Wave Financial Connector for AI agents.
10 live capabilities
Manage your small business accounting and invoices through natural conversation.
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Why people use Wave Financial
Wave Financial Accounting & Invoice Management
This Connector puts that manual work on autopilot. You can just ask your AI agent to summarize your outstanding invoices or list your recent bills, and it pulls that data directly from Wave. You get a clean summary of your finances without ever having to log in.
What Vinkius changes
You get to stop clicking through menus and start getting direct answers to your financial questions.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking a late payment
A business owner asks 'Did Client X pay invoice #102?
- Real-world use case 02
Monthly audit
An accountant asks for all transactions from last month, and the agent uses list_transactions to provide a summary.
- Real-world use case 03
Vendor reconciliation
A manager asks 'How many bills do we have for Vendor Y?
Complete set · 10capabilities
The complete Wave Financial capability set.
These are the exact actions your AI can choose when you ask it to work with Wave Financial.
01—04
4 capabilities in this set.
Part of 10 available through Wave Financial.
- 01 Capability
Get user info
Get the details of the currently authenticated user. This helps your agent confirm who is making the request.
- 02 Capability
List accounts
View the chart of accounts for a specific business. Use this to see how your money is categorized.
- 03 Capability
List bills
See all accounts payable for a specific business. This is useful for tracking what you owe to others.
- 04 Capability
List businesses
List every business associated with your account. Use this to switch between different company profiles.
05—07
3 capabilities in this set.
Part of 10 available through Wave Financial.
- 05 Capability
List customers
Get a list of customers for a specific business. This helps you quickly find client contact information.
- 06 Capability
List products
See the products and services offered by a specific business. This helps you verify your current offerings.
- 07 Capability
List sales taxes
View the sales tax rates configured for a business. This ensures you have the right tax data for your reports.
08—10
3 capabilities in this set.
Part of 10 available through Wave Financial.
- 08 Capability
List transactions
Retrieve the accounting transactions for a business. Use this to see a history of money moving in and out.
- 09 Capability
List vendors
List all vendors associated with a specific business. This helps you manage your supplier relationships.
- 10 Capability
List invoices
Pull a list of all invoices for a specific business. Use this to check payment statuses and totals.
Set up in minutes
One URL. Then ask Wave Financial to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Wave Financial from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Wave Financial, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Wave Financial for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Wave Financial URL.
- Step 03
Save and start
Save the connection and enable Wave Financial in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"wave-financial": {
"url": "https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Wave Financial
Open Agent mode in chat and ask: "Using Wave Financial, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"wave-financial": {
"url": "https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Wave Financial
Ask Copilot: "Using Wave Financial, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"wave-financial": {
"url": "https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Wave Financial
Open Cascade and ask: "Using Wave Financial, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"wave-financial": {
"url": "https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Wave Financial
Ask Cline: "Using Wave Financial, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add wave-financial --transport http "https://edge.vinkius.com/vk_preview_b1rtfZYUMIXpgpPqYQzMHR4iHMRTnVl88AEUJhmU/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Wave Financial
Ask Claude: "Using Wave Financial, show me...". 10 tools are ready
Where the request belongs
Work Wave Financial can move forward.
Small business owners who are tired of logging into multiple dashboards just to check a balance or see if a client paid. It's for the person who needs data at their fingertips during a busy workday.
Small Business Owner
Checks invoice statuses and account balances during a busy workday to keep things moving.
Accountant
Pulls transaction lists and customer data for monthly reporting without manual exports.
Financial Analyst
Audits cash flow and business performance via natural language queries.
When one Connector is not enough
Carry the request into a workflow.
Combine Wave Financial with the systems that finish the task.
View all recipesBuild the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Manage customers, invoices, and accounting workflows on Wave. the money management capability for small businesses.
FreeAgent
Manage accounting, track invoices, and oversee bank transactions via AI agents with FreeAgent.
Altoviz
Business management and invoicing. manage customers, invoices, and expenses via AI.
Finmei
Manage expenses, tax rates, and payments through conversational AI agents with Finmei.
MYOB
Automate accounting and sales management via MYOB. list GL accounts, journal transactions, invoices, and customer payments directly from any AI agent.
QuickBooks Online
Connect QuickBooks to AI. query invoices, manage customers, run financial reports, and automate accounting workflows.
Bring your own AI
Change the model, client or framework. Keep Wave Financial connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Wave Financial.
The practical details behind the request, access and result.
Can the Wave Financial MCP help me see if clients paid?
Yes, it can pull your invoice list and show statuses like Paid, Sent, or Overdue, so you can see who's current without opening the dashboard.
How do I connect Wave Financial to my AI agent?
You just need to get a Personal Access Token from your Wave Developer Portal and add it to this Connector on Vinkius.
Can I use this to manage my small business accounting?
It lets you query your chart of accounts, transactions, and balances to help you stay on top of your books using natural language.
Does the Wave Financial MCP show my vendor bills?
Yes, it can list all your bills and vendor information so you know exactly what's pending and who you owe money to.
Can I use this for tax reporting?
It can retrieve your active sales tax rates and configurations for your specific business, making it easier to verify your setup.
Is the Wave Financial MCP good for bookkeepers?
It's great for bookkeepers who need to quickly pull transaction lists or customer data for reports without constant manual exports.
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 Connector primarily focuses on querying your existing financial data for analysis.
One connection away
Give your agent a direct line to Wave Financial.
Connect Wave Financial once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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