# Adfin Financial Management

> Adfin Financial Management — adfin-financial-management. Use this tool when you need to manage financial operations, such as checking credit control status, creating invoices, and uploading documents, directly within a conversation interface. It solves problems like streamlining financial workflows and reducing the need to switch between applications. The Adfin Financial Management tool takes API inputs and user files as uploads, and outputs financial data and transaction results, making it ideal for financial professionals seeking efficient task automation.

Canonical page: https://skillsregistry.net/skills/adfin-financial-management  
JSON: https://api.skillsregistry.net/v1/skills/adfin-financial-management

## Description

The Adfin MCP server enables Claude to interact with Adfin's financial management platform through its public APIs, allowing users to perform tasks like checking credit control status, creating invoices, and uploading invoice documents. Built with FastMCP, it dynamically generates API tools by importing Adfin's API documentation and registering each endpoint as a separate function, while also providing specialized file system tools for managing invoice uploads from the user's desktop. The implementation includes automatic token refresh handling and is designed to be easily configured in Claude Desktop through environment variables, making it particularly valuable for financial professionals who need to perform Adfin operations without leaving their conversation interface.

## Trust

- **Trust score (0–1):** 0.94
- **Verification tier:** verified
- **Last scanned:** 2026-09-28

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** finance
- **Updated:** 2026-09-28

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/adfin-financial-management)
- **Repository:** <https://github.com/adfin-engineering/mcp-server-adfin>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "adfin-financial-management"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/adfin-financial-management` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/adfin-financial-management/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt