manual entry in the dashboard. ### create_invoice Create a new invoice for a client with specific items. This helps you bill customers faster. ### create_product Add a new product to your inventory catalog. Use this to keep your stock list current. ### get_account_info Retrieve high-level details about your Daftra account. It's the best way to check your general status. ### get_invoice Pull specific details for a single invoice. Use this to check the status of a specific bill. ### list_staff Get a full directory of your staff members. This is great for quick HR reporting. ### list_treasuries See all your treasury accounts and balances. Use this to get a snapshot of your cash flow. ### list_clients Pull a full list of your registered clients. It's perfect for reviewing your customer base. ### list_expenses View all recorded business expenses. Use this to track where your money is going. ### list_invoices Get a complete list of all invoices in your system. This helps you see what's been billed. ### list_payments See a list of recent payments received. Use this to verify recent deposits. ### list_products View your entire product catalog. It's the fastest way to see what you have in stock. ## Prompt Examples **Prompt:** ``` What's our current cash balance in the main treasury? ``` **Response:** ``` Checking your treasury records... Your Main Cash account currently holds **$5,420.00**, and your Business Bank account (ID: tr_456) has **$12,800.00**. Both accounts are in good standing. Would you like a summary of recent expenses? ``` **Prompt:** ``` Create a new client for 'Samiah Co' with email samiah@example.com. ``` **Response:** ``` Done! I've added **Samiah Co** to your Daftra CRM. They're now ready for invoicing and project assignments. Shall I create an initial invoice for them? ``` **Prompt:** ``` List our top 5 products in stock. ``` **Response:** ``` Here are 5 products currently in your catalog: * **Product A** (150 units) * **Product B** (85 units) * **Product C** (200 units) * **Product D** (40 units) * **Product E** (120 units) Would you like to see more details on any of these? ``` ## Capabilities ### Generate new invoices Create professional invoices with specific line items through a simple chat command. ### Add new products Expand your inventory catalog by adding new items directly via your agent. ### Check treasury balances Get real-time visibility into your bank and cash accounts instantly. ### List staff members Pull a complete directory of your employees for quick operational reporting. ### Create new client profiles Register new customers in your CRM database without leaving your current window. ### Track business expenses Monitor your spending across different categories to maintain financial health. ### Verify stock levels Retrieve real-time inventory data for any product in your catalog. ## Use Cases ### Checking stock for a new order A business owner in Dubai needs to see if they can fulfill an order. They ask the agent to check stock using list_products. ### Reviewing unpaid bills An accountant wants to see who hasn't paid. They ask the agent to list all invoices and filter for unpaid ones. ### Adding a new customer on the fly A sales lead meets a new client. They tell the agent to create a new client profile using create_client. ### Getting a quick cash snapshot A manager needs to know the company's cash position. They ask the agent to show current treasury balances using list_treasuries. ## Benefits - Stop manual data entry by using create_invoice to generate billing records instantly through conversation. - Get instant visibility into your cash flow by using list_treasuries to check bank and cash balances. - Keep your CRM updated without clicking by using create_client to add new customers from your chat. - Manage your warehouse more efficiently with list_products to check stock levels in real-time. - Simplify staff management by using list_staff to pull employee directories for quick reporting. - Track your spending easily by using list_expenses to see where your money is going. ## How It Works The bottom line is you get a conversational interface for your entire ERP system without leaving your chat window. 1. Subscribe to the Daftra MCP on Vinkius and grab your API Key from your Daftra dashboard. 2. Provide your subdomain and API key to your AI client. 3. Start asking your agent to create invoices, check balances, or update clients. ## Frequently Asked Questions **Can I use Daftra MCP to manage my Arabic-first business?** Yes, this Connector is designed specifically to connect your Daftra account to an AI agent, making it easier to manage your MENA-based business operations through natural conversation. **How does Daftra MCP help with my accounting?** It allows your agent to pull invoice lists, check treasury balances, and view expenses, so you can get a pulse on your finances without digging through complex accounting tables. **Can I create new clients using Daftra MCP?** Yes, you can tell your agent to create a new client, and it will automatically add them to your CRM database so you're ready to start invoicing immediately. **Does Daftra MCP work for inventory tracking?** It lets you pull your full product catalog and check real-time stock levels instantly, helping you manage your warehouse more efficiently. **Is Daftra MCP good for monitoring staff?** You can use it to quickly retrieve a directory of your staff members and manage account-level metadata for faster operational reporting. **How do I connect my Daftra account to the Connector?** You just need to grab your API Key from your Daftra dashboard and provide your subdomain to your AI client to get started. **How do I find my Daftra API Key?** Log in to your account, navigate to **Settings** > **API** > **API Keys**, and click **Add** to generate a new key. **What is the subdomain in Daftra?** The subdomain is the part of your Daftra URL before '.daftra.com'. For example, if you access at `acme.daftra.com`, your subdomain is `acme`. **Can I create invoices with multiple items?** Yes! The `create_invoice` tool accepts a JSON array of items, allowing you to specify names, unit prices, and quantities for each line.