• SPENDING
  • CASH
  • SUMMARY
  • HUMAN

How to monitor expenses and treasury with your AI

Connect Daftra to your AI client once. From then on, you can check your spending and account balances through a simple chat interface.

Ask AI about this page

Short answer

How can I check my spending and balances with AI?

Your AI pulls live data from Daftra to show you recent transactions and current account totals. You get an immediate snapshot of your financial status without opening a browser. Here is how the data is handled.

Financial outcomes

What you get from your AI

Instead of navigating complex menus, you just ask. Your agent does the heavy lifting.

SPENDING

Track recent costs

The AI pulls your latest transaction history. You get a clear list of where money is going.

CASH

Check account balances

Query your treasury accounts to see current liquidity. It pulls the exact totals from your records.

SUMMARY

Get quick totals

The AI aggregates multiple entries into a single number. You get a high-level view of specific categories or timeframes.

HUMAN

Manual corrections

The AI only reads data. You must still log in to Daftra to edit, delete, or add any financial records.

The workflow

What your AI does when you ask for financial data.

The AI acts as a direct interface for your Daftra records.

  1. Retrieve expenses

    The agent scans your Daftra records to find specific spending entries you asked for.

    list_expenses

  2. Check treasuries

    The AI looks up the current balances across your various treasury accounts.

    list_treasuries

  3. Consolidate data

    It combines expense lists and treasury totals to answer complex questions about your cash position.

    list_expenseslist_treasuries

  4. Report findings

    The agent presents the requested financial information in a plain, readable format in your chat.

    list_expenseslist_treasuries

Try it

Copy these to start.

Paste these into your chat to test the connection.

Starting points

These are examples. Change the account names or dates to match your specific Daftra 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

  • What were my total expenses for the last week?

  • Show me the current balance for my main operating account.

  • List all recent expenses for office supplies.

  • How much money is in my petty cash treasury?

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

Start here

Connect Daftra once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can start querying your data immediately.

Connect Daftra to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my financial records?

    No. The AI can only read data using the available tools. It cannot edit, delete, or create new entries in Daftra.

  • 02

    Can I use this to create new expenses?

    No. This connection is limited to viewing and listing existing expenses and treasury balances.

  • 03

    Does the AI see all my Daftra data?

    The AI can access any expense or treasury information that your connected Daftra account has permission to view.

  • 04

    How often is the data updated?

    The AI pulls live data from Daftra every time you ask a question, so you see the most current information available in your account.

  • 05

    Is my data secure?

    Yes. Your credentials are encrypted, and the AI only accesses the specific data needed to answer your questions.

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

Connect Daftra to Claude, Cursor, ChatGPT & more