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How to Use the Invoiced MCP in Windsurf

Use Windsurf to pull live financial data from Invoiced and automate your billing audits without leaving the editor.

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Windsurf

Connect Invoiced MCP to Windsurf

Create your Vinkius account to connect Invoiced 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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Query customer data directly in Windsurf

Cascade reads your customer database by calling `list_customers`. It maps out account statuses so you can see who owes what without manual lookups. Once you have the ID, use `get_customer` to pull deep balance data. Cascade handles the connection so you get the facts immediately.

Track revenue and invoices within this MCP Server

Monitor your cash flow by running `list_invoices` through the Windsurf agent. It filters your accounts receivable, showing you exactly which invoices are pending or paid. Use `get_invoice` when you need to audit a specific transaction. The agent retrieves the full record, letting you verify billing details against your code context.

Audit subscription models with automated tools

Check your recurring revenue by pointing this MCP Server at `list_subscriptions`. You can see active commitments and plan statuses without logging into a dashboard. Cascade can also call `list_plans` to compare your current offerings. It provides the raw data you need to adjust your billing logic based on real-world usage.

Setup guide

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

mcp_config.json
{
  "mcpServers": {
    "invoiced-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 Invoiced. 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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Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

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place for every integration

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

Common questions about Invoiced MCP in Windsurf

Yes. You just connect the server via the MCP settings panel. Once linked, the agent pulls live data directly into your workspace.
The connection uses a secure token. We only touch customer billing records and invoice metadata, never your private bank login credentials.
You can check the terminal output in your editor. The server reports status codes for every `list_payments` or `get_invoice` call.
It manages requests as they come. Keep in mind that heavy polling of `list_invoices` might hit API limits depending on your account tier.
Yes. You simply ask the agent to run the tools. It refreshes the state by calling the API whenever you give the command.

Start using the Invoiced MCP today

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

Built & Managed by Vinkius 30s setup 10 tools

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

No hosting. No infrastructure. No complex setup.
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