How to Use the Maxio (SaaS Billing & FinOps) MCP in Windsurf

Q: How does the Maxio (SaaS Billing & FinOps) integration prevent ARR reporting errors in Windsurf?

Windsurf uses listcontracts and getcontract to pull actual gateway history before updating any metrics. This direct lookup prevents double-billing and keeps your SaaSOptics revenue recognition accurate.

Q: What happens when a customer cancels their subscription?

The agent calls deletecustomer to flag the churn event and clean up the billing profile. This guarantees your active customer metrics remain correct without manual data entry.

Let Cascade in Windsurf handle your subscription contracts and ARR tracking by running multi-step billing workflows on its own.

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Connect Maxio (SaaS Billing & FinOps) MCP to Windsurf

Create your Vinkius account to connect Maxio (SaaS Billing & FinOps) 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 Maxio (SaaS Billing & FinOps) with Windsurf

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Automate contract creation with the Windsurf MCP Server

`create_contract` builds direct Gateway auth bindings for your active subscription arrays. Cascade reads your system state, identifies the correct customer, and instantly runs this tool to lock in the billing terms. You don't have to prompt Windsurf for every single step here. Once Cascade detects a new closed-won deal in your codebase, it initiates this tool to register the native Gateway rules and update your ARR metrics.

Reconcile customer records and churn events

`list_customers` pulls bounded CRM records directly from the headless Maxio and SaaSOptics RevRec engines. Cascade uses this data to map out inconsistent profiles and flag accounts that require updates. When an account cancels, the agent calls `delete_customer` to extract churn flags and clean up the active account logic. Windsurf chains these operations together in a single run, keeping your ledger clean without human error.

Issue precise invoices based on contract math

`create_invoice` inspects internal billing arrays to calculate plan math before generating any bill. Cascade triggers this tool the second a contract goes live, ensuring your customers get billed the exact amount they agreed to. If a customer changes their plan, the agent runs `update_customer` to trace vault limits and adjust active billing profiles. You get automated billing updates run via this MCP Server inside Vinkius's secure sandbox, keeping your financial keys safe.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "maxio-saas-billing-finops-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Maxio (SaaS Billing & FinOps) MCP in Windsurf

Open your Windsurf settings and add the MCP Server config to `~/.codeium/windsurf/mcp_config.json` under the mcpServers key. Cascade will auto-discover all ten billing tools immediately upon connection.

Yes, because Cascade chains multiple tools together on its own. It can list customers, pull contract details, and generate invoices in a single autonomous execution block.

Windsurf uses `list_contracts` and `get_contract` to pull actual gateway history before updating any metrics. This direct lookup prevents double-billing and keeps your SaaSOptics revenue recognition accurate.

The agent calls `delete_customer` to flag the churn event and clean up the billing profile. This guarantees your active customer metrics remain correct without manual data entry.

Your sensitive contract details, vault limits, and invoice records never persist outside the Vinkius sandbox. Every call runs in an ephemeral V8 Isolate, ensuring zero-trust execution where your billing keys stay fully isolated.

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