# Daftra MCP for AI Agents MCP

> 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.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** invoicing, expense-tracking, client-management, business-automation, accounting-software, estimates

## Description

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.

## Tools

### 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 client.

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

### get_site_metadata
Gathers general settings and organizational parameters from the Daftra system configuration.

### 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 their pricing.

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

## Prompt Examples

**Prompt:** 
```
Show me the billing status for Global Logistics, including any recent expenses.
```

**Response:** 
```
**Client: Global Logistics**

*   **Account Status:** Active
*   **Outstanding Balance:** $1,200 (Due Date: Oct 30)
*   **Recent Activity:**
    *   Invoice #4567: Paid in full.
    *   Expense Log:
        *   Office Supplies: $50 (Last week)
        *   Travel Reimbursement: $200 (Last month)
This client is current, but they have two outstanding estimates over $500.
```

**Prompt:** 
```
What products or services do I need to list in inventory?
```

**Response:** 
```
**Inventory Report**

Here are the top 5 items currently tracked:

1.  Service A: $99/hr (Qty: Unlimited)
2.  Product X: $45 each (Stock remaining: 30)
3.  Consulting Package B: $2,500 flat.

Need me to check pricing or list a new service?
```

**Prompt:** 
```
List all clients that have never paid an invoice.
```

**Response:** 
```
**Unpaid Client List**

I found 3 client accounts with no payment history:

*   Alpha Corp (Contact: John Smith)
*   Beta Solutions (Contact: Jane Doe)
*   Gamma Group (Contact: info@gamma.com)

You can get more details on any of these using their full profile data.
```

## Capabilities

### 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.

## Use Cases

### Need a quick status check on overdue accounts?
You need to know which clients haven't paid. Ask your agent to list all invoices and filter for unpaid ones. The agent returns the count, total amount due, and names of the top debtors instantly.

### On a sales call, what is this client’s whole record?
A prospect asks about your service history with them. Ask your agent to use 'search_clients_by_name' first, then ask for their full details using 'get_client_details'. You get all contacts and balances immediately.

### I need to reconcile last month’s spending.
It’s time for bookkeeping. Ask your agent to list all expenses from the past 30 days using 'list_expenses' and group them by category so you can submit an expense report.

## Benefits

- Instantly get a complete client history. Instead of opening the CRM, then the billing portal, you just ask your agent to run 'get_client_details' and see everything in one chat response.
- Stay on top of cash flow by listing all unpaid invoices with 'list_invoices'. You immediately know who owes money and how much they owe without navigating complex financial dashboards.
- Audit costs easily. Running 'list_expenses' pulls together all recorded business spending, helping you categorize and summarize spending trends across the whole company.
- Build client records quickly. If you sign a new customer on the fly, use 'create_client' to add them directly into your system without switching apps.
- Track sales opportunities better by listing estimates with 'list_estimates'. You can see what was quoted and if it has turned into an invoice.

## How It Works

The bottom line is your AI client handles the backend database calls so you don't have to click through dashboards or write SQL queries.

1. Connect the Daftra integration to your AI agent and authorize it using your API credentials.
2. The agent accesses the MCP, allowing you to issue commands in plain language (e.g., 'List all expenses last month').
3. The system retrieves and formats the raw data into an easy-to-read conversational summary.

## Frequently Asked Questions

**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.