How to Use the Daftra MCP in VS Code Copilot

Q: How do I share the Daftra MCP Server with my team in VS Code Copilot?

You commit a .vscode/mcp.json file containing the MCP configuration to your Git repository. Once your developers pull the latest commit, their chat panel automatically gains access to the tools. They only need to switch their chat mode to Agent to start querying.

Q: Can VS Code Copilot create recurring Daftra invoices automatically?

The createinvoice tool builds individual invoice records when you prompt the agent inside your editor. For automated recurring schedules, you must configure those rules directly inside your main dashboard. Your agent focuses on on-demand creation based on your active workspace context.

Run your Daftra accounting and MENA client billing directly from VS Code Copilot using team-shared configuration files.

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Connect Daftra MCP to VS Code Copilot

Create your Vinkius account to connect Daftra to VS Code Copilot and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Daftra with VS Code Copilot

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Draft Daftra Invoices Directly in VS Code Copilot

The `create_invoice` tool lets you generate Arabic-first business bills without leaving your editor. When a client requests a change or signs off on a milestone, your agent reads the workspace context to pull project details and formats the line items. You don't have to switch tabs to log into the billing portal. To make sure the billing matches your inventory, the agent cross-references items using `list_products` and checks the buyer's profile via `list_clients`. It puts the draft invoice together in seconds, keeping your accounting records accurate while you write code.

Manage Client Records via VS Code Copilot MCP Server

The `create_client` tool registers new customers into your Middle East and North Africa CRM database right from your active workspace. Your agent grabs client details from code comments or project specs to populate their contact card. This means your sales pipeline stays updated as soon as you spin up a new repository. Finding existing accounts is simple because you can run `list_clients` inside your chat panel. The agent searches the active database to fetch exact matches, ensuring you never write duplicate entries or lose track of billing contacts.

Audit Expenses and Treasuries in the Sidebar

The `list_expenses` tool pulls financial outflows directly into your VS Code Copilot chat window. Instead of digging through spreadsheet exports to check what you spent on infrastructure, your agent displays the ledger side-by-side with your code. You can run `list_treasuries` alongside `list_payments` to verify account balances and recent cash movements. This gives your development team immediate visibility into project budgets without granting them full admin access to the main dashboard.

Setup guide

Set up Daftra MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Daftra MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Daftra tools listed. Try asking: "List my recent Daftra transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "mcpServers": {
    "daftra-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Daftra. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Daftra MCP in VS Code Copilot

You commit a `.vscode/mcp.json` file containing the MCP configuration to your Git repository. Once your developers pull the latest commit, their chat panel automatically gains access to the tools. They only need to switch their chat mode to Agent to start querying.

The `create_invoice` tool builds individual invoice records when you prompt the agent inside your editor. For automated recurring schedules, you must configure those rules directly inside your main dashboard. Your agent focuses on on-demand creation based on your active workspace context.

No, because Vinkius manages the authentication through a single secure endpoint token. You configure the MCP connection once at the project level, allowing your team to query records without exposing individual API keys.

You need VS Code version 1.96 or higher to support the custom tools protocol. Make sure your editor is updated and you have enabled Agent mode in your chat window.

Your sensitive invoice data and payment history never touch external training sets. Vinkius runs the server in an isolated V8 sandbox, routing your requests through an encrypted, ephemeral tunnel. Every transaction is executed in real-time and immediately wiped from the execution environment.

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