Daftra MCP by usefulapi
Read clients, invoices, expenses and suppliers; create clients, invoices and expenses in Daftra.
Sollte ich dies verwenden
Qualität und Sicherheit
A
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
~8,940Tokens (Tool-Definitionen)
~2.6 KBTypische Antwortgröße
Erhebliche Auswirkung auf die Aufmerksamkeit (6.98% von 128k Kontext)
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"daftra": {
"url": "https://daftra.usefulapi.io/mcp"
}
}
}Remote-Endpunkte
https://daftra.usefulapi.io/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (30)
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🟢daftra_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. GET /site_info.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_clients(keywords, assign_staff_id, page, limit)
List clients (customers), 20 per page by default. Search by name, number, email or phone with `keywords`. Each item is wrapped in a `Client` object. GET /clients.
Eingabe-Schema
{
"type": "object",
"properties": {
"keywords": {
"description": "Search by id, client number, business name, first/last name, email or phone.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"assign_staff_id": {
"description": "Only clients assigned to this staff member.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_get_client(client_id)
One client by id (contact details, balance settings, currency, address). GET /clients/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"client_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra client id."
}
},
"required": [
"client_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_invoices(keywords, client_id, payment_status, date_from, date_to, ...)
List sales invoices (and debit notes), most recent first. Filter by client, payment status, dates or free text. By default each item has the header and client; set recursive=1 for line items, payments and taxes. GET /invoices.
Eingabe-Schema
{
"type": "object",
"properties": {
"keywords": {
"description": "Search client name, client number, email, invoice number and order number.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"client_id": {
"description": "Only invoices of this client.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"payment_status": {
"description": "0 unpaid, 1 partially paid, 2 paid, 4 overpaid, -1 draft, -2 due, -3 overdue, 3 subscriptions.",
"type": "integer",
"minimum": -3,
"maximum": 4
},
"date_from": {
"description": "Invoice date from, yyyy-mm-dd.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"date_to": {
"description": "Invoice date to, yyyy-mm-dd.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"due_date_from": {
"description": "Due date from, yyyy-mm-dd.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"due_date_to": {
"description": "Due date to, yyyy-mm-dd.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"summary_total_from": {
"description": "Minimum invoice total.",
"type": "number"
},
"summary_total_to": {
"description": "Maximum invoice total.",
"type": "number"
},
"currency_code": {
"description": "Only invoices in this currency, e.g. USD.",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"recursive": {
"description": "-1 header only, 0 header + client (default), 1 also line items, payments, taxes.",
"type": "integer",
"minimum": -1,
"maximum": 1
},
"sort": {
"description": "Field to sort by (default invoice date).",
"type": "string",
"pattern": "^[a-z_]{1,40}$"
},
"direction": {
"description": "Sort direction (default DESC).",
"type": "string",
"enum": [
"ASC",
"DESC"
]
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_get_invoice(invoice_id)
One standard invoice by id with line items, payments, taxes, custom fields and client. Other document types (estimate, credit note) answer 404. GET /invoices/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"invoice_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra invoice id."
}
},
"required": [
"invoice_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_estimates(name, client_id, payment_status, date_from, date_to, ...)
List estimates (quotes), most recent first. Filter by client, status, dates or free text. GET /estimates.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Search client name, number, email and estimate number.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"client_id": {
"description": "Only estimates of this client.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"payment_status": {
"description": "Estimate status id; -1 returns only drafts.",
"type": "integer",
"minimum": -1,
"maximum": 20
},
"date_from": {
"description": "Estimate date from, yyyy-mm-dd.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"date_to": {
"description": "Estimate date to, yyyy-mm-dd.",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"currency_code": {
"description": "Only estimates in this currency.",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_get_estimate(estimate_id)
One estimate (quote) by id with line items, taxes and client. GET /estimates/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"estimate_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra estimate id."
}
},
"required": [
"estimate_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_invoice_payments(client_id, no, payment_method, date_from, date_to, ...)
List payments recorded against invoices, most recent first. Opening-balance and client-credit payments are excluded. GET /invoice_payments.
