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 Windsurf 10 tools — connect in under 2 minutes

Name: Wave Financial
Availability: InStock
Author: Vinkius

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 10 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Wave Financial through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.

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Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Wave Financial and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

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

Fully ManagedVinkius Servers

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<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.

Windsurf's Cascade agent chains multiple Wave Financial tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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 Windsurf 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 Windsurf via MCP

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

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using Wave Financial

Open Cascade and ask: "Using Wave Financial, help me..." — 10 tools available

Why Use Windsurf with the Wave Financial MCP Server

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

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Wave Financial + Windsurf Use Cases

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

Automated code generation: ask Cascade to fetch data from Wave Financial and generate models, types, or handlers based on real API responses

Live debugging: query Wave Financial tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Wave Financial and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Wave Financial data with Cascade's code generation to scaffold entire features in minutes

Wave Financial MCP Tools for Windsurf (10)

These 10 tools become available when you connect Wave Financial to Windsurf 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 Windsurf

Ready-to-use prompts you can give your Windsurf 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 Windsurf

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

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Wave Financial + Windsurf FAQ

Common questions about integrating Wave Financial MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system — it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.