Adfin Financial Management MCP server

This Model Context Protocol (MCP) server allows you to integrate Adfin tools with Claude Desktop, enabling your AI assistant to perform tasks like checking credit control status, creating invoices, and managing files directly in your accounting system.

Requirements

• Python 3.10 or higher

Installation

Step 1: Install UV

For MacOS/Linux:

curl -LsSf https://astral.sh/uv/install.sh | sh

For 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 navigate to Settings > Developer > Edit Config
3. Modify your claude_desktop_config.json with the following configuration:

{
  "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

Note: The first time you open Claude Desktop with these settings, it may take 10-20 seconds before the Adfin tools appear in the interface as the system installs required packages and downloads the most recent Adfin API documentation.

Using the MCP Server

Once configured, Claude Desktop will automatically load the most recent Adfin API tools every time you launch it, making them available to your AI assistant.

Example Commands

Here are some examples of what you can ask your assistant to do:

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].

Manage files

Upload all pdf invoices from the invoices folder from my Desktop.

How to install this MCP server

For Claude Code

To add this MCP server to Claude Code, run this command in your terminal:

claude mcp add-json "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>"}}'

See the official Claude Code MCP documentation for more details.

For Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > Tools & Integrations and click "New MCP Server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "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"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explicitly ask the agent to use the tool by mentioning the tool name and describing what the function does.

For Claude Desktop

To add this MCP server to Claude Desktop:

1. Find your configuration file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json
• Linux: ~/.config/Claude/claude_desktop_config.json

2. Add this to your configuration file:

{
    "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"
            ]
        }
    }
}

3. Restart Claude Desktop for the changes to take effect