Daftra MCP. Manage your entire client lifecycle from chat.
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Daftra MCP Server connects your AI agent directly to your ERP and accounting data. Use it to list clients, search for specific contacts, create new client records, and pull full financial history.
You can track expenses, list estimates, or get detailed sales invoice records, all by talking to your agent.
What your AI agents can do
Create client
Adds a brand new client record to the ERP database.
Get client details
Retrieves a client's full profile, contact info, and outstanding balances.
Get invoice details
Pulls every detail for a specific sales invoice, including line items and tax rates.
List, search, and pull full profiles, interaction history, and outstanding balances for specific clients.
List all sales invoices, monitor price estimates, and retrieve detailed line items for any specific invoice.
List and retrieve all recorded business expenses, including amounts and categories.
List all products and services currently listed in your system inventory.
Ask AI about this MCP
Supported MCP Clients
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Daftra MCP Server: 10 Tools for ERP & Finance
These tools automate core ERP functions, letting your AI agent perform everything from creating client records to listing complex financial data.
019d7581create client
Adds a brand new client record to the ERP database.
019d7581get client details
Retrieves a client's full profile, contact info, and outstanding balances.
019d7581get invoice details
Pulls every detail for a specific sales invoice, including line items and tax rates.
019d7581get site metadata
Retrieves general settings and organizational data for your Daftra site.
019d7581list clients
Lists every client in your Daftra account, providing names and contact emails.
019d7581list estimates
Lists all quotes and price estimates currently in your sales pipeline.
019d7581list expenses
Lists all recorded business expenses across your organization.
019d7581list inventory products
Lists all products and services available in your system inventory.
019d7581list invoices
Lists all sales invoices, showing their numbers, totals, and payment statuses.
019d7581search clients by name
Finds a client profile using a name or keyword search.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Daftra, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI agent connects straight to your Daftra ERP and accounting data. You can use it to list clients, search for contacts, build new client records, and pull full financial histories. You'll track expenses, list estimates, and pull detailed sales invoice records—all by just talking to your agent.
Client Records
Your agent lets you list every client in your account, getting names and contact emails. You can also search for a client's profile using a name or keyword search. Need the full rundown? You can pull a client's full profile, contact info, and outstanding balances using get_client_details, or you can add a brand new client record with create_client.
Billing and Sales
To keep an eye on revenue, your agent lists all sales invoices, showing their numbers, totals, and payment statuses. You can also list all quotes and price estimates in your sales pipeline, and if you need the deep dive, you can pull every detail for a specific sales invoice, including line items and tax rates, using get_invoice_details.
Expenses and Inventory
Want to audit business spending? Your agent lists all recorded business expenses across your organization, giving you the amounts and categories. You can also maintain inventory data by listing all products and services currently in your system inventory using list_inventory_products.
How Daftra MCP Works
- 1 Connect the Daftra integration to your AI client.
- 2 Provide your Daftra API Key and portal Subdomain for authorization.
- 3 Instruct your agent to perform a task (e.g., 'What are the unpaid invoices for Acme Corp?').
The bottom line is, your agent talks to Daftra's API and spits out the data, so you don't have to click anything.
Who Is Daftra MCP For?
Anyone who needs to cross-reference client data with financial records shouldn't waste time clicking through five different screens. This is for business owners who need quick status checks on the go, accountants who audit expenses, or sales teams who need client history before making a pitch.
Auditing recorded business expenses and checking billing cycles via chat, instead of manually pulling reports.
Researching a client's full interaction history or checking their outstanding invoice status during a planning meeting.
Quickly pulling a list of all clients and checking the status of the largest unpaid invoices on the fly.
What Changes When You Connect
- See a client's full financial picture instantly. Instead of digging through multiple tabs, run
get_client_detailsto get their profile, contact history, and outstanding balances in one go. - Keep tabs on revenue flow. Use
list_estimatesandlist_invoicestogether to see everything from a quote to a paid bill without leaving your agent chat. - Audit expenses in minutes. Run
list_expensesto get a list of all recorded business spending, which is faster than exporting and sorting a spreadsheet. - Manage client data flow. You can use
list_clientsto see everyone, and thensearch_clients_by_nameto drill down on specific contacts. - Stay updated on services.
list_inventory_productsgives you a real-time list of everything you sell, letting you quickly check pricing or product IDs.
