Belvo MCP Server for Windsurf 12 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Belvo through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Belvo and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"belvo": {
"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 Belvo MCP Server
Connect your Belvo account to any AI agent and orchestrate your financial data workflows across Latin America through natural conversation.
Windsurf's Cascade agent chains multiple Belvo tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Connection Management — List and inspect all financial institution links (connections) managed by Belvo.
- Account Oversight — Query and retrieve details for banking and gig-economy accounts.
- Transaction Analysis — List and filter financial transactions to understand spending patterns and history.
- Income & Expense Insights — Access processed insights like recurring expenses and income summaries.
- Investment Portfolios — Retrieve detailed information on investment holdings and performance.
- Institution Discovery — List all supported banks and institutions in the Belvo ecosystem.
The Belvo MCP Server exposes 12 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 Belvo to Windsurf via MCP
Follow these steps to integrate the Belvo 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 Belvo
Open Cascade and ask: "Using Belvo, help me...". 12 tools available
Why Use Windsurf with the Belvo MCP Server
Windsurf provides unique advantages when paired with Belvo 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 12 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Belvo + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Belvo MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Belvo and generate models, types, or handlers based on real API responses
Live debugging: query Belvo tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Belvo and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Belvo data with Cascade's code generation to scaffold entire features in minutes
Belvo MCP Tools for Windsurf (12)
These 12 tools become available when you connect Belvo to Windsurf via MCP:
get_account
Get specific account details
get_investments
List investment portfolios
get_link
Get specific connection details
get_transaction
Get specific transaction details
list_accounts
List all financial accounts across all links
list_balances
List balances for all accounts
list_incomes
List income insights for the links
list_institutions
List all supported financial institutions
list_links
List all connections (links) to financial institutions
list_owners
List owners of the financial accounts
list_recurring_expenses
List recurring expense insights
list_transactions
List all transactions
Example Prompts for Belvo in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Belvo immediately.
"List all active financial links in my Belvo account."
"Show my account balances across all links."
"List recurring expenses found in my accounts."
Troubleshooting Belvo MCP Server with Windsurf
Common issues when connecting Belvo to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Belvo + Windsurf FAQ
Common questions about integrating Belvo 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 Belvo with your favorite client
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Connect Belvo to Windsurf
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.