How to Use the Daftra MCP in Claude

Q: Can Claude Desktop create new Daftra invoices for me?

Not with this version. The server lets you createclient but doesn't include a tool for creating new invoices. You can, however, list and view existing invoice details.

Ask Claude Desktop about your Daftra clients and invoices. Get real numbers back instantly, without logging into the ERP.

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Connect Daftra MCP to Claude Desktop

Create your Vinkius account to connect Daftra to Claude Desktop 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 Desktop

Ask AI about this MCP

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Claude

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Run your Daftra account from chat

This tool connects Claude directly to your Daftra ERP. You can ask for a full customer list, and your agent will use `list_clients` to get it. Need to check on someone specific? Just ask Claude to use `get_client_details` for their full history and balance. It’s not just for reading data. You can add new customers on the fly. Tell your agent to add a new company, and it will use the `create_client` tool to put them right into your database. No forms, no new tabs.

Check sales and track expenses

Get a quick read on your sales pipeline. Ask Claude to `list_estimates` to see all open quotes. You can also get a summary of all invoices with `list_invoices` to check on payment statuses and totals. Keeping track of costs is just as easy. When you need to check recent spending, just ask your agent to `list_expenses`. It pulls the data straight from your Daftra account, so you get the numbers you need without having to stop what you're doing.

Manage inventory with this MCP Server

You can use Claude to check your company's inventory. Ask it to `list_inventory_products` to get a rundown of all available products and services, including their names and pricing. This MCP server also gives your agent access to system-level settings. If you need to confirm site identifiers or other organizational configurations, the `get_site_metadata` tool pulls that information for you instantly.

Setup guide

Set up Daftra MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Daftra MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Daftra MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under daftra-mcp.

json

{
  "mcpServers": {
    "daftra-mcp": {
      "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.

Why Choose Vinkius

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Common questions about Daftra MCP in Claude Desktop

Just ask Claude to get the details for a specific client. Your agent uses the `get_client_details` tool, which returns their full profile including any outstanding balances.

Not with this version. The server lets you `create_client` but doesn't include a tool for creating new invoices. You can, however, list and view existing invoice details.

You have two options. The easiest way is the one-click install from the Extensions menu in the Claude Desktop app. If you use the web version, just paste the Vinkius server URL into your Custom Connectors settings.

Yes. Tell Claude to find a client using a keyword. It uses the `search_clients_by_name` tool to look through your Daftra account and returns a list of matching profiles.

Yes. This server only touches the specific client and invoice data you ask for. The connection runs through a Vinkius ephemeral sandbox, and your Daftra credentials are not exposed to the agent.

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