Eingabe-Schema
{
"type": "object",
"properties": {
"client_id": {
"description": "Only payments of this client.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"no": {
"description": "Only payments of the invoice with this number.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"payment_method": {
"description": "Payment method, e.g. cash, bank, cheque, client_credit.",
"type": "string",
"minLength": 1,
"maxLength": 60
},
"date_from": {
"description": "Payment date from (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"date_to": {
"description": "Payment date to (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"amount_from": {
"description": "Minimum amount.",
"type": "number"
},
"amount_to": {
"description": "Maximum amount.",
"type": "number"
},
"status": {
"description": "0 not completed, 1 completed (see Daftra for other values).",
"type": "integer",
"minimum": 0,
"maximum": 10
},
"sort": {
"description": "Field to sort by, e.g. date, amount, id (default id).",
"type": "string",
"pattern": "^[a-z_]{1,40}$"
},
"direction": {
"description": "Sort direction (default desc).",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_client_payments(client_id, no, payment_method, date_from, date_to, ...)
List payments received from clients, most recent first. Opening-balance and client-credit payments are excluded. GET /client_payments.
Eingabe-Schema
{
"type": "object",
"properties": {
"client_id": {
"description": "Only payments of this client.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"no": {
"description": "Only payments of the invoice with this number.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"payment_method": {
"description": "Payment method, e.g. cash, bank, cheque, client_credit.",
"type": "string",
"minLength": 1,
"maxLength": 60
},
"date_from": {
"description": "Payment date from (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"date_to": {
"description": "Payment date to (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"amount_from": {
"description": "Minimum amount.",
"type": "number"
},
"amount_to": {
"description": "Maximum amount.",
"type": "number"
},
"status": {
"description": "0 not completed, 1 completed (see Daftra for other values).",
"type": "integer",
"minimum": 0,
"maximum": 10
},
"sort": {
"description": "Field to sort by, e.g. date, amount, id (default id).",
"type": "string",
"pattern": "^[a-z_]{1,40}$"
},
"direction": {
"description": "Sort direction (default desc).",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_products(keywords, category, supplier_id, product_code, status, ...)
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 /products.
Eingabe-Schema
{
"type": "object",
"properties": {
"keywords": {
"description": "Search product name, code, barcode and tags.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"category": {
"description": "Only products in this category id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"supplier_id": {
"description": "Only products of this supplier.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"product_code": {
"description": "Exact product code.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"status": {
"description": "1 available, 2 low stock, 3 out of stock, 4 inactive, 5 suspended.",
"type": "integer",
"minimum": 1,
"maximum": 5
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_get_product(product_id)
One product by id with images and categories. GET /products/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"product_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra product id."
}
},
"required": [
"product_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_product_categories(parent_id, page, limit)
List product categories with their parent category. GET /product_categories.
Eingabe-Schema
{
"type": "object",
"properties": {
"parent_id": {
"description": "Only subcategories of this category id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_stores(page, limit)
List stores (warehouses) the key's user may view. Use the ids to filter stock transactions. GET /stores.
Eingabe-Schema
{
"type": "object",
"properties": {
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_stock_transactions(product_id, store_id, date_from, date_to, page, ...)
List processed stock movements (in, out, transfers), most recent first. Filter by product, store or date range. GET /stock_transactions.
Eingabe-Schema
{
"type": "object",
"properties": {
"product_id": {
"description": "Only movements of this product.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"store_id": {
"description": "Only movements in this store (warehouse).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"date_from": {
"description": "Received date from (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"date_to": {
"description": "Received date to (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_treasuries(page, limit)
List treasuries and bank accounts the key's user may view, with balances. Use the ids when recording expenses. GET /treasuries.
Eingabe-Schema
{
"type": "object",
"properties": {
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_expenses(date_from, date_to, amount_from, amount_to, note, ...)
List expenses (money out), most recent first, with amount, vendor, category and treasury. Filter by dates, amount, category, vendor or status. GET /expenses.
Eingabe-Schema
{
"type": "object",
"properties": {
"date_from": {
"description": "Date from (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"date_to": {
"description": "Date to (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"amount_from": {
"description": "Minimum amount.",
"type": "number"
},
"amount_to": {
"description": "Maximum amount.",
"type": "number"
},
"note": {
"description": "Words in the description (all must match).",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"expense_category_id": {
"description": "Only this category id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"vendor": {
"description": "Exact vendor name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"status": {
"description": "issued (posted) or draft.",
"type": "string",
"enum": [
"issued",
"draft"
]
},
"sort": {
"description": "Field to sort by, e.g. date, amount, id.",
"type": "string",
"pattern": "^[a-z_]{1,40}$"
},
"direction": {
"description": "Sort direction (default desc).",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_get_expense(expense_id)
One expense by id. GET /expenses/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"expense_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra expense id."
