Bring Recurring Invoicing
to Windsurf
Learn how to connect ChargeOver to Windsurf and start using 7 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the ChargeOver MCP Server?
Connect your ChargeOver account to any AI agent and take full control of your recurring revenue and subscription billing workflows through natural conversation.
What you can do
- Billing Profile Orchestration — List and manage customer billing profiles programmatically, retrieving detailed high-fidelity account metadata and payment history
- Subscription Lifecycle Management — Create and update recurring billing packages programmatically to maintain perfectly coordinated subscriber journeys
- Invoice & Statement Architecture — Monitor real-time invoice history and programmatically generate new billing statements to streamline your accounts receivable
- Transaction Intelligence — Track payment transactions, refunds, and credits in real-time to maintain a high-fidelity overview of your financial health
- Operational Monitoring — Access high-level billing summaries and manage account-level metadata directly through your agent for instant financial reporting
How it works
1. Subscribe to this server
2. Retrieve your API Key (Username) and API Secret (Private Key) from ChargeOver (Settings > Developers > REST API)
3. Identify your Subdomain (e.g., 'acme' from acme.chargeover.com)
4. Start managing your recurring revenue from Claude, Cursor, or any MCP client
No more manual entry into billing tables or digging through subscription lists. Your AI acts as your dedicated billing coordinator and revenue analyst.
Who is this for?
- Finance & Billing Teams — instantly retrieve payment statuses and update customer billing data using natural language commands
- SaaS Founders — monitor recurring revenue trends and manage subscription packages without leaving your workspace
- Operations Leads — automate invoice generation and track transaction histories through simple AI queries
Built-in capabilities (7)
Create a new customer
Create a new invoice
Create a new subscription
List all customers
List all invoices
List all transactions
List all subscriptions (packages)
Why Windsurf?
Windsurf's Cascade agent chains multiple ChargeOver tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 7 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 7 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
ChargeOver in Windsurf
ChargeOver and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect ChargeOver to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for ChargeOver in Windsurf
The ChargeOver MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 7 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
ChargeOver for Windsurf
Every tool call from Windsurf to the ChargeOver MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my ChargeOver API credentials?
Log in to your account, navigate to Settings > Developers > REST API, and copy your API Key (Username) and API Secret (Private Key).
Can I create a new subscription via AI?
Yes! Use the create_subscription tool and provide the customer ID and a nickname for the billing package to initialize a new recurring plan.
How do I check a customer's payment history?
The list_billing_transactions tool retrieves a detailed history of all payments, refunds, and credits associated with your account.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.