How to Use the Bounsel MCP in Windsurf

Q: Can I manage my Bounsel templates inside Windsurf?

Yes. Cascade uses listtemplates and gettemplate to read your smart templates directly. It can then draft new contracts based on those templates right from your workspace.

Q: How do I check user permissions for Bounsel in Windsurf?

Cascade runs listusers via the MCP connection to get your team directory. It matches the right users to the contracts you are sending out, making sure signatures go to the correct team members.

Let Windsurf write, fill, and send your Bounsel contracts autonomously without you clicking through web forms.

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Connect Bounsel MCP to Windsurf

Create your Vinkius account to connect Bounsel 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 Bounsel with Windsurf

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Automate contract creation with Windsurf Cascade

Cascade can grab a client's details from your workspace and feed them straight into `create_document` using a predefined template. It reads the fields needed from `get_template` and fills them out in one go, saving you from manual copy-pasting. You do not have to guide Cascade step-by-step. Just tell it to draft a new vendor agreement, and it chains the template lookup and document creation tools together in the background.

Audit your active agreements

Keep track of your legal pipeline without leaving your IDE. Cascade uses `list_documents` to pull your active contracts and runs a quick analysis on their status right in your chat panel. If a contract is stuck, Cascade can fetch the specific file details with `get_document` to see who still needs to sign. You get a clear picture of your pending paperwork without opening a browser.

Send contracts for signature instantly

Once Cascade generates a document, it immediately triggers `send_document` to get signatures from the right parties. It pulls the correct email addresses using `list_users` to make sure nothing goes to the wrong inbox. This MCP Server lets you go from a blank template to a sent contract in a single command. Windsurf handles the entire workflow autonomously while you keep writing code.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "bounsel-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 Bounsel. 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 Bounsel MCP in Windsurf

Cascade uses this MCP Server to run multi-step workflows. You ask it to draft a contract, and it automatically looks up templates, fills the fields, and drafts the document without asking you for permission at every step.

Yes. Cascade uses `list_templates` and `get_template` to read your smart templates directly. It can then draft new contracts based on those templates right from your workspace.

No, Vinkius handles the authentication for you. You only need to configure the MCP Server in your config file with your Vinkius token, and Cascade handles the rest.

Cascade runs `list_users` via the MCP connection to get your team directory. It matches the right users to the contracts you are sending out, making sure signatures go to the correct team members.

Your legal agreements and templates stay protected inside Vinkius's zero-trust V8 sandbox. No raw contract text or signature details are stored on the host machine, and all traffic is encrypted end-to-end.

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