Daftra MCP Server
Equip your AI agent to manage your ERP, accounting, and client relations directly via the Daftra API.
Vinkius AI Gateway supports streamable HTTP and SSE.
Works with every AI agent you already use
…and any MCP-compatible client
Daftra MCP Server: see your AI Agent in action
Built-in capabilities (10)
create_client
Resolves the newly generated client ID. Mutates the client and contact database state. Add a new client to the ERP database
get_client_details
Resolves detailed contact info and outstanding balances. Touches the granular CRM boundary. Get full profile and history for a specific client
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
get_site_metadata
Resolves site identifiers and organizational settings. Interacts with the system configuration boundary. Retrieve general settings and metadata for your Daftra site
list_clients
Resolves client IDs, business names, and contact emails. Interacts with the client management boundary. List all clients in your Daftra account
list_estimates
Resolves estimate IDs, dates, and amounts. Interacts with the sales pipeline and quoting boundary. List all price estimates and quotes
list_expenses
Resolves expense IDs, categories, and amounts. Touches the accounting and expense tracking boundary. List all recorded business expenses
list_inventory_products
Resolves product IDs, names, and pricing. Interacts with the inventory management boundary. List all products and services in the inventory
list_invoices
Resolves invoice IDs, numbers, totals, and payment statuses. Touches the financial and sales boundary. List all sales invoices
search_clients_by_name
Resolves matching client profiles. Touches the search and discovery boundary. Search for a client by name keyword
What this connector unlocks
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
1. Connect the Daftra integration to your AI assistant.
2. Authorize using your Daftra API Key and portal Subdomain.
3. 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.
Frequently asked questions
Give your AI agents the power of Daftra
Access Daftra and 2,000+ MCP servers — ready for your agents to use, right now. No glue code. No custom integrations. Just plug Vinkius AI Gateway and let your agents work.
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