}
},
"required": [
"expense_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_incomes(date_from, date_to, amount_from, amount_to, note, ...)
List incomes (money in that is not an invoice payment), most recent first. Same filters as expenses. GET /incomes.
Eingabe-Schema
{
"type": "object",
"properties": {
"date_from": {
"description": "Date from (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"date_to": {
"description": "Date to (account date format).",
"type": "string",
"minLength": 6,
"maxLength": 30
},
"amount_from": {
"description": "Minimum amount.",
"type": "number"
},
"amount_to": {
"description": "Maximum amount.",
"type": "number"
},
"note": {
"description": "Words in the description (all must match).",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"expense_category_id": {
"description": "Only this category id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"vendor": {
"description": "Exact vendor name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"status": {
"description": "issued (posted) or draft.",
"type": "string",
"enum": [
"issued",
"draft"
]
},
"sort": {
"description": "Field to sort by, e.g. date, amount, id.",
"type": "string",
"pattern": "^[a-z_]{1,40}$"
},
"direction": {
"description": "Sort direction (default desc).",
"type": "string",
"enum": [
"asc",
"desc"
]
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_taxes(is_active)
List the taxes configured for the account (name, rate, active). Use the ids as tax1/tax2 on invoice lines. All taxes come in one reply. GET /taxes.
Eingabe-Schema
{
"type": "object",
"properties": {
"is_active": {
"description": "true only active taxes, false only inactive; omit for all.",
"type": "boolean"
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_purchase_invoices(keywords, payment_status, page, limit)
List purchase invoices (bills from suppliers), most recent first. Search by supplier or filter by payment status. GET /purchase_invoices.
Eingabe-Schema
{
"type": "object",
"properties": {
"keywords": {
"description": "Search supplier name, email and number.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"payment_status": {
"description": "-1 drafts only, 0 unpaid, 1 partially paid, 2 paid, 4 overpaid; omit for all non-drafts.",
"type": "integer",
"minimum": -1,
"maximum": 4
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_get_purchase_invoice(purchase_invoice_id)
One purchase invoice by id with line items, supplier, taxes and payments. GET /purchase_invoices/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"purchase_invoice_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra purchase invoice id."
}
},
"required": [
"purchase_invoice_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_suppliers(name, address, postal_code, country_code, status, ...)
List suppliers. Filter by name, address, postal code, country or status. GET /suppliers.
Eingabe-Schema
{
"type": "object",
"properties": {
"name": {
"description": "Keyword in first name, last name, business name or email.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"address": {
"description": "Keyword in the address fields.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"postal_code": {
"description": "Postal code.",
"type": "string",
"minLength": 1,
"maxLength": 20
},
"country_code": {
"description": "ISO alpha-2 country code.",
"type": "string",
"minLength": 2,
"maxLength": 2
},
"status": {
"description": "0 active, 1 suspended.",
"type": "integer",
"minimum": 0,
"maximum": 1
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_get_supplier(supplier_id)
One supplier by id. GET /suppliers/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"supplier_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra supplier id."
}
},
"required": [
"supplier_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟢daftra_list_notes(from, to, page, limit)
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. GET /notes.
Eingabe-Schema
{
"type": "object",
"properties": {
"from": {
"description": "Only notes dated on or after this date (yyyy-mm-dd or date-time).",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"to": {
"description": "Only notes dated on or before this date (yyyy-mm-dd or date-time).",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"page": {
"description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100000
},
"limit": {
"description": "Results per page, 1-100 (default 20).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 100
}
},
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡daftra_create_client(business_name, type, first_name, last_name, email, ...)
WRITE: create a client (customer). Only business_name is required. Without an email the client is created as offline (no email sending). Returns the new client's id and client_number. POST /clients.
Eingabe-Schema
{
"type": "object",
"properties": {
"business_name": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "The client's business or full name (required)."
