Adfin API Integration MCP Server

Finance & FintechPython

Connect to Adfin APIs for financial management tasks

Available Tools

credit_control_status

Check the credit control status for your account

create_invoice

Create a new invoice with specified details like amount, recipient, and due date

upload_invoices

Upload PDF invoices from a specified folder

The Adfin API Integration MCP provides a seamless connection between Claude and Adfin's financial management APIs. This integration enables users to perform various financial tasks directly through Claude, such as checking credit control status and creating invoices. With this MCP, users can leverage Claude's natural language capabilities to interact with Adfin's financial services without needing to switch between applications or learn complex API syntax. The integration automatically imports the latest Adfin API documentation, ensuring that Claude always has access to the most up-to-date functionality.

Overview

The Adfin API Integration MCP allows Claude to interact with Adfin's financial management services. This integration enables you to perform various financial tasks through natural language requests to Claude.

Installation

Prerequisites

Python 3.10 or higher
Claude Desktop application

Installation Steps

Install uv package manager
- MacOS/Linux: curl -LsSf https://astral.sh/uv/install.sh | sh
- Windows: powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
Clone the repository
- Clone the Adfin MCP repository to your local machine
- Note the absolute path to the repository folder
Configure Claude Desktop
- Download and install Claude Desktop
- Launch Claude and navigate to Settings > Developer > Edit Config
- Modify the claude_desktop_config.json file with the configuration shown in the installation section below
- Replace <home_path> with your home directory path
- Replace <absolute_path_to_adfin_mcp_folder> with the path to the cloned repository
- Replace <email> and <password> with your Adfin account credentials
Restart Claude Desktop
- Close and relaunch Claude Desktop
- The first launch may take 10-20 seconds before the Adfin tools appear as the MCP installs required packages and downloads the latest API documentation

Usage

Once installed, you can interact with Adfin services through natural language requests to Claude. Here are some example prompts:

Check 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."
Upload invoices: "Upload all PDF invoices from the invoices folder on my Desktop."

The MCP automatically downloads the most recent Adfin API documentation each time Claude Desktop is launched, ensuring that all the latest features are available to your assistant.