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Connect Daftra to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your ERP and accounting through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Daftra.

  1. 01

    List invoices

    This capability pulls a list of all sales invoices. It provides invoice IDs, numbers, totals, and current payment statuses.

  2. 02

    Search clients by name

    This capability finds client profiles using a name keyword. It is the fastest way to locate a specific person or company in your database.

  3. 03

    Create client

    This capability adds a new client to your ERP database. It returns the newly generated client ID once the record is created.

  4. 04

    Get client details

    This capability retrieves a full profile for a specific client. You can see their contact information and outstanding balances.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Daftra.

  1. 05

    Get invoice details

    This capability fetches the complete breakdown of a single sales invoice. It includes line items, tax details, and the payment history.

  2. 06

    Get site metadata

    This capability pulls general settings and organizational metadata for your Daftra site.

  3. 07

    List clients

    This capability returns a list of all clients in your account, including their business names and contact emails.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Daftra.

  1. 08

    List estimates

    This capability retrieves all price estimates and quotes. It provides the IDs, dates, and amounts for each entry.

  2. 09

    List expenses

    This capability pulls a list of all recorded business expenses. It shows the IDs, categories, and amounts for every entry.

  3. 10

    List inventory products

    This capability lists all products and services currently in your inventory. It provides product IDs, names, and pricing.

Real work

What teams actually run

01

Quick Billing Checks

Ask your agent for a list of unpaid invoices to identify which clients need a follow-up.

02

Client Onboarding

Tell your agent to create a new client profile to add them to your system immediately.

03

Expense Auditing

Request a list of recent expenses to verify company spending against a budget.

04

Inventory Lookups

Check product availability and pricing by asking your agent for an inventory list.

Automate a task

Put Daftra to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Daftra works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Daftra to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

925ms average. Fast in production.

Daftra is checked daily against the live service.

Daily averagePeak 1102ms
Oct 3Today
Fastest day
725ms
Slowest day
1102ms
14-day trend
Slowing+16%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Daftra, so you can see the experience inside your AI.

It does not authenticate your account with Daftra. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Daftra Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Daftra capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "daftra-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Daftra in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Daftra owners hand off.

This MCP is built for professionals who need to interact with their ERP data without switching between multiple browser tabs.

  • 01

    Business Owners

    Check invoice statuses and client details on the go via chat.

  • 02

    Accountants

    Audit business expenses and monitor billing cycles through your AI client.

  • 03

    Sales Teams

    Research client history and manage new lead profiles during planning sessions.

FAQ

Questions Daftra owners ask.

  • 01

    How do I connect my Daftra account?

    You connect via Vinkius by providing your Daftra API Key and your specific portal Subdomain. Once authorized, the MCP is ready to use in your AI client.

  • 02

    Which AI clients can I use with this MCP?

    You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 03

    Can I add new clients using my AI agent?

    Yes. The create_client capability allows your agent to add new client records directly to your Daftra database.

  • 04

    Is my data secure?

    Vinkius manages your credentials and hosting, ensuring a secure connection between your AI client and the Daftra API.

  • 05

    Can I see specific line items on an invoice?

    Yes. The get_invoice_details capability provides a full breakdown, including line items, taxes, and payment history.

  • 06

    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.

  • 07

    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'.

  • 08

    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.

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