Wave Financial MCP. Query your entire ledger from chat.

Wave Financial MCP Server hooks your AI agent straight into Wave's accounting system. It gives you read-only access to a small business’s entire ledger, letting you query records the way you talk to a bookkeeper—you ask questions, and it pulls the data from accounts, invoices, customers, vendors, and transactions in real time.

Getting Started & Business Oversight

You can start by running list_businesses to pull up every single business entity tied to your Wave account. Once you know which company you're working with, you’ve got tools for the basics: get_user_info retrieves your basic profile details, while list_accounts gives you a full chart of accounts and current balances across different financial categories.

Tracking Money In and Out

This server lets you manage cash flow instantly. Use list_invoices to get summaries of invoices for any given business; it shows statuses like 'paid' or 'sent,' along with the total amounts and due dates. For outstanding payments, you can call list_bills, which pulls a list of all bills—your accounts payable—so you can monitor upcoming vendor payments.

When you need to see where cash actually moved, run list_transactions. This tool gives you a detailed accounting transaction log for the business.

Vendor and Customer Management

You don't have to jump into the dashboard just to check names or balances. If you need contact info, use list_customers for your clients or list_vendors for your suppliers (the vendors). You can also pull product details using list_products, which gives you a list of every item or service the business sells.

Compliance and Setup Details

When it comes to taxes, you can check what rates are active by running list_sales_taxes. This tool lists all sales tax rates configured for specific locations or types. You'll also find that Wave lets you manage your contacts easily; the server handles both customer records via list_customers and vendor records via list_vendors, giving you a unified view of who you deal with.

How It Works in Practice

Think of it this way: instead of logging into 15 different pages to answer, 'What's the current cash balance for Business X?' or 'Did we pay that vendor bill last week?', you just prompt your agent. Your agent uses list_businesses first, then maybe list_accounts, and if you need proof of purchase, it hits list_transactions.

You don’t waste time clicking through menus; the data comes straight to your AI client, giving you immediate answers on everything from billing statuses to detailed product sales. It's real-time ledger access, all without logging into Wave.