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 |
Capabilities
Features and capabilities supported by this server
| 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 |
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