Adfin
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About Adfin
Adfin MCP Server is an open-source Model Context Protocol server that connects AI assistants, specifically Claude Desktop, with Adfin's financial APIs. It enables natural language interactions for managing payments, invoices, credit control, and accounting reconciliation. The server automatically downloads the latest Adfin API documentation on each launch, ensuring the AI assistant has up-to-date tools. Setup is straightforward with Python 3.10+ and 'uv', and configuration is done via Claude Desktop's config file. Example commands include checking credit control status, creating invoices, and uploading multiple PDF invoices from a folder.
Key Features
Integrates seamlessly with Claude Desktop via Model Context Protocol
Provides AI-accessible tools for Adfin financial operations (credit control, invoice creation, file upload)
Automatically downloads and loads the latest Adfin API documentation on every launch
Supports uploading and processing multiple PDF invoices from a local folder
Open source and free to use, with simple setup using Python 3.10+ and 'uv'
Pros & Cons
Pros
- Free and open source with no licensing costs
- Quick setup using 'uv' package manager and simple configuration file
- Always uses the most recent Adfin API documentation for up-to-date functionality
- Enables non-technical users to perform financial operations through conversational AI
- Actively maintained by Adfin Engineering with community support on GitHub
Cons
- Requires Python 3.10+ and 'uv' to be installed
- Works exclusively with Claude Desktop; no standalone or other AI assistant integration
- Needs valid Adfin account credentials (email and password) to function
- Initial launch may take 10–20 seconds to install packages and download API docs
- Limited to Adfin's API capabilities; does not support other payment or accounting platforms
Best For
Perform credit control status checks via natural language commandsCreate new invoices with specific amounts, currencies, and customer detailsUpload and process multiple invoice PDFs from a designated folderAutomate routine accounting tasks like invoice generation and payment status monitoringIntegration with Claude Desktop to assist finance teams with real-time API interactions
FAQ
What are the system requirements for Adfin MCP Server?
Python 3.10 or higher and the 'uv' package manager. macOS/Linux and Windows are supported with installation commands provided.
How do I configure the server with Claude Desktop?
Edit the claude_desktop_config.json file to add the Adfin MCP server entry with the path to 'main_adfin_mcp.py', your Adfin email, and password as environment variables.
Can I upload and process PDF invoices?
Yes, the server includes a filesystem tool that allows the AI assistant to upload and process multiple invoice PDFs from a specified folder on your desktop.