Wave Financial

Wave Financial MCP Connector for Claude

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Manage your accounting via Wave Financial — query businesses, invoices, customers, and transactions directly from any AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your AI agent to Wave Financial, the all-in-one accounting software for small businesses. This integration utilizes Wave's powerful GraphQL API to provide real-time access to your financial data through natural conversation.

What you can do

  • Business Oversight — List and inspect all businesses associated with your Wave account
  • Invoice Management — Retrieve summaries of sent invoices, including statuses, totals, and due dates
  • Customer & Vendor Directory — Quickly lookup contact details for your customers and suppliers
  • Accounting Intelligence — Monitor your chart of accounts and current balances across different categories
  • Expense Tracking — List recent bills and accounting transactions to stay on top of your cash flow
  • Tax Configuration — Retrieve active sales tax rates and configurations for your business

How it works

  1. Subscribe to this server
  2. Enter your Wave Personal Access Token (generated in your Wave Developer Portal)
  3. Start managing your business finances directly through chat

Who is this for?

  • Small Business Owners — quickly check invoice statuses and account balances without logging into the dashboard
  • Accountants & Bookkeepers — retrieve transaction lists and customer data for reporting
  • Financial Analysts — audit business performance and cash flow via AI
accounting-softwareinvoicingfinancial-reportingsmall-business-financetransaction-tracking

10 tools expose this connector's capabilities to your AI agent.

get_user_info

Retrieve the authenticated user information

list_accounts

List the chart of accounts for a specific business

list_bills

List bills (accounts payable) for a specific business

list_businesses

List all businesses associated with the user account

list_customers

List customers for a specific business

list_invoices

List invoices for a specific business

list_products

List products and services for a specific business

list_sales_taxes

List sales taxes configured for a specific business

list_transactions

List accounting transactions for a business

list_vendors

List vendors associated with a specific business

See how to talk to your AI agent using Wave Financial.

List my businesses in Wave.

You have 2 businesses: 'Design Studio' (ID: 123) and 'E-commerce Shop' (ID: 456). Which one would you like to inspect?

Show me the latest invoices for business ID 123.

Fetching invoices for 'Design Studio'... I found 3 recent invoices: #INV-001 (Paid, $500), #INV-002 (Sent, $1,200), and #INV-003 (Overdue, $300).

Log in to the [Wave Developer Portal](https://developer.waveapps.com/), go to 'Manage Applications', create a new application, and then generate a 'Personal Access Token' for your account.

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