How to Use the Daftra MCP in OpenAI Agents SDK
Run your Daftra ERP operations through the OpenAI Agents SDK with guardrails that stop bad billing before it hits your ledger.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Daftra MCP to OpenAI Agents SDK
Create your Vinkius account to connect Daftra to OpenAI Agents SDK and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Safe client provisioning with OpenAI Agents SDK
Your production agent can spin up accounts instantly using `create_client` and verify profiles with `get_client_details`. The OpenAI Agents SDK runs these actions through strict safety guardrails, meaning your agent won't accidentally overwrite active billing records or corrupt your customer database during automated onboarding. If a customer requests a name change, the agent searches the database via `search_clients_by_name` and runs the update. Because the SDK tracks every tool execution on the OpenAI dashboard, you can audit every single mutation to your Daftra client records in real-time.
Autonomous quote and expense tracking
The SDK coordinates specialized agents to balance your books. One agent fetches quote histories using `list_estimates`, while a separate accounting agent logs business costs via `list_expenses`. This separation of duties prevents a single agent from having too much control over your financial records. Your agent checks these numbers against your primary ledger. If a discrepancy pops up, the SDK passes the context to a human reviewer. You get full visibility of this handoff in your telemetry, making sure no automated expense is logged without a clear paper trail.
Guarded invoice audits via MCP Server
Running audits on sales data requires precision. Your agent calls `list_invoices` to gather open bills, then drills down with `get_invoice_details` to verify tax lines and payment histories. The MCP Server acts as a secure bridge, exposing only the specific billing endpoints your agent needs to run the audit. The OpenAI Agents SDK caches this tool list using `cacheToolsList=True` to shave off latency. Your agent queries the server, pulls the necessary invoice metadata, and flags overdue balances without making repetitive network calls that slow down your production pipeline.
Set up Daftra MCP in OpenAI Agents SDK
Prerequisites
- Python 3.10+ installed
-
openai-agentspackage (pip install openai-agents) - Active Vinkius subscription with a valid endpoint token
- 1
Install the SDK
Run
pip install openai-agentsto install the OpenAI Agents SDK. The MCP integration is built-in — no extra dependencies needed. - 2
Connect via SSE transport
Use
MCPServerSsewith your Vinkius endpoint URL. Replace[YOUR_TOKEN_HERE]with your token from cloud.vinkius.com. The SDK auto-discovers all Daftra tools at runtime. - 3
Create your Agent
Pass the MCP to
Agent(mcp_servers=[server]). The agent receives Daftra tools as native definitions — JSON schemas resolve automatically. - 4
Run the agent
Call
Runner.run(agent, prompt)to execute. The agent invokes the appropriate Daftra tools and returns structured results. Copy the full example on the right to get started.
import asyncio
from agents import Agent, Runner
from agents.mcp import MCPServerSse
async def main():
async with MCPServerSse(
url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
) as server:
agent = Agent(
name="Daftra Agent",
instructions="You have access to Daftra tools.",
mcp_servers=[server],
)
result = await Runner.run(agent, "List recent transactions")
print(result.final_output)
asyncio.run(main()) 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 OpenAI Agents SDK
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