How to Use the Addepar MCP in Windsurf

Q: Can Windsurf Cascade run multi-step reports with Addepar?

Yes. Cascade chains tools like listentities and getportfolioanalytics to compile complete financial summaries without asking for permission at every step.

Fetch Addepar portfolio metrics and run autonomous financial analysis directly inside Windsurf Cascade.

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Connect Addepar MCP to Windsurf

Create your Vinkius account to connect Addepar 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 Addepar with Windsurf

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Map client accounts with Windsurf Cascade

`list_entities` lets your Cascade agent pull raw directory data on your clients and accounts. Windsurf reads this output to map out complex ownership structures without you having to click through the Addepar UI. Cascade strings this data into its planning phase. It matches entities to your active workspace files, letting you build custom reporting views on the fly.

Build automated performance reviews using this MCP Server

`get_portfolio_analytics` extracts performance metrics across any date range you specify. Cascade uses this tool to grab raw return rates, benchmark comparisons, and allocation percentages directly. Cascade doesn't stop at fetching. It feeds these metrics straight into your custom report templates, writing the markdown files and saving them to your project directory in one go.

Audit transaction histories on the fly

`list_transactions` brings raw financial ledger events straight into your active Windsurf session. Your agent pulls transaction types, values, and dates to verify historical activity. Cascade runs through this ledger history to flag anomalies. It flags unexpected fees or missing transfers, writing a summary file of its findings right in your workspace.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "addepar-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 Addepar. 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 Addepar MCP in Windsurf

Open your configuration file and add the server configuration under the mcpServers key. Cascade auto-discovers the tools the moment you hit save.

Yes. Cascade chains tools like list_entities and get_portfolio_analytics to compile complete financial summaries without asking for permission at every step.

Cascade manages back-to-back tool calls intelligently. If a request hits a rate limit, the agent pauses and retries the call to prevent job failures.

Check the MCP panel in the Windsurf interface. You will see active tools like get_position_details listed and ready for Cascade to invoke.

No. Your underlying investment holdings and transaction records remain isolated inside Vinkius's secure sandboxed environment. No financial data ever trains external models.

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