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.

Daftra MCP Server

Name: Daftra
Availability: InStock
Author: Vinkius

daftra.com

Built by Vinkius GDPR ToolsGrátis

Equip your AI agent to manage your ERP, accounting, and client relations directly via the Daftra API.

Vinkius AI Gateway suporta streamable HTTP e SSE.

Funciona com todos os agentes de IA que você já usa

…e qualquer cliente compatível com MCP

Daftra MCP Server: veja o seu AI Agent em ação

AI Agent→Vinkius→Daftra

You

Vinkius AI Gateway

GDPR·High Security·Kill Switch·Ultra-Low Latency·Plug and Play

Capacidades integradas (10)

create_client

Resolves the newly generated client ID. Mutates the client and contact database state. Add a new client to the ERP database

get_client_details

Resolves detailed contact info and outstanding balances. Touches the granular CRM boundary. Get full profile and history for a specific client

get_invoice_details

Resolves line items, tax details, and payment history. Interacts with the detailed billing boundary. Get full details for a specific sales invoice

get_site_metadata

Resolves site identifiers and organizational settings. Interacts with the system configuration boundary. Retrieve general settings and metadata for your Daftra site

list_clients

Resolves client IDs, business names, and contact emails. Interacts with the client management boundary. List all clients in your Daftra account

list_estimates

Resolves estimate IDs, dates, and amounts. Interacts with the sales pipeline and quoting boundary. List all price estimates and quotes

list_expenses

Resolves expense IDs, categories, and amounts. Touches the accounting and expense tracking boundary. List all recorded business expenses

list_inventory_products

Resolves product IDs, names, and pricing. Interacts with the inventory management boundary. List all products and services in the inventory

list_invoices

Resolves invoice IDs, numbers, totals, and payment statuses. Touches the financial and sales boundary. List all sales invoices

search_clients_by_name

Resolves matching client profiles. Touches the search and discovery boundary. Search for a client by name keyword

O que esse conector desbloqueia

Integrate Daftra, the comprehensive cloud-based ERP and accounting software, directly into your AI workflow. Manage your clients, monitor invoices and estimates, and track business expenses using natural language.

What you can do

Client Management — List, search, and retrieve full profiles and interaction history for your clients.
Billing Oversight — Monitor sales invoices and price estimates to stay on top of your revenue.
Expense Tracking — Track and retrieve recorded business expenses across your organization.
Inventory & Services — List products and services in your inventory directly via chat.

How it works

1. Connect the Daftra integration to your AI assistant.
2. Authorize using your Daftra API Key and portal Subdomain.
3. Orchestrate your business operations and accounting through intuitive conversation.

Who is this for?

Business Owners — Quickly check invoice statuses and client details on the go.
Accountants — Audit expenses and monitor billing cycles via chat.
Sales Teams — Research client history and manage new lead profiles during planning.

Perguntas frequentes

Dê aos seus agentes de IA o poder do Daftra

Acesse o Daftra e mais de 2.000 servidores MCP — prontos para seus agentes usarem, agora mesmo. Sem código cola. Sem integrações customizadas. Apenas plugue o Vinkius AI Gateway e deixe seus agentes trabalharem.

DETALHES

CategoriaFinance Accounting

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