MCP For Claude Marketplace
Daftra

Daftra MCP Connector for Claude

A+

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

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

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.
invoicingexpense-trackingclient-managementbusiness-automationaccounting-softwareestimates

10 tools expose this connector's capabilities to your AI agent.

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_invoices

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

list_inventory_products

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

search_clients_by_name

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

See how to talk to your AI agent using Daftra.

List all unpaid invoices from this month.

I've found 5 unpaid invoices for this month, totaling $2,500. The largest is for 'Global Logistics' ($1,200). Would you like to see the details for any of them?

Search for client 'John Smith' and show his contact details.

I found John Smith. He is associated with 'Alpha Corp'. His email is john.smith@example.com and his phone number is +1-555-0123. Should I check his recent invoice history?

List all business expenses recorded in the last 7 days.

There are 3 expenses recorded this week: 'Office Supplies' ($50), 'Travel - Client Meeting' ($200), and 'Internet Service' ($80). Would you like a breakdown by category?

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.

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