Bring Invoicing
to LlamaIndex
Create your Vinkius account to connect Wave Accounting to LlamaIndex and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Wave Accounting MCP Server?
Connect your Wave Accounting account to any AI agent and manage your business finances through natural conversation.
What you can do
- Customer Management — List all registered customers, create new profiles, and update contact information directly from your agent
- Invoice Lifecycle — Create draft invoices, approve them for sending, and monitor their payment status (DRAFT, SAVED, PAID)
- Deep Invoicing — Retrieve full details for any invoice, including line items, taxes, totals, and public payment URLs
- Financial Auditing — Browse your customer base and billing activity to stay on top of your accounts receivable
- Data Integrity — Safely delete unfinalized draft invoices or obsolete customer records through simple chat commands
- Business Insights — Quickly find unique customer and invoice IDs required for complex accounting workflows
How it works
- Subscribe to this server
- Enter your Wave Business ID and Access Token
- Start managing your customers and invoices through Claude, Cursor, or any MCP-compatible client
No more manual data entry into complex accounting dashboards. Your AI agent becomes your financial assistant.
Who is this for?
- Small Business Owners — automate invoice creation and manage customer lists without manual navigation
- Freelancers & Solo-preneurs — quickly check payment status and draft new billing documents through chat
- Accountants & Bookkeepers — audit customer records and monitor invoice statuses across different businesses
- Sales Teams — lookup customer details and verify billing information before closing deals
Built-in capabilities (10)
Finalizes a draft invoice, moving it to an unpaid/saved status
Provide name and email. Creates a new customer record in Wave
Provide a customer ID and a JSON array of items. Creates a new draft invoice in Wave
This action is irreversible. Permanently deletes a customer record
Saved or paid invoices cannot be deleted via this endpoint. Permanently deletes an unfinalized draft invoice
Retrieves details for a specific customer in Wave
Retrieves full details for a specific Wave invoice
Lists customers registered in the Wave Accounting business
). Lists invoices issued by the Wave business
Provide the unique customer ID. Updates the profile of an existing customer
Why LlamaIndex?
LlamaIndex agents combine Wave Accounting tool responses with indexed documents for comprehensive, grounded answers. Connect 10 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.
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Data-first architecture: LlamaIndex agents combine Wave Accounting tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Wave Accounting tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Wave Accounting, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Wave Accounting tools were called, what data was returned, and how it influenced the final answer
Wave Accounting in LlamaIndex
Why run Wave Accounting with Vinkius?
The Wave Accounting connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Wave Accounting using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Wave Accounting and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Wave Accounting to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Wave Accounting for LlamaIndex
Every request between LlamaIndex and Wave Accounting is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can I check if an invoice has been paid through the agent?
Yes. The list_accounting_invoices tool allows your AI agent to see the current status of all invoices, including whether they are 'PAID', 'SAVED' (unpaid), or still in 'DRAFT' status.
How do I add a new client to my Wave account using chat?
You can use the create_accounting_customer tool. Just provide the customer's name and email address, and your agent will register them in your Wave business instantly.
Can I delete a draft invoice if I made a mistake?
Yes. The delete_draft_invoice tool allows you to permanently remove unfinalized draft invoices. Note that once an invoice is approved (SAVED) or paid, it cannot be deleted through this specific tool.
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 Accounting tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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