Daftra MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Daftra through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
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.
{
"mcpServers": {
"daftra": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Windsurf's Cascade agent chains multiple Daftra tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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 Windsurf 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 Windsurf via MCP
Follow these steps to integrate the Daftra MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Daftra
Open Cascade and ask: "Using Daftra, help me...". 10 tools available
Why Use Windsurf with the Daftra MCP Server
Windsurf provides unique advantages when paired with Daftra through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Daftra + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Daftra MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Daftra and generate models, types, or handlers based on real API responses
Live debugging: query Daftra tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Daftra and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Daftra data with Cascade's code generation to scaffold entire features in minutes
Daftra MCP Tools for Windsurf (10)
These 10 tools become available when you connect Daftra to Windsurf 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 Windsurf
Ready-to-use prompts you can give your Windsurf 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 Windsurf
Common issues when connecting Daftra to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Daftra + Windsurf FAQ
Common questions about integrating Daftra MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Daftra with your favorite client
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Connect Daftra to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.