# Daftra MCP for AI Agents AI Agent Connect > Daftra MCP connects your AI agent to your Daftra ERP and accounting software. It lets you manage clients, track expenses, monitor invoices, and check inventory levels through natural conversation. You can pull up client history, search for specific products, or get a breakdown of sales estimates without leaving your chat interface. It turns your ERP into an actionable data source for your agent. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/ai-agent-connect - **Tags:** invoicing, expense-tracking, client-management, business-automation, accounting-software, estimates ## Description Daftra MCP connects your AI agent to your Daftra ERP and accounting software. You spend your day jumping between tabs to check if a client paid their last invoice or to see if you have enough stock for a new order. This Connector changes that by putting your Daftra data right into your chat window. You can ask about a specific client's balance or have your agent pull a list of all pending estimates to see what's in the pipeline. It handles the heavy lifting of searching through records so you can focus on the actual work. Since Vinkius hosts this Connector, you can connect it to your favorite AI client and start using it immediately. It's about getting answers faster. Instead of digging through menus, you just ask a question and get the facts on your expenses, products, or customer history. You can keep your records updated without the manual headache of navigating complex ERP menus. It turns your business data into a conversational resource that actually responds to your needs. Whether you are checking on a sale or looking for a specific product, the information is always just one question away. No more clicking through five different screens to find one piece of information. Your agent acts as a direct bridge to your accounting and inventory, making the whole process feel like a conversation rather than a chore. ## Tools ### create_client Add a new client to your ERP database. It saves the profile and updates your records automatically. ### get_client_details Pull up a full profile for a specific customer. It shows contact info and outstanding balances in one view. ### get_invoice_details Get the full breakdown of a sales invoice. It includes line items, taxes, and payment history. ### get_site_metadata Retrieve general settings and metadata for your Daftra site. This helps your agent understand your specific site configuration. ### list_expenses Pull a list of all recorded business expenses. It categorizes your spending across the whole organization. ### list_invoices List all sales invoices in your account. You can quickly see totals and payment statuses for everything. ### list_inventory_products See all products and services in your inventory. It provides IDs, names, and current pricing. ### search_clients_by_name Find a specific client using a keyword. It retrieves matching profiles instantly from your database. ### list_clients List every client in your Daftra account. It's the fastest way to see your entire customer base. ### list_estimates View all price estimates and quotes. You can see dates and amounts for everything in your sales pipeline. ## Prompt Examples **Prompt:** ``` Show me all the invoices from last month that are still unpaid. ``` **Response:** ``` I've found 5 unpaid invoices from last month, totaling $2,500. | Client | Amount | Status | | :--- | :--- | :--- | | Global Logistics | $1,200 | Unpaid | | Alpha Corp | $800 | Unpaid | | Beta Retail | $500 | Unpaid | Would you like to see the specific line items for any of these? ``` **Prompt:** ``` Search for a client named 'Acme Corp' and tell me their current balance. ``` **Response:** ``` I found **Acme Corp** in your records. * **Contact:** john.smith@example.com * **Current Balance:** $1,450.00 * **Last Interaction:** 2 days ago Should I pull up their recent invoice history for you? ``` **Prompt:** ``` List all the business expenses we've recorded this week. ``` **Response:** ``` Here are the 3 expenses recorded this week: * **Office Supplies:** $50.00 * **Travel - Client Meeting:** $200.00 * **Internet Service:** $80.00 Total spent this week: **$330.00**. ``` ## Capabilities ### Add new clients to your ERP Create new client profiles and update your database state through a simple chat command. ### Pull up full customer profiles Retrieve detailed contact info and outstanding balances for any specific customer. ### View invoice breakdowns Get complete details for sales invoices including line items, taxes, and payment history. ### List sales estimates See all pending quotes and price estimates currently in your sales pipeline. ### Track business expenses List all recorded expenses across your organization to monitor spending. ### Search inventory products Find products and services in your inventory with current pricing and IDs. ## Use Cases ### Checking unpaid bills An owner asks for all unpaid invoices from this month to see who owes money. The agent pulls the list instantly. ### Quick client lookup A sales rep searches for a client by name to see their history before a meeting. The agent finds the profile in seconds. ### Expense auditing An accountant asks to see all expenses from the last week to check for errors. The agent returns a categorized list. ### Inventory check A warehouse manager asks the agent to list all available products to confirm stock for a new shipment. ## Benefits - Stop hunting through menus by using list_invoices to see all your sales in one list. - Get instant customer insights by pulling up full profiles with get_client_details during calls. - Keep your records accurate by using create_client to add new customers directly from chat. - Track your spending better by using list_expenses to see where your money is going. - Speed up quotes by using list_estimates to see what's pending in your sales pipeline. - Manage stock easily by using list_inventory_products to check prices and availability. ## How It Works The bottom line is you get a conversational interface for your entire ERP and accounting system. 1. Connect the Daftra MCP to your AI client in the Vinkius dashboard. 2. Provide your Daftra API Key and your portal subdomain for authorization. 3. Ask your agent to perform tasks like listing invoices or searching for clients. ## Frequently Asked Questions **Can the Daftra MCP help me see who hasn't paid their invoices?** Yes, it can list all your sales invoices and show you the payment status for each one so you can quickly identify who owes you money. **Can I use Daftra MCP to add new customers to my system?** Yes, you can use the AI agent to create new client profiles directly, saving you from having to navigate the manual entry screens. **Does Daftra MCP work for checking my inventory?** Yes, it can list all products and services in your inventory, including their current names, IDs, and pricing. **How does Daftra MCP help with expense tracking?** It allows your AI agent to pull a complete list of recorded business expenses across your organization, making it easy to review your spending. **Can I search for clients by name using the Daftra MCP?** Yes, you can ask your agent to search for a specific client using a keyword, and it will retrieve the matching profiles for you. **Is Daftra MCP good for managing sales estimates?** Yes, it can retrieve all your price estimates and quotes, helping you see what's in your sales pipeline at a glance. **How do I get a Daftra API Key?** Log in to your Daftra account, navigate to **Settings > API**, and you will find your API Key there. You will also need your account subdomain. **What is the subdomain?** It is the first part of your Daftra URL. For example, if you access Daftra at 'mycompany.daftra.com', your subdomain is 'mycompany'. **Can the agent create new invoices?** Currently, this integration focuses on creating client profiles and listing existing invoices, estimates, and expenses. Full invoice creation is currently managed via the Daftra dashboard.