update_sales_tax
Update an existing sales tax entry's details. Only the fields you provide will be updated; omitted fields remain unchanged. Note: to change the rate, use the Wave UI or the salesTaxRateCreate mutation with an effective date.
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 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 a draft invoice, moving it from DRAFT to an approvable state. This is required before sending an 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 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 and services in a Wave business's catalog. Returns product details including pricing, associated accounts, and default sales taxes.
update_customer
Update an existing customer's details. Only the fields you provide will be updated; omitted fields remain unchanged.
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 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 in a business's chart of accounts. Returns all account types including assets, liabilities, equity, income, and expenses with their current balances.
create_transaction
Create a financial transaction in Wave. 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. The total of line item amounts must equal the anchor amount.
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 an existing product's details. Only the fields you provide will be updated; omitted fields remain unchanged.
get_user
Retrieve the authenticated user's profile information including their name and default email address.
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 tax entries for a Wave business. Returns tax details including current rates, historical rate changes, and configuration.
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
Permanently delete a customer from a Wave business. This action cannot be undone.
create_invoice
Create a new invoice for a customer in a Wave business. The invoice is created in DRAFT status by default. Add line items with products, quantities, prices, and taxes. Configure payment options and display settings.
delete_invoice
Permanently delete an invoice from a Wave business. This action cannot be undone.
list_invoices
List invoices for a Wave business with pagination. Optionally filter by a specific customer. Returns invoice details including status, amounts, customer, and line items.
send_invoice
Send an invoice to a customer via email. Optionally customize the recipients, subject, message, and whether to attach a PDF. The invoice must be approved (not in DRAFT status) before sending.
list_customers
List customers for a specific Wave business. Supports pagination for businesses with many customers.
archive_sales_tax
Archive a sales tax entry. Archived sales taxes are hidden from active listings but are not deleted.
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 an existing account's details. Only the fields you provide will be updated; omitted fields remain unchanged.
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.
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.
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.
Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.
Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.
Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.
Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.
Manage small business accounting, invoicing, and financial data. Create and send invoices with line items, taxes, and payment options. Manage customers, vendors, and product/service catalogs. Create and organize chart of accounts. Record financial transactions as deposits and withdrawals. Create and manage estimates for customers. Configure sales taxes with rate changes and effective dates. Query business information and user profiles.
Common questions about connecting Wave to AI agents with Metorial.
