Wave MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| WAVE_BUSINESS_ID | No | Optional default business ID | |
| WAVE_ACCESS_TOKEN | Yes | OAuth2 access token for Wave Accounting API |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {} |
| resources | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| wave_list_invoicesC | List invoices for a business with optional filtering |
| wave_get_invoiceC | Get detailed information about a specific invoice |
| wave_create_invoiceC | Create a new invoice |
| wave_update_invoiceC | Update an existing invoice |
| wave_delete_invoiceA | Delete an invoice (must be in DRAFT status) |
| wave_send_invoiceB | Send an invoice to the customer via email |
| wave_approve_invoiceC | Approve a draft invoice |
| wave_mark_invoice_sentA | Mark an invoice as sent (without actually sending email) |
| wave_list_invoice_paymentsA | List payments received for a specific invoice |
| wave_create_invoice_paymentC | Record a payment received for an invoice |
| wave_list_customersC | List all customers for a business |
| wave_get_customerA | Get detailed information about a specific customer |
| wave_create_customerC | Create a new customer |
| wave_update_customerC | Update an existing customer |
| wave_delete_customerA | Delete a customer (only if they have no invoices) |
| wave_search_customersA | Search customers by name or email |
| wave_list_productsC | List all products and services for a business |
| wave_get_productB | Get detailed information about a specific product or service |
| wave_create_productC | Create a new product or service |
| wave_update_productB | Update an existing product or service |
| wave_delete_productB | Delete (archive) a product or service |
| wave_list_accountsB | List all accounts in the chart of accounts |
| wave_get_accountA | Get detailed information about a specific account |
| wave_create_accountA | Create a new account in the chart of accounts |
| wave_update_accountC | Update an existing account |
| wave_list_transactionsB | List transactions for a business with filtering options |
| wave_get_transactionB | Get detailed information about a specific transaction |
| wave_create_transactionC | Create a new transaction |
| wave_update_transactionC | Update an existing transaction |
| wave_categorize_transactionC | Categorize/recategorize a transaction to a different account |
| wave_list_transaction_attachmentsA | List attachments (receipts, documents) for a transaction |
| wave_list_billsB | List bills (accounts payable) for a business |
| wave_get_billC | Get detailed information about a specific bill |
| wave_create_billC | Create a new bill |
| wave_update_billB | Update an existing bill |
| wave_list_bill_paymentsB | List payments made for a specific bill |
| wave_create_bill_paymentB | Record a payment made for a bill |
| wave_list_estimatesC | List estimates (quotes) for a business |
| wave_get_estimateB | Get detailed information about a specific estimate |
| wave_create_estimateB | Create a new estimate (quote) |
| wave_update_estimateC | Update an existing estimate |
| wave_send_estimateB | Send an estimate to the customer via email |
| wave_convert_estimate_to_invoiceB | Convert an approved estimate into an invoice |
| wave_list_taxesB | List all sales taxes configured for a business |
| wave_get_taxC | Get detailed information about a specific tax |
| wave_create_taxB | Create a new sales tax |
| wave_list_businessesA | List all businesses accessible with the current access token |
| wave_get_businessA | Get detailed information about a specific business |
| wave_get_current_businessA | Get the currently active business (if businessId is set globally) |
| wave_profit_and_lossC | Generate a Profit & Loss (Income Statement) report |
| wave_balance_sheetB | Generate a Balance Sheet report |
| wave_aged_receivablesB | Generate an Aged Receivables (A/R Aging) report |
| wave_tax_summaryC | Generate a tax summary report for a date range |
| wave_cashflowC | Generate a cashflow statement for a date range |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Invoice Dashboard | Overview of all invoices with status breakdown, recent activity, and aging analysis |
| Invoice Detail View | Detailed view of a single invoice with line items, payments, and actions |
| Invoice Builder | Create and edit invoices with line items, customer selection, and tax calculation |
| Customer Detail | Customer profile with contact info, invoices, and payment history |
| Customer Grid | Searchable, sortable grid of all customers with quick actions |
| Product Catalog | Manage products and services with pricing and account mapping |
| Chart of Accounts | View and manage the chart of accounts with balances |
| Transaction Feed | Real-time feed of all transactions with filtering and search |
| Transaction Categorizer | Bulk categorize uncategorized transactions |
| Bill Manager | Track and pay bills (accounts payable) |
| Estimate Builder | Create and manage estimates (quotes) for customers |
| Tax Overview | View and manage sales taxes |
| Profit & Loss Report | Income statement showing revenue, expenses, and net income |
| Balance Sheet | Statement of assets, liabilities, and equity |
| Cashflow Chart | Visual cashflow statement with operating, investing, and financing activities |
| Aged Receivables Report | Accounts receivable aging showing overdue invoices by customer |
| Business Overview | High-level business metrics and quick access to common tasks |
| Businesses | List of accessible Wave businesses |
TDQS
Scored across 54 tools
Each tool has a unique and descriptive name that clearly indicates its target entity and action (e.g., wave_create_invoice, wave_list_customers, wave_delete_product). There is no ambiguity between tools; an agent can easily distinguish them.
All 54 tools follow a consistent verb_noun pattern with the 'wave_' prefix (e.g., wave_create_invoice, wave_get_customer, wave_list_accounts). The naming convention is uniform, making the tool surface predictable and easy to navigate.
54 tools is on the higher end, but it is justified for a comprehensive accounting API covering multiple entities (customers, invoices, bills, products, taxes, transactions) and reports. Each tool serves a distinct purpose, and the count is appropriate for the domain.
Core CRUD and reporting operations are covered for most entities, but there are notable gaps: missing delete for bills, estimates, taxes, and transactions; no update for bill payments; and no delete for taxes. These omissions may hinder some workflows.