How to Use the Wave Financial MCP in Windsurf

Q: Does Windsurf support listing products and services for Wave Financial?

Yes. You can run listproducts through the MCP Server. This lets your agent see what goods or services are tied to a specific business, which is key when verifying sales data.

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Connect Wave Financial MCP to Windsurf

Create your Vinkius account to connect Wave Financial 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 Financial with Windsurf

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Automating Business Data Retrieval using the MCP Server

Cascade reads context and knows exactly which data points you need. If you ask it to 'check outstanding payments,' it automatically runs `list_invoices` for all associated businesses, then pulls vendor details via `list_vendors`. You don't have to prompt for each step.

Running Account Audits with Windsurf

Need a full picture of your books? The agent chains together multiple calls. It runs `list_businesses` first, then iterates through all of them calling `list_accounts`. This builds the complete chart of accounts you need without leaving the conversation.

Tracking Financial History with Wave Financial

The Windsurf agent makes it easy to build reports. You can request a list of transactions, and Cascade pulls every entry using `list_transactions` for a specified period. It also keeps track of associated sales taxes by running `list_sales_taxes` when you ask about compliance.

Setup guide

Set up Wave Financial 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 Financial 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 Financial payment history." If connected, Cascade will call the Wave Financial tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.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 Windsurf

Just tell your agent to 'get the top 5 customers.' The MCP Server handles the rest, executing `list_customers` for the relevant business. It returns a clean list of contact information you can use immediately.

While we don't have dedicated payroll tools, you can pull all related accounts by listing businesses and then running `list_accounts`. This gives your team the necessary chart of accounts to check against other financial records.

The agent can manage that. You'll tell it to look at several businesses, and it uses `list_businesses` to identify them all. Then it runs `list_invoices` for each one, giving you a comparative view of outstanding bills.

Absolutely. The Vinkius platform uses an isolated sandbox, meaning your connection remains zero-trust and ephemeral. Your AI client only accesses the specific tools you authorize it to use.

Yes. You can run `list_products` through the MCP Server. This lets your agent see what goods or services are tied to a specific business, which is key when verifying sales data.

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