How to Use the BoardEffect MCP in Windsurf

Q: How does Windsurf connect to my BoardEffect workspace?

You add the server to your mcpconfig.json file under the mcpServers key. Cascade automatically detects the MCP tools on startup, letting you query meeting details instantly.

Q: Can Cascade edit board meetings in BoardEffect?

No, this MCP integration is read-only. Tools like listmeetings and getmeeting let Cascade read board details, but it cannot modify or delete scheduled events.

Q: Can Windsurf pull old board records from BoardEffect?

Yes, Cascade uses the listarchives tool to pull historical board records. It can then parse these archived documents to help you write context-rich summaries.

Cascade chains your board operations. Pull BoardEffect meeting schedules and prep documents automatically in Windsurf.

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Connect BoardEffect MCP to Windsurf

Create your Vinkius account to connect BoardEffect 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 BoardEffect with Windsurf

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Cascade chains BoardEffect MCP Server steps

The `list_meetings` tool lets Cascade pull upcoming board agendas directly into your workspace. Instead of manually clicking through a web portal, Cascade grabs the schedule, runs `get_meeting` to pull the specific details, and prepares your prep files. This automation runs without you needing to prompt every single step. Cascade reads your current workspace context, identifies missing board documents, and builds a complete briefing document based on the live data.

Audit member directories and active workrooms

The `list_members` tool fetches the directory of active board members to verify access permissions across your projects. Cascade uses this list alongside `list_workrooms` to map which directors belong to which committees. You get a clean, structured directory layout without digging through settings. Cascade cross-references the output with your local files to flag any outdated member entries in seconds.

Gather board surveys and active polls

The `list_surveys` tool retrieves active feedback campaigns so you can track participation rates directly. Cascade combines this with `list_polls` via the MCP Server to build a status update of outstanding board votes. The agent processes these responses to show you who has not voted yet. You can draft follow-up notes for delinquent board members without leaving your editor.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "boardeffect-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 BoardEffect. 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 BoardEffect MCP in Windsurf

You add the server to your `mcp_config.json` file under the `mcpServers` key. Cascade automatically detects the MCP tools on startup, letting you query meeting details instantly.

No, this MCP integration is read-only. Tools like `list_meetings` and `get_meeting` let Cascade read board details, but it cannot modify or delete scheduled events.

Yes, Cascade uses the `list_archives` tool to pull historical board records. It can then parse these archived documents to help you write context-rich summaries.

No, Vinkius hosts the server in a secure sandbox. You only need to add the endpoint token to your local configuration to start using the tools.

Your board meeting details and member lists never touch third-party databases. All requests run through Vinkius's ephemeral V8 Isolate sandbox, which destroys the runtime environment immediately after Cascade finishes executing the tool.

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