MCP Server Adfin

What is MCP Server Adfin about?

MCP Server Adfin provides a lightweight Python‑based server that implements the Model Context Protocol, exposing Adfin’s accounting and invoicing APIs to AI assistants like Claude Desktop. By configuring Claude to point at this server, users can issue natural‑language commands that are translated into API calls for finance‑related operations.

How to use MCP Server Adfin?

1. Install uv (the recommended Python package manager) using the platform‑specific command shown in the README.
2. Configure Claude Desktop: edit claude_desktop_config.json and add an entry under mcpServers.Adfin that points to the uv binary, sets the working directory to the cloned repository, and runs main_adfin_mcp.py. Provide your Adfin credentials via the ADFIN_EMAIL and ADFIN_PASSWORD environment variables.
3. Restart Claude Desktop – the first launch will install required packages and download the latest Adfin API schema (10‑20 seconds).
4. Interact: ask Claude for credit status, create invoices, or upload files using plain text prompts.

Key features of MCP Server Adfin

• Python 3.10+ runtime with minimal dependencies.
• Secure credential handling via environment variables.
• Automatic API schema updates each time Claude launches.
• Support for common finance operations: credit control status, invoice generation, bulk PDF uploads.
• Simple integration through a JSON configuration file for Claude Desktop.

Use cases of MCP Server Adfin

• Finance teams delegating routine invoicing to an AI assistant.
• Accountants quickly checking customer credit limits without leaving Claude.
• Small businesses automating bulk invoice uploads from local folders.
• Developers prototyping AI‑driven financial workflows with minimal code.

FAQ from the MCP Server Adfin

Q: Which Python version is required? A: Python 3.10 or newer.

Q: Do I need to install any other package managers? A: Only uv is required; it handles virtual‑environment creation and dependency installation.

Q: How are my Adfin credentials protected? A: They are passed as environment variables (ADFIN_EMAIL, ADFIN_PASSWORD) and are not stored in the configuration file.

Q: Will the server run continuously? A: The server starts when Claude invokes it and terminates when Claude closes; no background service is needed.

Q: Can I use this with other AI assistants? A: The MCP protocol is not limited to Claude; any assistant that supports MCP can point to the same server configuration.

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.