beginner⏱️ 14-24 minutes📅 Updated June 2026

Step-by-step guide to integrate Adfin MCP server with Augment Code. Includes credit control management and invoice creation and management.

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

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Augment Code

  1. Open Augment Code 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 Augment Code:

Credit Control Status Check

Review overall credit control status for all customers

Ask Augment Code: "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 Augment Code: "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 Augment Code: "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 Augment Code: "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 Augment Code
  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

Installation Failed

Symptoms: npm install errors, Command not found

Cause: Node.js version incompatibility or PATH issues

Solution:

  • Verify Node.js version 16 or higher is installed
  • Check npm installation and PATH configuration
  • Try using yarn instead of npm
  • Clear npm cache and reinstall

MCP Server Not Found

Symptoms: Server command not found, Configuration errors

Cause: Server not installed or not in PATH

Solution:

  • Verify MCP server installation
  • Use absolute path to server executable
  • Check server executable permissions
  • Test server command independently

Repository Analysis Fails

Symptoms: Analysis errors, No improvements suggested

Cause: MCP server integration or codebase issues

Solution:

  • Check repository is properly initialized
  • Verify MCP server is responding correctly
  • Review analysis logs for specific errors
  • Start with smaller codebase for testing

Adfin not appearing in Augment Code

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with Augment Code:

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

Need Help?

Related Resources

More Integrations

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Need Help?

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Adfin + Augment Code: MCP Setup Guide (2026)