Daftra MCP server

Read clients, invoices, expenses and suppliers; create clients, invoices and expenses in Daftra. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect DaftraFree 50 tool calls / monthPro $9/mo · $90/yr · pricing34 tools

What can I ask?

Turn on the Daftra connector, then ask in plain words. The AI picks the tools.

Which invoices are overdue and who owes me the most?
Show the expenses I recorded this month by category.
Create a client named Nile Trading with email [email protected].
Which products are low on stock in my main warehouse?

What you can do with Daftra in Claude and ChatGPT

For small businesses and bookkeepers who invoice clients and track expenses in Daftra.

Find overdue invoices and open balances

List the invoices, filtered by client or payment status, most recent first. Open one invoice to read its lines and payments.

Review expenses by category and treasury

List the expenses for a period, with amount, vendor and category. Use the treasury list to see which account paid each one.

Check low stock in one warehouse

List the stores, then the products with their stock. Read the stock movements of one store to see what changed.

Look up a client and the notes on it

Search the clients by name, number, email or phone. Open one client, then read the notes recorded against it.

Create a client and record a note

Create a client with a business name, and add a note with the context of the first contact. Change the client later with a partial update.

Changes data

Create an invoice for a client

Find the client and the products. Then create an invoice with line items. It is saved as a draft unless you set draft to false, and a final invoice posts to the books and stock.

Changes data

How do I connect Daftra?

Before you connect

The login page asks for your Daftra subdomain and Daftra API key.

In Daftra open Settings -> API -> API Keys, click Generate API key and give it a name. Your subdomain is the first part of your Daftra address (acme for acme.daftra.com). The key sees the whole account with its owner's rights; in the key's Roles you can limit it to the entities you want to share. Your key is used only to call your own Daftra account and is never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Daftra and this URL, then click Add:
https://daftra.usefulapi.io/mcp
Claude opens the login page: enter your Daftra subdomain and Daftra API key.
In a chat, click + → Connectors and turn on Daftra.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Daftra and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://daftra.usefulapi.io/mcp
ChatGPT opens the login page: enter your Daftra subdomain and Daftra API key.
In Plugins, install Daftra, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http daftra https://daftra.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "daftra": {
      "url": "https://daftra.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "daftra": {
      "type": "http",
      "url": "https://daftra.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add daftra --url https://daftra.usefulapi.io/mcp

codex mcp login daftra

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://daftra.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Daftra subdomain and Daftra API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	Unlimited*

*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this Daftra server only. Subscribe with daftra_upgrade (it returns a Stripe Checkout link). Cancel any time with daftra_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running daftra_upgrade before then undoes the cancel. Or write to [email protected].

Tools 34

Show all 34 tools (the AI picks them for you)

