How to Use the Alegra MCP in Windsurf

Q: Can Windsurf use Alegra to create new contacts and invoices?

Absolutely. The server exposes tools like createcontact and createinvoice. You can just tell Windsurf's Cascade agent to 'Add a new contact for Jane Doe at Example Corp' and it will handle it.

Let Windsurf's Cascade agent manage your Alegra invoicing and inventory while you focus on your code.

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Connect Alegra MCP to Windsurf

Create your Vinkius account to connect Alegra 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 Alegra with Windsurf

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Autonomous Invoicing with Windsurf

Tell Cascade to bill a client for last month's work. It will find the contact with `get_contact_details`, check your project notes for billable hours, and then generate a new sales invoice using `create_invoice`. You don't have to guide it step-by-step. Cascade handles the whole sequence. It can also pull a list of overdue payments with `list_payments` and draft follow-up emails for you. This isn't just about running one command; it's about giving a high-level goal and letting your agent handle the accounting busywork.

Manage Inventory and Contacts

This MCP Server connects Windsurf directly to your business data. Ask Cascade to check if a product is in stock, and it uses `list_inventory_items` to get a live count. Need to add a new supplier? Just say 'add this company as a provider' and it will use `create_contact` to get it done. Because Cascade can chain commands, you can ask it to perform more complex tasks. For example, 'Find all contacts in New York with `list_contacts` and then check their recent payment history with `list_payments`.' It plans the steps and executes them without you needing to intervene.

Get Business Reports on Demand

The Alegra tools let Windsurf pull financial data right into your IDE. You can ask for a summary of all sales invoices from the last quarter, and Cascade will use `list_invoices` with a date filter to get the data. It can also pull up specific invoice details with `get_invoice_details` if you need to double-check something. This is great for quick status checks without leaving your editor. Instead of logging into another system, you just ask a question. Cascade can fetch estimates with `list_estimates` or item details with `get_item_details`, giving you the exact information you need, right when you need it.

Setup guide

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

mcp_config.json

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

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Common questions about Alegra MCP in Windsurf

Cascade automatically discovers all the Alegra tools after you connect the MCP Server. This means you can give it high-level commands like 'Create an invoice for Project X' and Cascade will chain together tools like `get_contact_details` and `create_invoice` to complete the task autonomously.

Yes, certain tools support filtering. For example, you can ask Windsurf to use the `list_invoices` tool to get all invoices from a specific date range. Your agent can apply these parameters for you based on your natural language request.

It's fast. The easiest way is to find Alegra in Windsurf's built-in MCP Marketplace and click install. You can also add the server URL manually in your `mcp_config.json` file or through the Cascade settings UI.

Absolutely. The server exposes tools like `create_contact` and `create_invoice`. You can just tell Windsurf's Cascade agent to 'Add a new contact for Jane Doe at Example Corp' and it will handle it.

Your data is only passed through during the request. Vinkius processes your Alegra contact, invoice, and inventory data within an ephemeral, sandboxed environment for each tool execution. Nothing is stored, and your credentials are never logged.

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