Claude CodeCLI

Why use Daftra MCP Server with Claude Code?

Bring Invoicing
to Claude Code

Name: Daftra MCP Server
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

Create your Vinkius account to connect Daftra to Claude Code and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.

GDPR Free for Subscribers

Create ClientGet Client DetailsGet Invoice DetailsGet Site MetadataList ClientsList EstimatesList ExpensesList Inventory ProductsList InvoicesSearch Clients By Name

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What is the 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.

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.

How it works

Connect the Daftra integration to your AI assistant.
Authorize using your Daftra API Key and portal Subdomain.
Orchestrate your business operations and accounting through intuitive conversation.

Who is this for?

Business Owners — Quickly check invoice statuses and client details on the go.
Accountants — Audit expenses and monitor billing cycles via chat.
Sales Teams — Research client history and manage new lead profiles during planning.

Built-in capabilities (10)

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

See what your AI agent can do with Daftra

Why Claude Code?

Claude Code registers Daftra as an MCP server in a single terminal command. Once connected, Claude Code discovers all 10 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Daftra data drives decisions without human intervention.

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Single-command setup: claude mcp add registers the server instantly. no config files to edit or applications to restart
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Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
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Claude Code runs headlessly, enabling unattended batch processing using Daftra tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

See it in action

Daftra in Claude Code

AI Agent→Vinkius

High Security·Kill Switch·Plug and Play

Enterprise Security

Why run Daftra with Vinkius?

The Daftra connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.

You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.

View full Daftra details →

Fully ManagedNo server setup

Plug & PlayNo coding needed

SecurePrivacy protected

PrivateYour data is safe

Cost ControlBudget limits

Control1-click disconnect

Auto-UpdatesMaintenance free

High SpeedOptimized for AI

Reliable99.9% uptime

Your credentials and connection tokens are fully encrypted

* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents

Complete visibility into every agent action

Explore our live AI Agents Analytics dashboard to see it all working

This dashboard is included when you connect Daftra using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.

Explore Analytics

Why Vinkius

Daftra and 4,000+ other AI tools. No hosting, no code, ready to use.

Professionals who connect Daftra to Claude Code through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.

4,000+MCP Integrations

<40msResponse time

100%Fully managed

	Raw MCP	Vinkius
Ready-to-use MCPs	Find and configure each manually	4,000+ MCPs ready to use
Connection Setup	Manual coding & server setup	1-click instant connection
Server Hosting	You host it yourself (needs 24/7 uptime)	100% hosted & managed by Vinkius
Security & Privacy	Stored in plaintext config files	Bank-grade encrypted vault
Activity Visibility	Blind execution (no logs or tracking)	Live dashboard with real-time logs
Cost Control	Runaway AI token spend risk	Automatic budget limits
Revoking Access	Must delete files or code to stop	1-click disconnect button

View step-by-step setup guide for Claude Code →

The Vinkius Advantage

How Vinkius secures
Daftra for Claude Code

Every request between Claude Code and Daftra is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.

< 40msCold start

Ed25519Signed audit chain

60%Token savings

FAQ

Frequently asked questions

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.

How do I add an MCP server to Claude Code?

Run claude mcp add <name> --transport http "<url>" in your terminal. Claude Code registers the server and discovers all tools immediately.

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code

Connection timeout

Check your internet connection and verify the Edge URL is reachable

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