--- title: "Connect Daftra and Discord - APIANT.ai" description: "When \"Client Created\" fires in Daftra, your agent runs \"Send Channel Message\" in Discord, or \"New Forum Message\" in Discord to \"Add Invoice\" in Daftra." canonical: "https://apiant.ai/connect/daftra-to-discord" --- # Connect Daftra and Discord When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Send Channel Message** in [Discord](https://apiant.ai/connections/discord), or **New Forum Message** in Discord to **Add Invoice** in Daftra. Describe the whole flow and it is built, tested on every scenario and kept running. Daftra **9** triggers Daftra **38** actions Discord **7** triggers Discord **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Daftra and Discord to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Daftra and Discord can do together ### From Daftra to Discord - When **Client Created** in Daftra then **Send Channel Message** in Discord - When **Client Updated** in Daftra then **Send Direct Message** in Discord ### From Discord to Daftra - When **New Forum Message** in Discord then **Add Invoice** in Daftra - When **New Forum Post** in Discord then **Add Invoice Payment** in Daftra Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Daftra and Discord ## Triggers and actions 16 triggers · 60 actions - Trigger **Client Created** Triggers when a new client is added to your Daftra account. - Trigger **Client Updated** Triggers when a client is added or updated in Daftra. - Trigger **Estimate Updated** Triggers when an estimate (quote) is created or updated in Daftra. - Trigger **Invoice Created** Triggers when a new invoice (or debit note) is created in Daftra. - Trigger **Invoice Updated** Triggers when an invoice or debit note is created or updated in Daftra. - Trigger **Journal Created** Triggers when a new journal entry is created in Daftra. - Trigger **Journal Updated** Triggers when a journal entry is created or updated in Daftra. - Trigger **Product Created** Triggers when a new product is added in Daftra. - Trigger **Product Updated** Triggers when a product is added or updated in Daftra. - Action **Add Client** Creates a new client in Daftra and returns its id and client number. - Action **Add credit note** Creates a credit note for a client in Daftra, optionally against a source invoice, with line items. - Action **Add Estimate** Creates a new estimate (quote) for a client in Daftra, with optional line items. - Action **Add Expense** Creates an expense in Daftra with its amount, date, vendor, category and optional taxes, account splits and cost-center allocations. - Action **Add Invoice** Creates a sales invoice for a client in Daftra, with optional line items and payments, and returns the new invoice's id. - Action **Add Invoice Payment** Records a payment against an existing Daftra invoice and returns the new payment's id. - Action **Add Journal** Creates a manual double-entry journal entry with its debit and credit lines. Total debits must equal total credits. - Action **Add Product** Creates a new product, service or bundle in Daftra and returns its id. - Action **Add Refund Receipt** Creates a refund receipt against an existing invoice in Daftra, with optional refunded line items and refund payments. - Action **Add Supplier** Creates a new supplier in Daftra and returns its id. - Action **Delete Client** Deletes a client from Daftra. The client must have no invoices, payments or other related records. - Action **Delete credit note** Deletes a credit note in Daftra by its ID. - Action **Delete Estimate** Deletes an estimate (quote) in Daftra. Estimates already converted to an invoice or sales order cannot be deleted. - Action **Delete Expense** Deletes an expense in Daftra, along with its related accounting journal and attachments. - Action **Delete Invoice** Deletes a sales invoice in Daftra by its ID. - Action **Delete Invoice Payment** Deletes an invoice payment, re-adjusting the related invoice's paid total and the client's balance. - Action **Delete Product** Deletes a product, service or bundle in Daftra by its ID. - Action **Delete Refund Receipt** Deletes a refund receipt in Daftra by its ID. - Action **Delete Supplier** Deletes a supplier from Daftra. Suppliers referenced by purchase orders, expenses or other transactions cannot be deleted. - Action **Edit Client** Updates an existing client in Daftra. Only the fields you fill in are changed. - Action **Edit Estimate** Updates an existing estimate (quote) in Daftra, changing its client, date, currency, notes or line items. - Action **Edit Expense** Updates an existing expense in Daftra. Only the fields you fill in are changed. - Action **Edit Invoice** Updates an existing standard invoice in Daftra, including its header details, line items, payments and custom fields. - Action **Edit Invoice Payment** Updates an existing invoice payment in Daftra. Only the fields you fill in are changed. - Action **Edit Journal** Updates an existing journal entry in Daftra, replacing its debit and credit lines. - Action **Edit Product** Updates an existing product, service or bundle in Daftra. Only the fields you fill in are changed. - Action **Edit Refund Receipt** Updates an existing refund receipt in Daftra — its date, currency, store, notes or line items. - Action **Edit Supplier** Updates an existing supplier's business name, contact details, addresses and other details. - Action **Get client** Returns a single Daftra client by id, with its contact details, addresses, balances and custom field values. - Action **Get Expense** Returns a single expense by its id, including amount, taxes, totals, vendor, category, date and status. - Action **Get invoice** Returns a single standard