Bring Invoicing
to CrewAI
Create your Vinkius account to connect Daftra to CrewAI 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 SubscribersCompatible with every major AI agent and IDE
Gemini
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)
Resolves the newly generated client ID. Mutates the client and contact database state. Add a new client to the ERP database
Resolves detailed contact info and outstanding balances. Touches the granular CRM boundary. Get full profile and history for a specific client
Resolves line items, tax details, and payment history. Interacts with the detailed billing boundary. Get full details for a specific sales invoice
Resolves site identifiers and organizational settings. Interacts with the system configuration boundary. Retrieve general settings and metadata for your Daftra site
Resolves client IDs, business names, and contact emails. Interacts with the client management boundary. List all clients in your Daftra account
Resolves estimate IDs, dates, and amounts. Interacts with the sales pipeline and quoting boundary. List all price estimates and quotes
Resolves expense IDs, categories, and amounts. Touches the accounting and expense tracking boundary. List all recorded business expenses
Resolves product IDs, names, and pricing. Interacts with the inventory management boundary. List all products and services in the inventory
Resolves invoice IDs, numbers, totals, and payment statuses. Touches the financial and sales boundary. List all sales invoices
Resolves matching client profiles. Touches the search and discovery boundary. Search for a client by name keyword
Why CrewAI?
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.
- —
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
mcpsparameter 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 in CrewAI
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.
* 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
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
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.
Daftra and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Daftra to CrewAI 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.
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 |
How Vinkius secures
Daftra for CrewAI
Every request between CrewAI 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.
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 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.
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.
Explore More MCP Servers
View all →
ScreenshotAPI
12 toolsCapture full-page website screenshots programmatically with custom viewport sizes, delays, and rendering options via a simple API.
EIA Petroleum — Oil Market Intelligence
8 toolsReal-time oil market data: WTI and Brent crude prices, gasoline and diesel retail prices, U.S. production, refinery operations, Strategic Petroleum Reserve levels, crude imports by country, and the weekly petroleum status report.
Diputación de Alicante
19 toolsAccess open data from the province of Alicante — query demographics, municipal budgets, public debt, and local festivals directly.
BCB Juros — Selic, CDI e Expectativas Focus
4 toolsBrazilian interest rates: Selic target rate (COPOM decisions), daily effective Selic rate, CDI (interbank deposit certificate rate), and Focus Survey market expectations for future Selic rates from Brazil's Central Bank.