--- title: "Connect Daftra and JIRA - APIANT.ai" description: "When \"Client Created\" fires in Daftra, your agent runs \"Add Comment to Issue\" in JIRA, or \"New Issue\" in JIRA to \"Add Invoice\" in Daftra." canonical: "https://apiant.ai/connect/daftra-to-jira" --- # Connect Daftra and JIRA When **Client Created** fires in [Daftra](https://apiant.ai/connections/daftra), your agent runs **Add Comment to Issue** in [JIRA](https://apiant.ai/connections/jira), or **New Issue** in JIRA 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 JIRA **2** triggers JIRA **138** 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 JIRA 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 JIRA can do together ### From Daftra to JIRA - When **Client Created** in Daftra then **Add Comment to Issue** in JIRA - When **Client Updated** in Daftra then **Add comment** in JIRA ### From JIRA to Daftra - When **New Issue** in JIRA then **Add Invoice** in Daftra - When **New or Updated Issue** in JIRA 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 JIRA ## Triggers and actions 11 triggers · 176 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 Issue** Polls for newly created issues in a project (ordered by creation date). - Trigger **New or Updated Issue** Polls for issues created or updated recently (ordered by updated date). - Action **Add attachment** add an attachment to an issue - Action **Add comment** add a comment to an issue - Action **Add Comment to Issue** Adds a comment to the specified issue. - Action **Add filter as favorite** Add filter as favorite - Action **Add gadget to dashboard** Add gadget to dashboard - Action **Add user to group** add a user to a group - Action **Add vote** add the current user's vote to an issue - Action **Add worklog** add a worklog to an issue - Action **Archive issues by ID or key** archive issues by ID/key - Action **Archive issue(s) by JQL** Archive issue(s) by JQL - Action **Assign Issue** Assigns an issue to a user by account ID. - Action **Bulk create issue** bulk create issues - Action **Bulk create statuses** Bulk create statuses - Action **Bulk delete issues** bulk delete issues - Action **Bulk delete Statuses** Bulk delete Statuses - Action **Bulk delete worklogs** bulk delete worklogs on an issue - Action **Bulk edit dashboards** Bulk edit dashboards - Action **Bulk edit issues** bulk edit issue fields - Action **Bulk fetch issues** bulk fetch issues by ID/key - Action **Bulk move issues** bulk move issues - Action **Bulk move worklogs** bulk move worklogs - Action **Bulk transition issue statuses** bulk transition issue statuses - Action **Bulk unwatch issues** bulk unwatch issues - Action **Bulk watch issues** bulk watch issues - Action **Change filter owner** Change filter owner - Action **Copy dashboard** Copy dashboard - Action **Create component** Create component - Action **Create custom field** Create custom field - Action **Create dashboard** Create dashboard - Action **Create filter** Create filter - Action **Create group** Create group - Action **Create Issue** Creates a new issue in the specified project. - Action **Create issue link** create a link between two issues - Action **Create issue link type** create an issue link type - Action **Create issue type** create an issue type - Action **Create project** create a project - Action **Create project category** create a project category - Action **Create related work** Create related work - Action **Create user** create a user - Action **Create version** Create version - Action **Delete and replace version** Delete and replace version - Action **Delete attachment** delete an attachment - Action **Delete comment** delete a comment - Action **Delete component** Delete component - Action **Delete custom field** Delete custom field - Action **Delete dashboard** Delete dashboard - Action **Delete filter** Delete filter - Action **Delete Issue** Deletes an issue by its key or ID. - Action **Delete issue link** delete an issue link - Action **Delete issue link type** delete an issue link type - Action **Delete issue type** delete an issue type - Action **Delete project** delete a project - Action **Delete project asynchronously** delete a project asynchronously - Action **Delete project category** delete a project category - Action **Delete related work** Delete related work - Action **Delete user** delete a user - Action **Delete version** Delete version - Action **Delete vote** remove the current user's vote from an issue - Action **Delete watcher** remove a watcher from an issue - Action **Delete worklog** delete a worklog - Action **Export Archived Issues** Export archived issue(s) - Action **Get all dashboards** Get all dashboards - Action **Get all projects** Get all projects - Action **Get attachment content** get attachment content - Action **Get attachment metadata** get attachment metadata - Action **Get available transitions** Get available transitions - Action **Get bulk available transitions** get transitions available for bulk transition - Action **Get comment** get a single comment - Action **Get comments by IDs** get comments by IDs - Action **Get component** Get component - Action **Get create issue metadata** Get create issue metadata - Action **Get create metadata issue types for a project** get create-metadata issue types for a project - Action **Get custom field** Fetches a custom field's definition by its ID, including its name, description and field type. Returns