Adfin + JetBrains AI Assistant: 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 JetBrains AI Assistant, 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 JetBrains AI Assistant, 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 JetBrains AI Assistant
• 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
• JetBrains AI Assistant installed and configured
• Compatible operating system (Windows, macOS, Linux)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure JetBrains AI Assistant

1. Locate your configuration file:

   • Windows: Settings > Tools > AI Assistant > Model Context Protocol (MCP)
   • macOS: Preferences > Tools > AI Assistant > Model Context Protocol (MCP)
   • Linux: Settings > Tools > AI Assistant > Model Context Protocol (MCP)

2. Add server configuration:

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

3. Restart JetBrains AI Assistant

Completely quit and restart JetBrains AI Assistant to load the new configuration.

Examples

Once configured, you can use Adfin in JetBrains AI Assistant:

Credit Control Status Check

Review overall credit control status for all customers

Ask JetBrains AI Assistant: "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 JetBrains AI Assistant: "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 JetBrains AI Assistant: "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 JetBrains AI Assistant: "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 JetBrains AI Assistant
2. Ask JetBrains AI Assistant to list available tools
3. Try using Adfin functionality

Test prompts:

• "Type / and look for Adfin tools in the command list"
• "Ask AI Assistant to use Adfin for a specific task"
• "Check the MCP settings page for connection status indicator"

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

MCP Server Not Connecting

Symptoms: Server status shows disconnected, Tools not appearing in chat, Connection timeout

Cause: Server configuration incorrect or server not starting

Solution:

• Verify server command is correct and executable
• Check environment variables are set properly
• View MCP logs: Help > Show Log in Explorer > mcp folder
• Test server command in terminal manually

Remote Server Not Supported

Symptoms: HTTP server not connecting, SSE transport errors

Cause: AI Assistant only supports stdio transport for client connections

Solution:

• Use mcp-remote proxy for remote servers
• Configuration: npx -y mcp-remote@latest https://server-url/endpoint
• This wraps HTTP/SSE in stdio transport

Import from Claude Not Working

Symptoms: No servers imported, Configuration empty after import

Cause: Claude Desktop config file not found or in unexpected location

Solution:

• Verify Claude Desktop is installed
• Check config exists at ~/Library/Application Support/Claude/claude_desktop_config.json (macOS)
• Or %APPDATA%/Claude/claude_desktop_config.json (Windows)
• Manually copy configuration if auto-import fails

External Client Cannot Connect to IDE Server

Symptoms: Client shows MCP server unavailable, Connection refused

Cause: IDE MCP server not enabled or client not configured

Solution:

• Enable MCP Server in Settings > Tools > MCP Server
• Use Auto-Configure for supported clients
• Restart both IDE and external client
• Check firewall allows local connections

Brave Mode Commands Not Running

Symptoms: Terminal commands require confirmation, Workflow interrupted by prompts

Cause: Brave mode not enabled

Solution:

• Enable in Settings > Tools > MCP Server
• Check "Run shell commands without confirmation (brave mode)"
• Use with caution - commands run without confirmation

Adfin not appearing in JetBrains AI Assistant

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

• Verify configuration syntax
• Check Adfin installation
• Restart JetBrains AI Assistant
• Check logs for error messages

Next Steps

Now that Adfin is integrated with JetBrains AI Assistant:

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

Need Help?

• Search for Adfin documentation
• Check the JetBrains AI Assistant MCP guide
• Join the MCP community discussions