Adfin

what is Adfin?

Adfin is a financial platform designed to centralize and streamline payment processing, invoicing, and accounting reconciliation. The Adfin MCP server allows users to connect an AI assistant, such as Claude Desktop, directly to their Adfin account, enabling them to manage financial tasks using natural language commands.

Adfin's Core Features?

• Unified Payments: Consolidates all payment activities in one place.
• Automated Invoicing: Create and manage invoices programmatically.
• Accounting Reconciliation: Simplifies the process of reconciling financial records.
• AI Assistant Integration: Natively integrates with AI assistants like Claude for command-based operations.
• Local Filesystem Access: Can access local files to perform tasks like bulk invoice uploads.

how to use Adfin?

To use the Adfin MCP server, you need to configure your Claude Desktop client by editing its JSON configuration file. This involves setting the path to the Adfin MCP script and providing your Adfin account credentials (email and password) as environment variables. Once configured, you can launch Claude and issue commands like "Create a new invoice for 100 USD to customer@example.com" or "Upload all pdf invoices from my Desktop/invoices folder."

Adfin's Use Cases?

1. Credit Control: Ask your AI assistant for a quick credit control status check.
2. Invoice Creation: Instantly generate and issue a new invoice by describing the details in a message.
3. Bulk Invoice Processing: Tell your assistant to upload multiple PDF invoices from a specified folder on your computer.

FAQ from Adfin?

• What are the technical requirements?

You need Python 3.10 or higher and the uv package manager installed.

• How is it configured?

Setup involves editing the claude_desktop_config.json file to point to the server script and to set your Adfin login credentials.

• Does it always have the latest tools?

Yes, every time you launch Claude Desktop, the server automatically fetches the most recent Adfin API tools, ensuring you always have the latest features available.

Requirements:

1. Python 3.10 or higher

Step 1. Install uv:

• MacOS/Linux: curl -LsSf https://astral.sh/uv/install.sh | sh
• Windows: powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"

Step 2. Configure Claude Desktop

1. Download Claude Desktop.
2. Launch Claude and go to Settings > Developer > Edit Config.
3. Modify claude_desktop_config.json with:

{
  "mcpServers": {
    "Adfin": {
      "command": "<home_path>/.local/bin/uv",
      "args": [
        "--directory",
        "<absolute_path_to_adfin_mcp_folder>",
        "run",
        "main_adfin_mcp.py"
      ],
      "env": {
        "ADFIN_EMAIL": "<email>",
        "ADFIN_PASSWORD": "<password>"
      }
    },
    "filesystem": {
      "command": "<home_path>/.local/bin/uv",
      "args": [
        "--directory",
        "<absolute_path_to_adfin_mcp_folder>",
        "run",
        "filesystem.py"
      ]
    }
  }
}

4. Relaunch Claude Desktop.

The first time you open Claude Desktop with these setting it may take 10-20 seconds before the Adfin tools appear in the interface due to the installation of the required packages and the download of the most recent Adfin API documentation.

Everytime you launch Claude Desktop, the most recent Adfin API tools are made available to your AI assistant.

Step 3. Launch Claude Desktop and let your assistant help you

Examples

Request a credit control status

Give me a credit control status check.

Create a new invoice

Create a new invoice for 60 GBP for Abc Def that is due in a week. His email is abc.def@example.com.

Ask the assistant to upload multiple invoices from your folder

Upload all pdf invoices from the invoices folder from my Desktop.