Bring Daftra
to Windsurf
Learn how to connect Daftra to Windsurf and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Daftra MCP Server?
Connect your Daftra account to any AI agent and take full control of your business accounting and ERP operations through natural conversation.
What you can do
- Invoicing Orchestration — Create and manage professional invoices programmatically, including monitoring payment status and line item configurations in real-time
- Client Relationship Management — Access complete client profiles and interaction history to maintain high-fidelity customer records across the MENA region
- Inventory & Product Intelligence — Access your complete product catalog and retrieve real-time stock levels and service metadata directly through your agent
- Financial Visibility — Monitor business expenses, treasury balances, and client payments to maintain a high-fidelity overview of your financial health
- Staff Coordination — Retrieve directories of staff members and manage account-level metadata directly through your agent for instant operational reporting
How it works
1. Subscribe to this server
2. Retrieve your API Key from Daftra dashboard (Settings > API > API Keys)
3. Identify your Subdomain (e.g., 'yourcompany' from yourcompany.daftra.com)
4. Start automating your business operations from Claude, Cursor, or any MCP client
No more manual deal logging or digging through complex accounting tables. Your AI acts as your dedicated ERP specialist and financial coordinator.
Who is this for?
- Business Owners in MENA — instantly retrieve sales summaries and update client details using natural language commands
- Accountants & Finance Leads — monitor invoice statuses and track business expenses without leaving your communication tools
- Operations Managers — automate product catalog management and verify treasury balances through simple AI queries
Built-in capabilities (12)
Create a new client
Requires client_id and invoice items. Create a new invoice
Create a new product
Get account details
Get invoice details
List all clients
List business expenses
List all invoices
List recent payments
List all products
List staff members
List treasuries/accounts
Why Windsurf?
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 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Daftra in Windsurf
Daftra and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Daftra to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Daftra in Windsurf
The Daftra 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. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
Daftra for Windsurf
Every tool call from Windsurf to the Daftra MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Daftra API Key?
Log in to your account, navigate to Settings > API > API Keys, and click Add to generate a new key.
What is the subdomain in Daftra?
The subdomain is the part of your Daftra URL before '.daftra.com'. For example, if you access at acme.daftra.com, your subdomain is acme.
Can I create invoices with multiple items?
Yes! The create_invoice tool accepts a JSON array of items, allowing you to specify names, unit prices, and quantities for each line.
How does Windsurf discover MCP tools?
Windsurf reads the 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?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.