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

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Roo Code

1. Locate your configuration file:

   • Windows: %USERPROFILE%\.roo\mcp_settings.json
   • macOS: ~/.roo/mcp_settings.json
   • Linux: ~/.roo/mcp_settings.json

2. Add server configuration:

{
  "mcpServers": {
    "adfin": {
      "command": "npx",
      "args": ["-y", "adfin"],
      "env": {
        "ADFIN_EMAIL": "[email protected]",
        "ADFIN_PASSWORD": "your-secure-password"
      }
    }
  }
}

3. Restart Roo Code

Completely quit and restart Roo Code to load the new configuration.

Examples

Once configured, you can use Adfin in Roo Code:

Credit Control Status Check

Review overall credit control status for all customers

Ask Roo Code: "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 Roo Code: "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 Roo Code: "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 Roo Code: "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. Start a new conversation in Roo Code
2. Ask Roo Code to list available tools
3. Try using Adfin functionality

Test prompts:

• "Type @ and verify Adfin appears in the tools list"
• "Ask: "Use Adfin to help with my task""
• "Check Roo Code output panel for server connection status"

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 Connecting

Symptoms: Server not appearing in tools list, Connection timeout, MCP tools unavailable

Cause: Incorrect configuration or server not starting

Solution:

• Verify mcp_settings.json syntax is correct
• Check that Node.js and npx are installed and in PATH
• View Roo Code output panel for error messages
• Test server command manually in terminal: npx -y {server_id}
• Ensure environment variables are properly set

Permission Denied Errors

Symptoms: Cannot execute commands, File access denied, Terminal commands blocked

Cause: Roo Code requires explicit permission for file and command operations

Solution:

• Review and approve permission requests when prompted
• Check VS Code workspace trust settings
• Enable necessary permissions in Roo Code settings
• Verify file and folder permissions on your system

API Key or Model Issues

Symptoms: Authentication failed, Model not responding, No AI completions

Cause: AI model API key not configured or invalid

Solution:

• Verify API key is correctly set in Roo Code settings
• Check API key has sufficient credits/quota
• Test with a different AI model provider
• Review Roo Code output panel for API error details

Custom Mode Not Working with MCP

Symptoms: MCP tools not available in custom mode, Mode cannot access server

Cause: Custom mode configuration does not include MCP tool permissions

Solution:

• Edit custom mode configuration to include MCP tools
• Add "Use MCP" to available tools in mode definition
• Ensure mode has appropriate permissions for external tools
• Test with default mode first to verify MCP server works

Extension Conflicts

Symptoms: Roo Code not responding, VS Code performance issues, Unexpected behavior

Cause: Conflicts with other AI coding extensions

Solution:

• Disable other AI coding extensions (Cline, Continue, etc.)
• Restart VS Code after disabling conflicting extensions
• Check VS Code extension logs for conflict errors
• Use only one AI coding assistant extension at a time

Adfin not appearing in Roo Code

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

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

Next Steps

Now that Adfin is integrated with Roo Code:

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

Need Help?

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