Download PDFMarkdown Version
ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Daftra with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Equip your AI agent to manage your ERP, accounting, and client relations directly via the Daftra API.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 10 capabilities

The complete Daftra capability set.

These are the exact actions your AI can choose when you ask it to work with Daftra.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Daftra.

  1. 01

    List invoices

    Resolves invoice IDs, numbers, totals, and payment statuses. Touches the financial and sales boundary. List all sales invoices

  2. 02

    Search clients by name

    Resolves matching client profiles. Touches the search and discovery boundary. Search for a client by name keyword

  3. 03

    Create client

    Resolves the newly generated client ID. Mutates the client and contact database state. Add a new client to the ERP database

  4. 04

    Get client details

    Resolves detailed contact info and outstanding balances. Touches the granular CRM boundary. Get full profile and history for a specific client

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Daftra.

  1. 05

    Get invoice details

    Resolves line items, tax details, and payment history. Interacts with the detailed billing boundary. Get full details for a specific sales invoice

  2. 06

    Get site metadata

    Resolves site identifiers and organizational settings. Interacts with the system configuration boundary. Retrieve general settings and metadata for your Daftra site

  3. 07

    List clients

    Resolves client IDs, business names, and contact emails. Interacts with the client management boundary. List all clients in your Daftra account

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Daftra.

  1. 08

    List estimates

    Resolves estimate IDs, dates, and amounts. Interacts with the sales pipeline and quoting boundary. List all price estimates and quotes

  2. 09

    List expenses

    Resolves expense IDs, categories, and amounts. Touches the accounting and expense tracking boundary. List all recorded business expenses

  3. 10

    List inventory products

    Resolves product IDs, names, and pricing. Interacts with the inventory management boundary. List all products and services in the inventory

Observed, not estimated

888ms average. Fast in production.

Daftra is checked daily against the live service.

Daily averagePeak 972ms
Aug 28Today
Fastest day
776ms
Slowest day
972ms
14-day trend
Slowing+6%

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

FAQ

Questions Daftra owners ask.

  • 01

    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.

  • 02

    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'.

  • 03

    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.

Explore

More in ERP Operations

Suggestions