How to Use the Daftra MCP in Windsurf

Q: How do I install the Daftra MCP Server in Windsurf?

Open your MCP panel and click Refresh, or edit /.codeium/windsurf/mcpconfig.json. Add the endpoint URL under the mcpServers key. Cascade will auto-discover the tools immediately.

Windsurf connects to Daftra accounting to automate MENA business tasks directly from your editor.

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Connect Daftra MCP to Windsurf

Create your Vinkius account to connect Daftra to Windsurf 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 Windsurf

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Autonomous Billing with Windsurf

The `create_invoice` tool builds new billing records by passing client IDs and line items directly to your system. Cascade reads your project context, identifies the deliverables you just finished, and drafts the final bill without waiting for you to click through a web interface. You do not have to piece together the workflow yourself. When you ask Cascade to bill a customer, it automatically chains `list_clients` to find the right ID, grabs the current inventory via `list_products`, and fires off the invoice. The agent handles the entire sequence while you stay focused on code.

Real-Time Account Queries

The `get_account_info` tool retrieves your current balance and account standing straight from Daftra. The MCP Server gives you immediate visibility into your treasury status right inside the IDE panel. Checking cash flow usually means logging into a separate dashboard. Here, Windsurf pulls your recent cash movements using `list_payments` and cross-references them against `list_expenses`. You see exactly what came in and what went out before you commit your next feature.

Client and Staff Syncing

The `create_client` tool registers new customer profiles using data from your current workspace. If you are writing a script to parse a CSV of new leads, Cascade can take those rows and push them straight into your CRM. Managing your team works the same way. Calling `list_staff` pulls down your active employee roster. You can tell the agent to assign specific project tasks based on who is actually listed in your database right now.

Setup guide

Set up Daftra MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Daftra MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Daftra payment history." If connected, Cascade will call the Daftra tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

Open your MCP panel and click Refresh, or edit ~/.codeium/windsurf/mcp_config.json. Add the endpoint URL under the mcpServers key. Cascade will auto-discover the tools immediately.

Yes. Cascade can chain the required commands on its own. It finds the customer ID first, then generates the bill using your project details.

You get access to clients, products, expenses, and payments. The agent can list treasuries to check balances or fetch specific invoice details.

No. Cascade is built for autonomous execution. Give it a high-level goal like billing a new client, and it figures out which endpoints to call.

Your invoice items and payment histories never rest on our infrastructure. The connection runs inside a V8 Isolate Sandbox that spins up just for your request and dies the second the transaction finishes.

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