• NEW
  • UPDATE
  • REMOVE
  • HUMAN

How to manage customer profiles with your AI

Connect Wave Accounting to your AI client once. After that, you can handle your entire client list through simple chat commands.

Ask AI about this page

Short answer

How do I manage customer profiles with my AI?

You just tell your AI what to do. It uses specific tools to create new customers, update their info, or remove them from Wave Accounting. You'll see the changes reflected in your account immediately.

Where every change lands.

The outcomes of your commands.

Depending on what you ask, your AI performs one of these actions in Wave Accounting.

NEW

New client entries

The AI creates a fresh profile in Wave. Your customer list stays up to date without manual data entry.

UPDATE

Current info edits

Change addresses, emails, or names. The AI modifies existing records based on your instructions.

REMOVE

Clean up lists

Delete old or incorrect contacts. This keeps your accounting data clean and accurate.

HUMAN

Manual review

You decide when a profile needs to be deleted or changed. The AI waits for your command before touching any data.

The workflow

What your AI does when the command arrives.

Your AI translates your plain English into specific accounting actions.

  1. Registering clients

    When you mention a new person or business, the AI sets up their profile in Wave.

    create_accounting_customer

  2. Modifying details

    If a client moves or changes their name, the AI finds the right profile and updates it.

    update_customer_profile

  3. Removing contacts

    If a customer is no longer relevant, the AI can wipe their profile from your system.

    delete_accounting_customer

  4. Confirming changes

    The AI processes the request and confirms the profile is updated or created.

    update_customer_profilecreate_accounting_customer

Try it

Copy these to start.

Use these prompts to trigger actions in Wave Accounting.

Starting points

These are just examples. Swap out the names and details with your actual client info.

Wave Accounting Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_akfLJnhhwMgIgUvPyo8uJYV7KzfIA6TU4C8O9lfM/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Wave Accounting capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "wave-accounting-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_akfLJnhhwMgIgUvPyo8uJYV7KzfIA6TU4C8O9lfM/mcp"
    }
  }
}
Copy into chat04

  • Add a new customer named Acme Corp with the email contact@acme.com

  • Update the contact information for Acme Corp to 123 Main St, New York

  • Delete the customer profile for old client John Doe

  • Change the email address for Acme Corp to billing@acme.com

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Wave Accounting once, then ask.

Click the link to connect your account. Your login stays encrypted and secure on our end, and you can find the full tool list on the Connector page.

Connect Wave Accounting to your AI

FAQ

How this task behaves.

  • 01

    Can my AI delete customers on its own?

    No. The AI only deletes a customer when you explicitly tell it to do so.

  • 02

    Does the AI see my bank transactions?

    No. This specific connection only allows the AI to manage customer profiles.

  • 03

    Can I update a customer's billing address?

    Yes. You can ask the AI to update any part of an existing customer profile.

  • 04

    Will the AI create invoices?

    No. This connection is limited to creating, updating, and deleting customer profiles.

  • 05

    Can I undo a change the AI made?

    You would need to manually update the profile in Wave Accounting to revert any changes.

  • More questions about Wave Accounting? The Connector page answers them. See everything the Wave Accounting Connector can do

Connect Wave Accounting to Claude, Cursor, ChatGPT & more