# Wave Financial MCP for AI Agents AI Agent Connect

> Wave Financial MCP. Manage your small business accounting data directly through your AI agent. Query invoices, transactions, and customer lists without switching tabs. Perfect for small business owners and bookkeepers who need real-time financial oversight without the manual login.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/ai-agent-connect
- **Tags:** accounting-software, invoicing, financial-reporting, small-business-finance, transaction-tracking

## Description

You're running a business, and the last thing you want to do is hunt through dozens of tabs to find out if a specific client paid an invoice or how much is left in your petty cash. This Connector changes that by letting your AI agent do the heavy lifting for you. Instead of navigating a complex dashboard, you can just ask your agent to pull up recent bills or check the status of a pending payment. It pulls directly from your Wave Financial account, giving you a clear view of your chart of accounts, sales tax configurations, and vendor lists in plain English. Whether you're trying to spot a discrepancy in your transactions or just need a quick summary of your current balances, it handles the data retrieval so you can stay focused on actually running your company. It's one of the many tools available in the Vinkius catalog that turns your AI into a functional member of your finance team. You get the answers you need immediately, without the friction of manual data entry or constant context switching.

## Tools

### get_user_info
Get the details of the currently authenticated user. This helps your agent confirm who is making the request.

### list_accounts
View the chart of accounts for a specific business. Use this to see how your money is categorized.

### list_bills
See all accounts payable for a specific business. This is useful for tracking what you owe to others.

### list_businesses
List every business associated with your account. Use this to switch between different company profiles.

### list_customers
Get a list of customers for a specific business. This helps you quickly find client contact information.

### list_products
See the products and services offered by a specific business. This helps you verify your current offerings.

### list_sales_taxes
View the sales tax rates configured for a business. This ensures you have the right tax data for your reports.

### list_transactions
Retrieve the accounting transactions for a business. Use this to see a history of money moving in and out.

### list_vendors
List all vendors associated with a specific business. This helps you manage your supplier relationships.

### list_invoices
Pull a list of all invoices for a specific business. Use this to check payment statuses and totals.

## Prompt Examples

**Prompt:** 
```
List my businesses in Wave.
```

**Response:** 
```
You have 2 businesses:

* **Design Studio** (ID: 123)
* **E-commerce Shop** (ID: 456)

Which one would you like to inspect?
```

**Prompt:** 
```
Show me the latest invoices for business ID 123.
```

**Response:** 
```
Fetching invoices for **Design Studio**... I found 3 recent invoices:

| Invoice # | Status | Total |
| :--- | :--- | :--- |
| #INV-001 | **Paid** | $500 |
| #INV-002 | **Sent** | $1,200 |
| #INV-003 | **Overdue** | $300 |
```

**Prompt:** 
```
What's my current sales tax rate for my main business?
```

**Response:** 
```
Checking your tax configuration... Your business currently has one active sales tax rate: **7.5% (State Tax)**. This applies to all standard retail transactions.
```

## Capabilities

### Check invoice statuses
See if a client paid or if an invoice is overdue instantly.

### List all businesses
View every company linked to your Wave account in one list.

### Lookup customer details
Get contact info for your clients and suppliers without digging through files.

### Monitor account balances
See your current totals across different categories at a glance.

### Track recent bills
Get a list of accounts payable to keep your cash flow on track.

### Verify sales tax rates
Retrieve active tax configurations for your business quickly.

## Use Cases

### Checking a late payment
A business owner asks 'Did Client X pay invoice #102?' and the agent uses list_invoices to confirm the status.

### Monthly audit
An accountant asks for all transactions from last month, and the agent uses list_transactions to provide a summary.

### Vendor reconciliation
A manager asks 'How many bills do we have for Vendor Y?', and the agent uses list_bills to find the total.

### Tax verification
A business owner asks 'What's my current sales tax rate?', and the agent uses list_sales_taxes to give the answer.

## Benefits

- Stop manual logins: Use list_invoices to check payments and statuses without ever opening a browser tab.
- Faster reporting: Use list_transactions to get the data you need for your monthly reports in seconds.
- Better oversight: Use list_accounts to see your balance categories at a glance during your morning coffee.
- Easier vendor management: Use list_vendors and list_bills to track who you owe money to without the headache.
- Instant customer lookups: Use list_customers to find client contact info without digging through old files.
- Accurate tax tracking: Use list_sales_taxes to verify your current configurations instantly for your records.

## How It Works

The bottom line is you get to stop clicking through menus and start getting direct answers to your financial questions.

1. Subscribe to the Wave Financial MCP on Vinkius.
2. Generate a Personal Access Token in your Wave Developer Portal and add it to your AI client.
3. Ask your agent questions about your invoices, customers, or balances.

## Frequently Asked Questions

**Can the Wave Financial MCP help me see if clients paid?**
Yes, it can pull your invoice list and show statuses like Paid, Sent, or Overdue, so you can see who's current without opening the dashboard.

**How do I connect Wave Financial to my AI agent?**
You just need to get a Personal Access Token from your Wave Developer Portal and add it to this Connector on Vinkius.

**Can I use this to manage my small business accounting?**
It lets you query your chart of accounts, transactions, and balances to help you stay on top of your books using natural language.

**Does the Wave Financial MCP show my vendor bills?**
Yes, it can list all your bills and vendor information so you know exactly what's pending and who you owe money to.

**Can I use this for tax reporting?**
It can retrieve your active sales tax rates and configurations for your specific business, making it easier to verify your setup.

**Is the Wave Financial MCP good for bookkeepers?**
It's great for bookkeepers who need to quickly pull transaction lists or customer data for reports without constant manual exports.

**How do I create a Wave Personal Access Token?**
Log in to the [Wave Developer Portal](https://developer.waveapps.com/), go to 'Manage Applications', create a new application, and then generate a 'Personal Access Token' for your account.

**Can this agent create new invoices or customers?**
This current version is optimized for data retrieval and oversight. While Wave supports mutations, this Connector primarily focuses on querying your existing financial data for analysis.