Adfin + Memex: 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 Memex, 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 Memex, 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 Memex
• 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
• Memex installed and configured
• Compatible operating system (Desktop (macOS), Desktop (Windows), Desktop (Linux), Web Platform (Private Beta))

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Memex

1. Open Memex 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 Memex:

Credit Control Status Check

Review overall credit control status for all customers

Ask Memex: "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 Memex: "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 Memex: "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 Memex: "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 Memex
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 Creation Fails

Symptoms: Server generation errors, Deployment failures, Tool discovery issues

Cause: Insufficient context or invalid server specifications

Solution:

• Provide more specific details about server requirements
• Check that API credentials are correctly configured
• Review Memex logs in Control Center for detailed error messages
• Use existing templates as starting points for complex servers
• Ensure local development environment has necessary dependencies

Template Detection Not Working

Symptoms: .memex/rules.md not loaded, Generic responses instead of specialized behavior

Cause: Repository not properly cloned or rules file missing

Solution:

• Verify template was fully cloned from GitHub
• Check that .memex/rules.md exists in project root
• Re-invoke template through Memex interface
• Restart Memex to refresh project context

Installed MCP Servers Not Responding

Symptoms: Server appears in list but tools unavailable, Connection timeouts, Empty tool lists

Cause: Server not properly started or configuration issues

Solution:

• Check server status in Control Center
• Verify server endpoints are accessible
• Reinstall server from MCP Directory
• Review server logs for startup errors
• Ensure required environment variables are set

High Token Usage

Symptoms: Rapid credit consumption, Context length warnings, Slow responses

Cause: Too many MCP servers active or inefficient prompting

Solution:

• Use templates to reduce token usage by 10x
• Disable unused MCP servers in Control Center
• Leverage project-specific rules for focused context
• Break complex tasks into smaller conversations

Cross-Platform Compatibility

Symptoms: Server works on desktop but not web, Platform-specific errors

Cause: Different capabilities between desktop and web versions

Solution:

• Use desktop app for full MCP server creation capabilities
• Web version (beta) has limited server building features
• Contact [email protected] for web platform support
• Consider Streamable HTTP servers for better web compatibility

Adfin not appearing in Memex

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with Memex:

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

Need Help?

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