How to Use the Certify (Emburse) MCP in Windsurf

Give Windsurf direct read access to your company's expense reports and invoices. Cascade handles the data extraction automatically.

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Connect Certify (Emburse) MCP to Windsurf

Create your Vinkius account to connect Certify (Emburse) 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 Certify (Emburse) with Windsurf

Ask AI about this MCP

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Claude

Perplexity

Connect Windsurf to your GL

Cascade pulls your entire chart of accounts without you writing a single API call. You tell the agent to map new transaction categories, and it fires off `get_gl_dimensions` to grab the exact ledger codes your accounting team actually uses. Financial data flows straight into your IDE context window. The agent matches those dimensions against active staff using `list_certify_users`, letting you build custom reporting scripts that tie employee IDs directly to departmental budgets.

Audit expense reports autonomously

Auditing expense policies starts by letting your agent pull the raw data. You can ask Cascade to find weekend spending anomalies, prompting it to chain `list_expense_reports` with `list_certify_expenses` to pull line-item details. Cascade reads the context, figures out it needs proof, and executes `list_certify_receipts` to fetch the stored images. It then writes a Python script to flag missing documentation and shows you the final output right in the editor.

Pull accounts payable data

Your AI client grabs live vendor bills via `list_certify_invoices` to populate your UI components with actual company figures. Building internal tools for the finance team requires real test data, and this solves the problem instantly. Fetching batched payment runs is just as easy. The agent calls `list_invoice_reports` to grab the aggregated data, groups it by department using `list_certify_departments`, and drafts the necessary SQL migrations to sync everything to your local database.

Setup guide

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

mcp_config.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Certify. 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 Certify (Emburse) MCP in Windsurf

Open the Settings menu and navigate to Cascade, then find the MCP Servers UI. Add your Vinkius endpoint under the mcpServers key. Click Refresh in the MCP panel to let Cascade auto-discover the new tools.

No. The current toolset only supports read operations. Your agent pulls data to analyze spending or generate code, but it cannot approve reports or delete invoices.

You likely need to refresh your connection. Hit the refresh button in the MCP panel so the IDE can reload the available operations. Check that your Vinkius token is still valid.

Vinkius handles the authentication layer for you. Users just need the single endpoint token we provide. You never expose your actual Emburse credentials to the local machine.

Your company's expense reports and receipts process inside a V8 Isolate Sandbox. The connection is completely ephemeral. Once the agent finishes reading the invoices, the memory clears out entirely.

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