How to Use the Wave Financial MCP in Claude

Q: How does the Claude Desktop client handle multi-company billing for Wave Financial?

The agent first calls listbusinesses to see every company connected to your profile. You then pass a specific business ID to tools like listinvoices or listcustomers, ensuring you only get data relevant to that single entity.

Q: Can I list all products and services for different businesses using Claude Desktop?

Yes, by first identifying the business ID with listbusinesses, your agent can then execute listproducts against that specific context. This keeps product inventories separate for each legal entity.

Q: Does the Claude Desktop client support real-time transaction listing for Wave Financial?

Absolutely. You can call listtransactions to get an immediate list of accounting activities for any business. This is key for auditing or verifying recent deposits and withdrawals.

Get live financial data anywhere with Claude Desktop.

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Connect Wave Financial MCP to Claude Desktop

Create your Vinkius account to connect Wave Financial to Claude Desktop 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 Financial with Claude Desktop

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Check Business Financials

The `list_businesses` tool lets your agent pull all companies linked to your account. You can then list specific assets and liabilities by querying tools like `list_accounts`, which returns the full chart of accounts for any business you specify. This means you don't have to jump between dashboards to see if a client is under billed or if a new division needs its own set of tax rates. Just ask your AI client, and it handles the connections.

Manage Accounts Payable

Need to know what's due? Your agent uses `list_bills` to pull all outstanding accounts payable for a given company. From there, you can get full context by calling `list_vendors`, so you see exactly who owes the money and why. Whether you run your local dev server or connect through a remote URL, this data is always current, letting you verify payments against actual records.

Review Sales & Tax Details

The `list_invoices` tool gives a snapshot of all past and outstanding bills for any business. You can cross-reference these invoices with the tax rules using `list_sales_taxes`. This confirms that every charge is recorded correctly. This workflow works whether you're working on localhost or connecting to Wave Financial via your browser, giving you consistent data access across all environments.

Setup guide

Set up Wave Financial MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Wave Financial MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Wave Financial MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under wave-financial-mcp.

json

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

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Wave Financial. 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 Financial MCP in Claude Desktop

The agent first calls `list_businesses` to see every company connected to your profile. You then pass a specific business ID to tools like `list_invoices` or `list_customers`, ensuring you only get data relevant to that single entity.

You have two options: either add a local stdio server config in your JSON file, or if it's hosted remotely, you paste the HTTPS URL into Settings → Integrations. Once connected, tools appear automatically.

Yes, by first identifying the business ID with `list_businesses`, your agent can then execute `list_products` against that specific context. This keeps product inventories separate for each legal entity.

This server touches core financial data, including user information, business records, customer lists, invoices, accounts, and transactions.

Absolutely. You can call `list_transactions` to get an immediate list of accounting activities for any business. This is key for auditing or verifying recent deposits and withdrawals.

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