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How to Use the Wave Accounting MCP in VS Code Copilot

Wave Accounting tooling for VS Code Copilot: Team-wide access to financial operations.

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VS Code Copilot

Connect Wave Accounting MCP to VS Code Copilot

Create your Vinkius account to connect Wave Accounting to VS Code Copilot and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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MCP Server Workflow Management in VS Code Copilot

Use `create_draft_invoice` to build a new invoice draft using the required customer ID and item details. This lets your entire team write code that assumes billing data is ready for processing. You can finalize drafts by calling `approve_draft_invoice`, which moves the paperwork into an unpaid or saved status in Wave Accounting.

Managing Accounts via VS Code Copilot

`list_accounting_customers` pulls a list of all clients registered in your Wave Accounting business, allowing team members to write code that iterates over the full customer base. You can create new records with `create_accounting_customer`, supplying just the name and email. It's simple setup for any developer.

Getting Financial Context using VS Code Copilot

`get_invoice_details` retrieves all necessary information about a specific Wave invoice, which is critical context for building accurate financial reports. If you need to know who the customer is before writing code, `get_customer_details` fetches that data directly from Wave Accounting.

Setup guide

Set up Wave Accounting MCP in VS Code Copilot

Prerequisites

  • VS Code 1.99 or later with GitHub Copilot extension
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.

  2. 2

    Add the Wave Accounting MCP

    Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Switch to Agent mode

    Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.

  4. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Wave Accounting tools listed. Try asking: "List my recent Wave Accounting transactions" and Copilot will invoke them automatically.

.vscode/mcp.json
{
  "mcpServers": {
    "wave-accounting-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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 VS Code Copilot

The team commits the MCP Server configuration to the `.vscode/mcp.json` file. This makes the Wave Accounting tools available to every developer on the team automatically.
The server manages customer accounts, draft invoices, and live billing status within Wave Accounting. It provides a full picture for financial operations.
Yes. By setting up the MCP Server, you can write functions that interact with Wave Accounting's tools—like listing customers or approving invoices—directly inside your repository.
Yes. The setup is designed to be IT-managed and organization-wide, supporting SOC 2 compliance for team development within Wave Accounting.
When fetching specific records, you need the unique customer ID or the full invoice identifier. These IDs are necessary to pinpoint the exact record within Wave Accounting.

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