How to Use the ArborNote MCP in Windsurf

Q: How does Windsurf use the ArborNote MCP Server to update client records?

Cascade chains listarbornoteclients and updatearbornoteclient to modify accounts without manual input. You tell it what to change, and the agent executes the updates in one run.

Q: Can Windsurf automatically pull financial metrics from ArborNote?

Yes, Cascade calls getarbornotemetrics to extract your revenue and operational numbers. It can then format this raw data directly inside your active workspace files.

Q: How do I set up the ArborNote MCP Server inside Windsurf?

Open your Windsurf settings or edit /.codeium/windsurf/mcpconfig.json. Add the Vinkius endpoint under the mcpServers key with your single access token.

Q: How does Cascade handle connection drops during field updates?

The agent uses checkapihealth to verify connection status before starting multi-step tasks. If the API is unreachable, Cascade stops the chain and alerts you instead of failing silently.

Let Cascade manage your arboricultural surveys and tree inventories directly in Windsurf.

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Create your Vinkius account to connect ArborNote 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 ArborNote with Windsurf

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Run autonomous arboricultural survey workflows in Windsurf

The `list_arbornote_projects` tool exposes active forestry projects to Windsurf via the MCP Server so your agent can plan field survey updates. When you give Windsurf a goal to organize tree inventory tasks, it queries active projects and maps out the required updates without making you prompt each step. Cascade uses `get_arbornote_project` to pull specific details on canopy coverage or tree health metrics. It maps these details to your local workspace, setting up a clear operational pipeline for your field crews.

Automate client onboarding and proposal tracking

The `create_arbornote_client` tool lets Windsurf write new client profiles straight into your ArborNote database. Instead of copying contact info manually, Cascade reads your raw survey notes and registers the client details instantly. From there, the agent runs `list_arbornote_proposals` and `get_arbornote_proposal` to link pending bids with your new accounts. It chains these calls back-to-back to give you an instant summary of pending arboricultural contracts.

Track forestry operations and schedules in real time

The `list_arbornote_schedules` tool pulls your team's active field dispatch calendar into the Windsurf environment. Your agent reads these dates to verify when specific tree inventories or hazard assessments are set to begin. By coupling schedule tracking with `get_arbornote_metrics`, Cascade compiles financial performance reports against your operational timelines. You see exactly how much revenue your field crews generate per tree removal or pruning job.

Setup guide

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

mcp_config.json

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

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

Cascade chains `list_arbornote_clients` and `update_arbornote_client` to modify accounts without manual input. You tell it what to change, and the agent executes the updates in one run.

Yes, Cascade calls `get_arbornote_metrics` to extract your revenue and operational numbers. It can then format this raw data directly inside your active workspace files.

Open your Windsurf settings or edit `~/.codeium/windsurf/mcp_config.json`. Add the Vinkius endpoint under the `mcpServers` key with your single access token.

The agent uses `check_api_health` to verify connection status before starting multi-step tasks. If the API is unreachable, Cascade stops the chain and alerts you instead of failing silently.

Your data is locked down. Vinkius runs the MCP Server in an isolated V8 sandbox where all data transfers are ephemeral. Your proprietary tree assessments, client contacts, and canopy surveys are never stored or used for training.

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