# Wave Accounting MCP

> Wave Accounting MCP gives your AI client full control over your small business finances. You can manage customers, create invoices, check payment statuses, and audit accounts receivable—all through simple conversation. Stop logging into complex accounting dashboards; just talk to your agent instead. This tool lets you handle the entire billing lifecycle without manual data entry.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** invoicing, bookkeeping, customer-management, payment-tracking, small-business-finance, accounting-automation

## Description

Managing a small business means juggling details: who owes money, what was billed, and if those invoices were paid. Instead of navigating Wave Accounting's dense dashboard, your AI agent handles it all through natural conversation. You can tell your agent to list every customer or check the payment status of specific bills. Need to update a contact detail? Just ask. The system even lets you create new draft invoices or approve them for sending. Because this MCP is available on Vinkius, you connect once and gain access to hundreds of financial tools across different services. Your agent becomes your dedicated bookkeeping partner, giving you instant visibility into your cash flow.

## Tools

### approve_draft_invoice
This action finalizes an invoice draft, marking it as saved or unpaid.

### create_accounting_customer
This adds a new customer record to your Wave Accounting profile using their name and email.

### create_draft_invoice
You can generate a preliminary invoice by supplying the target customer ID and a list of items.

### delete_accounting_customer
This permanently removes a customer record from your system; this action cannot be undone.

### delete_draft_invoice
It deletes an unfinalized draft invoice, but it won't touch paid or saved bills.

### get_customer_details
Retrieves all available information for one specific customer ID in Wave.

### get_invoice_details
Pulls up the complete details for any particular invoice, including line items and totals.

### list_accounting_customers
Lists every customer currently registered within your Wave Accounting account.

### list_accounting_invoices
Gives you a list of all invoices that have been issued by the business.

### update_customer_profile
Updates key information, like contact details, for an existing customer profile using their unique ID.

## Prompt Examples

**Prompt:** 
```
List all my customers in Wave Accounting.
```

**Response:** 
```
I found 5 customers: 'Acme Corp' (ID: Y3VzdC0x), 'Global Tech' (ID: Y3VzdC0y), 'Jane Smith' (ID: Y3VzdC0z), and 2 others. Which one would you like to see details for?
```

**Prompt:** 
```
Create a new customer for 'John Doe' with email 'john@example.com'.
```

**Response:** 
```
Success! I've created a new customer record for John Doe (ID: Y3VzdC00OTk=) in Wave. You can now issue invoices to this customer.
```

**Prompt:** 
```
What is the status of my latest invoices?
```

**Response:** 
```
Here are your 3 most recent invoices: 1. Inv #101 (PAID, 500 USD), 2. Inv #102 (SAVED, 1200 USD - Overdue), and 3. Inv #103 (DRAFT, 300 USD). Would you like to see the details for the overdue invoice?
```

## Capabilities

### List all registered customers
The system pulls up a list of every customer recorded in Wave Accounting.

### Create new client profiles
You can add brand new customers to your records by providing their name and email address.

### Manage invoice drafts
The agent creates temporary invoices or approves existing ones, moving them from draft status toward payment.

### Retrieve full financial details
You can get comprehensive information on any customer account or specific invoice, including line items and tax totals.

### Maintain data accuracy
The tool allows you to permanently delete unfinalized drafts or obsolete customer records when necessary.

## Use Cases

### Reviewing overdue accounts
A bookkeeper needs to see which invoices are outstanding. They simply ask their agent for a list of all accounting invoices (`list_accounting_invoices`), immediately seeing which ones need follow-up.

### Onboarding a new client
A small business owner just signed a big deal. Instead of manually creating the account, they tell their agent to use `create_accounting_customer`, and the record appears in Wave instantly.

### Finalizing payments for the month
A freelancer has finished work and needs to bill a client. They ask the agent to create a draft invoice using `create_draft_invoice` with the correct line items, then approve it via `approve_draft_invoice`.

### Updating contact info
The sales team finds out a client's phone number changed. Instead of logging into Wave and finding the right profile, they just ask their agent to update the customer profile using `update_customer_profile`.

## Benefits

- Stop logging into complex dashboards to check status. You can ask your agent for a quick overview of all invoices and know instantly if they're PAID, SAVED, or DRAFT.
- Need to add a client? Instead of manually navigating the 'Customers' tab, you just tell your AI client to create a new customer record using `create_accounting_customer`.
- Drafting an invoice used to be tedious. Now, you simply ask your agent to use `create_draft_invoice`, providing only the customer ID and the list of goods sold.
- Auditing accounts receivable is fast. You can tell the agent to list all accounting invoices (`list_accounting_invoices`) so you always know what's owed.
- It saves time on data integrity tasks. Need to clean up old records? Use `delete_draft_invoice` or `delete_accounting_customer` without clicking through multiple menus.

## How It Works

The bottom line is: you talk to your agent, and it executes the necessary financial operations inside Wave Accounting.

1. Subscribe to the Wave Accounting MCP and enter your unique Business ID and Access Token.
2. Connect this MCP to any compatible agent, like Cursor or Claude.
3. Start by asking natural language questions. Your AI client translates that request into specific accounting actions.

## Frequently Asked Questions

**How do I check my invoice status with the Wave Accounting MCP?**
You ask your agent for a list of all accounting invoices (`list_accounting_invoices`). It will return the current status (PAID, SAVED, or DRAFT) and details for every billing record.

**Can I create a customer profile using the Wave Accounting MCP?**
Yes, you can use `create_accounting_customer`. Just provide the client's name and email address, and the new account is immediately registered in Wave.

**What happens if I delete a draft invoice with the Wave Accounting MCP?**
Using `delete_draft_invoice` permanently removes an unfinalized draft. Be careful: this tool cannot delete invoices that are already paid or saved.

**Does the Wave Accounting MCP help with billing insights?**
Yes, you can pull specific details on any client using `get_customer_details`, which helps you audit customer records and understand their full history.