How to Use the Belvo MCP in Windsurf

Q: Can Cascade chain Belvo tools to run a credit check in Windsurf?

Yes, Cascade can run listincomes and listrecurringexpenses in a single sequence. It evaluates the debt-to-income ratio and writes the results to your workspace. You only provide the starting link ID.

Let Windsurf and Cascade map Latin American financial data directly to your local workspace.

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Connect Belvo MCP to Windsurf

Create your Vinkius account to connect Belvo 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 Belvo with Windsurf

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Map LatAm Financial Pipelines with Windsurf

The `list_institutions` tool lets Cascade identify supported banks and fintechs across Latin America before initiating a sync. This is where your financial mapping starts, giving your workspace the exact targets it needs to query. Cascade runs this check autonomously to build a list of viable targets. Once the target is set, `list_links` pulls active connection states into your editor. Cascade matches these links to build a visual model of your user connections without manual API testing.

Analyze Income and Expenses Automatically

The `list_incomes` tool extracts salary and deposit patterns directly into Cascade's planning context. This feeds raw cash flow data straight into your local analysis scripts. Cascade chains this tool with `list_recurring_expenses` to map out a user's subscription load and fixed costs. Your agent uses this output to build financial models on the fly. You don't have to write the parsing logic; Cascade reads the JSON structure and writes the code to process it.

Pull Real-Time Balances via MCP Server

The `list_balances` tool retrieves current ledger states across multiple banks in a single call. This MCP Server exposes raw balances so Cascade can calculate net worth metrics instantly. When balances fluctuate, Cascade uses `list_accounts` to drill down into specific credit or savings pockets. It updates your local UI components with these live numbers without you touching a single API doc.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "belvo-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 Belvo. 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 Belvo MCP in Windsurf

You open Settings, go to Cascade, and add the server configuration under the mcpServers key. Alternatively, use the built-in marketplace for a one-click setup. Cascade immediately discovers all twelve financial tools once connected.

Yes, Cascade can run `list_incomes` and `list_recurring_expenses` in a single sequence. It evaluates the debt-to-income ratio and writes the results to your workspace. You only provide the starting link ID.

Open the Windsurf MCP panel to view the raw JSON payloads and error logs. If `get_account` fails due to expired credentials, Cascade reads the error and alerts you to re-authenticate the link.

Yes, the server handles multiple connections natively. Cascade uses `list_accounts` to aggregate data from different institutions in Mexico, Brazil, and Colombia simultaneously.

Vinkius runs the server in an isolated sandbox, meaning your raw banking credentials and transaction logs never touch Windsurf's external servers. Your API tokens remain encrypted, and data flows directly to your local editor session.

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