
Connect Wave Financial to ChatGPT, Claude and Gemini
Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage your books and cash flow through chat.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Your AI does the work. We keep it safe and sound.
No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.
Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

Each Connector runs inside its own sealed environment.
Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.
One switch stops every agent. Instantly.
One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.
Spending limits that pause instead of surprise.
Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.
Three controls, built into the layer your AI connects through.
Curated set · 10 capabilities
We ship only the actions that matter.
01-04
4 capabilities in this set.
Part of 10 available through Wave Financial.
- 01
Get user info
This capability retrieves the profile information for the authenticated user.
- 02
List accounts
Use this to pull the full chart of accounts for a specific business.
- 03
List invoices
This capability returns a list of all invoices associated with a business.
- 04
List products
Get a list of all products and services registered to a business.
05-07
3 capabilities in this set.
Part of 10 available through Wave Financial.
- 05
List bills
This capability fetches the accounts payable or bills for a specific business.
- 06
List businesses
Use this to see every business linked to your Wave account.
- 07
List customers
This capability pulls the contact directory for a business's customers.
08-10
3 capabilities in this set.
Part of 10 available through Wave Financial.
- 08
List sales taxes
Get the current sales tax configurations and rates for a business.
- 09
List transactions
This capability retrieves the accounting transaction history for a business.
- 10
List vendors
Use this to view the list of vendors for a specific business.
Real work
What teams actually run
Quick Balance Checks
Ask your agent for current account balances to see your available cash instantly.
Accounts Receivable Audit
Have your agent list all overdue invoices to identify which customers need follow-up.
Vendor Management
Retrieve vendor contact information to quickly resolve billing questions.
Expense Review
List recent bills and transactions to monitor outgoing cash flow.
Automate a task
Put Wave Financial to work on one thing.
Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.
One connector, every AI
Wave Financial works with the most popular AI clients.
These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding your own app? The connector is yours to use.
You don't need a client to put Wave Financial to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.
Observed, not estimated
1037ms average. Fast in production.
Wave Financial is checked daily against the live service.
- Fastest day
- 843ms
- Slowest day
- 1279ms
- 14-day trend
- Slowing+34%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Wave Financial, so you can see the experience inside your AI.
It does not authenticate your account with Wave Financial. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
Wave Financial Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — Wave Financial capabilities are ready to use.
{
"mcpServers": {
"wave-financial-mcp": {
"url": "https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
Guided setup for Claude? Set up Wave Financial in Claude and other AIs
Who it's for
Built for the work Wave Financial owners hand off.
This MCP is built for professionals who need to interact with financial data without navigating complex accounting software interfaces.
- 01
Small Business Owners
Check invoice statuses and account balances without logging into the dashboard.
- 02
Accountants
Pull transaction lists and customer data for quick reporting.
- 03
Financial Analysts
Audit business performance and cash flow via an AI agent.
FAQ
Questions Wave Financial owners ask.
- 01
How do I connect my Wave account?
You need to provide a Wave Personal Access Token. You can generate this token within the Wave Developer Portal.
- 02
Which AI clients can I use with this MCP?
You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.
- 03
Is my financial data secure?
Vinkius manages your credentials and keeps the connection running securely. The MCP uses your personal access token to interact with the Wave API.
- 04
Can I manage multiple businesses?
Yes. You can use the list_businesses capability to see all accounts associated with your user profile and switch between them.
- 05
Does this MCP allow me to create invoices?
This specific MCP is designed for querying and retrieving data like invoices, transactions, and account details through the Wave API.
- 06
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.
- 07
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.
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Connect Wave Financial to Claude, Cursor, ChatGPT & more
