• CLIENTS
  • INVOICES
  • RECORDS
  • HUMAN

How to create and manage invoices with your AI

Connect Daftra to your AI client to handle the paperwork. You move from a simple conversation to a finished sales cycle without leaving your chat.

Ask AI about this page

Short answer

How can I use my AI to handle Daftra invoicing?

Your AI uses Daftra tools to register new customers and build invoices from your chat prompts. You can also pull up specific invoice details or list everything you've sent out. This turns your conversation into a direct way to manage your billing.

Where every action lands.

The outcomes of your requests.

Everything your AI does results in one of these four states in Daftra.

CLIENTS

New customer records

The AI adds the contact details you provide to your Daftra database. Your client list stays updated automatically.

INVOICES

Ready to send bills

The AI builds a professional invoice based on the items and amounts you mention. These appear in your Daftra account immediately.

RECORDS

Full billing history

You can ask for a list of everything you've billed or pull up a single document. The AI fetches the exact data from your account.

HUMAN

Manual review needed

The AI handles the data entry and generation. You still need to log in to Daftra to send the final emails or change payment settings.

The workflow

What your AI does when you ask.

The AI translates your natural language into specific Daftra commands.

  1. Register customers

    When you mention a new person or company, the AI sets up their profile in your system.

    create_client

  2. Generate bills

    The AI takes your list of products or services and creates a formal invoice.

    create_invoice

  3. List transactions

    You can ask for a summary of what's been billed to see your recent activity.

    list_invoices

  4. Check specific records

    The AI pulls the exact line items or totals from a single document to answer your questions.

    get_invoice

Try it

Copy these to start.

Use these prompts to trigger the Daftra tools.

Starting points

These are just ideas. Swap out the names and amounts for your actual business data.

Daftra Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_GZgcaYomSYAHk9DZa4hOeczRysjpq9OJHBx8GCkU/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-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GZgcaYomSYAHk9DZa4hOeczRysjpq9OJHBx8GCkU/mcp"
    }
  }
}
Copy into chat04

  • Add a new client named Acme Corp with the email contact@acme.com

  • Create an invoice for Acme Corp for 2 hours of consulting at $150 per hour

  • Show me all the invoices I've created this month

  • Get the details for invoice #5502

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Daftra once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start managing your billing through any compatible client immediately.

Connect Daftra to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send the invoice to my client?

    No. The AI creates the invoice in Daftra, but you must log in to Daftra to actually send the email or trigger the delivery.

  • 02

    Can the AI delete an invoice if I make a mistake?

    No. The current tools only allow for creating and retrieving data. You'll need to handle deletions or edits manually in Daftra.

  • 03

    Does the AI need my Daftra password?

    No. Vinkius manages the connection securely so you don't have to share your raw login credentials with the AI client.

  • 04

    Can I create multiple invoices at once?

    You can ask the AI to create them one by one in a single conversation, but it processes each invoice as an individual request.

  • 05

    Will the AI update existing client info?

    No. The AI can create new clients, but it does not have a tool to modify existing client profiles.

  • More questions about Daftra? See everything the Daftra Connector can do

Connect Daftra to Claude, Cursor, ChatGPT & more