How to Use the ChargeOver MCP in Windsurf

Connect ChargeOver to Windsurf to let Cascade query subscription data and handle billing records without leaving your IDE.

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Connect ChargeOver MCP to Windsurf

Create your Vinkius account to connect ChargeOver 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 ChargeOver with Windsurf

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Automate billing lookups in Windsurf

Cascade pulls live customer data directly from your accounting stack. It uses `get_customer_details` to verify billing status the moment you ask about a specific account. Stop switching windows to check invoices. This MCP server lets your agent run `list_chargeover_invoices` to pull up history while you stay focused on your codebase.

Manage recurring revenue via Windsurf

Trigger `list_billing_subscriptions` to see exactly which packages your customers own. Cascade parses these arrays to identify churn risks or upgrade opportunities instantly. You gain a clear view of your financial health by calling `list_billing_transactions`. Your agent maps these results to your existing logic without manual data entry.

Analyze sales data with Windsurf

Run `list_billing_quotes` to see pending deals before they close. Cascade tracks these figures so you can build features based on real-time sales pipeline data. Use `get_chargeover_account` to grab your primary settings. Your agent keeps this context active, ensuring all subsequent queries align with your correct production environment.

Setup guide

Set up ChargeOver 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 ChargeOver 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 ChargeOver payment history." If connected, Cascade will call the ChargeOver tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ChargeOver. 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.

Why Choose Vinkius

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Common questions about ChargeOver MCP in Windsurf

Open your Windsurf settings and navigate to the Cascade MCP panel. Paste the server endpoint into the configuration file to let your agent start reading billing data.

This server primarily focuses on read-only access to your accounting data. Your agent uses these tools to query information rather than altering your financial records.

Yes, just ask Cascade to fetch specific documents. It runs the underlying tools to display invoice line items and totals right in your chat window.

Vinkius runs this server in an isolated sandbox. Your credentials and accounting data stay encrypted and never leave the secure connection between the tools.

It accesses your customer identities, transaction logs, and invoice metadata. This sensitive financial information is handled only through authorized, scoped tool calls.

Use it with your favorite AI tools

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