How to Use the BILL Spend & Expense MCP in Windsurf

Q: Can I see pending reimbursement requests?

Yes, the listreimbursements tool pulls all submitted claims directly from your account. Your agent can sort them by status, date, or amount to show you what is pending approval.

Manage your corporate cards, budgets, and transactions autonomously using Cascade in Windsurf.

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Connect BILL Spend & Expense MCP to Windsurf

Create your Vinkius account to connect BILL Spend & Expense to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup BILL Spend & Expense with Windsurf

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Audit company cards right inside Windsurf

Cascade uses `list_cards` and `list_users` to map out active corporate plastic against your actual staff directory. It spots orphaned cards from offboarded employees without you writing a single API script. Instead of clicking through the BILL web interface, you just ask Cascade to find unused cards. The agent checks the list, compares it to your team roster, and flags the cards that need to be closed.

Auto-reconcile transactions with Cascade

This MCP Server lets your agent pull live financial feeds using `list_transactions` and `list_reimbursements` in a single run. Cascade chains these tools to match reimbursement claims against actual bank clearances. You get a clean list of anomalies directly in your editor. No manual CSV exports or messy VLOOKUPs in Excel are required to see where the money went this month.

Track budget burn rates in real time

Cascade monitors your team's spending limits by calling `list_budgets` to pull current allocations. It calculates remaining runways and warns you when a specific department is about to hit its ceiling. Because Cascade runs these tool chains autonomously, it handles the math and presents a clear summary of your budget health. You stay updated on corporate spend without leaving your workspace.

Setup guide

Set up BILL Spend & Expense MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the BILL Spend & Expense MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my BILL Spend & Expense payment history." If connected, Cascade will call the BILL Spend & Expense tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "bill-spend-expense-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by BILL Spend & Expense. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about BILL Spend & Expense MCP in Windsurf

This MCP Server connects Cascade directly to your corporate financial data. It exposes tools like `list_budgets` and `list_transactions` so the agent can read and process your spend metrics without manual data entry.

Yes, Cascade handles multi-step tasks natively. For example, it can call `list_users` to identify team members and then immediately run `list_cards` to see which physical or virtual cards are assigned to them.

Not at all. Once you add the MCP Server configuration to your local config file, Cascade automatically detects the five financial tools. From there, you interact with your financial data using plain English.

Yes, the `list_reimbursements` tool pulls all submitted claims directly from your account. Your agent can sort them by status, date, or amount to show you what is pending approval.

Your corporate card numbers, transaction histories, and budgets are never stored by Vinkius. The MCP connection runs in a secure, isolated sandbox that acts as a direct, read-only pipe between your local IDE and the BILL API.

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