Adfin + Goose: 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 Goose, 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 Goose, 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 Goose
• 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
• Goose installed and configured
• Compatible operating system (Python, Cross-platform, IDE Integration)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Goose

1. Open Goose 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 Goose:

Credit Control Status Check

Review overall credit control status for all customers

Ask Goose: "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 Goose: "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 Goose: "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 Goose: "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 Goose
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

Goose Installation Failed

Symptoms: pip install errors, Missing dependencies

Cause: Python environment or dependency issues

Solution:

• Verify Python 3.8+ is installed
• Use virtual environment for clean installation
• Install with pipx for isolated environment
• Check for conflicting packages

Configuration Not Loading

Symptoms: Config errors, Settings not applied

Cause: YAML syntax or file location issues

Solution:

• Verify YAML syntax in goose.yaml
• Check configuration file location
• Use goose config validate command
• Review configuration documentation

MCP Server Not Starting

Symptoms: Server connection failed, Agent cannot access tools

Cause: Server installation or configuration problems

Solution:

• Verify MCP server installation
• Test server independently before Goose integration
• Check server executable permissions
• Review Goose logs for connection errors

IDE Automation Not Working

Symptoms: Agent not controlling IDE, Automation failures

Cause: IDE integration or permission issues

Solution:

• Install required IDE plugins or extensions
• Check IDE automation permissions
• Verify IDE API access is enabled
• Test with simpler automation tasks first

Adfin not appearing in Goose

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with Goose:

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

Need Help?

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