},
"type": {
"description": "2 individual, 3 business.",
"anyOf": [
{
"type": "number",
"const": 2
},
{
"type": "number",
"const": 3
}
]
},
"first_name": {
"description": "First name.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"last_name": {
"description": "Last name.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"email": {
"description": "Email address.",
"type": "string",
"maxLength": 254,
"format": "email",
"pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
},
"phone1": {
"description": "Primary phone number.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"phone2": {
"description": "Secondary / mobile phone number.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"address1": {
"description": "Address line 1.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"address2": {
"description": "Address line 2.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"city": {
"description": "City.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"state": {
"description": "State / province.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"postal_code": {
"description": "Postal code.",
"type": "string",
"minLength": 1,
"maxLength": 20
},
"country_code": {
"description": "ISO 3166-1 alpha-2 country code, e.g. EG.",
"type": "string",
"minLength": 2,
"maxLength": 2
},
"default_currency_code": {
"description": "Default currency, ISO 4217, e.g. USD.",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"notes": {
"description": "Free-text notes.",
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"client_number": {
"description": "Own client code; generated when omitted.",
"type": "string",
"minLength": 1,
"maxLength": 40
}
},
"required": [
"business_name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🔴daftra_update_client(client_id, business_name, type, first_name, last_name, ...)
WRITE: change fields of an existing client. Partial update: only the fields you pass change; business_name cannot be emptied. PUT /clients/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"client_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Daftra client id."
},
"business_name": {
"description": "New business or full name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"type": {
"description": "2 individual, 3 business.",
"anyOf": [
{
"type": "number",
"const": 2
},
{
"type": "number",
"const": 3
}
]
},
"first_name": {
"description": "First name.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"last_name": {
"description": "Last name.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"email": {
"description": "Email address.",
"type": "string",
"maxLength": 254,
"format": "email",
"pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
},
"phone1": {
"description": "Primary phone number.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"phone2": {
"description": "Secondary / mobile phone number.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"address1": {
"description": "Address line 1.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"address2": {
"description": "Address line 2.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"city": {
"description": "City.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"state": {
"description": "State / province.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"postal_code": {
"description": "Postal code.",
"type": "string",
"minLength": 1,
"maxLength": 20
},
"country_code": {
"description": "ISO 3166-1 alpha-2 country code, e.g. EG.",
"type": "string",
"minLength": 2,
"maxLength": 2
},
"default_currency_code": {
"description": "Default currency, ISO 4217, e.g. USD.",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"notes": {
"description": "Free-text notes.",
"type": "string",
"minLength": 1,
"maxLength": 5000
}
},
"required": [
"client_id"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡daftra_create_supplier(business_name, is_offline, first_name, last_name, email, ...)
WRITE: create a supplier. business_name is required; email is required unless is_offline is true. Returns the new supplier's id. POST /suppliers.
Eingabe-Schema
{
"type": "object",
"properties": {
"business_name": {
"type": "string",
"minLength": 1,
"maxLength": 200,
"description": "The supplier's business name (required)."
},
"is_offline": {
"description": "true for a supplier without an email address.",
"type": "boolean"
},
"first_name": {
"description": "First name.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"last_name": {
"description": "Last name.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"email": {
"description": "Email address.",
"type": "string",
"maxLength": 254,
"format": "email",
"pattern": "^(?:[A-Za-z0-9_'+\\-]+\\.)*[A-Za-z0-9_'+\\-]*[A-Za-z0-9_+-]@(?:[A-Za-z0-9][A-Za-z0-9\\-]*\\.)+[A-Za-z]{2,}$"
},
"phone1": {
"description": "Primary phone number.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"phone2": {
"description": "Secondary / mobile phone number.",
"type": "string",
"minLength": 1,
"maxLength": 40
},
"address1": {
"description": "Address line 1.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"address2": {
"description": "Address line 2.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"city": {
"description": "City.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"state": {
"description": "State / province.",
"type": "string",
"minLength": 1,
"maxLength": 100
},
"postal_code": {
"description": "Postal code.",
"type": "string",
"minLength": 1,
"maxLength": 20
},
"country_code": {
"description": "ISO 3166-1 alpha-2 country code, e.g. EG.",
"type": "string",
"minLength": 2,
"maxLength": 2
},
"default_currency_code": {
"description": "Default currency, ISO 4217, e.g. USD.",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"notes": {
"description": "Free-text notes.",
"type": "string",
"minLength": 1,
"maxLength": 5000
}
},
"required": [
"business_name"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡daftra_create_expense(amount, date, currency_code, vendor, category, ...)
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. POST /expenses.
Eingabe-Schema
{
"type": "object",
"properties": {
"amount": {
"type": "number",
"exclusiveMinimum": 0,
"maximum": 1000000000000,
"description": "Gross amount, positive."
},
"date": {
"type": "string",
"minLength": 6,
"maxLength": 30,
"description": "Expense date (account date format, usually yyyy-mm-dd); it must fall in an open financial period."
