Adfin + mcp-agent: 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 mcp-agent, 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 mcp-agent, 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 mcp-agent
• 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
• mcp-agent installed and configured
• Compatible operating system (Python 3.9+, pip Installation, uv Installation, Temporal (Optional))

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure mcp-agent

1. Open mcp-agent 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 mcp-agent:

Credit Control Status Check

Review overall credit control status for all customers

Ask mcp-agent: "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 mcp-agent: "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 mcp-agent: "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 mcp-agent: "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 mcp-agent
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

Import Error - Module Not Found

Symptoms: ModuleNotFoundError: No module named mcp_agent, Import fails

Cause: mcp-agent not installed or wrong Python environment

Solution:

• Verify installation: pip show mcp-agent
• Ensure using correct Python environment/virtualenv
• Reinstall: pip install --upgrade mcp-agent
• Check Python version is 3.9 or higher

MCP Server Connection Failures

Symptoms: Server not starting, Connection timeout, Tool execution errors

Cause: Invalid MCP server configuration or missing dependencies

Solution:

• Verify npx is installed and accessible (required for stdio servers)
• Check MCP server package name and arguments are correct
• Test server independently: npx -y @modelcontextprotocol/server-filesystem /path
• Review agent logs for detailed error messages
• Ensure required environment variables are set

LLM API Authentication Errors

Symptoms: 401 Unauthorized, API key invalid, Provider authentication failed

Cause: Missing or incorrect API keys for LLM provider

Solution:

• Set environment variables: ANTHROPIC_API_KEY, OPENAI_API_KEY, etc.
• Verify API key is valid and has correct permissions
• Check API key format matches provider requirements
• Pass api_key parameter explicitly in Agent initialization

Workflow Execution Failures

Symptoms: Workflow hangs, Timeout errors, Incomplete results

Cause: Workflow pattern misconfiguration or task complexity

Solution:

• Increase timeout values for long-running tasks
• Break complex workflows into smaller steps
• Verify all workflow dependencies are available
• Check Temporal backend is running (for production deployments)
• Review workflow logs for specific error messages

Temporal Backend Connection Issues

Symptoms: Cannot connect to Temporal, Workflow registration fails, Worker errors

Cause: Temporal server not running or misconfigured

Solution:

• Verify Temporal server is running: temporal server health
• Check Temporal connection settings (host, port, namespace)
• Ensure Temporal workers are registered correctly
• Review Temporal server logs for connection errors
• Start local Temporal dev server: temporal server start-dev

Performance Issues with Large Workflows

Symptoms: Slow execution, High memory usage, Timeout errors

Cause: Inefficient workflow design or resource constraints

Solution:

• Use map-reduce pattern for parallelizable tasks
• Implement batching for large data processing
• Enable Temporal backend for better resource management
• Monitor agent memory usage and optimize task size
• Consider streaming responses for large outputs

Adfin not appearing in mcp-agent

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

• Verify configuration syntax
• Check Adfin installation
• Restart mcp-agent
• Check logs for error messages

Next Steps

Now that Adfin is integrated with mcp-agent:

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

Need Help?

• Search for Adfin documentation
• Check the mcp-agent MCP guide
• Join the MCP community discussions