How to Use the Celoxis MCP in Windsurf

Q: How does Windsurf use Celoxis to automate project updates?

Cascade calls listtasks to read your current WBS and combines it with getproject to fetch specific project details. It chains these queries to build an accurate context map of your operations.

Q: Can I write code based on Celoxis data inside Windsurf?

Yes, Cascade can pull project details using listprojects and immediately generate custom scripts or reports in your workspace. It uses the live API data to write code that matches your actual operational structure.

Q: How does the Windsurf MCP integration handle Celoxis resource allocations?

Cascade queries listresources to see who is assigned to what, then cross-references this with listtasks to check for overallocation. It does this autonomously when you ask about team bandwidth.

Q: Do I need to manually configure this MCP Server in Cascade?

No, Windsurf auto-discovers all twelve tools, including listmilestones and listexpenses, as soon as you connect the server. Cascade knows exactly when to call each tool based on your natural language prompts.

Let Windsurf chain multi-step Celoxis updates, pulling live project metrics and timesheets directly into your Cascade session.

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Create your Vinkius account to connect Celoxis 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 Celoxis with Windsurf

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Auditing multi-project health with the Windsurf MCP Server

The `list_projects` tool pulls live timeline dates, health statuses, and IDs from your Celoxis instances so your agent can map out dependencies. Cascade uses this data to spot scheduling conflicts across your entire portfolio without you having to click through dashboards. Once Cascade finds a bottleneck, it calls `list_portfolios` to verify how the delays impact higher-level strategic groups. It chains these tool calls to build a complete picture of your operations, outputting a clean markdown status report directly in your workspace.

Tracking timesheets and billing leaks

The `list_time_entries` tool gives your agent raw hours logged against specific tasks for precise accounting. When Cascade notices lagging entries, it immediately runs `list_approvals` to isolate which timesheets are stuck waiting for manager sign-off. Cascade reviews these pending items alongside `list_expenses` to identify unbilled project costs. You get a clear list of missing approvals and unmapped expenses, letting you resolve billing mismatches in a single conversational turn.

Resolving blockers and project risks

The `list_issues` tool exposes active workflow blockers that are currently stalling your delivery timeline. Cascade analyzes these issues alongside `list_risks` to determine which active tasks face the highest probability of failure. By calling `list_tasks` and `list_milestones`, Cascade maps these risks directly to your work breakdown structure. It then proposes concrete timeline adjustments to keep your critical path on track.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "celoxis-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 Celoxis. 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 Celoxis MCP in Windsurf

Cascade calls `list_tasks` to read your current WBS and combines it with `get_project` to fetch specific project details. It chains these queries to build an accurate context map of your operations.

Yes, Cascade can pull project details using `list_projects` and immediately generate custom scripts or reports in your workspace. It uses the live API data to write code that matches your actual operational structure.

Cascade queries `list_resources` to see who is assigned to what, then cross-references this with `list_tasks` to check for overallocation. It does this autonomously when you ask about team bandwidth.

No, Windsurf auto-discovers all twelve tools, including `list_milestones` and `list_expenses`, as soon as you connect the server. Cascade knows exactly when to call each tool based on your natural language prompts.

Your raw financial records, task lists, and timesheets never touch third-party servers because Vinkius runs this MCP connector inside a secure, ephemeral V8 sandbox. Only the direct outputs of tools like `list_expenses` reach your local Cascade session.

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