Adfin + Microsoft Copilot Studio: 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 Microsoft Copilot Studio, 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 Microsoft Copilot Studio, 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 Microsoft Copilot Studio
• 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
• Microsoft Copilot Studio installed and configured
• Compatible operating system (Web Browser, Microsoft 365)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Microsoft Copilot Studio

1. Enable Generative Orchestration

Generative Orchestration must be enabled in your Copilot Studio environment to use MCP

Visit: https://learn.microsoft.com/en-us/microsoft-copilot-studio/agent-extend-action-mcp

Note: This is a prerequisite - MCP will not work without it

2. Access Copilot Studio

Log in to Microsoft Copilot Studio with appropriate permissions to create and configure agents

Visit: https://copilotstudio.microsoft.com

Note: Requires organizational access or trial subscription

3. Navigate to Connectors

In Copilot Studio, go to the Connectors section where you can add new integrations

Note: Location may vary based on interface updates

4. Create MCP Connector

Click "Add Connector" and select "Model Context Protocol (MCP)" from the available connector types

Note: Use the YAML schema template provided by Copilot Studio

5. Configure {server_name} Connection

Fill in the YAML schema with {server_name} server details including command, arguments, and environment variables

adfin

Note: Copilot Studio dynamically reflects changes as tools and resources are updated on the MCP server

6. Add Tools to Agent

Once connected, add the MCP server tools and resources to your specific agent through the Copilot Studio UI

Note: Currently supports Tools and Resources (Prompts not yet supported)

7. Test Agent Capabilities

Test your agent to verify it can access and use the {server_name} tools correctly

Configuration Details

Connect MCP server to Microsoft Copilot Studio:

Step 1: Create YAML Connector Schema

In Copilot Studio, navigate to the connectors section and create a new MCP connector using the YAML schema template:

# MCP Connector Configuration for Adfin
name: Adfin-mcp-connector
description: The only platform you need to get paid - all payments in one place, invoicing and accounting reconciliations with Adfin.

mcp_server:
  command: adfin
  args: 
  env: "ADFIN_EMAIL": "[email protected]",
        "ADFIN_PASSWORD": "your-secure-password"

Step 2: Add to Agent

Once connected, add the MCP server's tools and resources to your Copilot Studio agent through the UI.

Examples

Once configured, you can use Adfin in Microsoft Copilot Studio:

Credit Control Status Check

Review overall credit control status for all customers

Ask Microsoft Copilot Studio: "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 Microsoft Copilot Studio: "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 Microsoft Copilot Studio: "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 Microsoft Copilot Studio: "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 Microsoft Copilot Studio
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

Generative Orchestration Not Available

Symptoms: MCP option not visible, Cannot add MCP connectors

Cause: Generative Orchestration is not enabled for your environment

Solution:

• Contact your Microsoft 365 administrator
• Enable Generative Orchestration in tenant settings
• Verify your subscription includes Copilot Studio with MCP support
• Check Microsoft Learn documentation for enablement steps

MCP Connector Connection Failed

Symptoms: Connector shows "Disconnected" status, Tools not available to agent

Cause: MCP server not accessible or configuration error

Solution:

• Verify the MCP server command is correct and accessible
• Check all required environment variables are set
• Test the MCP server independently outside Copilot Studio
• Review YAML schema for syntax errors
• Check network connectivity and firewall rules

Tools Not Appearing in Agent

Symptoms: Connector connected but tools missing, Agent cannot invoke MCP tools

Cause: Tools not added to agent or synchronization issue

Solution:

• Manually add tools to agent through Copilot Studio UI
• Refresh connector to sync latest tools from MCP server
• Verify tools are published on the MCP server
• Check agent configuration includes the MCP connector

MCP Server Tools Update Not Reflected

Symptoms: New tools not appearing, Old tools still visible after removal

Cause: Copilot Studio cache or sync delay

Solution:

• Disconnect and reconnect the MCP connector
• Wait a few minutes for dynamic sync to occur
• Manually refresh the connector in Copilot Studio
• Restart the MCP server if possible

Adfin not appearing in Microsoft Copilot Studio

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

• Verify configuration syntax
• Check Adfin installation
• Restart Microsoft Copilot Studio
• Check logs for error messages

Next Steps

Now that Adfin is integrated with Microsoft Copilot Studio:

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

Need Help?

• Search for Adfin documentation
• Check the Microsoft Copilot Studio MCP guide
• Join the MCP community discussions