How to Use the Wave Accounting MCP in Windsurf

Q: How does Windsurf handle listing customers in Wave Accounting?

Windsurf uses listaccountingcustomers to pull a full roster of accounts. This list gives you the unique IDs needed to target any specific customer for updates or deletions.

Q: What if I need to delete an invoice using Windsurf and Wave Accounting?

You must use deletedraftinvoice. Remember, this tool only works on unfinalized drafts. You can't wipe out saved or paid invoices through the MCP Server.

Q: Can I check customer details with Windsurf and Wave Accounting?

Yeah, you can. The getcustomerdetails tool retrieves all known information for a specific customer ID, letting your agent plan around existing data points.

Q: Does the Wave Accounting MCP Server support billing history lookups in Windsurf?

Yes. By listing invoices with listaccountinginvoices, you get an immediate overview of all past and current bills issued by your business account.

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Connect Wave Accounting MCP to Windsurf

Create your Vinkius account to connect Wave Accounting to Windsurf 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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Setup Wave Accounting with Windsurf

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Perplexity

Build complex invoicing flows with the Wave Accounting MCP Server.

The `approve_draft_invoice` tool finalizes a draft invoice, moving it straight to an unpaid status. Cascade can chain this action immediately after generating the billing data. You won't need multiple prompts. If you set the goal 'finalize and send the Acme Corp bill,' Windsurf figures out the steps: finding the customer ID, drafting the invoice with items, and finally calling `approve_draft_invoice`.

Manage full customer records using the Wave Accounting MCP Server.

Start by creating new contacts with `create_accounting_customer`, providing just a name and email. Later, if details change, you can update them quickly using `update_customer_profile`. Managing the data is simple: use `list_accounting_customers` to pull all accounts into your current context before deciding whether to create or delete records via `delete_accounting_customer`.

Retrieve and process necessary accounting data using the MCP Server.

Need to know what's outstanding? The `list_accounting_invoices` tool pulls a list of all invoices issued by the business. You can then take specific IDs from that list. If you need deeper context, `get_invoice_details` gives you the full history for any single Wave invoice, which is critical when planning complex multi-step tasks.

Setup guide

Set up Wave Accounting MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Wave Accounting MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Wave Accounting payment history." If connected, Cascade will call the Wave Accounting tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

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Common questions about Wave Accounting MCP in Windsurf

Windsurf uses `list_accounting_customers` to pull a full roster of accounts. This list gives you the unique IDs needed to target any specific customer for updates or deletions.

You must use `delete_draft_invoice`. Remember, this tool only works on unfinalized drafts. You can't wipe out saved or paid invoices through the MCP Server.

Yeah, you can. The `get_customer_details` tool retrieves all known information for a specific customer ID, letting your agent plan around existing data points.

Yes. By listing invoices with `list_accounting_invoices`, you get an immediate overview of all past and current bills issued by your business account.

This server primarily touches customer profile information, including names, emails, and unique IDs. It's crucial to know which specific records your agent is modifying.

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