found = false when no field has that ID. - Action **Get dashboard** Get dashboard - Action **Get edit issue metadata** get edit metadata for an issue - Action **Get favorite filters** Get favorite filters - Action **Get filter** Get filter - Action **Get group** Get group - Action **Get Issue** Returns the details of a single issue by its key or ID. - Action **Get Issue Comments** Returns all comments for the specified issue. - Action **Get issue link** get an issue link - Action **Get issue link type** get an issue link type - Action **Get issue link types** list issue link types - Action **Get Issue Transitions** Returns the workflow transitions available for the specified issue. - Action **Get issue type** get an issue type - Action **Get issue watchers** get watchers of an issue - Action **Get issue worklogs** get worklogs on an issue - Action **Get is watching issue bulk** check watching status for multiple issues - Action **Get my filters** Get my filters - Action **Get Project** Returns the details of a single project by its key or ID. - Action **Get project category** Fetches a project category by ID, with its name and description. An error occurs if the category is not found. - Action **Get project components** get all components of a project - Action **Get project versions** get all versions of a project - Action **Get recent projects** get recently viewed projects - Action **Get related work** Get related work - Action **Get status** Get status - Action **Get status category** Get status category - Action **Get transitions** get available transitions for an issue - Action **Get user** get a user - Action **Get user groups** get groups a user belongs to - Action **Get users from group** list members of a group - Action **Get version** Get version - Action **Get votes** get votes on an issue - Action **Get worklog** get a worklog - Action **Get worklogs by IDs** get worklogs by IDs - Action **Get worklogs by issue ID and worklog ID** get worklogs by issue ID and worklog ID (internal) - Action **List Project Issue Types** Returns the issue types available, optionally for a given project. - Action **List Projects** Returns a paginated list of projects visible to the user. - Action **List users** Lists the users visible to the connected Jira account. Takes no search criterion. - Action **Merge versions** merge one version into another - Action **Move version** Move version - Action **Remove filter as favorite** Remove filter as favorite - Action **Remove gadget from dashboard** Remove gadget from dashboard - Action **Remove group** Remove group - Action **Remove user from group** remove a user from a group - Action **Restore custom field from trash** Restore custom field from trash - Action **Restore deleted or archived project** restore a deleted or archived project - Action **Search for dashboards** Search for dashboards - Action **Search for filters** Search for filters - Action **Search for issues using JQL enhanced search (GET)** Search for issues using JQL enhanced search (GET) - Action **Search for issues using JQL enhanced search (POST)** search for issues using enhanced JQL (POST) - Action **Search Issues (JQL)** Searches for issues using a JQL query. - Action **Transition Issue** Moves an issue to a new status by performing a workflow transition. - Action **Unarchive issues by keys or ID** unarchive issues by key/ID - Action **Update comment** update a comment - Action **Update component** Update component - Action **Update custom field** Update custom field - Action **Update dashboard** Update dashboard - Action **Update filter** Update filter - Action **Update gadget on dashboard** Update gadget on dashboard - Action **Update Issue** edit an issue - Action **Update issue link type** update an issue link type - Action **Update issue type** update an issue type - Action **Update project** update a project - Action **Update project category** update a project category - Action **Update related work** Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value. - Action **Update version** Update version - Action **Update worklog** update a worklog ## 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) - [ **JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connections/jira) 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 JIRA - [ **HubSpot to JIRA** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jira) - [ **Slack to JIRA** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-jira) - [ **Google Calendar to JIRA** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jira) - [ **Stripe to JIRA** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-jira) - [ **QuickBooks Online to JIRA** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-jira) - [ **Pipedrive to JIRA** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-jira) Questions ## Daftra and JIRA, 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 JIRA when something happens in Daftra? Any of JIRA's 138 actions, including Create component, Create custom field, Create dashboard and Create filter. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JIRA to Daftra? Yes. When something happens in JIRA, your agent can act in Daftra too. This page covers both directions: JIRA's triggers and Daftra's actions are listed here as well. ### ### Do I have to build a connector for Daftra or JIRA? 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 JIRA 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.