Adfin + MooPoint: 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 MooPoint, 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 MooPoint, 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 MooPoint
• 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
• MooPoint installed and configured
• Compatible operating system (Web Platform, Mobile Web)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure MooPoint

1. Open MooPoint 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 MooPoint:

Credit Control Status Check

Review overall credit control status for all customers

Ask MooPoint: "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 MooPoint: "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 MooPoint: "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 MooPoint: "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 MooPoint
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 Connection Failed

Symptoms: Connection timeout, Server unreachable, Test connection fails

Cause: Invalid server URL or server not accessible

Solution:

• Verify MCP server URL is correct and publicly accessible
• Check server supports HTTP or SSE transport protocol
• Ensure server is running and responding to health checks
• Test server URL in browser or with curl
• Review server logs for connection errors

OAuth Authentication Failing

Symptoms: OAuth redirect errors, Token refresh failures, Permission denied

Cause: Invalid OAuth credentials or misconfigured redirect URLs

Solution:

• Verify OAuth client ID and secret are correct
• Check redirect URL in OAuth provider matches MooPoint configuration
• Ensure all required scopes are configured
• Complete OAuth authorization flow fully
• Check OAuth provider allows the application

Tool Calling Not Working

Symptoms: Tools not appearing, Tool execution fails, LLM cannot access tools

Cause: MCP server not providing tools correctly or model limitations

Solution:

• Verify MCP server exposes tools in correct format
• Check that selected LLM model supports function calling
• Review tool definitions for correct parameter schemas
• Test MCP server independently to ensure tools work
• Try different LLM model that supports tool calling

API Key Errors

Symptoms: Invalid API key, Authentication failed, Rate limit errors

Cause: Incorrect or expired API keys for LLM providers

Solution:

• Verify API keys are correctly entered in Settings
• Check API key has not expired or been revoked
• Ensure API key has sufficient permissions
• Verify you have not exceeded rate limits or quotas
• Regenerate API key if issues persist

Model Switching Issues

Symptoms: Model not loading, Conversation context lost, Inconsistent behavior

Cause: Model compatibility or configuration issues

Solution:

• Ensure API key for selected model is configured
• Start new conversation when switching models
• Verify model supports required features (tool calling, etc.)
• Check model availability and status
• Review model-specific limitations and requirements

Adfin not appearing in MooPoint

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with MooPoint:

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

Need Help?

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