How to Use Cashboard MCP Server with Windsurf using Vinkius

Give Windsurf instant access to 8 tools to Get Cashboard Account, List Active Projects, List Business Expenses, and more using Vinkius.

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Windsurf brings agentic AI coding to a purpose-built IDE. Connect Cashboard through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

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The Cashboard MCP Server for Windsurf is a standout in the Productivity category, giving your AI agent 8 tools to work with, ready to go from day one.

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Classic Setup·json

{
  "mcpServers": {
    "cashboard": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

RecommendedModern Approach, Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers. No config files, no terminal commands. Install Cashboard and every MCP Server in the catalog from a single visual interface.

Download Free Open SourceNo signup required

Fully ManagedNo server setup

Plug & PlayNo coding needed

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PrivateYour data is safe

Cost ControlBudget limits

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Reliable99.9% uptime

Your credentials and connection tokens are fully encrypted

* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure

About Cashboard MCP Server

Connect your Cashboard account to any AI agent and take full control of your freelance or small business operations through natural conversation. Simplify time tracking and client invoicing.

Windsurf's Cascade agent does not wait for instructions between steps. It plans. When you connect Cashboard through Vinkius, Cascade internalizes all 8 tools and chains them autonomously: query data, analyze the response, cross-reference with a second tool, and generate code from the combined output. A single natural language request triggers a multi-step execution pipeline where Cashboard operations happen inline, with real-time feedback visible directly in your editor.

What you can do

Invoicing Oversight. List and retrieve details for all client invoices and estimates natively
Time Tracking. Access recent time tracking entries to monitor project progress and billable hours
Expense Management. List business expenses and associate them with specific projects securely
Project Control. Monitor active projects and tasks to make sure delivery timelines are met flawlessly
Contact Management. List client and staff contacts to maintain smooth communication
Account Visibility. Retrieve core account and subscription information directly within your workspace

The Cashboard MCP Server exposes 8 tools through Vinkius. Connect it to Windsurf in under two minutes. Fully managed, no infrastructure to provision, no vendor lock-in.

8 tools included

Explore every tool Cashboard exposes to Windsurf through Vinkius.

View all 8 tools

Connect Cashboard to Windsurf via MCP

Follow these steps to connect Cashboard to Windsurf. The setup takes under two minutes and requires no coding or server hosting.

Get your Vinkius Access Token

Go to cloud.vinkius.com to log in or create a free account, and retrieve your personal access token from the dashboard. This token is required to authenticate your connection to the hosted Cashboard MCP server.

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 Cashboard

Open Cascade and ask: "Using Cashboard, help me...". 8 tools available

Why Use Windsurf with the Cashboard MCP Server

Windsurf provides unique advantages when paired with Cashboard through the Model Context Protocol.

Cascade plans multi-step Cashboard tool chains autonomously through Vinkius. One natural language request triggers a sequence of API calls without prompting between steps

Windsurf was purpose-built for agentic workflows. Cascade does not treat Cashboard tools as external calls. It treats them as native operations in its execution pipeline

Real-time tool feedback from Cashboard via Vinkius renders inline as Cascade works. You see API responses, processing status, and generated output directly in the editor

Vinkius Edge handles Cashboard connection stability, authentication, and rate limiting. Cascade handles planning and execution. Zero infrastructure management on your end

Cashboard + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Cashboard MCP Server delivers measurable value.

Automated code generation: ask Cascade to fetch data from Cashboard and generate models, types, or handlers based on real API responses

Live debugging: query Cashboard tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from Cashboard and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine Cashboard data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Cashboard in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Cashboard immediately.

"Show me my last 5 invoices in Cashboard."

"What are my active projects right now?"

"List my business expenses from the last 30 days."

Troubleshooting Cashboard MCP Server with Windsurf

Common issues when connecting Cashboard to Windsurf through Vinkius, and how to resolve them.

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Cashboard + Windsurf FAQ

Common questions about integrating Cashboard MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the 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?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.

01 / Catalog

Over 4,000 integrations ready for AI agents

Explore a vast library of pre-built integrations, optimized and ready to deploy.

02 / Credentials

Connect securely in under 30 seconds

Generate tokens to authenticate and link external services in a single step.

03 / Guardian

Complete visibility into every agent action

Audit live requests, latency, success rates, and active security compliance policies.

04 / FinOps

Optimize spending and track token ROI

Analyze real-time token consumption and cost metrics detailed by connection.

Over 4,000 integrations ready for AI agents

Complete visibility into every agent action

Explore our live AI Agents Analytics dashboard to see it all working

This dashboard is included when you connect Cashboard using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.

Explore Analytics

Connect Cashboard with your favorite client

Also available for these clients and frameworks: