Adfin + fast-agent: 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 fast-agent, 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 fast-agent, 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 fast-agent
• 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
• fast-agent installed and configured
• Compatible operating system (Node.js, Cross-platform, Edge Environments)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure fast-agent

1. Open fast-agent 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 fast-agent:

Credit Control Status Check

Review overall credit control status for all customers

Ask fast-agent: "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 fast-agent: "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 fast-agent: "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 fast-agent: "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 fast-agent
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

Poor Performance

Symptoms: Slow startup, High memory usage, Slow tool execution

Cause: Suboptimal configuration or resource constraints

Solution:

• Tune concurrency and pool size settings
• Optimize MCP server performance
• Check system resources and limits
• Profile application for bottlenecks

Agent Crashes Under Load

Symptoms: Out of memory errors, Process crashes

Cause: Resource limits exceeded

Solution:

• Reduce concurrency limits
• Increase memory limits if possible
• Implement graceful degradation
• Monitor resource usage patterns

MCP Server Timeouts

Symptoms: Tool execution timeouts, Connection errors

Cause: Server overload or network issues

Solution:

• Increase timeout values
• Implement retry logic
• Scale MCP server infrastructure
• Use connection pooling and caching

Adfin not appearing in fast-agent

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

• Verify configuration syntax
• Check Adfin installation
• Restart fast-agent
• Check logs for error messages

Next Steps

Now that Adfin is integrated with fast-agent:

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

Need Help?

• Search for Adfin documentation
• Check the fast-agent MCP guide
• Join the MCP community discussions