Real-World Use Cases
Client needs an urgent balance check.
The client calls in asking about their account balance. Instead of manually pulling up their file, you ask your agent to run get_client_details. The agent immediately provides the full profile and outstanding balance, letting you resolve the issue fast.
Quarterly tax audit preparation.
The accountant needs to compile a report of all business expenses and sales invoices from the last quarter. They ask the agent to run list_expenses and list_invoices. The agent compiles the data points for review, saving hours of manual data extraction.
Checking the status of a potential deal.
A sales rep needs to know if a client they talked to last month has already received a quote. They run list_estimates and then search_clients_by_name to cross-reference the data, confirming the sales pipeline status instantly.
Adding a new partner to the system.
A business owner signs a new client. Instead of logging into the ERP and navigating to the 'New Client' form, they tell the agent to run create_client, which handles the data entry and record generation automatically.
The Tradeoffs
Trying to find a client's full history.
Only using list_clients and then clicking on each name in the list to check their history. This is slow and only gives basic info.
→
Use get_client_details directly. This tool pulls the full profile, interaction history, and balances for a specific client in one command.
Finding a specific invoice's details.
Searching through the entire list of invoices (list_invoices) just to find the line item breakdown for one specific sale.
→
If you know the invoice ID, use get_invoice_details. This tool bypasses the list and goes straight to the line items and tax details.
Listing all clients by name.
Using search_clients_by_name repeatedly with slight variations of a name, hoping to catch all related records.
→
Start with list_clients to get a comprehensive list, then use search_clients_by_name when you have a specific keyword or partial name.
When It Fits, When It Doesn't
Use this if you need to combine actions: checking client status, listing expenses, and viewing estimates. For example, 'What are all unbilled expenses for John Doe?' requires running get_client_details (for the client ID), list_expenses (for the spending), and then list_estimates (to see if a quote exists). Don't use this if you only need a simple report (like just listing all client IDs)—in that case, list_clients is sufficient. If you need to create data, always use create_client; never try to fake it with other list tools.
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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Sifting through tabs just to find one number.
Right now, checking a client's financial status means logging into Daftra, navigating to the Client tab, then clicking on the Invoices section, then maybe hitting the Estimates tab. You're copy-pasting IDs, opening new tabs, and waiting for the page to load, all to answer one question.
With the Daftra MCP Server, you ask your agent: 'What is Acme Corp's total outstanding balance?' Your agent executes the necessary tools and sends back a clean, direct answer. No tabs, no clicking, just the data.
Get client and finance data instantly with get_client_details.
Before, getting a complete picture of a client required pulling the basic contact data, then running a separate query for invoices, and a third one for recent expenses. These three steps were always separated in the UI.
Now, you simply ask the agent to get the details for a client. It pulls the profile, the billing history, and the interaction records in one shot. It changes the entire workflow from sequential manual steps to a single, conversational command.
Common Questions About Daftra MCP
How do I use the Daftra MCP Server to list all clients? +
You use the list_clients tool. This tool pulls a complete list of every client in your account, giving you basic names and contact emails.
Can I find a specific client's full financial history with Daftra MCP Server? +
Yes, use get_client_details. This tool resolves the client's full profile, history, and outstanding balances, giving you a complete view.
Which tool do I use to track my business expenses? +
Use the list_expenses tool. It pulls a list of all recorded business expenses across your organization.
Does Daftra MCP Server handle quotes and estimates? +
Yes. Use list_estimates to see all quotes currently in your sales pipeline, or list_invoices for completed sales.
How do I check the details of one invoice? (Using get_invoice_details) +
You call get_invoice_details and provide the specific invoice ID. This gives you access to the line items, tax details, and payment history for that single sale.
What tool should I use to list all recorded business expenses using `list_expenses`? +
Use the list_expenses tool. This tool retrieves IDs, categories, and amounts for all recorded business expenses, allowing you to see your full accounting history.
How do I add a new client to the ERP database using `create_client`? +
You use the create_client tool. It adds a new client to the ERP database by resolving the generated client ID, which is the first step when onboarding a new customer.
Which tool helps me manage the product list using `list_inventory_products`? +
Use the list_inventory_products tool. This tool lists all products and services in your inventory, giving you the necessary details for billing and quoting.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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