Adfin + Claude 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 Claude 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 Claude 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 Claude 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
- Claude Code installed and configured
- Compatible operating system (Windows, macOS, Linux)
Installation
Step 1: Install Adfin
Configuration
Step 2: Configure Claude Code
- Install Claude Code
Download and install Claude Code from the official website
Visit: https://claude.ai/code
Note: Claude Code is available as a native application, not via npm
- Navigate to Project
Open terminal in your project directory where you want to use the MCP server
- Install MCP Server
Install the MCP server you want to use (e.g., via npm, pip, or other package manager)
- Configure MCP Server
Add MCP server configuration to project CLAUDE.md file or use --mcp-config flag
Note: CLAUDE.md is preferred for project-specific configuration
- Test Integration
Start Claude Code and verify MCP server is working
claude
Note: Use interactive mode to test MCP server functionality
Configuration Details
Add to your project's CLAUDE.md file:
## MCP Servers
### Adfin
- **Installation**: adfin
- **Configuration**: "ADFIN_EMAIL": "[email protected]",
"ADFIN_PASSWORD": "your-secure-password"
- **Description**: The only platform you need to get paid - all payments in one place, invoicing and accounting reconciliations with Adfin.
Claude Code will automatically detect and load MCP servers from your project context.
Examples
Once configured, you can use Adfin in Claude Code:
Credit Control Status Check
Review overall credit control status for all customers
Ask Claude 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 Claude 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 Claude 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 Claude 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
- Run claude in your project directory
- Ask Claude to list available tools and verify Adfin tools are present
- Test Adfin functionality by asking Claude to use specific tools
Test commands:
claude
claude --debug
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
Server Not Found
Symptoms: Command not found errors, Server tools unavailable
Cause: Server not installed or not in PATH
Solution:
- Verify server installation
- Check PATH environment variable
- Install server globally or in project
Configuration Not Loaded
Symptoms: CLAUDE.md changes not recognized, Old server config used
Cause: CLAUDE.md file not in correct location or format
Solution:
- Ensure CLAUDE.md is in project root
- Verify markdown syntax is correct
- Restart Claude Code session
Adfin not appearing in Claude Code
Symptoms: Server not listed, Tools not available
Cause: Configuration or installation issue
Solution:
- Verify configuration syntax
- Check Adfin installation
- Restart Claude Code
- Check logs for error messages
Next Steps
Now that Adfin is integrated with Claude Code:
- Explore all Adfin capabilities through Claude Code
- Check out other MCP servers that work with Claude Code
- Join the MCP community for tips and support
- Consider contributing to Adfin development
Need Help?
- Search for Adfin documentation
- Check the Claude Code MCP guide
- Join the MCP community discussions