How to Use the Daftra MCP in Claude Code

Connect Claude Code to Daftra for headless ERP management. Run CLI pipelines that query invoices and sync client data.

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Connect Daftra MCP to Claude Code

Create your Vinkius account to connect Daftra to Claude Code 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 Claude Code

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Run Daftra MCP Server commands from your terminal

Managing your ERP shouldn't require clicking through a slow web interface. You just open your terminal and tell your agent to audit your recent sales. It executes `list_invoices` and dumps the raw financial totals right into your shell. This works perfectly in automated environments. You can pipe the output to other CLI tools or have Claude Code write a shell script that checks `get_invoice_details` every night to find unpaid line items.

Audit expenses and site metadata via CLI

DevOps engineers can pull organizational settings directly into their infrastructure scripts via MCP. Your agent runs `get_site_metadata` to grab the core identifiers before configuring your internal deployment variables. Tracking infrastructure costs gets much easier. You ask the terminal agent to pull recent charges, and it fires `list_expenses`. It reads the categories and amounts, then formats them into a clean markdown table in your console.

Headless client and inventory syncing

CI/CD pipelines often need to verify product catalogs before a deployment. Your agent handles this by running `list_inventory_products`. It checks the live pricing and names against your staging database to catch discrepancies. When you need to seed a test environment with real profiles, the agent triggers `list_clients`. It grabs actual business names and contact emails, then executes `create_client` in your sandbox ERP instance to mirror production.

Setup guide

Set up Daftra MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see daftra-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Daftra transactions." It will automatically discover and invoke the available Daftra tools.

Terminal

claude mcp add --transport http daftra-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
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

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

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

Get your connection token →

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 Claude Code

Run claude mcp add --transport http daftra -- . Make sure you put all flags before the server name. Run claude mcp list to verify the connection.

Yes. You type a partial name into your terminal, and the agent executes `search_clients_by_name`. It returns the matching client profiles directly to your stdout.

Your terminal agent interacts with the sales pipeline by running `list_estimates`. It pulls the estimate IDs and amounts, which you can then pipe into a local CSV or reporting script.

That is the primary use case. You can run these commands inside GitHub Actions or a Docker container. The agent fetches `get_client_details` or lists invoices without ever needing a browser or GUI.

The terminal agent processes expense categories, amounts, and invoice line items entirely in memory. Vinkius secures the transport layer and executes the tools inside an isolated sandbox, guaranteeing your financial metrics never touch disk.

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