How to Use the Invoice Ninja MCP in Windsurf

Q: Can Windsurf fetch my Invoice Ninja list for reports?

Yes. You can prompt the agent to use listinvoices to grab the data you need. It puts the list right in your chat window for quick analysis.

Q: Will Windsurf automatically invoice my clients?

It can if you tell it to. By chaining createclient and createinvoice, you can set up a full billing pipeline that runs on your command.

Stop hunting for invoices. Let Windsurf handle your billing records and client data directly inside your IDE workspace.

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Connect Invoice Ninja MCP to Windsurf

Create your Vinkius account to connect Invoice Ninja 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 with Windsurf

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Automate client and product records

Stop manual entry for every new lead. Cascade can use `create_client` to push your lead data directly into Invoice Ninja without leaving your code editor. Updating your catalog is just as fast. Simply tell Windsurf what you need and it calls `create_product` to keep your items current while you stay in the flow.

Generate invoices from your terminal

Stop switching tabs to build a billing record. When you need to bill a client, Windsurf triggers `create_invoice` to generate the document based on your active project context. This MCP Server handles the heavy lifting by mapping your project data to the invoice fields. You get a clean record created in seconds without breaking your train of thought.

Review billing data on demand

Need to check if a payment cleared? You can ask Windsurf to use `list_payments` or `get_payment` to verify status instantly. It pulls the raw data so you can see exactly what's happening. No more guessing if a client settled their balance.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "invoice-ninja-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 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 MCP in Windsurf

Open your Windsurf settings and find the MCP Servers menu. Add the server configuration there and click refresh to let the agent discover your billing tools.

Yes. You can prompt the agent to use `list_invoices` to grab the data you need. It puts the list right in your chat window for quick analysis.

It can if you tell it to. By chaining `create_client` and `create_invoice`, you can set up a full billing pipeline that runs on your command.

Your credentials stay local. This MCP Server only acts as a bridge, ensuring your Invoice Ninja data stays between your client and the API endpoint.

Sensitive client names and addresses are handled as transient payloads. They pass through the secure memory buffer of your agent and never touch persistent logs.

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