invoice by ID, with its line items, payments, taxes, client and custom fields. - Action **Get Purchase Order** Returns a single purchase order by its ID, including its line items, supplier, taxes, payments and custom fields. - Action **Get Refund Receipt** Returns a single refund receipt by ID, including its line items, payments, taxes, custom fields and client. - Action **List clients** Returns a list of clients in your Daftra account, optionally filtered by keyword or assigned staff member. - Action **List estimates** Returns the account's estimates (quotes), most recent first, optionally filtered by client, number, status, amount, dates and more. - Action **List invoices** Returns a page of your Daftra invoices and debit notes, most recent first, optionally filtered by client, status, dates, amounts and more. - Action **List products** Returns a page of products and services in your Daftra account, optionally filtered by keyword, category, supplier, brand, stock status, barcode or product code. - Action **Update credit note** Updates an existing credit note in Daftra — its client, date, currency, store, notes or line items. - Trigger **New Forum Message** Triggers when a new Message is created on a Forum Post. - Trigger **New Forum Post** Triggers when a new Post is created on a Forum. - Trigger **New Mention** Triggers when a User or Role is mentioned. - Trigger **New Message Posted to Channel** Triggers when a new message is posted to a specific text channel. - Trigger **New Reaction on Message** Triggers when a new Reaction is added to a Message. - Trigger **New User Added** Triggers when a new user joins the Discord Server. - Trigger **Role Assigned to User** Triggers when a role is assigned to a user. - Action **Add Reaction to Message** React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger. - Action **Add Role** assign a role to a user - Action **Create Channel** Create a new channel in a server. - Action **Create new Forum Post** Create a new Post on a Forum Channel. - Action **Create Role** Create a new role in a server. - Action **Delete Channel** Delete or close a channel. - Action **Delete Message** Delete a message from a channel. - Action **Find Channel** Find an existing channel by name. - Action **Find User** Find an existing user by name. - Action **Get Message** Retrieve a specific message from a channel by id. - Action **Get Server Member** Get one member of a Discord server, including the roles they currently hold. - Action **List Active Threads** List the threads and forum posts currently active in a Discord server. - Action **List Messages** List the most recent messages in a Discord channel, newest first. - Action **List Reactions** List the people who reacted to a message with a given emoji. - Action **List Roles** List every role defined in a Discord server, so you can pick the Role ID an operation needs. - Action **List Servers** List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for. - Action **Remove User Role** Remove a chosen role from the specified user. - Action **Rename Channel** Rename a channel to a specific name you choose. - Action **Send Channel Message** Post a new message to a specific #channel you choose. - Action **Send Direct Message** Send a direct message to a specific user. - Action **Send message in Forum Post** Send a new message in a specific Forum Post. - Action **Update Message** Edit the content of a previously sent message. ## Each app on its own - [ **Daftra** Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their...](https://apiant.ai/connections/daftra) - [ **Discord** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connections/discord) Reviews ## What our customers say ## More from Daftra - [ **Daftra to Zenvoices** Zenvoices is an application for tracking, processing, and documenting finance-related administrative tasks.](https://apiant.ai/connect/daftra-to-zenvoices) - [ **Daftra to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets** Google Sheets](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/daftra-to-gmail) ## More into Discord - [ **Asana to Discord** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-discord) - [ **Archive.org to Discord** Archive.org is the Internet Archive, a public library of archived web pages, books, audio recordings, films...](https://apiant.ai/connect/archive-org-to-discord) - [ **CNBC to Discord** Get the latest business news, stock market, financial and earnings stories from CNBC's public RSS feeds.](https://apiant.ai/connect/cnbc-to-discord) - [ **Deel to Discord** Deel helps thousands of companies expand globally with unmatched speed and flexibility.](https://apiant.ai/connect/deel-to-discord) - [ **Slack to Discord** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-discord) - [ **Gmail to Discord** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-discord) Questions ## Daftra and Discord, answered ### ### What can start an automation from Daftra? Any of Daftra's 9 triggers in the catalog, including Client Created, Client Updated, Estimate Updated and Invoice Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Discord when something happens in Daftra? Any of Discord's 22 actions, including Create Channel, Create new Forum Post, Create Role and Send Channel Message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Discord to Daftra? Yes. When something happens in Discord, your agent can act in Daftra too. This page covers both directions: Discord's triggers and Daftra's actions are listed here as well. ### ### Do I have to build a connector for Daftra or Discord? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Daftra and Discord without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.