Applied Epic MCP Server for Windsurf 9 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Applied Epic through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Applied Epic and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"applied-epic": {
"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 Applied Epic MCP Server
The Applied Epic MCP Server provides a powerful natural language interface to your Applied Systems insurance management platform. Connect your Applied Epic account to your AI agent to gain real-time visibility into your client relationships, policy lifecycles, and agency workflows.
Windsurf's Cascade agent chains multiple Applied Epic tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
Key Capabilities
- Client Management — List and search for clients, and access full demographic and compliance data.
- Policy Lifecycle — Track active and historical policies, including effective and expiration dates and current statuses.
- Workflow Automation — Create and manage activities (tasks/logs) directly from your chat interface to ensure consistent follow-ups.
- Lines of Business — Drill down into specific lines of business for any policy, such as Workers Comp or General Liability.
- Attachment Oversight — Find and manage documents, photos, and proof of insurance linked to your clients and policies.
- Secure Integration — Uses industry-standard OAuth 2.0 authentication to safely access your agency's data.
The Applied Epic MCP Server exposes 9 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 Applied Epic to Windsurf via MCP
Follow these steps to integrate the Applied Epic 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 Applied Epic
Open Cascade and ask: "Using Applied Epic, help me...". 9 tools available
Why Use Windsurf with the Applied Epic MCP Server
Windsurf provides unique advantages when paired with Applied Epic 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 9 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Applied Epic + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Applied Epic MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Applied Epic and generate models, types, or handlers based on real API responses
Live debugging: query Applied Epic tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Applied Epic and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Applied Epic data with Cascade's code generation to scaffold entire features in minutes
Applied Epic MCP Tools for Windsurf (9)
These 9 tools become available when you connect Applied Epic to Windsurf via MCP:
create_activity
Create a new activity record
get_account_check
Verify Applied Epic account connection
get_client
Get details for a specific client
get_policy
Get details for a specific policy
list_activities
List all activities (tasks/logs)
list_attachments
List all file attachments
list_clients
List all insurance clients in Applied Epic
list_lines
g., Workers Comp, GL) for a specific policyId. List lines of business for a policy
list_policies
List all insurance policies
Example Prompts for Applied Epic in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Applied Epic immediately.
"List all active insurance clients."
"Show me upcoming policy expirations for next month."
"Create an activity 'Renewal Follow-up' for client ID 'C998877'."
Troubleshooting Applied Epic MCP Server with Windsurf
Common issues when connecting Applied Epic to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Applied Epic + Windsurf FAQ
Common questions about integrating Applied Epic 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 Applied Epic with your favorite client
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Connect Applied Epic to Windsurf
Get your token, paste the configuration, and start using 9 tools in under 2 minutes. No API key management needed.