Wave Accounting MCP Server

Wave Accounting MCP Server

Integrates Claude with Wave Accounting to automate expense tracking and income transaction creation from receipts and payment data.

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README

Wave Accounting MCP Server

A Model Context Protocol (MCP) server that integrates Claude with Wave Accounting to automate expense tracking and income transaction creation.

Features

  • 📸 Expense Creation from Receipts: Automatically extract and create expenses from receipt text
  • 💰 Income Transaction Creation: Create income transactions from payment data
  • 🏢 Multi-Business Support: Manage multiple Wave businesses seamlessly
  • 🔍 Vendor & Customer Search: Find existing vendors and customers
  • 📊 Account Management: List and categorize transactions with proper accounts
  • 🔄 Real-time Integration: Direct connection to Wave's GraphQL API

Prerequisites

  • Python 3.8 or higher
  • Wave Business account with API access
  • Claude Desktop application
  • Wave OAuth2 access token

Installation

  1. Clone the repository:
git clone https://github.com/yourusername/wave_mcp.git
cd wave_mcp
  1. Install dependencies:
pip install -r requirements.txt
  1. Create a .env file:
WAVE_ACCESS_TOKEN=your_wave_oauth2_access_token_here

Getting Your Wave Access Token

  1. Log in to your Wave account
  2. Navigate to SettingsAPI Access
  3. Create a new OAuth2 application
  4. Generate an OAuth2 Bearer access token with appropriate permissions

Note: Wave API access may require approval. Check Wave's current developer program status.

Configuration

Claude Desktop Setup

Add the server to your Claude Desktop configuration:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "wave-accounting": {
      "command": "python",
      "args": ["/absolute/path/to/wave_mcp/mcp_server.py"],
      "env": {
        "WAVE_ACCESS_TOKEN": "your_wave_oauth2_access_token_here"
      }
    }
  }
}

Restart Claude Desktop after saving the configuration.

Usage Examples

Creating an Expense from a Receipt

I have a receipt from Office Depot for $45.99 dated March 15, 2024. 
It's for office supplies - printer paper and pens.

Creating Income from Payment

Received payment of $1,500 from ABC Company on March 20, 2024 
for consulting services invoice #1234.

Listing Available Accounts

Show me my expense accounts in Wave.

Setting Active Business (Multi-Business Accounts)

List my Wave businesses and set the active one.

Available MCP Tools

Expense Management

  • create_expense_from_receipt: Create expenses from receipt text
  • search_vendor: Search for existing vendors
  • get_expense_accounts: List available expense accounts

Income Management

  • create_income_from_payment: Create income transactions
  • search_customer: Search for existing customers
  • get_income_accounts: List available income accounts

Business Management

  • set_business: Set the active business
  • list_businesses: List all available businesses

Debugging

  • debug_accounts: List all accounts with types and subtypes for troubleshooting

Important Notes

Vendor and Customer Management

  • Vendors and customers must be created manually in Wave's web interface
  • The API supports searching existing vendors/customers but not creating new ones
  • Transactions can be created without vendors/customers and linked later

Limitations

  • Wave API doesn't support attaching receipt images/PDFs
  • Maximum 2 simultaneous API requests (Wave rate limiting)
  • OAuth2 tokens may expire and need refreshing

Development

Running Tests

# Currently no test suite - testing via Claude Desktop integration
python mcp_server.py

Project Structure

wave_mcp/
├── mcp_server.py          # Main MCP server implementation
├── requirements.txt       # Python dependencies
├── README.md             # This file
├── LICENSE               # MIT License
├── CLAUDE.md             # Claude-specific instructions
├── .env                  # Your API credentials (not tracked)
└── docs/
    └── wave_api_reference.md  # Wave API documentation

Troubleshooting

"Wave client not initialized"

  • Verify your WAVE_ACCESS_TOKEN is set correctly
  • Check that the token has valid permissions

"No business selected"

  • Use the list_businesses tool to see available businesses
  • Set the active business with set_business

MCP Server Not Available in Claude

  • Ensure the path in claude_desktop_config.json is absolute
  • Verify Python and all dependencies are installed
  • Restart Claude Desktop

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

Security

  • Never commit your .env file or API keys
  • Use environment variables for all sensitive data
  • Regularly rotate your API tokens
  • Follow Wave's security best practices

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