How do I get a Daftra API Key?

Log in to your Daftra account, navigate to **Settings > API**, and you will find your API Key there. You will also need your account subdomain.

What is the subdomain?

It is the first part of your Daftra URL. For example, if you access Daftra at 'mycompany.daftra.com', your subdomain is 'mycompany'.

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.

Daftra MCP Server for AutoGen 10 tools — connect in under 2 minutes

Name: Daftra
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 10 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Daftra as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="daftra_agent",
            tools=tools,
            system_message=(
                "You help users with Daftra. "
                "10 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Daftra MCP Server

Integrate Daftra, the comprehensive cloud-based ERP and accounting software, directly into your AI workflow. Manage your clients, monitor invoices and estimates, and track business expenses using natural language.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Daftra tools. Connect 10 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Client Management — List, search, and retrieve full profiles and interaction history for your clients.
Billing Oversight — Monitor sales invoices and price estimates to stay on top of your revenue.
Expense Tracking — Track and retrieve recorded business expenses across your organization.
Inventory & Services — List products and services in your inventory directly via chat.

The Daftra MCP Server exposes 10 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Daftra to AutoGen via MCP

Follow these steps to integrate the Daftra MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 10 tools from Daftra automatically

Why Use AutoGen with the Daftra MCP Server

AutoGen provides unique advantages when paired with Daftra through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Daftra tools to solve complex tasks

Role-based architecture lets you assign Daftra tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Daftra tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Daftra tool responses in an isolated environment

Daftra + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Daftra MCP Server delivers measurable value.

Collaborative analysis: one agent queries Daftra while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Daftra, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Daftra data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Daftra responses in a sandboxed execution environment

Daftra MCP Tools for AutoGen (10)

These 10 tools become available when you connect Daftra to AutoGen via MCP:

create_client

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

get_client_details

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

get_invoice_details

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

get_site_metadata

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

list_clients

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

list_estimates

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

list_expenses

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

list_inventory_products

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

list_invoices

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

search_clients_by_name

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

Example Prompts for Daftra in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Daftra immediately.

"List all unpaid invoices from this month."

"Search for client 'John Smith' and show his contact details."

"List all business expenses recorded in the last 7 days."

Troubleshooting Daftra MCP Server with AutoGen

Common issues when connecting Daftra to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Daftra + AutoGen FAQ

Common questions about integrating Daftra MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Daftra tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.