How to Use the Wave Accounting MCP in CrewAI

Q: What is the best way to draft an invoice in Wave Accounting using CrewAI?

You define a workflow where the first agent calls createdraftinvoice, passing the customer ID and items. A second, follow-up agent then runs approvedraftinvoice.

Q: Can I check invoice status for Wave Accounting using CrewAI?

Yes. You give an agent the task of calling getinvoicedetails. This pulls up all current details, letting your autonomous operations monitor the payment state.

Q: What tools are available for listing data in Wave Accounting using CrewAI?

The server provides multiple list functions. You can run listaccountingcustomers to get contacts or listaccountinginvoices to see every issued invoice record.

Run full accounting operations autonomously with Wave Accounting via CrewAI.

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Setup Wave Accounting with CrewAI

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Perplexity

Set up and manage customer accounts.

You can assign the task of creating new contacts to an agent using `create_accounting_customer`. If a client relationship ends, another specialized agent runs `delete_accounting_customer` to clean up records. Checking existing details is simple; agents use `get_customer_details` and `list_accounting_customers` to pull necessary data for the next step.

Automate invoice drafting and finalization.

Assign one agent to draft an invoice with `create_draft_invoice`, passing the required customer ID and item array. This is always the first step in a complex workflow. A second agent then takes over, calling `approve_draft_invoice` to finalize the record. If that fails, the crew can escalate or retry automatically.

Audit and retrieve accounting history.

To audit payments, assign an agent to run `list_accounting_invoices`. This provides a full list of all issued invoices for review. For detailed investigation into one specific document, the crew calls `get_invoice_details` to get everything about that invoice.

Setup guide

Set up Wave Accounting MCP in CrewAI

Prerequisites

Python 3.10+ installed
crewai package (pip install crewai)
Active Vinkius subscription with a valid endpoint token

1

Install CrewAI
Run pip install crewai to install the framework. MCP support is built-in via the mcps parameter.
2

Add the MCP URL to your agent
Pass your Vinkius endpoint directly to the mcps list. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. CrewAI handles tool discovery and caching automatically.
3

Kick off your crew
Create a Crew with your agent and tasks. Call crew.kickoff() — the agent will automatically invoke Wave Accounting tools as needed.

crew.py

from crewai import Agent, Task, Crew

agent = Agent(
    role="Wave Accounting Analyst",
    goal="Access and analyze Wave Accounting data via MCP.",
    backstory="Expert analyst with direct Wave Accounting access.",
    mcps=[
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    ],
)

task = Task(
    description="List recent Wave Accounting transactions",
    agent=agent,
    expected_output="A summary of recent activity",
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

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Prerequisites

Python 3.10+ installed
crewai + crewai-tools packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run pip install crewai crewai-tools. The MCPServerAdapter handles lifecycle management and tool conversion.
2

Connect with MCPServerAdapter
Use MCPServerAdapter as a context manager with SseServerParameters pointing to your Vinkius endpoint. The adapter automatically manages connection lifecycle.
3

Assign tools and run
Pass the returned mcp_tools to your agent's tools parameter. The adapter converts MCP tools to native BaseTool objects compatible with all CrewAI agents.

crew.py

from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
from mcp import SseServerParameters

server_params = SseServerParameters(
    url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
)

with MCPServerAdapter(server_params) as mcp_tools:
    agent = Agent(
        role="Wave Accounting Analyst",
        goal="Access and analyze Wave Accounting data via MCP.",
        backstory="Expert analyst with direct Wave Accounting access.",
        tools=mcp_tools,
    )

    task = Task(
        description="List recent Wave Accounting transactions",
        agent=agent,
        expected_output="A summary of recent activity",
    )

    crew = Crew(agents=[agent], tasks=[task])
    result = crew.kickoff()
    print(result)

Get your connection token →

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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Common questions about Wave Accounting MCP in CrewAI

You assign tasks like creation and deletion to specialized agents. For instance, one agent runs `create_accounting_customer` while another handles the necessary cleanup via `delete_accounting_customer`.

You define a workflow where the first agent calls `create_draft_invoice`, passing the customer ID and items. A second, follow-up agent then runs `approve_draft_invoice`.

Yes. You give an agent the task of calling `get_invoice_details`. This pulls up all current details, letting your autonomous operations monitor the payment state.

The server provides multiple list functions. You can run `list_accounting_customers` to get contacts or `list_accounting_invoices` to see every issued invoice record.

The system handles customer profile details (name, email) and complex financial records like item arrays used within invoices, along with overall account statuses.

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