How to Use the Daftra MCP in Cline

Q: Can Cline read specific client balances from Daftra?

It sure can. The agent executes getclientdetails to pull outstanding balances and detailed contact info. It uses this raw data to write accurate business logic for your applications.

Turn Cline into your Daftra ERP administrator. Fetch live invoice data and build financial tools straight from VS Code.

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Connect Daftra MCP to Cline

Create your Vinkius account to connect Daftra to Cline 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 Cline

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Build billing dashboards with Cline and this MCP Server

Stop mocking financial data when you build internal tools. You tell Cline to create a revenue dashboard, and it actually fetches the live records. It runs `list_invoices` to grab totals and payment statuses, then writes the React components to display them. If a specific transaction looks weird, the agent digs deeper on its own. It triggers `get_invoice_details` to pull the exact line items and tax data, then adjusts your frontend code to handle the edge cases it found.

Automate client onboarding flows

You can build a complete client intake system without leaving your editor using this MCP integration. Cline writes the HTML form, sets up the API route, and tests it by running `create_client` to push a real record into your ERP database. To verify the test worked, the agent fires `search_clients_by_name`. Once it confirms the new profile exists, it stages the commit and shows you the diff. You get end-to-end execution with zero hand-holding.

Sync inventory and expense tracking

Writing sync scripts for product catalogs takes hours. Now your agent pulls the source of truth directly by executing `list_inventory_products`. It reads the SKUs and pricing, then writes the exact SQL migration you need for your local database. The same applies to internal accounting tools. Cline checks `list_expenses` to understand your category structures before it writes the data visualization logic. It acts on reality, not assumptions.

Setup guide

Set up Daftra MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type daftra-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Daftra refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

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

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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 Cline

Open the Cline sidebar and click the MCP Servers icon. Go to the Remote Servers tab and add your Vinkius URL using the Streamable HTTP transport. You can also paste the config into cline_mcp_settings.json.

It sure can. The agent executes `get_client_details` to pull outstanding balances and detailed contact info. It uses this raw data to write accurate business logic for your applications.

Your agent has full access to the quoting boundary. It runs `list_estimates` to retrieve dates, amounts, and estimate IDs so it can build accurate sales pipeline visualizations in your codebase.

Yes, the agent handles discovery natively. If you only know part of a business name, it triggers `search_clients_by_name` to find the exact match before attempting any other operations.

Your agent accesses sensitive contact emails and outstanding balances only when executing a specific task. The Vinkius infrastructure wraps the process in a strict, ephemeral V8 sandbox, ensuring your CRM details vanish the moment the session ends.

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