Adfin + BoltAI: 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 BoltAI, 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 BoltAI, 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 BoltAI
• 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
• BoltAI installed and configured
• Compatible operating system (macOS)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure BoltAI

1. Open BoltAI 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 BoltAI:

Credit Control Status Check

Review overall credit control status for all customers

Ask BoltAI: "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 BoltAI: "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 BoltAI: "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 BoltAI: "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 BoltAI
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: Download errors, Installation not completing

Cause: macOS security settings or corrupted download

Solution:

• Check macOS security preferences allow app installation
• Re-download installer from official website
• Try installing via Homebrew as alternative
• Ensure sufficient disk space and admin permissions

MCP Server Not Found

Symptoms: Server command not found, Path errors

Cause: Server not installed or not in PATH

Solution:

• Verify MCP server installation using Terminal
• Use absolute path to server executable
• Check server executable permissions (chmod +x)
• Test server command from Terminal first

Connection Fails

Symptoms: Server status shows disconnected, Connection timeout

Cause: Server configuration or environment issues

Solution:

• Check server configuration parameters
• Verify environment variables are set correctly
• Restart BoltAI after configuration changes
• Check macOS firewall and security settings

Tools Not Available in Conversation

Symptoms: Server connected but tools not accessible, Limited functionality

Cause: Tool registration or permission issues

Solution:

• Verify server implements MCP protocol correctly
• Check BoltAI permissions for tool access
• Restart conversation or create new chat session
• Review server logs for tool registration errors

Adfin not appearing in BoltAI

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with BoltAI:

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

Need Help?

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