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Adfin Financial Management

Integrates with Adfin's financial management platform to enable credit control checks, invoice creation, and document up...

Created byApr 23, 2025

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](https://claude.ai/download).
  1. Launch Claude and go to Settings > Developer > Edit Config.
  1. Modify `claude_desktop_config.json` with:
  1. 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**
**Create a new invoice**
**Ask the assistant to upload multiple invoices from your folder**