Integrate Daftra with Claude, Cursor, Chatbots & AI Agents MCP Server

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

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

create

Create client on Daftra

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

get

Get client details on Daftra

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

get

Get invoice details on Daftra

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

get

Get site metadata on Daftra

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

list

List clients on Daftra

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

list

List estimates on Daftra

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

list

List expenses on Daftra

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

list

List inventory products on Daftra

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

list

List invoices on Daftra

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

Search clients by name on Daftra

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

Security & Code Integrity Audit

Every tool in the Daftra MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

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.

Supported Use Cases for Daftra

The Daftra integration provides structured, LLM-friendly schemas for reliable tool execution within your agentic workflows.

Claude Code Integration for invoicing

The Daftra MCP manages API routing for invoicing. This enables AI agents like Claude Code to execute structured erp operations queries.

Seamless expense tracking Integration

Connect the Daftra server to enable expense tracking workflows. The integration provides structured schemas for Claude to mutate erp operations data.