Vinkius

Wave Financial MCP for AI Agents. Manage Accounts, Invoices, and Transactions via Chat

Wave Financial connects your AI agent directly to Wave's accounting system, letting you manage all business finances via natural conversation. You can query specific businesses, retrieve invoice statuses and totals, look up customer contact details, track transactions, and check sales tax rates without ever logging into the dashboard.

Wave Financial MCP is compatible with Claude Claude
Wave Financial MCP is compatible with ChatGPT ChatGPT
Wave Financial MCP is compatible with Cursor Cursor
Wave Financial MCP is compatible with Gemini Gemini
Wave Financial MCP is compatible with Windsurf Windsurf
Wave Financial MCP is compatible with VS Code VS Code
Wave Financial MCP is compatible with JetBrains JetBrains
Wave Financial MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

List and track business entities

Get a full list of every business connected to your Wave account.

Monitor invoices and billing history

Retrieve summaries of sent invoices, showing their status, total amounts, and due dates.

Manage vendor and customer contacts

Quickly look up contact information for both your customers and your suppliers.

Review account balances and transactions

Monitor the chart of accounts, current cash flow, and list recent accounting transactions or bills paid.

Check sales tax rates

Retrieve active sales tax rules and configurations for specific business locations.

Waiting for input…

AI Agent
Wave Financial

What AI agents can do with Wave Financial MCP: 10 Tools Available

These ten tools let you ask your AI agent to retrieve specific pieces of financial information—from listing customer addresses to reviewing recent cash flow transactions.

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 MCP

Get User Info

Retrieves basic information about the authenticated user.

List Accounts

Lists the full chart of accounts for a specific business entity.

List Bills

Provides a list of outstanding bills or accounts payable for a given business.

List Businesses

Lists all distinct businesses that are associated with your main Wave account.

List Customers

Retrieves a list of customers belonging to a specific business location.

List Invoices

Generates a detailed list of invoices for a specified business, including their payment status.

List Products

Lists all products and services offered by the business.

List Sales Taxes

Shows what sales taxes are currently configured for a specific business location.

List Transactions

Generates an accounting transaction log for the specified business period.

List Vendors

Provides a list of all suppliers or vendors connected to the business account.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Wave Financial MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Wave Financial integration is available immediately — no restart needed.

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 each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Wave Financial, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Wave Financial MCP server cover

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 each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The Mess of Manual Financial Review Solved with Vinkius AI Gateway

Think about quarter-end closing. You're stuck in the web dashboard. You open the 'Invoices' tab, copy a list of IDs; then you switch to 'Customers' to verify contact info for those clients. Next, you jump over to 'Transactions' just to see if they paid it—it takes 15 clicks and half an hour of context switching.

With this MCP, the whole thing changes. You ask your agent: 'For Business X, show me all invoices from Q2 that are marked overdue.' You get a clean list back, cross-referenced with customer details, instantly. Your AI client does the clicking for you.

Accessing Wave Financial Data Through MCP

You no longer have to manually check if a transaction log matches an outstanding bill or if a customer's current address is correct. The agent pulls the data from list_transactions, compares it against list_customers, and gives you one cohesive answer.

The difference now isn't just speed; it's accuracy. You get structured, actionable financial answers directly in your chat window, without having to navigate a complex web interface.

What your AI can actually do with this

Connecting to Wave Financial gives your AI client real-time access to a small business's entire financial picture. Instead of clicking through multiple tabs in the accounting software, you simply ask what you need—like checking if an invoice is overdue or listing all associated businesses. This integration uses Wave’s powerful API so your agent can pull accurate data and keep you informed instantly.

Whether you're tracking expenses or auditing account balances, it's all available through natural chat commands. For the best way to manage these tools from any compatible client, check out the entire catalog on Vinkius. You get a single connection point for your whole financial life.

Built · Hosted · Managed by Vinkius Wave Financial - Manage Accounts & Invoices via AI
Server ID 019d849b-152e-7197-a570-7da78cb2e741
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Questions you might have

Does Wave Financial MCP track payments that haven't been invoiced? +

No, it primarily focuses on structured invoicing data. Use list_invoices and list_transactions to see payment history relative to your billed records.

How do I find out all the companies under my Wave account? +

You use the list_businesses tool. This function gives you a master list of every company or legal entity linked to the main account, allowing you to scope your queries correctly.

Can I check current tax rates with Wave Financial MCP? +

Yes, the list_sales_taxes tool retrieves all active sales tax configurations for a specific business. This is essential before generating new invoices in different jurisdictions.

What if I need to know who paid whom? +

Use list_transactions. This function provides the accounting ledger, showing detailed records of money moving between accounts and customers.

Is this MCP good for large corporations? +

This connection is built for small to mid-sized businesses using Wave Financial. For massive corporate structures, you may need a different enterprise resource planning (ERP) connector.