Adfin

by adfin-engineering

4 stars

253 downloads

Not rated

GitHub

About

Integrates with Adfin's financial management platform to enable credit control checks, invoice creation, and document uploads through dynamically generated API tools and specialized file system capabilities.

Details

Author: adfin-engineering
Repository: Adfin-Engineering/mcp-server-adfin
GitHub stars: 4
Downloads: 253
Categories: Productivity, Other, Finance, Developer Tools, Design, Workplace, File Management, Knowledge Base, API, Project Management, Frontend

- Check credit control status via natural language.
- Create invoices with amount, currency, customer name, and due date.
- Upload multiple PDF invoices from a local folder.
- Automatically downloads the most recent Adfin API documentation.
- Integrates directly with Claude Desktop's developer settings.

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below
Plugin Name Adfin

Command (node, npx, python, etc.) <home_path>/.local/bin/uv
Arguments
- Argument 1 --directory
- Argument 2 <absolute_path_to_adfin_mcp_folder>
- Argument 3 run
- Argument 4 main_adfin_mcp.py
Environment
- ADFIN_EMAIL <email>
- ADFIN_PASSWORD <password>
Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

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

JSON

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

JSON

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

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

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

JSON

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

JSON

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

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

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

JSON

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

JSON

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

From the repository

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

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.

`request_credit_control_status`

Request a credit control status check.

`create_invoice`

Create a new invoice. Parameters: amount (string), recipient name (string), due date (string), recipient email (string)

`upload_invoices`

Ask the assistant to upload multiple invoices from a specified folder. Parameters: folder path (string)

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

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

Linux

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

Macos

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

Windows

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

- Check credit control status— Ask the assistant to retrieve the current credit control status for your account using the Adfin API.
- Create a new invoice— Have the assistant create an invoice with a specified amount, recipient, email, and due date.
- Upload invoice files from a folder— Ask the assistant to upload multiple PDF invoices from a local directory on your machine.

- MacOS/Linux: curl -LsSfhttps://astral.sh/uv/install.sh| sh
- Windows: powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1| iex"
- Download Claude Desktop.
- Launch Claude and go to Settings > Developer > Edit Config.
- Modifyclaude_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" ] } } }

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

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.

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About

Details

Jump to

Setting up with Highlight

From the repository

request_credit_control_status

create_invoice

upload_invoices

Claude Desktop / Cursor

Linux

Macos

Windows

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

Install

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`request_credit_control_status`

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