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Vinkius

Daftra Connector for AI agents.

10 live capabilities

Manage your ERP accounting and client records through natural conversation.

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AI Agent

Why people use Daftra

Daftra ERP Accounting for Faster Business Operations

With this Connector, you just ask your agent for the facts. You can check a client's balance or see your pending estimates in one sentence. You get the information you need instantly, letting you focus on closing deals rather than navigating software.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire ERP and accounting system.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Checking unpaid bills

    An owner asks for all unpaid invoices from this month to see who owes money.

  2. Real-world use case 02

    Quick client lookup

    A sales rep searches for a client by name to see their history before a meeting.

  3. Real-world use case 03

    Expense auditing

    An accountant asks to see all expenses from the last week to check for errors.

Complete set · 10capabilities

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 Capability

    Create client

    Add a new client to your ERP database. It saves the profile and updates your records automatically.

  2. 02 Capability

    Get client details

    Pull up a full profile for a specific customer. It shows contact info and outstanding balances in one view.

  3. 03 Capability

    Get invoice details

    Get the full breakdown of a sales invoice. It includes line items, taxes, and payment history.

  4. 04 Capability

    Get site metadata

    Retrieve general settings and metadata for your Daftra site. This helps your agent understand your specific site configuration.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Daftra.

  1. 05 Capability

    List expenses

    Pull a list of all recorded business expenses. It categorizes your spending across the whole organization.

  2. 06 Capability

    List invoices

    List all sales invoices in your account. You can quickly see totals and payment statuses for everything.

  3. 07 Capability

    List inventory products

    See all products and services in your inventory. It provides IDs, names, and current pricing.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Daftra.

  1. 08 Capability

    Search clients by name

    Find a specific client using a keyword. It retrieves matching profiles instantly from your database.

  2. 09 Capability

    List clients

    List every client in your Daftra account. It's the fastest way to see your entire customer base.

  3. 10 Capability

    List estimates

    View all price estimates and quotes. You can see dates and amounts for everything in your sales pipeline.

Set up in minutes

One URL. Then ask Daftra to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Daftra from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_hTJaK4AxVQzwUOrwSuucJ1bZrjyijm3qWEYI7xre/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Daftra, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Daftra for the conversation.

Where the request belongs

Work Daftra can move forward.

Built around the request

This is for business owners who are tired of manual data entry and accountants who need to audit records without clicking through dozens of sub-menus. It's for anyone who needs real-time access to their business's financial health.

01

Small Business Owner

Checking invoice statuses and client details while on the move between meetings.

02

Accountant

Auditing expenses and monitoring billing cycles during tax season or month-end closes.

03

Sales Representative

Researching client history and pulling up quotes during a discovery call.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Axonaut logo
01 12 capabilities

Axonaut

All-in-one ERP and CRM automation. manage invoices, quotes, tasks, and company relationships via AI.

View Connector
Altoviz logo
02 10 capabilities

Altoviz

Business management and invoicing. manage customers, invoices, and expenses via AI.

View Connector
Alegra logo
03 10 capabilities

Alegra

Business management and e-invoicing. manage invoices, inventory, and contacts via AI.

View Connector
Invoice Ninja logo
04 11 capabilities

Invoice Ninja

Manage clients, invoices, and products directly through AI.

View Connector
Diese logo
05 10 capabilities

Diese

Equip your AI agent to manage ERP projects, track invoices, and monitor resource planning via the Diese API.

View Connector
Karbon logo
06 12 capabilities

Karbon

Manage your accounting firm's workflow, contacts, and work items directly via AI agents.

View Connector

Bring your own AI

Change the model, client or framework. Keep Daftra connected.

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Before you connect

Questions about Daftra.

The practical details behind the request, access and result.

Can the Daftra MCP help me see who hasn't paid their invoices?

Yes, it can list all your sales invoices and show you the payment status for each one so you can quickly identify who owes you money.

Can I use Daftra MCP to add new customers to my system?

Yes, you can use the AI agent to create new client profiles directly, saving you from having to navigate the manual entry screens.

Does Daftra MCP work for checking my inventory?

Yes, it can list all products and services in your inventory, including their current names, IDs, and pricing.

How does Daftra MCP help with expense tracking?

It allows your AI agent to pull a complete list of recorded business expenses across your organization, making it easy to review your spending.

Can I search for clients by name using the Daftra MCP?

Yes, you can ask your agent to search for a specific client using a keyword, and it will retrieve the matching profiles for you.

Is Daftra MCP good for managing sales estimates?

Yes, it can retrieve all your price estimates and quotes, helping you see what's in your sales pipeline at a glance.

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.

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'.

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.

One connection away

Give your agent a direct line to Daftra.

Connect Daftra once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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