Adfin + LibreChat: 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 LibreChat, 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 LibreChat, 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 LibreChat
• 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
• LibreChat installed and configured
• Compatible operating system (Docker (Recommended), Kubernetes, Local Installation, Cloud Platforms)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure LibreChat

1. Open LibreChat 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 LibreChat:

Credit Control Status Check

Review overall credit control status for all customers

Ask LibreChat: "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 LibreChat: "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 LibreChat: "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 LibreChat: "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 LibreChat
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

MCP Server Not Connecting

Symptoms: Status shows "Disconnected" or "Error", Server not appearing in list, Connection timeout

Cause: Invalid configuration, missing dependencies, or server startup failure

Solution:

• Check librechat.yaml syntax is valid YAML
• Verify npx and Node.js are available (for stdio/command-based servers)
• Check server command and args are correct
• Review LibreChat logs for error messages: docker logs librechat
• Increase timeout value if server takes longer to initialize
• Ensure required ports are not blocked (for HTTP-based servers)

OAuth Authentication Failing

Symptoms: Status shows "OAuth Required", Redirect loop during auth, Token refresh errors

Cause: OAuth credentials not configured or redirect URLs incorrect

Solution:

• Verify OAuth clientId and clientSecret in librechat.yaml
• Check redirect URL is correctly set in OAuth provider settings
• Ensure authorizationUrl and tokenUrl are accessible
• Complete OAuth flow by clicking "Initialize" in MCP Settings panel
• Check browser console for OAuth-related errors

User Credentials Not Working

Symptoms: Prompts for credentials not appearing, Variables not substituted, Authentication errors

Cause: User credential variables incorrectly formatted or not entered

Solution:

• Use correct format: {{USER_VARIABLE_NAME}} in librechat.yaml
• Enter credentials through MCP Settings panel in UI
• Verify variable names match between config and UI
• Check credentials are saved per-user (not shared globally)

Tools Not Appearing in Chat

Symptoms: No tool dropdown available, MCP tools missing from interface, Server connected but tools unavailable

Cause: MCP server not properly integrated with chat endpoint or agent

Solution:

• Verify you are using an endpoint that supports MCP (not all models do)
• Check if Agent Builder is enabled and MCP tools are assigned to agent
• Restart chat session after adding new MCP servers
• Verify MCP server actually provides tools (some servers are resource-only)
• Check server logs to confirm tools are being discovered

Docker Deployment Problems

Symptoms: Container fails to start, Database connection errors, Port conflicts

Cause: Docker configuration issues or missing environment variables

Solution:

• Verify .env file is properly configured with all required variables
• Check MongoDB connection string is correct
• Ensure ports 3080 (frontend) and 3081 (backend) are available
• Run docker compose logs to view detailed error messages
• Verify Docker and Docker Compose versions meet minimum requirements

Performance Issues with MCP

Symptoms: Slow tool execution, Timeout errors, UI freezing during tool calls

Cause: Server timeout too short, inefficient MCP server, or network latency

Solution:

• Increase timeout values in librechat.yaml (both init and operation timeouts)
• Use HTTP transport instead of stdio for remote servers
• Monitor MCP server performance independently
• Consider caching for frequently accessed resources
• Use Streamable HTTP transport for production environments

Adfin not appearing in LibreChat

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with LibreChat:

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

Need Help?

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