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How to Use the everbill MCP in Windsurf

Let Windsurf handle your freelance billing directly from your IDE.

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…and any MCP-compatible client

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Windsurf

Connect everbill MCP to Windsurf

Create your Vinkius account to connect everbill 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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Autonomous Invoice Drafting

Calling `create_invoice` and `list_products` lets Cascade draft your bills autonomously. You tell Windsurf to bill a client for last week's hours, and the agent pulls your standard rates, calculates the total, and generates the draft. Because Cascade chains actions without asking, it can check `list_customers` to find the right profile, grab the ID, and fire off the invoice creation in one pass. Reviewing the final output beats clicking through a slow web portal.

Windsurf MCP Server Client Sync

Your agent pulls client rosters straight into the editor using `get_customer` and `list_customers`. If you need to verify a billing address before sending a contract, Cascade fetches the exact record instantly. Context switching dies here. The system reads the raw customer data, formats it into whatever markdown or code file you are working on, and moves to the next task.

Automated Ledger Audits

Cross-referencing unpaid bills against project files happens instantly with `list_invoices` and `get_invoice`. Windsurf scans your workspace, identifies completed milestones, and checks the MCP server to see if a matching invoice exists. Missing bills automatically trigger `create_customer` for new clients and draft the pending charges. It handles the busywork so you can focus on writing actual code.

Setup guide

Set up everbill MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the everbill 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. 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. 4

    Verify in Cascade

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

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

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

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about everbill MCP in Windsurf

Open your MCP panel and click Refresh, or edit `~/.codeium/windsurf/mcp_config.json`. Cascade auto-discovers the billing tools the moment you connect.
Yes. Cascade can chain product lookups and invoice creation to generate drafts based on your prompts. You still control when the final bill gets sent to the client.
Context. Your agent already knows what code you shipped this week, mapping those commits to billable hours without you typing a single line of data entry.
Cascade catches the error and pivots immediately. It will ask you for the new client details and run the creation tool to fix the missing record.
Vinkius isolates your customer profiles inside an ephemeral V8 sandbox. Zero-trust architecture means your data passes directly to your local machine, and the instance dies when the session ends.

Start using the everbill MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 7 tools

We've already built the connector for everbill. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 7 tools are live and waiting. You're up and running in seconds.

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