Addepar MCP Server for Windsurf 5 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Addepar through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Addepar and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"addepar": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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
About Addepar MCP Server
Connect your Addepar account to your AI agent to unlock enterprise-grade investment intelligence and reporting. From auditing portfolio performance to tracking granular transactions and managing complex ownership structures, your agent handles wealth management data through natural conversation.
Windsurf's Cascade agent chains multiple Addepar tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 5 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Portfolio Intelligence — Retrieve detailed performance and analytics for your clients and entity groups
- Entity Management — List and audit clients, accounts, and investment groups to maintain organizational clarity
- Position Tracking — View real-time holdings and ownership details across your entire investment landscape
- Transaction Auditing — Retrieve and analyze financial transaction logs to ensure accuracy and transparency
- Metadata Insights — Access deep technical metadata for any entity or account directly from your chat interface
The Addepar MCP Server exposes 5 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Addepar to Windsurf via MCP
Follow these steps to integrate the Addepar MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Addepar
Open Cascade and ask: "Using Addepar, help me...". 5 tools available
Why Use Windsurf with the Addepar MCP Server
Windsurf provides unique advantages when paired with Addepar through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 5 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Addepar + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Addepar MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Addepar and generate models, types, or handlers based on real API responses
Live debugging: query Addepar tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Addepar and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Addepar data with Cascade's code generation to scaffold entire features in minutes
Addepar MCP Tools for Windsurf (5)
These 5 tools become available when you connect Addepar to Windsurf via MCP:
get_entity_details
Get details for an entity
get_portfolio_analytics
Get portfolio performance data
get_position_details
View portfolio holdings
list_entities
List clients and accounts
list_transactions
List financial transactions
Example Prompts for Addepar in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Addepar immediately.
"List all active client entities in my Addepar account."
"Show me the performance for 'The Miller Family Office' for the last quarter."
"List the latest 10 transactions for account ID ACCT-123."
Troubleshooting Addepar MCP Server with Windsurf
Common issues when connecting Addepar to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Addepar + Windsurf FAQ
Common questions about integrating Addepar MCP Server with Windsurf.
How does Windsurf discover MCP tools?
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?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Addepar with your favorite client
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Connect Addepar to Windsurf
Get your token, paste the configuration, and start using 5 tools in under 2 minutes. No API key management needed.