Adfin Financial Management

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.