Cashboard MCP Server for Windsurf 8 tools — connect in under 2 minutes
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.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Cashboard and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"cashboard": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. 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. Streamline time tracking and client invoicing.
Windsurf's Cascade agent chains multiple Cashboard tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses 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 ensure delivery timelines are met flawlessly
- Contact Management — List client and staff contacts to maintain seamless communication
- Account Visibility — Retrieve core account and subscription information directly within your workspace
The Cashboard MCP Server exposes 8 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Cashboard to Windsurf via MCP
Follow these steps to integrate the Cashboard MCP Server with Windsurf.
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.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 8 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
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
Cashboard MCP Tools for Windsurf (8)
These 8 tools become available when you connect Cashboard to Windsurf via MCP:
get_cashboard_account
Retrieve core account and subscription information
list_active_projects
List active projects
list_business_expenses
List tracked business expenses
list_cashboard_contacts
List client and staff contacts
list_estimates
List all project estimates
list_invoices
List all invoices
list_project_tasks
List all project tasks
list_time_entries
List recent time tracking entries
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 the Vinkius, and how to resolve them.
Server not connecting
Cashboard + Windsurf FAQ
Common questions about integrating Cashboard MCP Server with Windsurf.
How does Windsurf discover MCP tools?
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?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Cashboard with your favorite client
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Connect Cashboard to Windsurf
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.