How to Use the Invoice Ninja (Invoicing & Billing) MCP in Windsurf

Q: How do I connect the Invoice Ninja (Invoicing & Billing) MCP Server to Windsurf?

Open your settings and add the server to your mcpconfig.json file under the mcpServers key. Cascade automatically discovers all 10 billing tools on the next startup.

Q: Does Windsurf automatically create bills using Invoice Ninja (Invoicing & Billing)?

Yes, Cascade monitors your workspace and triggers createinvoice based on specific project milestones. You set the rules, and the agent handles the API calls.

Let Windsurf and Cascade handle your entire invoicing pipeline from client onboarding to payment tracking without manual steps.

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Connect Invoice Ninja (Invoicing & Billing) MCP to Windsurf

Create your Vinkius account to connect Invoice Ninja (Invoicing & Billing) 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 Invoice Ninja (Invoicing & Billing) with Windsurf

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Autonomous Client Onboarding

`create_client` initiates the onboarding process by registering new accounts directly inside your billing system. When Cascade detects a signed contract in your workspace, it reads the metadata, builds the payload, and spins up the record immediately. It doesn't ask you for permission at every step. Your agent gets the job done. If details change or you need to check existing records, the system runs `list_clients` to find matches and `update_client` to modify fields. This setup cuts manual data entry down to zero. You avoid transcription errors because your agent handles the raw API calls directly.

Automated Invoice Generation in Windsurf

`create_invoice` builds and registers new billing records for your active accounts. Cascade chains this operation right after client creation, pulling line items directly from your project files. It reads your codebase to calculate hours, drafts the bill, and saves it to your account. To verify the details before dispatch, the agent calls `get_invoice` to pull the exact financial breakdown. This MCP Server integration allows your IDE to handle financial records without you leaving your editor. You write code, and your workspace handles the billing.

Complete Ledger Cleanup

`delete_invoice` removes erroneous or canceled bills from your ledger to keep your books clean. When a project gets canceled, Cascade scans your system using `list_invoices` to locate the target record. It then purges the document without requiring you to log into a web browser. The same clean workflow applies to accounts using `delete_client` for test profiles or old leads. Your agent handles these destructive actions safely using this MCP Server. You maintain absolute control over your records while letting Cascade do the heavy lifting.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "invoice-ninja-invoicing-billing-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 Invoice Ninja. 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 Invoice Ninja (Invoicing & Billing) MCP in Windsurf

Open your settings and add the server to your `mcp_config.json` file under the `mcpServers` key. Cascade automatically discovers all 10 billing tools on the next startup.

Yes, Cascade monitors your workspace and triggers `create_invoice` based on specific project milestones. You set the rules, and the agent handles the API calls.

The server processes requests through the Vinkius gateway, which manages traffic to prevent throttling. If you run large batches of `list_clients` or `list_invoices`, the system queues them to ensure delivery.

You get 10 tools covering the entire billing lifecycle. This includes client management tools like `create_client` and invoice operations like `create_invoice` and `update_invoice`.

This MCP Server runs in an isolated V8 sandbox on Vinkius, meaning your client emails, balances, and invoice amounts are never stored or exposed to third parties. All authentication tokens are encrypted and handled securely at the gateway level.

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