Wave Financial MCP Server by CData

by cdatasoftware

314 downloads

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About

A read-only MCP server for querying live Wave Financial data, powered by CData.

Details

Author: cdatasoftware
Downloads: 314
Categories: Database, Finance, Other, API
Tags: #data-analysis

- Read-only access to live Wave Financial data via MCP
- No SQL needed — ask natural language questions
- Built on the CData JDBC Driver for Wave Financial
- Exposes tables and columns as discoverable tools
- Supports SQL SELECT queries via the run_query tool
- Uses stdio transport for same‑machine clients

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Wave Financial MCP Server by CData

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

From the repository

Clone the repository, build the JAR with mvn clean install, download and license the CData JDBC Driver for Wave Financial, create a .prp file with your JDBC connection string, then configure your MCP client (e.g., Claude Desktop) to run the server using java -jar with the .prp file. Ask natural language questions to retrieve data.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "wave financial mcp server by cdata": {
            "{classname_dash}": {
                "command": "PATH\\TO\\java.exe",
                "args": [
                    "-jar",
                    "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
                    "PATH\\TO\\wave-financial.prp"
                ]
            }
        }
    }
}

McpServers

{
    "{classname_dash}": {
        "command": "PATH\\TO\\java.exe",
        "args": [
            "-jar",
            "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
            "PATH\\TO\\wave-financial.prp"
        ]
    }
}

A read-only MCP server for querying live Wave Financial data, powered by CData.

CData's Model Context Protocol (MCP) Server for Wave Financial

:heavy_exclamation_mark: This project builds a read-only MCP server. For full read, write, update, delete, and action capabilities and a simplified setup, check out ourCData MCP Server for Wave Financial.

We created this read-only MCP Server to allow LLMs (like Claude Desktop) to query live data Wave Financial supported by the CData JDBC Driver for Wave Financial.

CData JDBC Driver connects to Wave Financial by exposing them as relational SQL models.

This server wraps that driver and makes Wave Financial data available through a simple MCP interface, so LLMs can retrieve live information by asking natural language questions — no SQL required.
- Clone the repository:

git clone https://github.com/cdatasoftware/wave-financial-mcp-server-by-cdata.git cd wave-financial-mcp-server-by-cdata

- Navigate to thelibfolder in the installation directory, typically:

- (Windows)C:\Program Files\CData\CData JDBC Driver for Wave Financial\
- (Mac/Linux)/Applications/CData JDBC Driver for Wave Financial/

Run the commandjava -jar cdata.jdbc.wavefinancial.jarto open the Connection String utility.

Configure the connection string and click "Test Connection"

Note:If the data sources uses OAuth, you will need to authenticate in your browser.

Once successful, copy the connection string for use later.

- Prefix- a prefix to be used for the tools exposed
- ServerName- a name for your server
- ServerVersion- a version for your server
- DriverPath- the full path to the JAR file for your JDBC driver
- DriverClass- the name of the JDBC Driver Class (e.g. cdata.jdbc.wavefinancial.WaveFinancialDriver)
- JdbcUrl- the JDBC connection string to use with the CData JDBC Driver to connect to your data (copied from above)
- Tables- leave blank to access all data, otherwise you can explicitly declare the tables you wish to create access for

Prefix=wavefinancial ServerName=CDataWaveFinancial ServerVersion=1.0 DriverPath=PATH\TO\cdata.jdbc.wavefinancial.jar DriverClass=cdata.jdbc.wavefinancial.WaveFinancialDriver JdbcUrl=jdbc:wavefinancial:InitiateOAuth=GETANDREFRESH; Tables=

Create the config file for Claude Desktop ( claude_desktop_config.json) to add the new MCP server, using the format below. If the file already exists, add the entry to themcpServersin the config file.

