Vinkius

Daftra MCP for AI Agents. Manage Client Billing and ERP Data

Daftra equips your AI agent to handle core ERP functions—from client relations and inventory management to complex accounting tasks. Connect it via MCP to automatically track invoices, manage estimates, audit business expenses, and keep detailed records for every client.

Daftra MCP for AI Agents MCP is compatible with Claude Claude
Daftra MCP for AI Agents MCP is compatible with ChatGPT ChatGPT
Daftra MCP for AI Agents MCP is compatible with Cursor Cursor
Daftra MCP for AI Agents MCP is compatible with Gemini Gemini
Daftra MCP for AI Agents MCP is compatible with Windsurf Windsurf
Daftra MCP for AI Agents MCP is compatible with VS Code VS Code
Daftra MCP for AI Agents MCP is compatible with JetBrains JetBrains
Daftra MCP for AI Agents MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Search, list, and get details on clients

Find specific customer records or list all existing accounts in your system.

Monitor sales invoices and estimates

Retrieve full details on sales invoices, check payment status, and view current pricing quotes.

Audit business expenditures and inventory

List all recorded expenses or track available products/services in your system's stockroom.

Waiting for input…

AI Agent
Daftra MCP for AI Agents

What AI agents can do with Daftra: 10 Tools for ERP Operations Management

Use these tools to automate tasks like listing clients, finding invoice details, tracking expenses, or creating new records directly through your AI agent.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Daftra MCP

Create Client

Adds a new client record and contact details to your ERP database.

Get Client Details

Pulls the full profile, history, and current outstanding balances for one specific...

Get Invoice Details

Retrieves all line items, tax details, and payment records for a single sales...

Get Site Metadata

Gathers general settings and organizational parameters from the Daftra system...

List Clients

Lists all client accounts, including names, IDs, and contact emails in your system.

List Estimates

Retrieves a list of all price quotes and sales estimates currently saved.

List Expenses

Generates an inventory of all recorded business expenses, including categories and amounts.

List Invoices

Provides a list of sales invoices, showing numbers, totals, and payment statuses.

List Inventory Products

Lists all physical products and services tracked in your inventory system along with...

Search Clients By Name

Locates a client's profile using just a keyword from their name or company.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Daftra MCP for AI Agents MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Daftra MCP for AI Agents integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Daftra, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Daftra MCP for AI Agents MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Daftra. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Daftra MCP: Streamlining Client Billing and Invoicing Management

Today, managing client accounts means opening Daftra, navigating to the 'Invoices' tab, then maybe switching over to find a specific estimate that was quoted months ago. You spend ten minutes just compiling a simple status report because no single view shows everything: who owes money, and what did we quote them last?

With this MCP, you simply ask your agent for an overview of the client's financial standing. The response instantly compiles invoice statuses, outstanding balances, and even links to their most recent estimates. You get a complete picture without ever clicking a tab.

Daftra MCP: Automating Expense Tracking and Accounting Workflows

Manual accounting involves logging into the expense section, filtering by date range, then manually grouping items to categorize them for tax purposes. This process is slow and prone to missing details.

The agent handles this complexity for you. By running 'list_expenses', it gathers all recorded spending data points and provides a categorized summary ready for your accountant to review. It's instant bookkeeping.

What Daftra MCP for AI Agents MCP does for your AI

This Daftra MCP lets your AI agent run the numbers in your cloud ERP system using nothing but natural conversation. Instead of jumping through menus on a web dashboard, you just ask the question—whether it's 'What are all my outstanding invoices?' or 'Can you find John Smith’s full history?' The agent executes the task immediately and gives you the answer.

You can manage client profiles, monitor sales estimates, track spending with recorded business expenses, and even check your current product inventory, all without touching a single tab. When you connect this MCP through Vinkius, your AI client gets direct access to these tools, allowing you to orchestrate complex business operations conversationally.

Built · Hosted · Managed by Vinkius Daftra MCP for AI Agents — Manage Client Billing & Accounting
Server ID 019d7581-011c-712c-9d3a-8020f658e950
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Daftra MCP for AI Agents MCP

How does the Daftra MCP help me track invoices without logging into the main accounting software? +

The Daftra MCP lets your AI agent list all sales invoices and check their payment status instantly. You get a summary of totals, outstanding amounts, and who owes money directly in the chat window.

Can I use the Daftra MCP to find out what services or products we sell? +

Yes. The MCP can list all items currently tracked in your inventory. You'll get product IDs, names, and current pricing data without needing to browse the inventory page.

Is Daftra MCP good for tracking business expenses? +

It’s great for that. The agent can pull together a list of all recorded business expenses, allowing you to easily summarize spending by category or date range for tax preparation.

What if I need to add a brand new client record? +

You can use the MCP to create a new client. Just tell your agent who the client is, and it will populate the necessary records into your ERP database for you.

Can this MCP look up detailed information about a specific customer? +

Absolutely. By asking for details on any client, the agent retrieves their full profile history, contact information, and outstanding balances in one go.