Adfin + Perplexity: 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 Perplexity, 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 Perplexity, 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 Perplexity
• 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
• Perplexity installed and configured
• Compatible operating system (macOS App)

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Perplexity

1. Open Perplexity 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 Perplexity:

Credit Control Status Check

Review overall credit control status for all customers

Ask Perplexity: "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 Perplexity: "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 Perplexity: "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 Perplexity: "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 Perplexity
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

Connector Fails to Start

Symptoms: Status remains "Inactive" or shows error, Red dot indicator

Cause: Command not found or missing dependencies in the environment.

Solution:

• Test the command in a regular terminal window to ensure it works.
• Use absolute paths for all executables (e.g., use /opt/homebrew/bin/node instead of node).
• Check if the server requires specific environment variables.

Permission Errors

Symptoms: "Access denied" responses, Server crashes on file access

Cause: macOS permissions blocking access to specific folders.

Solution:

• Ensure Perplexity (or the terminal running the server) has Full Disk Access in macOS System Settings if accessing sensitive directories.
• Verify PerplexityXPC is correctly installed.

Tools Not Visible

Symptoms: Perplexity does not attempt to use the tool, Hallucinated responses

Cause: Connector not selected as a source.

Solution:

• Start a NEW thread.
• Explicitly select the connector in the "Sources" menu before sending the prompt.

Adfin not appearing in Perplexity

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with Perplexity:

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

Need Help?

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