mcp-based payment data integration and orchestration
Exposes Adfin's payment processing, invoicing, and accounting APIs through the Model Context Protocol (MCP) server interface, enabling LLM agents and AI tools to read/write payment data via standardized tool-calling conventions. Implements MCP resource handlers that map Adfin REST endpoints to callable tools with schema-based argument validation, allowing Claude and other MCP-compatible clients to query payment status, retrieve invoices, and trigger accounting reconciliations without direct API knowledge.
Unique: Bridges Adfin's payment/invoicing/accounting APIs into the MCP ecosystem, enabling LLM agents to access financial data through standardized tool-calling rather than custom integrations. Uses MCP's resource and tool handler patterns to abstract Adfin's REST API surface into agent-friendly callable functions with schema validation.
vs alternatives: Provides native MCP integration for Adfin (vs. building custom API wrappers), enabling seamless Claude integration without additional middleware or API gateway layers
payment status querying and retrieval
Implements MCP tool handlers that query Adfin's payment endpoints to retrieve real-time payment status, transaction history, and payment method details. Translates MCP tool calls with filters (date range, payment ID, status) into Adfin REST API requests, parses JSON responses, and returns structured payment records to the LLM client for analysis or further action.
Unique: Exposes Adfin payment queries through MCP's tool-calling interface with schema-based filtering, allowing LLMs to construct complex payment queries (date ranges, status filters) without understanding Adfin's REST API structure.
vs alternatives: Simpler than building custom REST client wrappers — MCP handles serialization and error handling, and Claude can naturally express payment queries in plain language
invoice generation and management via llm
Provides MCP tool handlers for creating, updating, and retrieving invoices through Adfin's invoicing API. Accepts structured invoice data (client name, line items, due date, tax settings) from the LLM client, validates against Adfin's schema, submits to Adfin's invoice creation endpoint, and returns the created invoice ID and PDF URL. Supports invoice retrieval by ID and bulk listing with filters.
Unique: Abstracts Adfin's invoice API into natural-language-friendly MCP tools, enabling LLMs to construct invoices by describing business logic (e.g., 'create invoice for 40 hours at $150/hr') rather than manually specifying line items.
vs alternatives: Faster than manual invoice creation in Adfin UI; integrates directly with LLM reasoning, allowing agents to calculate totals, apply discounts, and generate invoices in a single workflow
accounting reconciliation and data sync
Implements MCP tool handlers that trigger Adfin's accounting reconciliation engine, which matches payments against invoices, detects discrepancies, and syncs transaction data with accounting systems (QuickBooks, Xero, etc.). Accepts reconciliation parameters (date range, account filter) and returns reconciliation status, matched/unmatched transactions, and any errors requiring manual review.
Unique: Exposes Adfin's reconciliation engine as an MCP tool, allowing LLM agents to trigger complex multi-step accounting workflows (match payments, detect discrepancies, sync to external systems) with a single natural-language request.
vs alternatives: Eliminates manual reconciliation steps by automating payment-to-invoice matching and accounting system sync; LLM agents can monitor reconciliation status and escalate issues without human intervention
multi-currency and tax handling
Provides MCP tool handlers that manage multi-currency payments and tax calculations through Adfin's currency and tax APIs. Accepts payment/invoice requests with currency codes and tax jurisdictions, applies real-time exchange rates and tax rules (VAT, GST, sales tax), and returns tax-inclusive totals and currency conversions. Supports tax compliance reporting for multiple jurisdictions.
Unique: Integrates Adfin's tax and currency APIs into MCP tools, enabling LLMs to automatically apply correct tax rates and exchange rates based on jurisdiction and currency without manual lookup or calculation.
vs alternatives: Reduces tax compliance errors by automating jurisdiction-specific tax calculations; LLM agents can generate compliant invoices for international clients without accounting expertise
payment method and customer management
Exposes MCP tool handlers for managing payment methods (credit cards, bank accounts, digital wallets) and customer records in Adfin. Allows creation, update, and retrieval of customer profiles with payment method associations, tokenization of sensitive payment data, and validation of payment method eligibility. Integrates with Adfin's PCI compliance framework to ensure secure handling of payment credentials.
Unique: Abstracts Adfin's PCI-compliant payment method tokenization into MCP tools, allowing LLMs to manage customer payment methods without ever handling raw payment credentials. Uses token-based references instead of exposing sensitive data.
vs alternatives: Safer than custom payment method handling — Adfin's PCI compliance framework is built-in; LLM agents can manage payment methods without security risks or compliance violations