Bring Invoicing
to VS Code Copilot
Create your Vinkius account to connect Daftra to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Daftra data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Daftra in VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every request between VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
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