How to Use the Zuora MCP in Windsurf

Q: What kind of billing records can I query using Zuora and Windsurf?

You can retrieve account details with getaccount or pull full statements by calling getinvoices. The MCP Server exposes these core financial records for your agent to use.

Automatically manage Zuora subscriptions, accounts, and orders using Windsurf's autonomous agent.

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Connect Zuora MCP to Windsurf

Create your Vinkius account to connect Zuora 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 Zuora with Windsurf

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Manage Account Records with MCP Server

When you need account data, use `get_account`. You can also modify billing details by calling `update_account`. This lets your agent manage customer records completely. Windsurf figures out the steps needed to keep your Zuora accounts accurate.

Monitor Subscription Status

Check what a customer is subscribed to by running `list_subscriptions`. Before a renewal date, run `preview_subscription` to see exact charges. This capability makes pre-billing checks simple. Your autonomous agent handles the full cycle, from listing services to previewing costs.

Handle Order Creation and Products

Want to create a new sale? Use `create_order` to generate a unified Zuora order record. You can first see what's available by calling `list_products` to check the entire catalog. This flow ensures that every order you process is tied back to an existing, verified product.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "zuora-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Zuora MCP in Windsurf

Windsurf reads the context and figures out multi-step actions. It doesn't need you to prompt every single API call; it just knows your goal, executes the sequence, and shows the final result.

You can retrieve account details with `get_account` or pull full statements by calling `get_invoices`. The MCP Server exposes these core financial records for your agent to use.

Yeah, it can. You just need to provide the necessary fields and run `update_account`. This ensures that changes are applied directly to your active account records.

The connection point token handles authentication across different setups. As long as you configure the correct endpoint, your agent can interact with various instances.

This server primarily touches Billing Account records, along with Subscription details and unified Order objects.

Use it with your favorite AI tools

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