Bring Accounting Software
to Windsurf
Create your Vinkius account to connect Wave Financial to Windsurf 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 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.
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
How it works
- Subscribe to this server
- Enter your Wave Personal Access Token (generated in your Wave Developer Portal)
- Start managing your business finances directly through chat
Who is this for?
- Small Business Owners — quickly check invoice statuses and account balances without logging into the dashboard
- Accountants & Bookkeepers — retrieve transaction lists and customer data for reporting
- Financial Analysts — audit business performance and cash flow via AI
Built-in capabilities (10)
Retrieve the authenticated user information
List the chart of accounts for a specific business
List bills (accounts payable) for a specific business
List all businesses associated with the user account
List customers for a specific business
List invoices for a specific business
List products and services for a specific business
List sales taxes configured for a specific business
List accounting transactions for a business
List vendors associated with a specific business
Why Windsurf?
Windsurf's Cascade agent chains multiple Wave Financial tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste 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.
- —
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Wave Financial in Windsurf
Why run Wave Financial with Vinkius?
The Wave Financial 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 Financial using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Wave Financial and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Wave Financial to Windsurf 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 Financial for Windsurf
Every request between Windsurf and Wave Financial 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
How do I create a Wave Personal Access Token?
Log in to the Wave Developer Portal, 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.
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.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
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