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.
Ask your agent in plain language. Each of these maps to a real tool on the server.
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 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 SAVED. 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 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
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
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. Every supplied line item requires a productId from list_products. Add quantities, prices, and taxes. Configure payment options and display settings.
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 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 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 for a specific Wave business. Optionally find customers matching an email address. 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.
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
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 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.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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.
Common questions about connecting Wave to AI agents with Metorial.