Adfin + Klavis AI: 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 Klavis AI, 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 Klavis AI, 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 Klavis AI
- 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
- Klavis AI installed and configured
- Compatible operating system (Cloud (klavis.ai), Self-Hosted (Docker), Python SDK, TypeScript SDK)
Installation
Step 1: Install Adfin
Configuration
Step 2: Configure Klavis AI
- Open Klavis AI settings
- Navigate to MCP server configuration
- Add Adfin server with appropriate settings
- Save and restart if needed
Examples
Once configured, you can use Adfin in Klavis AI:
Credit Control Status Check
Review overall credit control status for all customers
Ask Klavis AI: "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 Klavis AI: "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 Klavis AI: "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 Klavis AI: "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
- Launch Klavis AI
- Verify Adfin is available in the tools list
- 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
API Authentication Failed
Symptoms: 401 Unauthorized errors, Invalid API key message
Cause: Missing or incorrect API key
Solution:
- Verify API key is correctly copied from klavis.ai dashboard
- Check API key is set in environment variable or code
- Ensure API key has not expired
- Regenerate API key if necessary
OAuth Authorization Errors
Symptoms: OAuth redirect failures, Authentication loop, Token refresh errors
Cause: OAuth credentials not configured or expired
Solution:
- Complete OAuth authorization flow for required services
- Check redirect URLs are correctly configured
- Verify OAuth app credentials in service provider settings
- Contact Klavis support for OAuth troubleshooting
Tool Call Failures
Symptoms: Tool not found errors, Execution timeouts, Rate limit errors
Cause: Tool not properly configured or service rate limits exceeded
Solution:
- Verify tool name matches available tools list
- Check service-specific rate limits and quotas
- Ensure required parameters are provided correctly
- Review Klavis API logs for detailed error messages
Context Window Overload
Symptoms: Too many tools error, Context length exceeded, Slow responses
Cause: Too many tools exposed to AI agent at once
Solution:
- Use Strata Progressive Discovery to expose tools hierarchically
- Reduce number of simultaneous MCP servers in Strata configuration
- Filter tools based on current task context
- Enable intelligent tool filtering in Strata settings
Docker Deployment Issues
Symptoms: Container fails to start, Port conflicts, Connection refused
Cause: Docker configuration or port binding errors
Solution:
- Ensure Docker is installed and running
- Check port 5000 is not already in use (or change port mapping)
- Verify Docker image pulled successfully
- Check container logs: docker logs <container-id>
Adfin not appearing in Klavis AI
Symptoms: Server not listed, Tools not available
Cause: Configuration or installation issue
Solution:
- Verify configuration syntax
- Check Adfin installation
- Restart Klavis AI
- Check logs for error messages
Next Steps
Now that Adfin is integrated with Klavis AI:
- Explore all Adfin capabilities through Klavis AI
- Check out other MCP servers that work with Klavis AI
- Join the MCP community for tips and support
- Consider contributing to Adfin development
Need Help?
- Search for Adfin documentation
- Check the Klavis AI MCP guide
- Join the MCP community discussions