How to Use the Daftra MCP in Windsurf

Q: Can Windsurf create new Daftra clients automatically?

Yes. Cascade can execute createclient to push new records into your ERP. You just tell it the business name and contact email, and it handles the database mutation.

Q: How do I check my Daftra organization settings?

Ask Cascade to fetch your site configuration. It will run getsitemetadata to pull your identifiers and organizational settings straight into your editor context.

Give Windsurf autonomous access to your Daftra ERP. Cascade chains actions to manage clients and invoices without asking permission.

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Connect Daftra MCP to Windsurf

Create your Vinkius account to connect Daftra to Windsurf 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 Windsurf

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Claude

Perplexity

Let Windsurf Cascade your Daftra MCP Server tasks

Cascade shines when it chains multiple steps on its own. You tell it to find a client's outstanding balance, and it figures out the rest. It hits `search_clients_by_name` to grab the ID, then immediately fires `get_client_details` to pull the financial history. You sit back while the agent does the heavy lifting. Instead of prompting for each individual step, Windsurf pulls the data, reads the context, and shows you the final result right in your IDE.

Manage inventory and quoting

Pulling product catalogs into your codebase usually means digging through API docs. Now you just ask your MCP-enabled agent to check what is in stock. It runs `list_inventory_products` to pull pricing and SKUs directly into your workspace. If you need to build a custom quoting tool, Cascade can pull current price estimates via `list_estimates`. It reads the raw JSON and drafts the exact frontend components you need based on live ERP data.

Track expenses and invoices autonomously

Building financial dashboards requires real data. Your agent pulls actual billing records by running `list_invoices` and `list_expenses` to populate your charts. When you need specific line items to test a tax calculation function, Cascade hits `get_invoice_details`. It grabs the exact tax details and payment history so your tests run against real-world edge cases.

Setup guide

Set up Daftra MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
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

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Daftra payment history." If connected, Cascade will call the Daftra tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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.

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Common questions about Daftra MCP in Windsurf

Open your Settings and navigate to the Cascade MCP Servers UI. You can also edit ~/.codeium/windsurf/mcp_config.json directly. Add the Vinkius endpoint token under the mcpServers array and hit refresh.

Yes. Cascade can execute `create_client` to push new records into your ERP. You just tell it the business name and contact email, and it handles the database mutation.

That is exactly what it does best. Cascade will string together searches, client lookups, and invoice queries without pausing for your approval. It plans the sequence and executes it fast.

Ask Cascade to fetch your site configuration. It will run `get_site_metadata` to pull your identifiers and organizational settings straight into your editor context.

Your agent only reads the invoice totals, tax details, and client emails you explicitly request. Vinkius runs this MCP connection through a zero-trust V8 Isolate sandbox, meaning your raw ERP records stay ephemeral and never leak into persistent storage.

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