},
"currency_code": {
"description": "ISO 4217 code; defaults to the account currency.",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"vendor": {
"description": "Vendor name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"category": {
"description": "Category name; created if it does not exist.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"expense_category_id": {
"description": "Existing category id (instead of category).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"note": {
"description": "Description.",
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"supplier_id": {
"description": "Linked supplier id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"client_id": {
"description": "Linked client id.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"treasury_id": {
"description": "Treasury to withdraw from (see daftra_list_treasuries).",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"expense_number": {
"description": "Own reference number; generated when omitted.",
"type": "string",
"minLength": 1,
"maxLength": 60
},
"unique_id": {
"description": "Idempotency key: reusing it returns the original expense instead of creating another.",
"type": "string",
"minLength": 1,
"maxLength": 100
}
},
"required": [
"amount",
"date"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡daftra_create_invoice(client_id, items, date, draft, currency_code, ...)
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. POST /invoices.
Eingabe-Schema
{
"type": "object",
"properties": {
"client_id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Client id (daftra_list_clients)."
},
"items": {
"minItems": 1,
"maxItems": 200,
"type": "array",
"items": {
"type": "object",
"properties": {
"item": {
"description": "Line name.",
"type": "string",
"minLength": 1,
"maxLength": 200
},
"description": {
"description": "Line description.",
"type": "string",
"minLength": 1,
"maxLength": 2000
},
"unit_price": {
"type": "number",
"maximum": 1000000000000,
"description": "Unit price, number only."
},
"quantity": {
"type": "number",
"exclusiveMinimum": 0,
"maximum": 1000000000,
"description": "Quantity (decimals allowed)."
},
"product_id": {
"description": "Product id from daftra_list_products.",
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991
},
"tax1": {
"description": "First tax id from daftra_list_taxes; 0 or null = no tax; omit to inherit the product's tax.",
"anyOf": [
{
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
{
"type": "null"
}
]
},
"tax2": {
"description": "Second tax id; 0 or null = no tax; omit to inherit the product's tax.",
"anyOf": [
{
"type": "integer",
"minimum": 0,
"maximum": 9007199254740991
},
{
"type": "null"
}
]
},
"discount": {
"description": "Line discount (a percentage unless discount_type is 2).",
"type": "number",
"minimum": 0,
"maximum": 1000000000000
},
"discount_type": {
"description": "1 percentage, 2 fixed value.",
"anyOf": [
{
"type": "number",
"const": 1
},
{
"type": "number",
"const": 2
}
]
}
},
"required": [
"unit_price",
"quantity"
]
},
"description": "Invoice lines."
},
"date": {
"description": "Invoice date, yyyy-mm-dd; must fall in an open financial period (default today).",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"draft": {
"description": "true (default) saves a draft; false creates the final invoice.",
"type": "boolean"
},
"currency_code": {
"description": "ISO 4217 code; defaults to the account currency.",
"type": "string",
"minLength": 3,
"maxLength": 3
},
"no": {
"description": "Invoice number; generated when omitted.",
"type": "string",
"minLength": 1,
"maxLength": 60
},
"po_number": {
"description": "Purchase order number.",
"type": "string",
"minLength": 1,
"maxLength": 60
},
"notes": {
"description": "Notes shown to the client.",
"type": "string",
"minLength": 1,
"maxLength": 5000
},
"discount": {
"description": "Percentage discount on the whole invoice.",
"type": "number",
"minimum": 0,
"maximum": 100
}
},
"required": [
"client_id",
"items"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}🟡daftra_add_note(type, id, body, date, share_with_partner)
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. POST /notes/{type}/{id}.
Eingabe-Schema
{
"type": "object",
"properties": {
"type": {
"type": "string",
"enum": [
"client",
"invoice",
"estimate",
"purchase_order",
"staff",
"supplier",
"product",
"work_order"
],
"description": "Kind of record (purchase_order = purchase invoice)."
},
"id": {
"type": "integer",
"exclusiveMinimum": 0,
"maximum": 9007199254740991,
"description": "Id of that record."
},
"body": {
"type": "string",
"minLength": 1,
"maxLength": 10000,
"description": "Note text."
},
"date": {
"description": "Note date, yyyy-mm-dd (default today, UTC).",
"type": "string",
"pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$"
},
"share_with_partner": {
"description": "true shares the note with the client or supplier (default private).",
"type": "boolean"
}
},
"required": [
"type",
"id",
"body"
],
"$schema": "https://json-schema.org/draft/2020-12/schema"
}Community
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