# Wave Financial MCP > 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. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** accounting-software, invoicing, financial-reporting, small-business-finance, transaction-tracking ## Description 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. ## Tools ### 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. ## Prompt Examples **Prompt:** ``` List my businesses in Wave. ``` **Response:** ``` You have 2 businesses: 'Design Studio' (ID: 123) and 'E-commerce Shop' (ID: 456). Which one would you like to inspect? ``` **Prompt:** ``` Show me the latest invoices for business ID 123. ``` **Response:** ``` Fetching invoices for 'Design Studio'... I found 3 recent invoices: #INV-001 (Paid, $500), #INV-002 (Sent, $1,200), and #INV-003 (Overdue, $300). ``` ## Capabilities ### 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. ## Use Cases ### Reviewing quarterly financials A financial analyst needs to audit Q3 revenue for three separate entities. Instead of logging into Wave three times, they prompt the agent to list businesses and then request transaction logs for each one sequentially. ### Following up on overdue payments A small business owner realizes a client hasn't paid. The agent quickly lists invoices, identifies which ones are marked 'Overdue,' and provides the exact amounts needed for the follow-up email. ### Setting up new services The bookkeeper needs to know if a specific product requires different tax handling. They ask the agent to list products, then use the capability to list sales taxes to ensure compliance before billing. ### Preparing for tax season A financial analyst must reconcile expenses across several departments. The agent retrieves a list of bills and transactions, allowing them to compile a comprehensive spending report instantly. ## Benefits - Stop manually logging into Wave to check statuses. You can ask your agent for the latest invoices or list accounts payable instantly. - Get a complete picture of your organization by listing all businesses associated with your account using one prompt. This prevents you from missing data across different legal entities. - Never forget who owes what. The ability to list customers and vendors means you have immediate contact details for billing or payment follow-ups. - Track cash flow without opening a spreadsheet. You can ask the agent to list recent accounting transactions, giving you an instant audit trail of spending. - Stay compliant with tax rules. You can retrieve active sales tax rates and configurations across your various locations, which is key for accurate billing. - Audit accounts faster than ever before. Combine listing businesses, invoices, and transactions into a single workflow to get full performance reports. ## How It Works The bottom line is you talk to your finances, and your agent pulls the data from Wave. 1. Subscribe to this MCP and generate your Wave Personal Access Token in the developer portal. 2. Input the token into your AI client's settings. 3. Ask your agent a natural language question, such as 'Show me all overdue invoices for my E-commerce Shop business'. ## Frequently Asked Questions **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.