Adfin + Lutra 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 Lutra 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 Lutra 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 Lutra 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
• Lutra AI installed and configured
• Compatible operating system (Web Platform, Mobile Web)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Lutra AI

1. Open Lutra AI 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 Lutra AI:

Credit Control Status Check

Review overall credit control status for all customers

Ask Lutra 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 Lutra 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 Lutra 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 Lutra 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

1. Start a new conversation in Lutra AI
2. Ask Lutra AI to list available tools
3. Try using 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: Server not appearing in connections, Connection timeout, Unable to reach server

Cause: Invalid server URL or server not accessible

Solution:

• Verify MCP server URL is correct and accessible
• Check server is running and responding to requests
• Ensure server supports HTTP/SSE transport (Lutra requirement)
• Test server URL in browser or with curl to confirm accessibility
• Contact Lutra support if server should be compatible

Authentication Failures

Symptoms: OAuth errors, Permission denied, Unauthorized access

Cause: OAuth not configured or credentials expired

Solution:

• Complete OAuth authorization flow for connected apps
• Refresh expired credentials through connections panel
• Verify required permissions are granted for each app
• Disconnect and reconnect app if authentication persists

Lutra Not Understanding Tasks

Symptoms: Incorrect task execution, Lutra asks for clarification repeatedly, Wrong app or tool used

Cause: Ambiguous instructions or insufficient context

Solution:

• Provide clear, specific instructions with context
• Specify which app or MCP server to use if ambiguous
• Break complex tasks into smaller, clearer steps
• Use examples or reference previous successful tasks

Playbooks Not Working

Symptoms: Playbook execution fails, Different results than expected, Missing steps

Cause: Changed app configurations or unavailable resources

Solution:

• Review playbook steps to ensure they are still valid
• Update playbook if app configurations have changed
• Verify all connected apps and MCP servers are accessible
• Test playbook step-by-step to identify failure point

Workflow Automation Limits

Symptoms: Task quota exceeded, Automation disabled, Rate limiting

Cause: Plan limits reached or service rate limits

Solution:

• Check Lutra plan limits and current usage
• Upgrade plan if automation needs exceed current tier
• Optimize workflows to reduce unnecessary API calls
• Implement delays between rapid successive automations

Adfin not appearing in Lutra AI

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with Lutra AI:

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

Need Help?

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