Adfin + FLUJO: 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 FLUJO, 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 FLUJO, 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 FLUJO
• 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
• FLUJO installed and configured
• Compatible operating system (Web Browser, Docker, Node.js)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure FLUJO

1. Open FLUJO 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 FLUJO:

Credit Control Status Check

Review overall credit control status for all customers

Ask FLUJO: "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 FLUJO: "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 FLUJO: "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 FLUJO: "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 FLUJO
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

FLUJO Not Starting

Symptoms: Application won't start, Connection errors

Cause: Installation or configuration issues

Solution:

• Check Node.js/Docker installation
• Verify port 3000 is available
• Check application logs for errors
• Ensure all dependencies are installed

MCP Server Not Connecting

Symptoms: Server shows red status, Connection timeout

Cause: Server configuration or network issues

Solution:

• Verify server installation and PATH
• Check server executable permissions
• Test server independently before FLUJO integration
• Review FLUJO logs for connection errors

Workflow Execution Fails

Symptoms: Workflow errors, Tool execution failures

Cause: Workflow configuration or server issues

Solution:

• Start with simple workflows for testing
• Verify all required servers are connected
• Check workflow step configuration
• Review execution logs for specific errors

Adfin not appearing in FLUJO

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with FLUJO:

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

Need Help?

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