Adfin + Amazon Q CLI: 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 Amazon Q CLI, 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 Amazon Q CLI, 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 Amazon Q CLI
- 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
- Amazon Q CLI installed and configured
- Compatible operating system (Windows, macOS, Linux)
Installation
Step 1: Install Adfin
Configuration
Step 2: Configure Amazon Q CLI
- Install Amazon Q CLI
Download and install Q CLI for your platform
Visit: https://docs.aws.amazon.com/amazonq/latest/qdeveloper-ug/command-line-installing.html
- Authenticate
Set up authentication with AWS Builder ID or IAM Identity Center
q auth
Note: Follow interactive authentication flow
- Verify Installation
Test Q CLI installation and configuration
q doctor
- Install MCP Server
Install the MCP server you want to integrate
Note: Ensure server is accessible from command line
- Configure MCP Integration
Add MCP server configuration to Q CLI
Note: Use q config commands to set server parameters
- Test Integration
Verify MCP server works with Q CLI
q chat "Use Adfin to help me"
Configuration Details
Configure MCP servers through Q CLI commands:
# Configure MCP server integration
q config set mcp.servers.adfin.command "adfin"
q config set mcp.servers.adfin.args ""
q config set mcp.servers.adfin.env ""ADFIN_EMAIL": "[email protected]",
"ADFIN_PASSWORD": "your-secure-password""
# Verify configuration
q config list mcp.servers
Examples
Once configured, you can use Adfin in Amazon Q CLI:
Credit Control Status Check
Review overall credit control status for all customers
Ask Amazon Q CLI: "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 Amazon Q CLI: "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 Amazon Q CLI: "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 Amazon Q CLI: "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
- Run q doctor to verify system health
- Start Q CLI chat session
- Ask Q to list available MCP tools
- Test specific Adfin functionality
Test commands:
q doctor
q chat
q config list mcp.servers
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
Installation Failed
Symptoms: Q command not found, Installation errors
Cause: Incomplete installation or PATH issues
Solution:
- Verify installer completed successfully
- Check PATH environment variable includes Q CLI
- Try running q doctor for diagnostics
- Reinstall using platform-specific method
Authentication Problems
Symptoms: Auth errors, Cannot connect to AWS services
Cause: Invalid credentials or network issues
Solution:
- Run q auth to re-authenticate
- Verify AWS Builder ID or IAM credentials
- Check network connectivity to AWS
- Ensure proper AWS permissions are set
MCP Server Not Found
Symptoms: Server command not found, MCP tools unavailable
Cause: Server not installed or not in PATH
Solution:
- Verify MCP server installation
- Check server executable permissions
- Use absolute path in configuration
- Test server independently with direct command
Configuration Errors
Symptoms: Config commands fail, Settings not persisting
Cause: Invalid configuration syntax or permissions
Solution:
- Check Q CLI configuration file permissions
- Verify configuration syntax is correct
- Use q config list to review current settings
- Report issues with q issue command
Adfin not appearing in Amazon Q CLI
Symptoms: Server not listed, Tools not available
Cause: Configuration or installation issue
Solution:
- Verify configuration syntax
- Check Adfin installation
- Restart Amazon Q CLI
- Check logs for error messages
Next Steps
Now that Adfin is integrated with Amazon Q CLI:
- Explore all Adfin capabilities through Amazon Q CLI
- Check out other MCP servers that work with Amazon Q CLI
- Join the MCP community for tips and support
- Consider contributing to Adfin development
Need Help?
- Search for Adfin documentation
- Check the Amazon Q CLI MCP guide
- Join the MCP community discussions