Adfin

what is Adfin?

Adfin is a financial management platform integrated with Claude Desktop that enables users to handle payments, invoicing, and accounting reconciliations in one place. It works as a Claude Desktop plugin for seamless financial operations through AI assistance.

How to use Adfin?

1. Install Requirements:

• Python 3.10 or higher is required.

2. Install uv:

• Run the following commands based on your OS:
  • MacOS/Linux: curl -LsSf https://astral.sh/uv/install.sh | sh
  • Windows: powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"

3. Configure Claude Desktop:

• Download and install Claude Desktop.
• Modify the claude_desktop_config.json file in Claude Desktop settings to include Adfin's MCP server configuration.

4. Launch Claude Desktop and use AI commands to interact with Adfin.

Key features of Adfin?

• All-in-one financial management: Payments, invoicing, and accounting in a single platform.
• Claude Desktop integration: Access Adfin through AI commands within Claude.
• Automatic updates: The latest Adfin API tools are always available when launching Claude Desktop.
• Multi-file processing: Upload and process multiple invoices at once.

Use cases of Adfin?

1. Credit control status check: Quickly retrieve credit control status.
2. Invoice creation: Generate invoices with specified details (amount, recipient, due date).
3. Bulk invoice upload: Mass-upload invoices from a predefined folder.
4. Automated reconciliations: Streamline accounting with AI-assisted reconciliation.

FAQ from Adfin?

• What are the requirements to use Adfin?

Adfin requires Python 3.10 or higher and integration with Claude Desktop.

• How do I add Adfin to Claude Desktop?

Modify the claude_desktop_config.json file in Claude Desktop settings with the provided configuration.

• Is Adfin free to use?

The provided details do not specify pricing; users may need to refer to Adfin’s official documentation for licensing information.

• What happens on the first launch?

The first launch may take 10-20 seconds as required packages are installed and the latest Adfin API documentation is downloaded.

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": "/.local/bin/uv", "args": [ "--directory", "", "run", "main_adfin_mcp.py" ], "env": { "ADFIN_EMAIL": "", "ADFIN_PASSWORD": "" } }, "filesystem": { "command": "/.local/bin/uv", "args": [ "--directory", "", "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** ```text Give me a credit control status check. ``` **Create a new invoice** ```text 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** ```text Upload all pdf invoices from the invoices folder from my Desktop. ```