{ "mcpServers": { "{classname_dash}": { "command": "PATH\\TO\\java.exe", "args": [ "-jar", "PATH\\TO\\CDataMCP-jar-with-dependencies.jar", "PATH\\TO\\wave-financial.prp" ] }, ... } }

{ "mcpServers": { "{classname_dash}": { "command": "/PATH/TO/java", "args": [ "-jar", "/PATH/TO/CDataMCP-jar-with-dependencies.jar", "/PATH/TO/wave-financial.prp" ] }, ... } }

If needed, copy the config file to the appropriate directory (Claude Desktop as the example).Windows

cp C:\PATH\TO\claude_desktop_config.json %APPDATA%\Claude\claude_desktop_config.json

cp /PATH/TO/claude_desktop_config.json /Users/{user}/Library/Application\ Support/Claude/claude_desktop_config.json'

Run or refresh your client (Claude Desktop).

Note:You may need to fully exit or quit your Claude Desktop client and re-open it for the MCP Servers to appear.
- Run the follow the command to run the MCP Server on its own

java -jar /PATH/TO/CDataMCP-jar-with-dependencies.jar /PATH/TO/Salesforce.prp

Note:The server usesstdioso can only be used with clients that run on the same machine as the server.

Once the MCP Server is configured, the AI client will be able to use the built-in tools to read, write, update, and delete the underlying data. In general, you do not need to call the tools explicitly. Simply ask the client to answer questions about the underlying data system. For example:

- "What is the correlation between my closed won opportunities and the account industry?"
- "How many open tickets do I have in the SUPPORT project?"
- "Can you tell me what calendar events I have today?"

The list of tools available and their descriptions follow:

In the definitions below,{servername}refers to the name of the MCP Server in the config file (e.g.{classname_dash}above).

- {servername}_get_tables- Retrieves a list of tables available in the data source. Use the{servername}_get_columnstool to list available columns on a table. The output of the tool will be returned in CSV format, with the first line containing column headers.
- {servername}_get_columns- Retrieves a list of columns for a table. Use the{servername}_get_tablestool to get a list of available tables. The output of the tool will be returned in CSV format, with the first line containing column headers.
- {servername}_run_query- Execute a SQL SELECT query

If you are scripting out the requests sent to the MCP Server instead of using an AI Client (e.g. Claude), then you can refer to the JSON payload examples below – following the JSON-RPC 2.0 specification - when calling the available tools.

{ "jsonrpc": "2.0", "id": 1, "method": "tools/call", "params": { "name": "source_get_tables", "arguments": {} } }

{ "jsonrpc": "2.0", "id": 2, "method": "tools/call", "params": { "name": "source_get_columns", "arguments": { "table": "Account" } } }

{ "jsonrpc": "2.0", "id": 3, "method": "tools/call", "params": { "name": "source_run_query", "arguments": { "sql": "SELECT * FROM [Account] WHERE [IsDeleted] = true" } } }

- If you cannot see your CData MCP Server in Claude Desktop, be sure that you have fully quit Claude Desktop (Windows: use the Task Manager, Mac: use the Activity Monitor)
- If Claude Desktop is unable to retrieve data, be sure that you have configured your connection properly. Use the Connection String builder to create the connection string (see above) and copy the connection string into the property (.prp) file.
- If you are having trouble connecting to your data source, contact theCData Support Team.
- If you are having trouble using the MCP server, or have any other feedback, join the CData Community.

This MCP server is licensed under the MIT License. This means you are free to use, modify, and distribute the software, subject to the terms and conditions of the MIT License. For more details, please see the LICENSEfile in the project repository.

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Wave Financial MCP Server by CData

About

Details

Jump to

Setting up with Highlight

Setting up with Cursor

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Setting up with Claude Desktop

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Setting up with Windsurf

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Setting up with Cline

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Setting up with Goose

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From the repository

Claude Desktop / Cursor

McpServers

Install

About

Details

Jump to

Setting up with Highlight

From the repository

Claude Desktop / Cursor

McpServers

Install

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