How to Use the AccuLynx MCP in Windsurf

Q: How does Cascade use the AccuLynx MCP Server to manage roofing leads?

Cascade calls listleads to pull your latest roofing inquiries and matches them against your local project files. It then chains actions to update your database or draft follow-up emails based on the lead status.

Q: Can I sync AccuLynx job details with my local Windsurf workspace?

Yes, Cascade uses getjobdetails to fetch roofing milestones and writes them directly into your active workspace files. You don't have to run manual imports or copy API responses.

Q: How do I view AccuLynx job payments inside Windsurf using MCP?

You ask Cascade to check a specific job ID, and it uses listpayments to pull the complete financial history into your current session. Cascade can then format these records into markdown or JSON files.

Run your entire AccuLynx roofing pipeline autonomously inside Windsurf with Cascade chaining your job data and lead updates.

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Connect AccuLynx MCP to Windsurf

Create your Vinkius account to connect AccuLynx 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 AccuLynx with Windsurf

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Auto-create AccuLynx leads directly from Windsurf chat

The `create_lead` tool lets Cascade instantly add prospective roofing customers to your AccuLynx pipeline without leaving your workspace. When a homeowner submits an inquiry, Cascade grabs the first and last name from your local context and registers them immediately. You don't have to copy-paste names between your browser and editor. Cascade handles the API payload behind the scenes so your sales pipeline stays current while you write code.

Map roofing job details to your Windsurf workspace

The `get_job_details` tool fetches technical milestones and metadata for specific roofing projects using this AccuLynx MCP Server. Cascade reads these raw specs to generate matching structural models or project timelines right in your editor. It queries the server, parses the job ID, and updates your local project files in one continuous chain. You get accurate roofing data mapped directly to your active development files.

Track project payments and financial records

The `list_payments` tool pulls financial records and payment histories for any active AccuLynx job ID via this MCP Server. Cascade uses this financial data to build live billing dashboards or reconcile client balances automatically. Instead of jumping back and forth to your ERP, you let Cascade pull the numbers and write them directly into your database. It makes financial tracking for roofing jobs a hands-off task.

Setup guide

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

mcp_config.json

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

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by AccuLynx. 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 AccuLynx MCP in Windsurf

Cascade calls `list_leads` to pull your latest roofing inquiries and matches them against your local project files. It then chains actions to update your database or draft follow-up emails based on the lead status.

Yes, Cascade uses `get_job_details` to fetch roofing milestones and writes them directly into your active workspace files. You don't have to run manual imports or copy API responses.

You ask Cascade to check a specific job ID, and it uses `list_payments` to pull the complete financial history into your current session. Cascade can then format these records into markdown or JSON files.

No, Windsurf auto-discovers all four tools as soon as you add the server to your configuration file. Cascade immediately knows how to call each endpoint.

This server runs inside an isolated V8 sandbox on Vinkius, meaning your roofing job details, payments, and lead names never leak to other environments. Your API credentials stay encrypted and only execute when Cascade explicitly requests a tool.

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