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 CrewAI 10 tools — connect in under 2 minutes

Name: Daftra
Availability: InStock
Author: Vinkius

docs.crewai.com/mcp/overview

Built by Vinkius GDPR 10 Tools Framework

Connect your CrewAI agents to Daftra through Vinkius, pass the Edge URL in the `mcps` parameter and every Daftra tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

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

from crewai import Agent, Task, Crew

agent = Agent(
    role="Daftra Specialist",
    goal="Help users interact with Daftra effectively",
    backstory=(
        "You are an expert at leveraging Daftra tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Daftra "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 10 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Fully ManagedVinkius Servers

60%Token savings

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.

When paired with CrewAI, Daftra becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Daftra tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

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 CrewAI 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 CrewAI via MCP

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

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 10 tools from Daftra

Why Use CrewAI with the Daftra MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Daftra through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Daftra + CrewAI Use Cases

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

Automated multi-step research: a reconnaissance agent queries Daftra for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Daftra, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Daftra tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Daftra against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Daftra MCP Tools for CrewAI (10)

These 10 tools become available when you connect Daftra to CrewAI 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 CrewAI

Ready-to-use prompts you can give your CrewAI 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 CrewAI

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

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Daftra + CrewAI FAQ

Common questions about integrating Daftra MCP Server with CrewAI.

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.