• FINANCE
  • STOCK
  • REPORTING
  • HUMAN

How to monitor expenses and inventory with your AI

Connect Daftra to your AI client to pull real-time financial and stock data. Once connected, you can audit your books and check availability using natural language.

Ask AI about this page

Short answer

How can I check my Daftra expenses and stock levels with AI?

Your AI uses the Daftra MCP to pull specific records from your database. You can ask for a list of recent costs or check if a specific product is in stock. This gives you a clear view of your current business health.

The results you get

Where your data lands

The AI pulls information from Daftra and presents it in your chat window.

FINANCE

Expense audits

The AI pulls recent transaction data to show where your money is going. You get a clear breakdown of recent outflows.

STOCK

Inventory status

Check if items are available or running low. The AI reads your product list to confirm current quantities.

REPORTING

Quick summaries

Instead of exporting spreadsheets, ask for a summary of specific categories. You get the data points you need immediately.

HUMAN

Manual adjustments

The AI only reads data. You still need to log into Daftra to manually change prices, add new products, or edit transactions.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Daftra account.

  1. Identify the request

    Your agent determines if you are asking about money spent or products on hand.

    list_expenseslist_inventory_products

  2. Fetch expense data

    The AI pulls a list of recent costs from your accounting records.

    list_expenses

  3. Check product counts

    The AI scans your current product catalog to find specific items.

    list_inventory_products

  4. Deliver the answer

    The AI translates the raw database rows into a plain English response for you.

    list_expenseslist_inventory_products

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

Swap out the bracketed text for your actual product names or date ranges.

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"
    }
  }
}
Copy into chat04

  • Show me all expenses from last month.

  • How many [Product Name] do I have in stock right now?

  • List my most recent expenses to see what I've spent this week.

  • Are any of my inventory products running low on stock?

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

Start here

Connect Daftra once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start chatting with your data in your preferred AI client.

Connect Daftra to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my expenses?

    No. The AI only has permission to list and read data. It cannot delete or modify any records in Daftra.

  • 02

    Can I use this to update my inventory levels?

    No. This MCP is for monitoring and querying. You must update stock levels directly within Daftra.

  • 03

    Does the AI see all my financial data?

    The AI only sees the data it retrieves through the specific tools provided, such as expense and inventory lists.

  • 04

    Can I ask for specific date ranges?

    Yes. You can ask for expenses from a specific week, month, or year, and the AI will filter the results accordingly.

  • 05

    Will this work in Claude or Cursor?

    Yes, it works in any MCP-compatible client like Claude, Cursor, or Windsurf once you have connected the Daftra MCP via Vinkius.

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

Connect Daftra to Claude, Cursor, ChatGPT & more