Adfin + AgentAI: Complete MCP Integration

Adfin is a MCP server that The only platform you need to get paid - all payments in one place, invoicing and accounting reconciliations with Adfin..

When integrated with AgentAI, you can:

• Monitor and manage customer credit status and payment tracking
• Create individual invoices with customizable details
• Upload and process multiple PDF invoices simultaneously

This guide provides step-by-step instructions to set up Adfin in AgentAI, including configuration, examples, and troubleshooting.

What You'll Achieve

After completing this setup:

• Adfin will be fully integrated and operational
• You can use Adfin tools directly in AgentAI
• All Adfin capabilities will be available for your workflows
• Access to 5 different tools

Prerequisites

Before starting, ensure you have:

• Adfin account email address
• Adfin account password
• AgentAI installed and configured
• Compatible operating system (Windows, macOS, Linux)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure AgentAI

1. Open AgentAI settings
2. Navigate to MCP server configuration
3. Add Adfin server with appropriate settings
4. Save and restart if needed

Examples

Once configured, you can use Adfin in AgentAI:

Credit Control Status Check

Review overall credit control status for all customers

Ask AgentAI: "Give me a credit control status check for all our customers"

Expected Result: Comprehensive report showing customer payment status, overdue amounts, and credit risks

Create New Invoice

Generate an invoice for a specific customer with custom terms

Ask AgentAI: "Create a new invoice for 60 GBP for Abc Def that is due in a week"

Expected Result: Invoice created with customer details, amount, and 7-day payment terms

Bulk Invoice Upload

Process multiple PDF invoices from a directory

Ask AgentAI: "Upload all pdf invoices from the invoices folder from my Desktop"

Expected Result: All PDF invoices processed, validated, and uploaded to Adfin system

Payment Reconciliation

Match received payments with outstanding invoices

Ask AgentAI: "Reconcile the payment of £1,250 received today with our outstanding invoices"

Expected Result: Payment matched to appropriate invoices with reconciliation details recorded

Testing Your Setup

1. Launch AgentAI
2. Verify Adfin is available in the tools list
3. Test basic Adfin functionality

Troubleshooting

Common Issues

Authentication Failed

Symptoms: Login errors, Invalid credentials messages, 401 Unauthorized

Cause: Incorrect ADFIN_EMAIL or ADFIN_PASSWORD

Solution:

• Verify email and password are correct in Adfin web interface
• Check for typos in environment variables
• Ensure credentials are not expired or locked
• Reset password if necessary through Adfin portal

UV Package Manager Not Found

Symptoms: Command not found errors, uv command fails

Cause: UV package manager not installed or not in PATH

Solution:

• Install uv: curl -LsSf https://astral.sh/uv/install.sh | sh
• Restart terminal to update PATH
• Verify installation: uv --version
• For Windows: use PowerShell installation script

PDF Invoice Processing Fails

Symptoms: Upload errors, PDF parsing failures, Invalid file format

Cause: Corrupted PDFs, unsupported format, or file permissions

Solution:

• Verify PDFs are valid and readable
• Check file permissions allow read access
• Ensure PDFs contain text (not just images)
• Try uploading files individually to isolate issues

Claude Desktop Configuration Error

Symptoms: MCP server not detected, Configuration syntax errors

Cause: Invalid JSON syntax or incorrect configuration structure

Solution:

• Validate JSON syntax in claude_desktop_config.json
• Ensure proper nesting of mcpServers configuration
• Check file is in correct location for Claude Desktop
• Restart Claude Desktop after configuration changes

Compilation Errors

Symptoms: Cargo build fails, Missing dependencies errors

Cause: Missing Rust toolchain or system dependencies

Solution:

• Ensure latest Rust toolchain is installed
• Install platform-specific build tools
• Check Cargo.toml for correct dependency versions
• Run cargo update to refresh dependencies

MCP Server Not Found

Symptoms: Runtime error finding server, Server command not found

Cause: MCP server not installed or not in PATH

Solution:

• Verify MCP server installation
• Use absolute path to server binary
• Ensure server has execute permissions
• Check environment variables are set correctly

Agent Initialization Fails

Symptoms: Agent creation errors, API key issues

Cause: Missing API keys or invalid configuration

Solution:

• Set required environment variables for AI provider
• Verify API key validity and permissions
• Check network connectivity to AI service
• Review AgentAI documentation for latest changes

Adfin not appearing in AgentAI

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

• Verify configuration syntax
• Check Adfin installation
• Restart AgentAI
• Check logs for error messages

Next Steps

Now that Adfin is integrated with AgentAI:

• Explore all Adfin capabilities through AgentAI
• Check out other MCP servers that work with AgentAI
• Join the MCP community for tips and support
• Consider contributing to Adfin development

Need Help?

• Search for Adfin documentation
• Check the AgentAI MCP guide
• Join the MCP community discussions