How to Use the Daftra MCP in Claude
Manage your Arabic-first business finances and CRM records directly inside your Claude Desktop workspace.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Daftra MCP to Claude Desktop
Create your Vinkius account to connect Daftra to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Full CRM Control in Claude Desktop
Keep your client list updated without switching tabs. You can trigger `list_clients` to pull your existing database or use `create_client` to add new leads the moment they reach out. Your AI client interprets these records to help you draft personalized outreach emails or follow-up notes. Everything stays connected to your actual business data.
Automated Billing and Invoicing
Generate professional invoices instantly using `create_invoice` based on your current project requirements. Just provide the client ID and the specific items to get a document ready for delivery. This MCP Server handles the math and formatting so you avoid manual data entry errors. You can verify the result with `get_invoice` before sending it off.
Financial Oversight for Claude Desktop
Get a clear view of your business health by querying your accounts. Use `list_treasuries` and `list_payments` to see what cash is moving through your business at any given moment. Having this data inside your chat interface lets you ask questions about your recent expenses or product performance. It turns your raw accounting numbers into actionable insights.
Set up Daftra MCP in Claude Web or Desktop
- 1
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
- 2
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcpReplace[YOUR_TOKEN_HERE]with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials. - 3
Start a conversation
Open a new chat. The Daftra MCP tools are available immediately — no restart needed.
Endpoint URL
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp No configuration file needed — paste the URL directly in the Claude web interface.
Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.
Why Choose Vinkius
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about Daftra MCP in Claude Desktop
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Daftra MCP today
We host it, we monitor it, we maintain it. You just paste one token.