Adfin + OpenSumi: 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 OpenSumi, 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 OpenSumi, 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 OpenSumi
• 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
• OpenSumi installed and configured
• Compatible operating system (Web (Browser-based), Electron Desktop, Container (Docker/K8s), Framework Integration)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure OpenSumi

1. Open OpenSumi 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 OpenSumi:

Credit Control Status Check

Review overall credit control status for all customers

Ask OpenSumi: "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 OpenSumi: "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 OpenSumi: "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 OpenSumi: "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 OpenSumi
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

Dependency Installation Failures

Symptoms: Yarn/npm install errors, Missing packages, Version conflicts

Cause: Incompatible Node.js version or network issues

Solution:

• Ensure Node.js 16+ is installed
• Use yarn for standard installation, npm for lite version
• Clear package cache: yarn cache clean or npm cache clean --force
• Check network connectivity and proxy settings

Workspace Not Loading

Symptoms: Empty workspace, Files not showing, Permission errors

Cause: Incorrect workspace path or permissions

Solution:

• Verify MY_WORKSPACE environment variable is set correctly
• Check file system permissions for workspace directory
• Use absolute path for workspace location
• Default workspace is tools/workspace in repository

VSCode Extension Compatibility

Symptoms: Extension not loading, Extension errors, Missing features

Cause: Extension API incompatibility or missing dependencies

Solution:

• Verify extension is compatible with VSCode extension API used by OpenSumi
• Check extension documentation for known issues
• Try downloading extensions via yarn run download-extension
• Some extensions may require OpenSumi-specific adaptation

WebWorker Compilation Errors (Lite Version)

Symptoms: Compile-worker fails, Language service not working, Syntax highlighting broken

Cause: WebWorker build configuration issues

Solution:

• Run npm run compile-worker before starting
• Ensure all dependencies are installed correctly
• Check browser console for WebWorker loading errors
• Clear browser cache and rebuild

MCP Client Connection Failures

Symptoms: Cannot connect to MCP server, Tool discovery fails, MCP errors in console

Cause: MCP server not running or incorrect configuration

Solution:

• Verify MCP server is running and accessible
• Check MCP server URL in OpenSumi configuration
• Review MCP client integration code for errors
• Check browser/Electron console for detailed error messages

Electron App Not Starting

Symptoms: Electron window not opening, White screen, App crashes on launch

Cause: Electron build issues or IPC communication errors

Solution:

• Ensure Electron dependencies are installed correctly
• Check Electron version compatibility (15+)
• Review IPC communication setup in configuration
• Check Electron dev tools console for errors

Adfin not appearing in OpenSumi

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with OpenSumi:

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

Need Help?

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