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Daftra MCP Server

Name: Daftra
Availability: InStock
Author: Vinkius

daftra.com

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Equip your AI agent to manage your ERP, accounting, and client relations directly via the Daftra API.

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What is the Daftra MCP Server?

The Daftra MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Daftra via 10 tools. Equip your AI agent to manage your ERP, accounting, and client relations directly via the Daftra API. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (10)

create_clientget_client_detailsget_invoice_detailsget_site_metadatalist_clientslist_estimateslist_expenseslist_inventory_productslist_invoicessearch_clients_by_name

Tools for your AI Agents to operate Daftra

Ask your AI agent "List all unpaid invoices from this month." and get the answer without opening a single dashboard. With 10 tools connected to real Daftra data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

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Daftra MCP Server capabilities

10 tools

create_client

Resolves the newly generated client ID. Mutates the client and contact database state. Add a new client to the ERP database

get_client_details

Resolves detailed contact info and outstanding balances. Touches the granular CRM boundary. Get full profile and history for a specific client

get_invoice_details

Resolves line items, tax details, and payment history. Interacts with the detailed billing boundary. Get full details for a specific sales invoice

get_site_metadata

Resolves site identifiers and organizational settings. Interacts with the system configuration boundary. Retrieve general settings and metadata for your Daftra site

list_clients

Resolves client IDs, business names, and contact emails. Interacts with the client management boundary. List all clients in your Daftra account

list_estimates

Resolves estimate IDs, dates, and amounts. Interacts with the sales pipeline and quoting boundary. List all price estimates and quotes

list_expenses

Resolves expense IDs, categories, and amounts. Touches the accounting and expense tracking boundary. List all recorded business expenses

list_inventory_products

Resolves product IDs, names, and pricing. Interacts with the inventory management boundary. List all products and services in the inventory

list_invoices

Resolves invoice IDs, numbers, totals, and payment statuses. Touches the financial and sales boundary. List all sales invoices

search_clients_by_name

Resolves matching client profiles. Touches the search and discovery boundary. Search for a client by name keyword

What the Daftra MCP Server unlocks

Integrate Daftra, the comprehensive cloud-based ERP and accounting software, directly into your AI workflow. Manage your clients, monitor invoices and estimates, and track business expenses using natural language.

What you can do

Client Management — List, search, and retrieve full profiles and interaction history for your clients.
Billing Oversight — Monitor sales invoices and price estimates to stay on top of your revenue.
Expense Tracking — Track and retrieve recorded business expenses across your organization.
Inventory & Services — List products and services in your inventory directly via chat.

How it works

1. Connect the Daftra integration to your AI assistant.
2. Authorize using your Daftra API Key and portal Subdomain.
3. Orchestrate your business operations and accounting through intuitive conversation.

Who is this for?

Business Owners — Quickly check invoice statuses and client details on the go.
Accountants — Audit expenses and monitor billing cycles via chat.
Sales Teams — Research client history and manage new lead profiles during planning.

Frequently asked questions about the Daftra MCP Server

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.