Wave Financial MCP Server
Manage your accounting via Wave Financial — query businesses, invoices, customers, and transactions directly from any AI agent.
Ask AI about this MCP Server
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What is the Wave Financial MCP Server?
The Wave Financial MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Wave Financial via 10 tools. Manage your accounting via Wave Financial — query businesses, invoices, customers, and transactions directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (10)
Tools for your AI Agents to operate Wave Financial
Ask your AI agent "List my businesses in Wave." and get the answer without opening a single dashboard. With 10 tools connected to real Wave Financial data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Wave Financial MCP Server capabilities
10 toolsRetrieve the authenticated user information
List the chart of accounts for a specific business
List bills (accounts payable) for a specific business
List all businesses associated with the user account
List customers for a specific business
List invoices for a specific business
List products and services for a specific business
List sales taxes configured for a specific business
List accounting transactions for a business
List vendors associated with a specific business
What the Wave Financial MCP Server unlocks
Connect your AI agent to Wave Financial, the all-in-one accounting software for small businesses. This integration utilizes Wave's powerful GraphQL API to provide real-time access to your financial data through natural conversation.
What you can do
- Business Oversight — List and inspect all businesses associated with your Wave account
- Invoice Management — Retrieve summaries of sent invoices, including statuses, totals, and due dates
- Customer & Vendor Directory — Quickly lookup contact details for your customers and suppliers
- Accounting Intelligence — Monitor your chart of accounts and current balances across different categories
- Expense Tracking — List recent bills and accounting transactions to stay on top of your cash flow
- Tax Configuration — Retrieve active sales tax rates and configurations for your business
How it works
1. Subscribe to this server
2. Enter your Wave Personal Access Token (generated in your Wave Developer Portal)
3. Start managing your business finances directly through chat
Who is this for?
- Small Business Owners — quickly check invoice statuses and account balances without logging into the dashboard
- Accountants & Bookkeepers — retrieve transaction lists and customer data for reporting
- Financial Analysts — audit business performance and cash flow via AI
Frequently asked questions about the Wave Financial MCP Server
How do I create a Wave Personal Access Token?
Log in to the Wave Developer Portal, go to 'Manage Applications', create a new application, and then generate a 'Personal Access Token' for your account.
Can this agent create new invoices or customers?
This current version is optimized for data retrieval and oversight. While Wave supports mutations, this MCP server primarily focuses on querying your existing financial data for analysis.
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Connect Wave Financial with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
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Give your AI agents the power of Wave Financial MCP Server
Production-grade Wave Financial MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.