Bring Invoicing
to LlamaIndex
Create your Vinkius account to connect Daftra to LlamaIndex 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 LlamaIndex?
LlamaIndex agents combine Daftra tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Daftra tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Daftra tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Daftra, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Daftra tools were called, what data was returned, and how it influenced the final answer
Daftra in LlamaIndex
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 LlamaIndex 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 LlamaIndex
Every request between LlamaIndex 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 LlamaIndex connect to MCP servers?
Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.
Can I combine MCP tools with vector stores?
Yes. LlamaIndex agents can query Daftra tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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