Wave Accounting MCP. Manage your entire invoice lifecycle through chat.
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Wave Accounting MCP Server connects your AI agent directly to Wave's full suite of financial tools. You can manage customers, create invoice drafts, check payment statuses, and audit accounts—all through chat commands.
It handles the entire lifecycle of billing, giving you immediate access to customer IDs and detailed invoice line items without opening a single dashboard.
What your AI agents can do
Approve draft invoice
Finalizes a draft invoice, changing its status to unpaid/saved so it can be sent out.
Create accounting customer
Creates an entirely new customer profile in Wave by requiring only a name and email address.
Create draft invoice
Generates a new, unfinalized invoice draft using the target customer's ID and a list of items.
Retrieves a list of all customers registered in Wave Accounting.
Gets the full profile and details for any single, specified customer.
Modifies an existing customer's contact profile using their unique ID.
Builds a new, unfinalized invoice draft by providing the target customer ID and required line items.
Changes an invoice from a draft to an active, unpaid/saved status so it can be sent.
Retrieves all necessary details about any Wave invoice, including line items and payment URLs.
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Wave Accounting MCP Server: 10 Tools for Finance Management
These tools let your AI client read, write, update, and delete core financial records in Wave Accounting directly from your conversation.
019d761fapprove draft invoice
Finalizes a draft invoice, changing its status to unpaid/saved so it can be sent out.
019d761fcreate accounting customer
Creates an entirely new customer profile in Wave by requiring only a name and email address.
019d761fcreate draft invoice
Generates a new, unfinalized invoice draft using the target customer's ID and a list of items.
019d761fdelete accounting customer
Permanently removes an existing customer record. This action cannot be undone.
019d761fdelete draft invoice
Removes a draft invoice that hasn't been finalized. You can't delete paid or saved invoices this way.
019d761fget customer details
Retrieves all profile details for any specific customer in your Wave account.
019d761fget invoice details
Pulls every single piece of information associated with a specific invoice, including line items and taxes.
019d761flist accounting customers
Provides a comprehensive list of all customers currently registered in Wave Accounting.
019d761flist accounting invoices
Lists the status and basic details for all invoices issued by your business account.
019d761fupdate customer profile
Changes the contact or profile information for an existing customer using their unique ID.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Wave Accounting, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Check it. This server connects your AI agent directly into Wave Accounting's entire back office. You don't gotta mess around in those clunky dashboards; your agent handles everything—customer records, invoice drafting, payment checks, and account audits—all through simple chat commands. It gives you immediate access to customer IDs and detailed line items without opening a single tab.
When it comes to Customer Management, your agent's got you covered from start to finish. You can ask it to list all accounting customers registered in Wave, giving you a quick roster of who you billed this year. If you need the whole backstory on one specific client, it pulls every profile detail using get_customer_details.
Need to make changes? You'll use update_customer_profile to modify contact info or any other details for an existing customer based on their unique ID. If a customer is completely obsolete and needs to vanish, you can permanently remove the record with delete_accounting_customer; remember that action is irreversible.
For getting new clients in the books, your agent uses create_accounting_customer. You just give it a name and an email address, and boom—a brand-new profile pops into Wave. This handles the full lifecycle for setting up accounts.
When you're ready to tackle Invoicing, the process is dead simple. First, your agent can pull a list of all invoices issued by your business account using list_accounting_invoices, letting you see the status—drafted, saved, paid, whatever it is. If you need deep intel on one specific invoice, get_invoice_details pulls everything: every single line item, tax breakdown, and even the public payment URL for quick collection.
You can also start by generating a new, unfinalized draft using create_draft_invoice; just provide the target customer's ID and all the items you need billed.
The drafts aren't done until they're ready to go out. Once your agent builds that invoice, you use approve_draft_invoice. This changes the status from a raw draft to an active, unpaid/saved state, making it ready for payment. If something goes wrong and the draft is never finalized or sent, you can wipe it clean using delete_draft_invoice.
This server handles all your financial paperwork in chat commands. Your agent acts like an expert bookkeeper who lives inside your AI client, letting you skip manual data entry into complex accounting systems. It's about direct action and specific results. You get the full power of Wave's tools without ever having to click through a single menu.
How Wave Accounting MCP Works
- 1 Subscribe to the server and enter your unique Wave Business ID and Access Token.
- 2 Direct your AI agent (like Claude or Cursor) to perform a financial task, such as 'List all my customers in Wave.'
- 3 The agent uses the defined tools, pulls the data, and presents you with the results directly in chat.
The bottom line is: You talk to your AI client; the client talks to Wave. You never touch the dashboard.
Who Is Wave Accounting MCP For?
This tool is for small business owners, bookkeepers, and sales managers who are tired of clicking through complex accounting dashboards just to check a payment status or create a new invoice. If your job involves managing billing records, this cuts out the friction.
You use it to automate invoicing and manage customer lists without getting lost in the accounting software's menu structure.
You check payment status or draft new billing documents quickly through chat, instead of navigating multiple tabs to track receivables.
You audit customer records and monitor invoice statuses across different accounts by simply asking your agent for a report.
What Changes When You Connect
- Invoice Status Tracking: Check the status of recent billing activity instantly. Ask for 'What's the status of my latest invoices?' and get a list including DRAFT, SAVED, or PAID statuses.
