Wave MCP server

Connect Wave to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Wave MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the update sales tax tool in Wave
  • Use the mark invoice sent tool in Wave
  • Use the create customer tool in Wave
  • Use the approve invoice tool in Wave
  • Use the clone invoice tool in Wave
  • Use the update invoice tool in Wave

Supported Tools

update_sales_tax

Update Sales Tax

Update an existing sales tax entry's details. Only the fields you provide will be updated; omitted fields remain unchanged. To change rates, provide the documented effective-date rates array in percentage units.

mark_invoice_sent

Mark Invoice Sent

Mark an invoice as sent without actually emailing it. Use this when the invoice was delivered through a channel outside of Wave (e.g., printed and mailed, sent via another system).

create_customer

Create Customer

Create a new customer record for a Wave business. At minimum a business ID and customer name are required. Optionally include contact details, address, shipping info, and currency preference.

approve_invoice

Approve Invoice

Approve a draft invoice, moving it from DRAFT to SAVED. This is required before sending an invoice.

clone_invoice

Clone Invoice

Create a copy of an existing invoice. The cloned invoice will be created as a new DRAFT with the same details as the original.

update_invoice

Update Invoice

Update an existing invoice's details. Only the fields you provide will be updated; omitted fields remain unchanged. You can modify the customer, dates, line items, payment options, and display settings.

list_products

List Products

List products and services in a Wave business's catalog. Returns product details including pricing, associated accounts, and default sales taxes.

update_customer

Update Customer

Update an existing customer's details. Only the fields you provide will be updated; omitted fields remain unchanged.

archive_product

Archive Product

Archive a product in the catalog. Archived products are hidden from active listings but are not deleted. Products cannot be permanently deleted in Wave.

create_sales_tax

Create Sales Tax

Create a new sales tax entry for a Wave business. Configure the tax rate, abbreviation, and whether it is compound or recoverable.

list_accounts

List Accounts

List active accounts in a business's chart of accounts with their current balances. Optionally filter by account types or subtypes, for example CASH_AND_BANK to find accounts that can receive invoice payments.

create_transaction

Create Transaction

Record a retained accounting entry in Wave; this does not initiate a bank transfer or payment. This is equivalent to creating a standard transaction in Wave where a deposit or withdrawal to/from a bank or credit card account is categorized to one or more accounting categories. Use **DEPOSIT** when the business receives money and **WITHDRAWAL** when the business spends money. Line items categorize the transaction using **INCREASE** or **DECREASE** balance directions. Line items and taxes must balance the anchor according to their accounting directions.

list_businesses

List Businesses

Retrieve businesses associated with the authenticated Wave account. Each business is a separate entity with its own chart of accounts, customers, and financial data. Use this to discover available businesses before performing business-scoped operations.

update_product

Update Product

Update an existing product's details. Only the fields you provide will be updated; omitted fields remain unchanged.

get_user

Get Current User

Retrieve the authenticated user's profile information including their name and default email address.

create_product

Create Product

Create a new product or service in a Wave business's catalog. Products can be associated with income and expense accounts and configured with default sales taxes for easy invoicing.

list_sales_taxes

List Sales Taxes

List sales tax entries for a Wave business. Returns tax details including current rates, historical rate changes, and configuration.

create_account

Create Account

Create a new account in a business's chart of accounts. Specify the account name and subtype. Account subtypes determine the account's type (Asset, Liability, Equity, Income, Expense).

delete_customer

Delete Customer

Permanently delete a customer from a Wave business. This action cannot be undone.

create_invoice

Create Invoice

Create a new invoice for a customer in a Wave business. The invoice is created in DRAFT status by default. Every supplied line item requires a productId from list_products. Add quantities, prices, and taxes. Configure payment options and display settings.

delete_invoice

Delete Invoice

Delete an invoice from a Wave business. Provider accounting history may remain, and deletion does not recall sent email.

list_invoices

List Invoices

List invoices for a Wave business with pagination. Optionally filter by customer, status, invoice date range or invoice number, and choose a sort order. Returns invoice details including status, amounts, customer, and line items.

send_invoice

Send Invoice

Send an invoice to a customer via email. Supply explicit recipients, and optionally customize the subject, message, and PDF option. The invoice must be approved (not in DRAFT status) before sending.

list_customers

List Customers

List customers for a specific Wave business. Optionally find customers matching an email address. Supports pagination for businesses with many customers.

archive_sales_tax

Archive Sales Tax

Archive a sales tax entry. Archived sales taxes are hidden from active listings but are not deleted.

list_vendors

List Vendors

List vendors for a Wave business. Returns vendor contact details, address, and currency information. Vendors are suppliers or service providers associated with the business.

update_account

Update Account

Update an existing account's details. Only the fields you provide will be updated; omitted fields remain unchanged.

archive_account

Archive Account

Archive an account in the chart of accounts. Archived accounts are hidden from the active chart of accounts but are not deleted. Accounts cannot be permanently deleted in Wave.

get_invoice_pdf

Get Invoice PDF

Download the PDF for an existing invoice. Reads the current invoice PDF URL; does not create, approve or send an invoice.

get_resource

Get Resource

Read one business, customer, invoice, account, product, sales tax or vendor by its exact ID. Monetary and Decimal values remain exact strings. A missing resource returns found=false; permission or provider failures are errors.

record_invoice_payment

Record Invoice Payment

Record a payment received outside Wave, such as cash, cheque or bank transfer, against an existing invoice. The payment is deposited to the chosen bank or cash account and reduces the invoice's amount due. This records the payment in the books; it does not charge the customer or move funds.

Connect Wave to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Wave in Metorial. In your Metorial portal, enable the Wave MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Wave tools.

Run Wave through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Wave and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Wave tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Wave

Zoho

Manage Zoho CRM, Bigin, Books, Inventory, Invoice, Desk, Mail, People, and Projects from one connection. Discover organizations and accounts, manage records and financial documents, work with support tickets and email, and organize employee and project data.

Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Gumroad

Manage digital and physical product sales on Gumroad. View and update product metadata, create and manage variant categories and options, and configure discount offer codes. Retrieve and filter sales data by date range for reporting. Manage subscribers and subscription lifecycles for recurring products. Refund sales, revoke or restore buyer access, and track payouts. Verify, enable, disable, and decrement license keys for purchase validation. Draft, schedule, and send audience emails to customers and followers. Read product reviews and access authenticated user profile information.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Technical notes for Wave

Manage small business accounting, invoicing, and financial data. Create, approve and send invoices with line items, taxes, and payment options, and record payments received against them. Manage customers, vendors, and product/service catalogs. Create and organize chart of accounts. Record financial transactions as deposits and withdrawals. Configure sales taxes with rate changes and effective dates. Query business information and user profiles.

Frequently asked questions

Common questions about connecting Wave to AI agents with Metorial.

  1. How many tools does the Wave MCP server have?
    The Wave MCP server exposes 31 tools, including Update Sales Tax, Mark Invoice Sent, Create Customer. Each one is governed and traced through Metorial.
  2. Wave exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Wave MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Wave and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Wave MCP server yourself or use the hosted gateway.

Connect Wave to production AI agents

See how Metorial gives your team governed access to Wave, with tracing and security controls built in.