App

Daftra integrations

Connect Daftra to any other app, or use it from your AI client over MCP. Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

Connects with an API keydaftra.com
9 triggers38 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Daftra?

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https://mcp.apiant.ai

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)
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)
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)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
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)
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)

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What your agent can do with Daftra

Triggers and actions 9 triggers · 38 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.

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What our customers say

Questions

Daftra, answered

Is there a Daftra MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Daftra. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use Daftra. Nothing to install.

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 Daftra?

Any of Daftra's 38 actions, including Update credit note, Add Client, Add credit note and Add Estimate. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can Daftra connect to?

Any app in the catalog; the list on this page pairs Daftra with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.