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How to Use the Blackbaud MCP in Windsurf

Manage donors and academic records directly from Windsurf using Cascade's autonomous multi-step execution.

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Windsurf

Connect Blackbaud MCP to Windsurf

Create your Vinkius account to connect Blackbaud 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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Fast Donor Onboarding with Windsurf Cascade

The `create_constituent` tool lets Windsurf handle donor creation via MCP when a new prospect contacts your team. Cascade reads the incoming email context, builds the profile, and updates existing records without manual data entry. It then chains this action with `get_constituent` to double-check for duplicate profiles before executing the write. This prevents database clutter during busy fundraising seasons.

Automated Gift Recording inside Windsurf

The `create_gift` tool registers financial contributions directly from your development workspace. Cascade takes raw transaction logs, maps them to the correct donor ID, and logs the transaction. If the donor doesn't exist, Windsurf automatically triggers `create_constituent` first, then logs the transaction using `create_gift`. This autonomous chaining saves hours of manual CSV processing.

Sync School Rosters using Windsurf MCP Server

The `list_school_users` tool pulls student and teacher directories into your workspace. Cascade uses this list to map academic relationships and update educational records. By combining this with `list_academic_sections`, Windsurf builds a complete picture of classroom assignments. Your agent handles student enrollment updates without you opening a single browser tab.

Setup guide

Set up Blackbaud MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the Blackbaud 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. 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. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my Blackbaud payment history." If connected, Cascade will call the Blackbaud tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json
{
  "mcpServers": {
    "blackbaud-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 Blackbaud. 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 Blackbaud MCP in Windsurf

It uses `get_constituent` to search for existing records before running any write operations. Cascade automates this check, ensuring your database remains clean without manual intervention.
Yes, Windsurf uses `create_gift` to write transactions to your database. Cascade chains this with profile checks to ensure every contribution maps to the correct record.
Windsurf calls `list_academic_sections` and `list_school_users` to read classroom structures and student lists. Cascade uses these tools to sync school rosters directly from your sidebar.
No, Vinkius handles the underlying SKY API authentication. You provide a single endpoint token to Windsurf, and the platform manages the secure connection.
This MCP server runs inside a V8 isolate sandbox on Vinkius, which isolates your donor records and school user data from other network traffic. Every request is ephemeral, meaning your API payloads are never stored on disk.

Start using the Blackbaud MCP today

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