Daftra MCP Server for LlamaIndexGive LlamaIndex instant access to 12 tools to Create Client, Create Invoice, Create Product, and more
LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Daftra as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.
Ask AI about this App Connector for LlamaIndex
The Daftra app connector for LlamaIndex is a standout in the Crm category — giving your AI agent 12 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI
async def main():
# Your Vinkius token. get it at cloud.vinkius.com
mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
mcp_tool_spec = McpToolSpec(client=mcp_client)
tools = await mcp_tool_spec.to_tool_list_async()
agent = FunctionAgent(
tools=tools,
llm=OpenAI(model="gpt-4o"),
system_prompt=(
"You are an assistant with access to Daftra. "
"You have 12 tools available."
),
)
response = await agent.run(
"What tools are available in Daftra?"
)
print(response)
asyncio.run(main())
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Daftra MCP Server
Connect your Daftra account to any AI agent and take full control of your business accounting and ERP operations through natural conversation.
LlamaIndex agents combine Daftra tool responses with indexed documents for comprehensive, grounded answers. Connect 12 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
What you can do
- Invoicing Orchestration — Create and manage professional invoices programmatically, including monitoring payment status and line item configurations in real-time
- Client Relationship Management — Access complete client profiles and interaction history to maintain high-fidelity customer records across the MENA region
- Inventory & Product Intelligence — Access your complete product catalog and retrieve real-time stock levels and service metadata directly through your agent
- Financial Visibility — Monitor business expenses, treasury balances, and client payments to maintain a high-fidelity overview of your financial health
- Staff Coordination — Retrieve directories of staff members and manage account-level metadata directly through your agent for instant operational reporting
The Daftra MCP Server exposes 12 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
All 12 Daftra tools available for LlamaIndex
When LlamaIndex connects to Daftra through Vinkius, your AI agent gets direct access to every tool listed below — spanning daftra, erp-api, invoicing-automation, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.
Create a new client
Requires client_id and invoice items. Create a new invoice
Create a new product
Get account details
Get invoice details
List all clients
List business expenses
List all invoices
List recent payments
List all products
List staff members
List treasuries/accounts
Connect Daftra to LlamaIndex via MCP
Follow these steps to wire Daftra into LlamaIndex. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
pip install llama-index-tools-mcp llama-index-llms-openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.py and run: python agent.pyExplore tools
Why Use LlamaIndex with the Daftra MCP Server
LlamaIndex provides unique advantages when paired with Daftra through the Model Context Protocol.
Data-first architecture: LlamaIndex agents combine Daftra tool responses with indexed documents for comprehensive, grounded answers
Query pipeline framework lets you chain Daftra tool calls with transformations, filters, and re-rankers in a typed pipeline
Multi-source reasoning: agents can query Daftra, a vector store, and a SQL database in a single turn and synthesize results
Observability integrations show exactly what Daftra tools were called, what data was returned, and how it influenced the final answer
Daftra + LlamaIndex Use Cases
Practical scenarios where LlamaIndex combined with the Daftra MCP Server delivers measurable value.
Hybrid search: combine Daftra real-time data with embedded document indexes for answers that are both current and comprehensive
Data enrichment: query Daftra to augment indexed data with live information before generating user-facing responses
Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Daftra for fresh data
Analytical workflows: chain Daftra queries with LlamaIndex's data connectors to build multi-source analytical reports
Example Prompts for Daftra in LlamaIndex
Ready-to-use prompts you can give your LlamaIndex agent to start working with Daftra immediately.
"List all unpaid invoices in my account."
"Create a new client 'Ahmed Khalid' with email 'ahmed@example.com'."
"Show me the current treasury balances."
Troubleshooting Daftra MCP Server with LlamaIndex
Common issues when connecting Daftra to LlamaIndex through the Vinkius, and how to resolve them.
BasicMCPClient not found
pip install llama-index-tools-mcpDaftra + LlamaIndex FAQ
Common questions about integrating Daftra MCP Server with LlamaIndex.