# Wave Accounting MCP for AI Agents AI Agent Connect

> Wave Accounting MCP. Manage customers, invoices, and your small business finances through natural conversation with your AI agent. It handles the heavy lifting of data entry and status tracking so you can focus on running the business.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_akfLJnhhwMgIgUvPyo8uJYV7KzfIA6TU4C8O9lfM/ai-agent-connect
- **Tags:** invoicing, bookkeeping, customer-management, payment-tracking, small-business-finance, accounting-automation

## Description

Connect your Wave Accounting account to any AI agent and manage your business finances through natural conversation. Instead of navigating complex dashboards and clicking through endless menus, you can now handle your billing and customer records directly from your chat interface. This Connector lets you create new customer profiles with just a name and email, or draft out invoices with specific line items for your clients. It handles the heavy lifting of data entry and status tracking so you can focus on running the business. If you are tired of the tab-hopping between your CRM and your accounting software, this Connector makes that friction disappear. By adding this to your setup via the Vinkius catalog, you turn your AI into a functional member of your finance team. You will spend less time hunting for unique IDs and more time actually closing deals and getting paid. You can move drafts to a saved status, check the specific details of any past invoice, or update client contact info without ever opening a new tab. It turns your accounting workflow into a simple back-and-forth conversation. You can also list your entire customer base to audit your records or find specific billing history in seconds. It is about making your financial admin as fast as a text message.

## Tools

### approve_draft_invoice
Finalizes a draft so it moves to an unpaid status. Use this to push completed invoices out to your clients.

### create_accounting_customer
Adds a new customer to Wave using a name and email. This keeps records current without manual entry.

### create_draft_invoice
Generates a new invoice draft with specific line items. It is the first step in your billing workflow.

### delete_accounting_customer
Permanently removes a customer record from your account. Use this to clean up old or incorrect profiles.

### delete_draft_invoice
Removes an unfinalized draft from your list. This helps keep your workspace clean of mistakes.

### get_customer_details
Pulls the full profile for a specific customer. Use it to quickly grab contact info or IDs.

### get_invoice_details
Retrieves the full history and items for a specific invoice. It is great for checking taxes and totals.

### list_accounting_customers
Shows every customer registered in your Wave business. Use this to browse your entire client base.

### list_accounting_invoices
Pulls a list of every invoice issued by your business. It is the fastest way to check your billing history.

### update_customer_profile
Edits the information for an existing customer. Use this to fix typos or update contact details.

## Prompt Examples

**Prompt:** 
```
Who owes me money?
```

**Response:** 
```
Here is the status of your recent invoices:

| Invoice # | Amount | Status |
| :--- | :--- | :--- |
| #101 | $500.00 | **Paid** |
| #102 | $1,200.00 | **Overdue** |
| #103 | $300.00 | **Draft** |

Would you like me to send a reminder for invoice #102?
```

**Prompt:** 
```
Add a new customer named Sarah Jenkins with email sarah@example.com.
```

**Response:** 
```
Success! I have created a new customer record for **Sarah Jenkins** (ID: Y3VzdC00OTk=) in Wave. You can now issue invoices to this customer.
```

**Prompt:** 
```
What's the status of invoice #502?
```

**Response:** 
```
I found the details for **Invoice #502**:

*   **Status:** Saved
*   **Amount:** $750.00
*   **Customer:** Acme Corp
*   **Line Items:**
    *   Consulting Fee: $750.00

It is currently saved and ready to be sent.
```

## Capabilities

### Create new customer profiles
Add new clients to your records using just a name and email address.

### Generate draft invoices
Draft out new invoices with specific line items for your customers.

### Approve invoices for sending
Move drafts to a saved or unpaid status to finalize your billing.

### Check payment statuses
See exactly which invoices are paid, saved, or still in draft.

### Update customer info
Edit existing client profiles to keep your contact data current.

### Remove obsolete records
Delete old customer profiles or unfinalized drafts to keep your books clean.

## Use Cases

### Billing a new client
A freelancer wants to bill a new client. They ask the agent to create a profile and a draft invoice for a project using `create_accounting_customer` and `create_draft_invoice`.

### Checking overdue payments
A business owner wants to see who hasn't paid. They ask the agent to list all invoices and identify overdue ones using `list_accounting_invoices`.

### Verifying customer info
A sales rep needs to verify a customer's email. They ask the agent to pull the details for a specific customer ID using `get_customer_details`.

### Auditing client records
An accountant needs to audit records. They ask the agent to list all customers to find duplicates or missing info using `list_accounting_customers`.

## Benefits

- Stop manual data entry by using `create_accounting_customer` to add clients via chat.
- Speed up billing by drafting invoices with `create_draft_invoice` and specific line items.
- Keep your books clean by using `delete_draft_invoice` to remove errors instantly.
- Monitor your cash flow with `list_accounting_invoices` to see what is paid and what is late.
- Save time on admin by using `update_customer_profile` to fix client details on the fly.
- Get instant answers on payment statuses using `get_invoice_details` without opening a browser.

## How It Works

The bottom line is you stop manual data entry and start managing your books through simple chat.

1. Enter your Wave Business ID and Access Token in your configuration.
2. Open your preferred AI client and connect the Connector.
3. Ask your agent to list customers, draft invoices, or check payment statuses.

## Frequently Asked Questions

**Can the Wave Accounting MCP create invoices for me?**
Yes, it can draft out new invoices with specific line items for your customers, which you can then move to a saved or paid status.

**How do I use Wave Accounting MCP to manage my customers?**
You can use it to list every customer in your business, create new profiles with names and emails, or update existing contact information.

**Can I check if a client has paid through the Wave Accounting MCP?**
Yes, your agent can pull the full details for any specific invoice to show you the current payment status and total amounts.

**Is the Wave Accounting MCP good for freelancers?**
It is ideal for freelancers who need to quickly issue billing documents and track who has paid without navigating a complex accounting dashboard.

**Can I delete old records with Wave Accounting MCP?**
You can permanently remove obsolete customer records or unfinalized draft invoices to keep your accounting workspace clean.

**How does Wave Accounting MCP help with bookkeeping?**
It automates the repetitive parts of bookkeeping, like data entry for new clients and checking invoice statuses, through simple chat commands.

**Can I check if an invoice has been paid through the agent?**
Yes. The `list_accounting_invoices` tool allows your AI agent to see the current status of all invoices, including whether they are 'PAID', 'SAVED' (unpaid), or still in 'DRAFT' status.

**How do I add a new client to my Wave account using chat?**
You can use the `create_accounting_customer` tool. Just provide the customer's name and email address, and your agent will register them in your Wave business instantly.

**Can I delete a draft invoice if I made a mistake?**
Yes. The `delete_draft_invoice` tool allows you to permanently remove unfinalized draft invoices. Note that once an invoice is approved (SAVED) or paid, it cannot be deleted through this specific tool.