Wave Financial MCP. Query your entire financial ledger via conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Wave Financial lets your AI agent access all-in-one small business accounting data. Query specific records like customer details, current invoices, and cash flow transactions directly from Wave without logging into the dashboard.
You get real-time visibility across multiple businesses just by talking to your agent.
What your AI agents can do
Get user info
Retrieves basic profile information about the authenticated user.
List accounts
Gets a list of all financial accounts and categories for a specific business unit.
List bills
Retrieves a detailed list of outstanding bills (accounts payable) for one business.
List every business unit associated with your main Wave account.
Get summaries of invoices, check their status (paid, overdue), and review all outgoing bills.
Quickly look up contact information for both customers and suppliers.
Review your full chart of accounts and monitor current balances across different financial categories.
List detailed accounting transactions and track recent cash flow movements for any business unit.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Wave Financial: 10 Tools for Accounting Data
Use these ten tools to retrieve specific financial records. They allow your agent to list everything from user profiles and bank accounts to customer contact details.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Wave Financial on Vinkius019d849aget user info
Retrieves basic profile information about the authenticated user.
019d849alist accounts
Gets a list of all financial accounts and categories for a specific business unit.
019d849alist bills
Retrieves a detailed list of outstanding bills (accounts payable) for one business.
019d849alist businesses
Lists every separate legal entity or business unit linked to your Wave account.
019d849alist customers
Finds and lists contact details for all customers associated with a given business.
019d849alist invoices
Generates summaries of invoices, including their payment status, total amounts, and due dates.
019d849alist products
Lists the goods or services you sell for a specific business unit.
019d849alist sales taxes
Retrieves active sales tax rates and configurations used by the business.
019d849alist transactions
Lists all recorded accounting transactions, providing a history of cash flow for a business.
019d849alist vendors
Finds and lists the contact information for your suppliers (vendors).
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Wave Financial, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
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- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Wave Financial. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
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EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The hassle starts with jumping between dashboards.
Today, reviewing a client's finances means logging into Wave. You click to check the customer list, then switch tabs to view invoices, and maybe open a third tab just for account balances. If you need to audit three different businesses, you repeat this entire click-and-copy process over and over.
With this MCP, that whole manual routine disappears. You simply ask your agent, 'What's the status of accounts for Business A, B, and C?' The system runs all those calls automatically and gives you a single summary answer.
List invoices with Wave Financial.
You no longer have to manually pull reports on invoice statuses. You can ask the agent, 'Show me all sent invoices that are marked as overdue.' It runs the `list_invoices` tool and gives you a filtered list instantly.
The difference is control. Instead of being limited by what Wave's dashboard shows you in a single view, your AI client pulls the exact data points you need, right when you need them.
What you can do with this MCP connector
Connect your AI client to Wave Financial for deep access into your company's bookkeeping. Instead of navigating tabs and clicking through dashboards, you talk to your agent and it pulls the numbers you need—whether it’s checking the status of a large invoice or auditing which businesses are active.
It provides real-time data across all core financial areas: from listing multiple associated businesses to tracking specific accounts payable with list_bills. This MCP handles everything needed for small business finance, making sure that every transaction and record is traceable. Because this entire process runs through Vinkius, your agent's actions are recorded in a cryptographically signed audit trail.
You always know who accessed what data and when, which is critical when handling financial records. The result is immediate visibility into everything from sales tax configurations to current bank balances.
019d849b-152e-7197-a570-7da78cb2e741 
How Wave Financial MCP Works
- 1 Subscribe to this MCP and enter your Wave Personal Access Token, which you generate in the Wave Developer Portal.
- 2 Connect your preferred AI client (like Claude or Cursor). The agent establishes a secure connection through Vinkius's zero-trust proxy.
- 3 Tell your agent what data you need—for example, 'Show me all overdue invoices for my E-commerce Shop.' The MCP runs the necessary calls and provides the structured answer.
The bottom line is that you manage complex financial reporting using natural conversation instead of logging into a web portal.
Who Is Wave Financial MCP For?
Accountants, bookkeepers, and small business owners who are tired of jumping between multiple dashboards to get a single financial picture. If your job involves auditing cash flow or confirming invoice statuses quickly, this is for you.
Retrieving transaction lists and customer data to prepare month-end reports.
Checking if an invoice was paid or what the current account balance is without having to log into Wave.
