beginner⏱️ 14-24 minutes📅 Updated June 2026

Step-by-step guide to integrate Adfin MCP server with Rovo Dev CLI. Includes credit control management and invoice creation and management.

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

Installation

Step 1: Install Adfin

Configuration

Step 2: Configure Rovo Dev CLI

  1. Open Rovo Dev CLI 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 Rovo Dev CLI:

Credit Control Status Check

Review overall credit control status for all customers

Ask Rovo Dev CLI: "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 Rovo Dev CLI: "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 Rovo Dev CLI: "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 Rovo Dev CLI: "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 acli rovodev run to start interactive mode
  2. Ask for code generation or explanation
  3. Test integration with Jira/Confluence features

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

Authentication Failed

Symptoms: Cannot login, API token rejected

Cause: Invalid or expired API token

Solution:

  • Regenerate API token in Atlassian profile
  • Verify account has Rovo access
  • Check network connectivity
  • Re-run acli rovodev auth login

Beta Access Limited

Symptoms: Access denied, Beta not available

Cause: Beta capacity limits reached

Solution:

  • Check Atlassian announcements for availability
  • Join waitlist if available
  • Verify account eligibility for beta access

Adfin not appearing in Rovo Dev CLI

Symptoms: Server not listed, Tools not available

Cause: Configuration or installation issue

Solution:

  • Verify configuration syntax
  • Check Adfin installation
  • Restart Rovo Dev CLI
  • Check logs for error messages

Next Steps

Now that Adfin is integrated with Rovo Dev CLI:

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

Need Help?

Related Resources

More Integrations

Explore other MCP servers that work with Rovo Dev CLI

Need Help?

Join the MCP community for support and discussions

Adfin + Rovo Dev CLI: MCP Setup Guide (2026)