How to Use the Aero Workflow MCP in Windsurf

Q: Can Windsurf and Aero Workflow create new client records?

Yes. Cascade uses the createnewcustomer tool to push names and contact details straight to your firm's database. It handles the required fields automatically based on your prompt.

Let Windsurf's Cascade autonomously manage accounting tasks, track client work, and pull time logs directly from Aero Workflow.

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Connect Aero Workflow MCP to Windsurf

Create your Vinkius account to connect Aero Workflow 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 Aero Workflow with Windsurf

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Chain Accounting Tasks with Windsurf

The Aero Workflow MCP Server hooks Windsurf directly into your firm's practice management data. Cascade reads your prompts and autonomously chains `list_firm_customers` with `list_workflow_tasks` to build a complete picture of who needs what done today. You don't have to ask it to check each endpoint individually. Setting up a new client onboarding sequence happens in seconds. Cascade will fire `create_new_customer` and instantly follow up with `create_new_workflow_task` using data from your workspace. It handles the whole multi-step operation without stopping for permission.

Audit Time Logs and Team Workloads

Pulling billing data into your IDE takes one command when connected to this MCP Server. Your agent runs `list_time_tracking_logs` to grab raw hours, then maps them against `list_firm_team_members` to see exactly who worked on which accounts. Analyzing efficiency becomes a background process. Cascade grabs `list_checklist_templates` and compares active task progress, returning a clear breakdown of where your staff spends their time. You get the raw data formatted exactly how you want it.

Manage Webhooks and Communications

Hooking up external alerts requires zero manual API testing. Cascade calls `list_configured_webhooks` to audit your active event triggers, then uses `check_api_health` to confirm the Aero endpoints are responding properly before writing any custom integration code. Tracking client correspondence is just as direct. By calling `list_workflow_emails`, the IDE pulls recent communications alongside `get_task_details` to give you full context on stuck projects. Everything stays inside your editor while you work.

Setup guide

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

mcp_config.json

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

Get your connection token →

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

Open your MCP panel and click the Marketplace tab for a one-click install. You can also manually add the server details under the mcpServers key in your ~/.codeium/windsurf/mcp_config.json file. Hit refresh when you finish.

Yes. Cascade uses the `create_new_customer` tool to push names and contact details straight to your firm's database. It handles the required fields automatically based on your prompt.

The agent chains multiple tools to handle complex accounting workflows. It might grab active projects via `list_workflow_tasks`, assign staff, and log the updates without needing step-by-step instructions.

Not at all. Cascade auto-discovers the tools the moment you connect the server. You just type what you want done in plain English.

Vinkius isolates your instance in a zero-trust V8 sandbox. When the agent pulls sensitive `list_time_tracking_logs` or client emails, that data stays ephemeral and never trains outside models.

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