How do I create a Wave Personal Access Token?

Log in to the [Wave Developer Portal](https://developer.waveapps.com/), 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.

Wave Financial MCP Server for LlamaIndex 10 tools — connect in under 2 minutes

Name: Wave Financial
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 10 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Wave Financial as an MCP tool provider through the Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token — get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Wave Financial. "
            "You have 10 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Wave Financial?"
    )
    print(response)

asyncio.run(main())

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Wave Financial MCP Server

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.

LlamaIndex agents combine Wave Financial tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through the Vinkius and query live data alongside vector stores and SQL databases in a single turn — ideal for hybrid search, data enrichment, and analytical workflows.

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

The Wave Financial MCP Server exposes 10 tools through the Vinkius. Connect it to LlamaIndex in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Wave Financial to LlamaIndex via MCP

Follow these steps to integrate the Wave Financial MCP Server with LlamaIndex.

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 10 tools from Wave Financial

Why Use LlamaIndex with the Wave Financial MCP Server

LlamaIndex provides unique advantages when paired with Wave Financial through the Model Context Protocol.

Data-first architecture: LlamaIndex agents combine Wave Financial tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Wave Financial tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Wave Financial, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Wave Financial tools were called, what data was returned, and how it influenced the final answer

Wave Financial + LlamaIndex Use Cases

Practical scenarios where LlamaIndex combined with the Wave Financial MCP Server delivers measurable value.

Hybrid search: combine Wave Financial real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Wave Financial to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Wave Financial for fresh data

Analytical workflows: chain Wave Financial queries with LlamaIndex's data connectors to build multi-source analytical reports

Wave Financial MCP Tools for LlamaIndex (10)

These 10 tools become available when you connect Wave Financial to LlamaIndex via MCP:

get_user_info

Retrieve the authenticated user information

list_accounts

List the chart of accounts for a specific business

list_bills

List bills (accounts payable) for a specific business

list_businesses

List all businesses associated with the user account

list_customers

List customers for a specific business

list_invoices

List invoices for a specific business

list_products

List products and services for a specific business

list_sales_taxes

List sales taxes configured for a specific business

list_transactions

List accounting transactions for a business

list_vendors

List vendors associated with a specific business

Example Prompts for Wave Financial in LlamaIndex

Ready-to-use prompts you can give your LlamaIndex agent to start working with Wave Financial immediately.

"List my businesses in Wave."

"Show me the latest invoices for business ID 123."

Troubleshooting Wave Financial MCP Server with LlamaIndex

Common issues when connecting Wave Financial to LlamaIndex through the Vinkius, and how to resolve them.

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Wave Financial + LlamaIndex FAQ

Common questions about integrating Wave Financial MCP Server with LlamaIndex.

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Wave Financial tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.