Adfin + MCPOmni-Connect: 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 MCPOmni-Connect, 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 MCPOmni-Connect, 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 MCPOmni-Connect
• 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
• MCPOmni-Connect installed and configured
• Compatible operating system (Python 3.9+, Windows, macOS, Linux, Docker)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure MCPOmni-Connect

1. Open MCPOmni-Connect 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 MCPOmni-Connect:

Credit Control Status Check

Review overall credit control status for all customers

Ask MCPOmni-Connect: "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 MCPOmni-Connect: "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 MCPOmni-Connect: "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 MCPOmni-Connect: "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 MCPOmni-Connect
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

Command Not Found

Symptoms: mcpomni-connect: command not found, CLI not accessible

Cause: Package not installed or not in PATH

Solution:

• Verify installation: pip show mcpomni-connect
• Ensure Python scripts directory is in PATH
• Try running with python -m: python -m mcpomni_connect
• Reinstall: pip install --upgrade mcpomni-connect

Configuration File Not Found

Symptoms: FileNotFoundError: mcp_config.yaml, Config not loading

Cause: Config file missing or incorrect path

Solution:

• Verify config file exists at specified path
• Use absolute path: --config /full/path/to/mcp_config.yaml
• Check file name is exactly mcp_config.yaml (case-sensitive)
• Validate YAML syntax with yamllint or online validator

MCP Server Connection Failures

Symptoms: Server not responding, Connection timeout, Transport error

Cause: Invalid server configuration or transport issues

Solution:

• Verify transport type matches server capabilities (stdio, sse, http, docker, npx)
• For stdio: ensure command and args are correct
• For SSE/HTTP: verify URL is accessible and server is running
• For Docker: ensure Docker daemon is running and image exists
• Check environment variables are set (e.g., GITHUB_TOKEN)
• Test server manually outside MCPOmni-Connect

Agent Mode Not Working

Symptoms: Agent fails to execute task, Reasoning loop errors, Tool calls failing

Cause: Insufficient LLM configuration or tool access issues

Solution:

• Ensure LLM API key is configured (OpenAI, Anthropic, etc.)
• Verify agent has access to necessary MCP server tools
• Check task description is clear and actionable
• Review agent logs for detailed error messages
• Try simpler task first to verify agent functionality

Orchestrator Mode Failures

Symptoms: Plan execution fails, Step coordination errors, Agent communication issues

Cause: Invalid plan structure or agent dependencies

Solution:

• Verify plan steps are clearly defined and sequential
• Ensure each step can be completed with available tools
• Check inter-agent communication is working
• Review orchestrator logs for step-by-step execution details
• Test individual plan steps in agent mode first

Docker Transport Errors

Symptoms: Container not starting, Docker connection refused, Port binding errors

Cause: Docker configuration or runtime issues

Solution:

• Verify Docker is installed and running: docker ps
• Check Docker image exists: docker images
• Ensure ports are not already in use
• Review container logs: docker logs <container_name>
• Verify network configuration allows container communication

FastAPI Integration Issues

Symptoms: Import errors, Async execution failures, Endpoint not responding

Cause: Incorrect async configuration or FastAPI version mismatch

Solution:

• Use run_agent_async() for async FastAPI endpoints
• Ensure FastAPI version is compatible (0.100.0+)
• Verify MCPOmniClient is initialized outside request handlers
• Check async event loop configuration
• Review FastAPI logs for detailed error messages

Adfin not appearing in MCPOmni-Connect

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

• Verify configuration syntax
• Check Adfin installation
• Restart MCPOmni-Connect
• Check logs for error messages

Next Steps

Now that Adfin is integrated with MCPOmni-Connect:

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

Need Help?

• Search for Adfin documentation
• Check the MCPOmni-Connect MCP guide
• Join the MCP community discussions