How to Use the Wave Financial MCP in Mastra AI

Q: If I need customer records for Wave Financial, what should I use with Mastra AI?

Use the listcustomers tool. Because it's part of a workflow, you can build checks around this call—for example, ensuring the customer exists before creating an invoice.

Build reliable financial workflows for Wave Financial using Mastra AI.

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Connect Wave Financial MCP to Mastra AI

Create your Vinkius account to connect Wave Financial to Mastra AI 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 Mastra AI

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Perplexity

Automated Data Retrieval and Retry Logic

The `list_accounts` tool fetches a business's chart of accounts. If the initial call fails due to a transient network issue, Mastra AI will automatically retry the query using exponential backoff. This reliability is key for complex processes. You can wrap this with other tools like `list_products` into a single workflow that doesn't break if one piece of data is temporarily unavailable.

Complex Multi-Step Accounting Flows

`list_invoices` pulls invoice records, and Mastra AI can build conditional branching around this. For example: IF the invoice status is 'Overdue', THEN execute a workflow that calls `list_customers` to get contact info. This allows you to create sophisticated financial agents. The system handles failures gracefully, which is huge when dealing with live billing data.

Managing Operational Entities

`list_vendors` gets all vendor records for a business. You can build a workflow that first calls `list_businesses` to ensure the correct context, and then uses `list_vendors` to pull the necessary payees. This structured approach means your agent always knows which set of data it's dealing with, preventing incorrect financial actions.

Setup guide

Set up Wave Financial MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All Wave Financial tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "wave-financial-mcp-client",
  servers: {
    "wave-financial-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "Wave Financial Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to Wave Financial tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent Wave Financial transactions"
);
console.log(result.text);

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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 Mastra AI

Mastra AI automatically retries failed calls using exponential backoff. This means if the connection drops while fetching data like `list_transactions`, it doesn't just fail; it tries again later.

Yes. You use the built-in workflow engine to define multi-step processes. For instance, you can check `list_bills`, and if they exist, trigger an alert process.

It supports all the structured data from the MCP Server, including business metadata (`get_user_info`), financial lists like `list_invoices`, and product catalogs via `list_products`.

Use the `list_customers` tool. Because it's part of a workflow, you can build checks around this call—for example, ensuring the customer exists before creating an invoice.

The server touches accounting transactions and financial records. The agent framework handles credentials securely, letting you build reliable processes around sensitive details like `list_transactions`.

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