Adfin + Amp: 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 Amp, 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 Amp, 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 Amp
• 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
• Amp installed and configured
• Compatible operating system (macOS, Linux, Windows (WSL))

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Amp

1. Locate your configuration file:

2. Add server configuration:

Configure MCP servers in VS Code/Cursor settings.json:

```json
{
  "amp.mcpServers": {
    "playwright": {
      "command": "npx",
      "args": ["-y", "@playwright/mcp@latest", "--headless", "--isolated"]
    },
    "semgrep": {
      "url": "https://mcp.semgrep.ai/mcp"
    },
    "sourcegraph": {
      "url": "${SRC_ENDPOINT}/.api/mcp/v1",
      "headers": {
        "Authorization": "token ${SRC_ACCESS_TOKEN}"
      }
    },
    "linear": {
      "command": "npx",
      "args": ["mcp-remote", "https://mcp.linear.app/sse"]
    }
  }
}

Or add servers via CLI:

# Add HTTP-based server
amp mcp add sourcegraph --header "Authorization=token your-token" https://sourcegraph.example.com/.api/mcp/v1

# Add SSE-based server
amp mcp add linear https://mcp.linear.app/sse

# OAuth login for authenticated servers
amp mcp oauth login my-server \
  --server-url https://example.com/.api/mcp/v1 \
  --client-id your-client-id \
  --client-secret your-client-secret \
  --scopes "openid,profile,email"

3. **Restart Amp**

Completely quit and restart Amp to load the new configuration.



## Examples

Once configured, you can use Adfin in Amp:

### Credit Control Status Check

Review overall credit control status for all customers

**Ask Amp:** "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 Amp:** "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 Amp:** "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 Amp:** "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 Amp
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

#### MCP Server Not Connecting

**Symptoms:** Server not appearing in tools, Connection timeout, Authentication errors

**Cause:** Invalid configuration, missing credentials, or network issues

**Solution:**
- Verify server URL and command are correct
- Check environment variables are set properly
- For OAuth servers, run amp mcp oauth login
- Review amp logs for error messages

#### Tool Execution Fails

**Symptoms:** MCP tools available but not working, Error messages during execution

**Cause:** Server dependencies missing or permission issues

**Solution:**
- Verify required environment variables are configured
- Check amp.permissions settings for tool restrictions
- Test MCP server independently
- Review server-specific documentation

#### Permission Denied

**Symptoms:** Tool blocked by permission system, Ask prompts for every action

**Cause:** Permission rules restricting MCP tool usage

**Solution:**
- Review amp.permissions in settings.json
- Add allow rules for trusted MCP servers
- Use amp permissions edit to modify rules

#### Adfin not appearing in Amp

**Symptoms:** Server not listed, Tools not available

**Cause:** Configuration or installation issue

**Solution:**
- Verify configuration syntax
- Check Adfin installation
- Restart Amp
- Check logs for error messages



## Next Steps

Now that Adfin is integrated with Amp:

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

## Need Help?

- Search for [Adfin documentation](https://www.mcpstack.org)
- Check the [Amp MCP guide](https://www.mcpstack.org/clients)
- Join the MCP community discussions