Adfin + OpenCode: 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 OpenCode, 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 OpenCode, 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 OpenCode
• 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
• OpenCode installed and configured
• Compatible operating system (macOS, Linux, Windows)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure OpenCode

1. Locate your configuration file:

2. Add server configuration:

Configure MCP servers in your `opencode.json` or `opencode.jsonc`:

```json
{
  "mcp": {
    "my-mcp": {
      "type": "local",
      "command": ["npx", "-y", "@modelcontextprotocol/server-everything"],
      "environment": {
        "API_KEY": "$API_KEY"
      },
      "timeout": 5000
    },
    "remote-server": {
      "type": "remote",
      "url": "https://mcp.example.com/sse",
      "headers": {
        "Authorization": "Bearer $API_TOKEN"
      }
    }
  }
}

Disable a server temporarily:

{
  "mcp": {
    "my-mcp": {
      "type": "local",
      "command": ["npx", "-y", "mcp-server"],
      "enabled": false
    }
  }
}

3. **Restart OpenCode**

Completely quit and restart OpenCode to load the new configuration.



## Examples

Once configured, you can use Adfin in OpenCode:

### Credit Control Status Check

Review overall credit control status for all customers

**Ask OpenCode:** "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 OpenCode:** "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 OpenCode:** "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 OpenCode:** "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. Run opencode in terminal
2. Add "use the mcp_name tool" to your prompts
3. Verify tool execution and response



## 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 Not Loading

**Symptoms:** Server not appearing in tools, Timeout errors, Command not found

**Cause:** Invalid configuration, missing dependencies, or timeout too short

**Solution:**
- Verify command array is correct in opencode.json
- Check environment variables are set properly
- Increase timeout value if server takes longer to start
- Test MCP server command independently in terminal

#### Context Limit Exceeded

**Symptoms:** Context too large errors, Slow responses, Truncated output

**Cause:** Too many MCP servers adding to context

**Solution:**
- Disable unused MCP servers with enabled: false
- Use per-agent tool configuration to limit active MCPs
- Avoid MCP servers that add many tokens (e.g., GitHub MCP)

#### Remote Server Connection Failed

**Symptoms:** Cannot connect to remote MCP, Authentication errors

**Cause:** Invalid URL, missing headers, or network issues

**Solution:**
- Verify remote server URL is correct
- Check authorization headers are properly configured
- Ensure environment variables for tokens are set

#### Adfin not appearing in OpenCode

**Symptoms:** Server not listed, Tools not available

**Cause:** Configuration or installation issue

**Solution:**
- Verify configuration syntax
- Check Adfin installation
- Restart OpenCode
- Check logs for error messages



## Next Steps

Now that Adfin is integrated with OpenCode:

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

## Need Help?

- Search for [Adfin documentation](https://www.mcpstack.org)
- Check the [OpenCode MCP guide](https://www.mcpstack.org/clients)
- Join the MCP community discussions