How to Use the Applied Epic MCP in Windsurf
Let Windsurf Cascade manage your insurance records and policy renewals directly from your editor.
Works with every AI agent you already use
…and any MCP-compatible client
Connect Applied Epic MCP to Windsurf
Create your Vinkius account to connect Applied Epic 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.
Windsurf Cascade manages insurance client data
Cascade pulls policy data straight into your workspace. Use `list_clients` to find specific files and `get_client` to view contact info without leaving your current project. Your agent parses this data to update records. It tracks renewals by running `list_activities` to see what needs your attention next.
Automate policy lookups with Windsurf
Stop digging through web portals for coverage details. Cascade uses `list_policies` to surface every active plan and `get_policy` to show you the fine print. Once you have the policy ID, use `list_lines` to identify the specific coverage types. Cascade handles the heavy lifting so you can focus on the client's needs.
Sync activity logs in Windsurf
Keep your documentation clean by pushing updates to the system. Cascade uses `create_activity` to log calls, emails, or tasks directly to the correct account. Need to confirm the connection is live? The `get_account_check` tool verifies your status instantly. It keeps your workflow moving without manual checks.
Set up Applied Epic 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 Applied Epic MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. 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 Applied Epic payment history." If connected, Cascade will call the Applied Epic tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"applied-epic-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Applied Epic. 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.
Why Choose Vinkius
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about Applied Epic MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Applied Epic MCP today
We host it, we monitor it, we maintain it. You just paste one token.
