--- title: "Daftra integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/daftra" --- # 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 key [daftra.com](https://daftra.com/) **9** triggers **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Daftra? 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) Popular ## Daftra with the apps people pair it with most - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) - [ **Daftra to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/daftra-to-google-calendar) - [ **Daftra to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/daftra-to-google-drive) - [ **Daftra to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/daftra-to-mailchimp) Pair it ## Connect Daftra with another app - [ **Daftra to Zenvoices**](https://apiant.ai/connect/daftra-to-zenvoices) - [ **Daftra to HubSpot**](https://apiant.ai/connect/daftra-to-hubspot) - [ **Daftra to Salesforce**](https://apiant.ai/connect/daftra-to-salesforce) - [ **Daftra to Slack**](https://apiant.ai/connect/daftra-to-slack) - [ **Daftra to Google Sheets**](https://apiant.ai/connect/daftra-to-google-sheets) - [ **Daftra to Gmail**](https://apiant.ai/connect/daftra-to-gmail) - [ **Daftra to Google Calendar**](https://apiant.ai/connect/daftra-to-google-calendar) - [ **Daftra to Google Drive**](https://apiant.ai/connect/daftra-to-google-drive) - [ **Daftra to Mailchimp**](https://apiant.ai/connect/daftra-to-mailchimp) - [ **Daftra to Stripe**](https://apiant.ai/connect/daftra-to-stripe) - [ **Daftra to Shopify**](https://apiant.ai/connect/daftra-to-shopify) - [ **Daftra to QuickBooks Online**](https://apiant.ai/connect/daftra-to-quickbooks-online) - [ **Daftra to Pipedrive**](https://apiant.ai/connect/daftra-to-pipedrive) - [ **ActiveCampaign to Daftra**](https://apiant.ai/connect/activecampaign-to-daftra) - [ **Daftra to Notion**](https://apiant.ai/connect/daftra-to-notion) - [ **Airtable to Daftra**](https://apiant.ai/connect/airtable-to-daftra) - [ **Daftra to Trello**](https://apiant.ai/connect/daftra-to-trello) - [ **Asana to Daftra**](https://apiant.ai/connect/asana-to-daftra) - [ **Daftra to JIRA**](https://apiant.ai/connect/daftra-to-jira) - [ **ClickUp to Daftra**](https://apiant.ai/connect/clickup-to-daftra) - [ **Daftra to Zoom**](https://apiant.ai/connect/daftra-to-zoom) - [ **Daftra to Discord**](https://apiant.ai/connect/daftra-to-discord) - [ **Daftra to Twilio**](https://apiant.ai/connect/daftra-to-twilio) - [ **Daftra to SendGrid**](https://apiant.ai/connect/daftra-to-sendgrid) - [ **Daftra to Outlook**](https://apiant.ai/connect/daftra-to-outlook) - [ **Daftra to Intercom**](https://apiant.ai/connect/daftra-to-intercom) - [ **Daftra to Freshdesk**](https://apiant.ai/connect/daftra-to-freshdesk) - [ **Daftra to Klaviyo**](https://apiant.ai/connect/daftra-to-klaviyo) - [ **Brevo to Daftra**](https://apiant.ai/connect/brevo-to-daftra) - [ **Daftra to Typeform**](https://apiant.ai/connect/daftra-to-typeform) - [ **Daftra to JotForm**](https://apiant.ai/connect/daftra-to-jotform) - [ **Calendly to Daftra**](https://apiant.ai/connect/calendly-to-daftra) - [ **Daftra to PandaDoc**](https://apiant.ai/connect/daftra-to-pandadoc) - [ **Daftra to Webflow**](https://apiant.ai/connect/daftra-to-webflow) - [ **Daftra to Wix**](https://apiant.ai/connect/daftra-to-wix) - [ **Daftra to LinkedIn**](https://apiant.ai/connect/daftra-to-linkedin) - [ **Daftra to Facebook**](https://apiant.ai/connect/daftra-to-facebook) - [ **Daftra to Instagram**](https://apiant.ai/connect/daftra-to-instagram) - [ **Daftra to OpenAI**](https://apiant.ai/connect/daftra-to-openai) - [ **Daftra to Anthropic**](https://apiant.ai/connect/daftra-to-anthropic) - [ **Daftra to OneDrive**](https://apiant.ai/connect/daftra-to-onedrive) - [ **Daftra to Google Docs**](https://apiant.ai/connect/daftra-to-google-docs) - [ **Daftra to Ontraport**](https://apiant.ai/connect/daftra-to-ontraport) - [ **Daftra to Freshworks CRM**](https://apiant.ai/connect/daftra-to-freshworks-crm) - [ **Daftra to GoHighLevel**](https://apiant.ai/connect/daftra-to-gohighlevel) - [ **Capsule CRM to Daftra**](https://apiant.ai/connect/capsule-crm-to-daftra) - [ **Copper to Daftra**](https://apiant.ai/connect/copper-to-daftra) - [ **Daftra to Streak**](https://apiant.ai/connect/daftra-to-streak) - [ **Daftra to NetHunt CRM**](https://apiant.ai/connect/daftra-to-nethunt-crm) - [ **Daftra to MINDBODY**](https://apiant.ai/connect/daftra-to-mindbody) - [ **Daftra to Supabase**](https://apiant.ai/connect/daftra-to-supabase) - [ **Daftra to PostgreSQL**](https://apiant.ai/connect/daftra-to-postgresql) - [ **Daftra to MySQL**](https://apiant.ai/connect/daftra-to-mysql) - [ **Daftra to Vercel**](https://apiant.ai/connect/daftra-to-vercel) - [ **Daftra to ElevenLabs**](https://apiant.ai/connect/daftra-to-elevenlabs) - [ **Daftra to PagerDuty**](https://apiant.ai/connect/daftra-to-pagerduty) - [ **Daftra to Pushover**](https://apiant.ai/connect/daftra-to-pushover) - [ **Daftra to Gravity Forms**](https://apiant.ai/connect/daftra-to-gravity-forms) - [ **Daftra to HubSpot Enterprise**](https://apiant.ai/connect/daftra-to-hubspot-enterprise) - [ **Daftra to Google Forms**](https://apiant.ai/connect/daftra-to-google-forms) 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. Reviews ## 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 and sign in once in your browser. Your client can then run Daftra actions on demand, or have APIANT 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. ### ### Can I use Daftra directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Daftra two ways. Ask it to do something in Daftra 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Daftra API? No. APIANT connects to the Daftra API for you, with your Daftra API key. Describe what you want in plain language and your agent builds it on the Daftra triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Daftra API documentation and adds it. ### ### 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.