- Customer Profile Management: Need to fix a wrong email address? Use
update_customer_profilewith just the customer ID; no need to manually find the record first. You can also usecreate_accounting_customerwhen onboarding new clients. - Full Audit Trail: Get deep invoice details using
get_invoice_details. This tool pulls line items, tax breakdowns, and public payment URLs—everything you need for an audit. - Drafting & Approving Bills: Create a bill quickly with
create_draft_invoiceby listing customer IDs and item arrays. Then, useapprove_draft_invoicewhen it's time to send the money request. - Data Cleanup: Safely delete records or drafts that are obsolete. Use
delete_accounting_customerfor profiles ordelete_draft_invoicefor unfinalized bills.
Real-World Use Cases
Checking on an Overdue Payment
A client calls asking about invoice #102. Instead of logging into the dashboard, your agent runs get_invoice_details for that ID. It immediately returns the status (SAVED) and confirms if it's flagged as overdue, solving the problem in two steps.
Onboarding a New Client
You just signed a new client, 'Alpha Widgets.' You use create_accounting_customer with their name and email. Next, you run list_accounting_customers to confirm the ID was created correctly before drafting the first invoice.
Bulk Billing Update
You need to update the mailing address for three old clients. Instead of searching for each one, you can use get_customer_details on each unique customer ID and then run update_customer_profile sequentially to batch-update their records.
Reviewing a Quarterly Report
The accountant needs to know the status of all invoices from Q2. They use list_accounting_invoices, which aggregates the payment statuses for every record, letting them see at a glance what's paid versus what's pending.
The Tradeoffs
Trying to edit an invoice status.
The user tries to manually change the payment status of Invoice #102 from SAVED to PAID directly in chat, assuming it's a simple command.
→
You can only approve or retrieve data. To finalize an invoice draft so it can be paid, you must use approve_draft_invoice. Always remember that tools like get_invoice_details are read-only; they give information, they don't change the status.
Deleting a critical customer record.
A user runs delete_accounting_customer on an ID without realizing that other active invoices reference it, potentially breaking historical records.
→
Always run get_customer_details first. Verify the customer's current status and associated invoice history before you use delete_accounting_customer, as this action is irreversible.
Drafting an invoice with missing line items.
The user just says, 'Create a draft for John Doe.' The agent fails because the tool requires a JSON array of items to calculate totals and taxes correctly.
→
You must provide both the customer ID and a detailed item payload. Use create_draft_invoice and make sure your input includes structured data: [{'item': 'service', 'quantity': 1, 'rate': 500}].
When It Fits, When It Doesn't
Use this server if your core accounting tasks involve checking statuses, creating drafts, or updating profiles. You need direct access to the customer/invoice lifecycle (e.g., get_customer_details, list_accounting_invoices). Don't use it if you just need general financial advice—your AI client can handle that. Also, don't use it for tasks outside of Wave Accounting, like payroll or inventory management; those require different server tools. If your goal is complex data modeling (e.g., running projections), this tool isn't built for that; focus on its core function: managing existing records and generating drafts.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Wave Accounting. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually tracking who owes you money takes too many clicks.
Today, checking your accounts receivable means logging into the accounting dashboard. You click 'Customers,' then filter by status. If you need to see all invoices from Q3 that are marked SAVED but not PAID, you have to run multiple reports and manually cross-reference IDs.
With the Wave Accounting MCP Server, you just ask: 'What's the billing activity for customers in the Northeast region?' Your agent runs `list_accounting_customers` and filters the results internally. You get an immediate, accurate list of records without leaving your chat window.
Wave Accounting MCP Server: Manage customer data and invoices.
The process for creating a bill used to be tedious: Gathered line items in Excel, found the client's ID on another tab, pasted everything into the Invoice screen, and hit save. It was high-friction work.
Now, you just tell your agent, 'Create a draft invoice for Client XYZ with 5 hours of consulting.' The server runs `create_draft_invoice`, handles the complex data structure, and returns the bill ID ready to review. You're done.
Common Questions About Wave Accounting MCP
Can I use Wave Accounting MCP Server to list all customers? +
Yes, you can. Use list_accounting_customers to get a full roster of every customer registered in your Wave business account.
How do I approve an invoice using the Wave Accounting MCP Server? +
Use the approve_draft_invoice tool. You need to provide the specific draft invoice ID, and the server moves it into the unpaid/saved status for sending.
What details does get_invoice_details give me? +
get_invoice_details pulls everything: line items, tax rates applied, total amounts, and even the public URL where payment can be made.
Is it safe to delete customer records with Wave Accounting MCP Server? +
The delete_accounting_customer tool permanently deletes a record. Use this only after confirming that no active invoices or historical data rely on that ID.
How do I use the `create_draft_invoice` tool if my line items include taxes or discounts? +
The create_draft_invoice tool requires a JSON array for line items. You must structure each item object to include quantity, unit cost, and any applicable tax/discount codes so Wave can calculate the final totals correctly.
What does the `list_accounting_invoices` tool show me about my billing activity? +
The list_accounting_invoices tool provides an overview of all invoices issued by your business. You'll get key metadata like the invoice number, status (Paid, Saved, Draft), and total amount due for quick auditing.
If I run `update_customer_profile`, what data can I modify, and how do I handle missing IDs? +
You update existing fields like contact information or addresses using the unique customer ID. If you don't provide a valid ID, the tool fails; always verify the customer ID first before attempting an update.
When should I use `delete_draft_invoice` instead of just ignoring it? +
Use delete_draft_invoice when you are certain that a draft invoice is obsolete and needs to be removed from the system. This action only affects unfinalized drafts, preventing data clutter.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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