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How to Use the Bloomerang MCP in Windsurf

Run complex donor workflows and update Bloomerang accounts automatically using Windsurf's autonomous Cascade agent.

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Windsurf

Connect Bloomerang MCP to Windsurf

Create your Vinkius account to connect Bloomerang 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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Automate donor pipelines via Bloomerang MCP Server

The `list_campaigns` tool lets Cascade scan your active fundraising initiatives to match donations to the right buckets. Instead of clicking through a browser, your agent pulls this data to organize incoming contributions. Cascade then chains this with `list_funds` to verify where the money goes. It handles the entire sequence without asking you for permission at every step.

Sync constituent profiles with Cascade

The `create_constituent` tool builds new donor profiles in your database whenever Windsurf detects a new lead. Cascade reads your local notes, extracts contact details, and writes the record. It then runs `list_notes` to append context from your previous conversations. This keeps your records fresh without manual copying.

Track transactions and tasks in real-time

The `list_transactions` tool pulls donor payment histories directly into your active Windsurf session. Cascade analyzes these transactions to flag missing donor details. If a donor needs a follow-up, Cascade uses `list_tasks` to check outstanding actions. This MCP Server keeps your fundraising operations moving without requiring you to switch windows.

Setup guide

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

mcp_config.json
{
  "mcpServers": {
    "bloomerang-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 Bloomerang. 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.

Why Choose Vinkius

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Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

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place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Bloomerang MCP in Windsurf

Cascade uses this MCP Server to find a donor, calling `list_constituents` first before immediately triggering `list_transactions` to audit their giving history. It does this in a single autonomous pass without prompting you for each step.
Yes, Cascade calls the `create_constituent` tool to write new donor profiles directly from your workspace. It extracts the details from your workspace context and executes the creation instantly.
Open your `mcp_config.json` file in Windsurf and add the server configuration under the `mcpServers` key. Once saved, Cascade auto-discovers all ten tools for immediate use.
The `get_transaction` tool returns a clean error payload if a record is missing. Cascade reads this failure, stops the chain, and asks you for the correct transaction ID.
Your donor profiles and transaction histories never leave your local environment during execution. This MCP integration runs inside a secure V8 isolate sandbox, ensuring your proprietary fundraising records remain private.

Start using the Bloomerang MCP today

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