Read only · 24

Get account infodaftra_get_site_info
The Daftra account this API key belongs to: id, business name, subdomain, country, timezone, date format, default currency and subscription expiry. Check the date format and currency here before creating records.
List clientsdaftra_list_clients
List clients (customers), 20 per page by default. Search by name, number, email or phone with `keywords`. Each item is wrapped in a `Client` object.
Get clientdaftra_get_client
One client by id (contact details, balance settings, currency, address).
List invoicesdaftra_list_invoices
List sales invoices (and debit notes), most recent first. Filter by client, payment status, dates or free text. By default each item has the header and client; set recursive=1 for line items, payments and taxes.
Get invoicedaftra_get_invoice
One standard invoice by id with line items, payments, taxes, custom fields and client. Other document types (estimate, credit note) answer 404.
List estimatesdaftra_list_estimates
List estimates (quotes), most recent first. Filter by client, status, dates or free text.
Get estimatedaftra_get_estimate
One estimate (quote) by id with line items, taxes and client.
List invoice paymentsdaftra_list_invoice_payments
List payments recorded against invoices, most recent first. Opening-balance and client-credit payments are excluded.
List client paymentsdaftra_list_client_payments
List payments received from clients, most recent first. Opening-balance and client-credit payments are excluded.
List productsdaftra_list_products
List products and services (name, code, price, stock) ordered by name. Search by name, code, barcode or tag with `keywords`. Each item is a `Product` object.
Get productdaftra_get_product
One product by id with images and categories.
List product categoriesdaftra_list_product_categories
List product categories with their parent category.
List stores (warehouses)daftra_list_stores
List stores (warehouses) the key's user may view. Use the ids to filter stock transactions.
List stock transactionsdaftra_list_stock_transactions
List processed stock movements (in, out, transfers), most recent first. Filter by product, store or date range.
List treasuries and bank accountsdaftra_list_treasuries
List treasuries and bank accounts the key's user may view, with balances. Use the ids when recording expenses.
List expensesdaftra_list_expenses
List expenses (money out), most recent first, with amount, vendor, category and treasury. Filter by dates, amount, category, vendor or status.
Get expensedaftra_get_expense
One expense by id.
List incomesdaftra_list_incomes
List incomes (money in that is not an invoice payment), most recent first. Same filters as expenses.
List taxesdaftra_list_taxes
List the taxes configured for the account (name, rate, active). Use the ids as tax1/tax2 on invoice lines. All taxes come in one reply.
List purchase invoicesdaftra_list_purchase_invoices
List purchase invoices (bills from suppliers), most recent first. Search by supplier or filter by payment status.
Get purchase invoicedaftra_get_purchase_invoice
One purchase invoice by id with line items, supplier, taxes and payments.
List suppliersdaftra_list_suppliers
List suppliers. Filter by name, address, postal code, country or status.
Get supplierdaftra_get_supplier
One supplier by id.
List notesdaftra_list_notes
List notes recorded against clients, invoices, estimates, purchase invoices, staff, suppliers, products and work orders: text, the record it belongs to (item_type + item_id), author, follow-up status.

Changes data · 6

Create clientdaftra_create_client
WRITE: create a client (customer). Only business_name is required. Without an email the client is created as offline (no email sending). Returns the new client's id and client_number.
Update clientdaftra_update_client
WRITE: change fields of an existing client. Partial update: only the fields you pass change; business_name cannot be emptied.
Create supplierdaftra_create_supplier
WRITE: create a supplier. business_name is required; email is required unless is_offline is true. Returns the new supplier's id.
Create expensedaftra_create_expense
WRITE: record an expense (money out of a treasury). amount and date are required; the treasury defaults to the primary one and the currency to the account currency. Pass unique_id so a retry cannot create it twice. Returns the new expense id and number.
Create invoicedaftra_create_invoice
WRITE: create a sales invoice for a client with line items. It is saved as a DRAFT unless you pass draft=false; a final invoice posts to the books and stock. Returns the new invoice id.
Add notedaftra_add_note
WRITE: add a note to a client, invoice, estimate, purchase invoice, supplier, product, staff member or work order. The note is private unless share_with_partner is true.

Your usefulapi plan · 4

Usage status (free-tier meter)daftra_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featuredaftra_request_feature
Tell usefulapi that the user needs something the Daftra tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+daftra_upgrade
Get a paid plan for Daftra (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptiondaftra_cancel_subscription
Cancel the caller's Daftra Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run daftra_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Daftra in Claude or ChatGPT?

Find overdue invoices and open balances. Review expenses by category and treasury. Check low stock in one warehouse. Look up a client and the notes on it. Create a client and record a note. Create an invoice for a client. See what you can do for the details.

Is this an official Daftra product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Daftra. The server calls the Daftra API with your own Daftra access, so it sees only the data that your account can see.

Can I connect Daftra to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Daftra subdomain and Daftra API key. See Before you connect for where to find them.

Do I put my Daftra key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Daftra subdomain and Daftra API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Daftra credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Daftra API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Daftra.

Can the AI change my Daftra data?

Yes, if you approve it. 6 of the 30 Daftra tools can create or change data. The other 24 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this Daftra server only. Cancel any time: Pro then runs to the end of the paid period. Run daftra_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run daftra_upgrade: it returns a Stripe Checkout link. To cancel, run daftra_cancel_subscription. Pro continues to the end of the paid period.

What if a Daftra tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with daftra_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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