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 Claude Desktop 10 tools — connect in under 2 minutes

Name: Daftra
Availability: InStock
Author: Vinkius

modelcontextprotocol.io/quickstart/user

Built by Vinkius GDPR 10 Tools IDE

Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

Get MCP Server for AI Agents

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Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Daftra and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

{
  "mcpServers": {
    "daftra": {
      // Your Vinkius token. get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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.

Claude Desktop is the definitive way to connect Daftra to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 10 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

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 Claude Desktop 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 Claude Desktop via MCP

Follow these steps to integrate the Daftra MCP Server with Claude Desktop.

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using Daftra

Look for the 🔌 icon in the chat. your 10 tools are now available

Why Use Claude Desktop with the Daftra MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with Daftra through the Model Context Protocol.

Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network

Daftra + Claude Desktop Use Cases

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

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies. all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

Daftra MCP Tools for Claude Desktop (10)

These 10 tools become available when you connect Daftra to Claude Desktop 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 Claude Desktop

Ready-to-use prompts you can give your Claude Desktop 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 Claude Desktop

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

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.

Daftra + Claude Desktop FAQ

Common questions about integrating Daftra MCP Server with Claude Desktop.

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.