How to Use the Facturama (SAT) MCP in Windsurf

Q: Can I download physical PDF and XML tax files using this setup?

You can. Ask Cascade to fetch an invoice, and it will call getinvoicefile to retrieve the Base64 data, convert it, and save the PDF and XML files directly into your open Windsurf workspace.

Run your entire Mexican tax invoicing pipeline autonomously inside Windsurf with the Facturama (SAT) MCP integration.

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Connect Facturama (SAT) MCP to Windsurf

Create your Vinkius account to connect Facturama (SAT) 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 Facturama (SAT) with Windsurf

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Multi-step CFDI Generation in Windsurf

Cascade handles the entire Mexican tax registration chain without prompting you for every single step. When you need to bill a new customer, Windsurf grabs their details, fires off `create_client` to register their RFC, and matches products using `list_products` to ensure SAT catalog compliance. Once the data is verified, your agent calls `create_invoice` to generate the CFDI 4.0 document and immediately triggers `send_invoice_email` to deliver it. You set the goal of billing a client, and this MCP Server lets Cascade handle the execution from start to finish.

Automated Compliance Audits

Keep your billing aligned with Mexican tax laws by letting your IDE agent run background audits. Cascade can periodically query `get_tax_status` to check your current fiscal standing and run `list_invoices` to find any discrepancies in your issued documents. If it spots a misconfigured tax profile, the agent pulls down the raw catalog data via `list_taxes` and corrects the mapping. You do not have to leave your editor to verify tax compliance because this MCP Server keeps your tax data synced directly inside your workspace.

Quick Invoice Cancellation and File Extraction

Handling errors in Mexican invoicing usually requires manual portal logins, but Windsurf eliminates that friction. Your agent can search for problematic transactions, call `cancel_invoice` to void them legally with the SAT, and clean up local records using `delete_client` if a profile was created in error. When your accounting team needs physical copies, Cascade uses `get_invoice_file` to pull the Base64 representation of the PDF and XML files directly into your project directory. This direct integration makes managing tax documents a natural extension of your development environment.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "facturama-sat-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 Facturama (SAT Mexico). 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 Facturama (SAT) MCP in Windsurf

Open your Windsurf settings and add the server configuration to your `mcp_config.json` file under the `mcpServers` key. Cascade will automatically discover the 14 tools, allowing you to start issuing CFDIs directly through the chat interface.

Yes, Cascade can chain multiple tools to handle complex tax scenarios. It runs `list_taxes` to identify the correct rates, validates them against your product list via `list_products`, and then executes `create_invoice` with the exact SAT-compliant figures.

Windsurf uses its autonomous execution engine to analyze your prompt and select the correct tools. For example, if you ask to update a customer's billing info, it will run `get_client` to check the current RFC and then update or recreate the record as needed.

You can. Ask Cascade to fetch an invoice, and it will call `get_invoice_file` to retrieve the Base64 data, convert it, and save the PDF and XML files directly into your open Windsurf workspace.

Your RFC details, client profiles, and CFDI financial data are processed locally within your isolated Windsurf session. Vinkius runs the server in a secure sandbox, meaning your sensitive fiscal credentials never leak to external third parties.

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