Adfin + Claude Desktop App: 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 Desktop App, 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 Desktop App, 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 Desktop App
• 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 Desktop App installed and configured
• Compatible operating system (Windows, macOS, Linux)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Claude Desktop App

1. Locate your configuration file:

   • Windows: %APPDATA%\\Claude\\claude_desktop_config.json
   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Linux: ~/.config/Claude/claude_desktop_config.json

2. Add server configuration:

{
  "mcpServers": {
    "adfin": {
      "command": "adfin",
      "args": [""],
      "env": {
        "ADFIN_EMAIL": "[email protected]",
        "ADFIN_PASSWORD": "your-secure-password"
      }
    }
  }
}

3. Restart Claude Desktop App

Completely quit and restart Claude Desktop App to load the new configuration.

Examples

Once configured, you can use Adfin in Claude Desktop App:

Credit Control Status Check

Review overall credit control status for all customers

Ask Claude Desktop App: "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 Desktop App: "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 Desktop App: "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 Desktop App: "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. Start a new conversation in Claude Desktop App
2. Ask Claude Desktop App to list available tools
3. Try using Adfin functionality

Test prompts:

• "Can you list the available tools from Adfin?"
• "Please use Adfin to {example_task}"

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 Appearing

Symptoms: No server in interface, Tools not available

Cause: Configuration file error or server installation issue

Solution:

• Validate JSON syntax using online validator
• Check configuration file location
• Verify server installation
• Restart Claude Desktop completely

Server Error on Startup

Symptoms: Error messages in logs, Server fails to start

Cause: Missing dependencies or environment variables

Solution:

• Check server requirements are met
• Verify environment variables are set
• Check system logs for detailed errors

Adfin not appearing in Claude Desktop App

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

• Verify configuration syntax
• Check Adfin installation
• Restart Claude Desktop App
• Check logs for error messages

Next Steps

Now that Adfin is integrated with Claude Desktop App:

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

Need Help?

• Search for Adfin documentation
• Check the Claude Desktop App MCP guide
• Join the MCP community discussions