Adfin MCP Server
What is Adfin MCP Server
Claude Desktop is an AI assistant interface that integrates with Adfin MCP (Multi-Channel Platform) tools, allowing users to manage financial tasks such as credit control and invoicing.
Use cases
Users can utilize Claude Desktop to check credit control statuses, create invoices, and upload invoices from local folders, streamlining financial management tasks.
How to use
To use Claude Desktop, install the UV tool, download the Claude Desktop application, configure the settings with the appropriate path and environmental variables, then launch the application to access the AI assistant and its financial tools.
Key features
Key features of Claude Desktop include the ability for seamless integration with Adfin tools, automated package installations, and real-time access to the latest API documentation, making it efficient for users managing financial operations.
Where to use
Claude Desktop can be used in various settings where financial management is needed, such as small businesses, accounting firms, or freelance environments where invoicing and credit control are essential.
Overview
What is Adfin MCP Server
Claude Desktop is an AI assistant interface that integrates with Adfin MCP (Multi-Channel Platform) tools, allowing users to manage financial tasks such as credit control and invoicing.
Use cases
Users can utilize Claude Desktop to check credit control statuses, create invoices, and upload invoices from local folders, streamlining financial management tasks.
How to use
To use Claude Desktop, install the UV tool, download the Claude Desktop application, configure the settings with the appropriate path and environmental variables, then launch the application to access the AI assistant and its financial tools.
Key features
Key features of Claude Desktop include the ability for seamless integration with Adfin tools, automated package installations, and real-time access to the latest API documentation, making it efficient for users managing financial operations.
Where to use
Claude Desktop can be used in various settings where financial management is needed, such as small businesses, accounting firms, or freelance environments where invoicing and credit control are essential.
Content
Requirements:
- 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
- Download Claude Desktop.
- Launch Claude and go to Settings > Developer > Edit Config.
- Modify
claude_desktop_config.jsonwith:
{
"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"
]
}
}
}- 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 [email protected].
Ask the assistant to upload multiple invoices from your folder
Upload all pdf invoices from the invoices folder from my Desktop.