Auditing business performance and mapping out cash flow across different categories for tax planning.
What Changes When You Connect
- Stop guessing on cash flow. By using
list_transactionsandlist_accounts, you get a full, immediate picture of what money came in and where it went. - No more manual invoice checks. Asking the agent to use
list_invoicesgives you instant summaries, showing who owes money and when it's due. - Manage contacts faster than ever. Use
list_customersorlist_vendorsto pull up contact details without leaving your current workflow. - Tackle multi-entity reporting easily. The
list_businessestool lets you check statuses across several company units in one go. - Always know the tax rules. You can retrieve necessary rates using
list_sales_taxesbefore writing any financial report.
Real-World Use Cases
Quarterly Audit Prep
The analyst needs to audit Q2 cash flow across three subsidiaries. They ask the agent, which chains calls using list_businesses, then runs list_transactions for each unit, providing a single comparative report.
Overdue Accounts Check
The owner needs to know which invoices are past due. They ask the agent and it executes list_invoices, returning only the records marked 'Overdue' for immediate follow-up.
Vendor Payment Review
A bookkeeper needs to pay a vendor but first must confirm their details. They use list_vendors and then cross-reference that data against recent payments using list_bills.
Product Line Audit
The business owner wants to see if they are tracking taxes correctly for a new service line. They ask the agent, which calls list_products and then uses list_sales_taxes to validate compliance.
The Tradeoffs
Asking for 'all data'
Typing: 'Give me everything about my money.' The agent struggles because the request is too broad and doesn't specify the necessary sequence of data points.
→
Break it down. First, use list_businesses to identify the entity ID. Then, run targeted queries like list_invoices or list_transactions, specifying that single ID.
Relying on native UI exports
Downloading a CSV from Wave and then manually filtering it in Excel to find only overdue items. This takes time and is error-prone.
→
Ask the agent directly using list_invoices. The MCP handles the API call, filters for 'Overdue', and gives you the clean data set immediately.
Ignoring account structure
Trying to find a specific balance without knowing which category it belongs to, resulting in vague or incomplete reports.
→
Start by running list_accounts. This gives you the necessary chart of accounts details before querying balances using list_transactions.
When It Fits, When It Doesn't
Use this MCP if your process requires retrieving granular financial records from multiple domains—specifically when you need to check invoice status, customer contact info, and ledger transactions without ever touching the Wave dashboard. You MUST use it if you are building an automation that chains data together (e.g., checking a customer's address via list_customers before generating an invoice summary using list_invoices). Don't use this MCP if your only goal is to view a simple, read-only graph of revenue over time; for those basic visualizations, the native Wave UI might be faster. However, if you need the raw data points—the actual list of bills or transactions—this MCP is what you need.
Common Questions About Wave Financial MCP
How do I check if a customer exists using list_customers? +
Yes, simply ask your agent to use list_customers. It searches the database for contact information and confirms whether or not that business has recorded users.
Can I find out what my current tax rates are with list_sales_taxes? +
Absolutely. Asking the agent to use list_sales_taxes pulls the active tax configurations for your entire business, which is critical for compliance checks.
What's the difference between list_bills and list_transactions? +
list_bills focuses specifically on accounts payable—the money you owe. list_transactions gives a broader history of all cash movements, including payments received or sent.
Does get_user_info tell me my company name? +
It retrieves the basic authenticated user information linked to your account, confirming who is running the query and what details are attached to that login session.
When I run get_user_info, does that tell me which businesses are available for me to use with other tools? +
Yes, it provides the initial scope of your connection. While get_user_info confirms authentication, you must still call list_businesses afterward to pull the full list and IDs needed for all other financial queries.
If I want invoices from multiple companies, do I need to run list_businesses first before using list_invoices? +
You should always start with list_businesses. This call retrieves the necessary identifiers; you then pass those specific IDs into list_invoices for accurate data retrieval across different entities.
Does running list_products give me visibility into what items were included in past accounting transactions? +
No, list_products only pulls a catalog of available goods and services. To see which products were actually sold or billed previously, you must use the list_invoices tool.
If I run list_transactions and the data is very large, are there any limits or pagination rules I need to know about? +
The MCP handles standard API pagination. When calling list_transactions, you'll receive a cursor or next page token in the response body that tells your agent how to pull the remaining records.
Multi-server workflows that include Wave Financial MCP
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