How to Use the Chatham Financial MCP in Windsurf

Q: Can Windsurf and Chatham Financial chain multiple queries?

Yes. Cascade auto-discovers tools like gettradevaluations and runs them sequentially to build complete reports.

Pull market data, track hedge effectiveness, and run valuations directly inside Windsurf without switching tabs.

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Connect Chatham Financial MCP to Windsurf

Create your Vinkius account to connect Chatham Financial 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 Chatham Financial with Windsurf

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Perplexity

Run trade valuations via Windsurf MCP Server

Cascade chains complex financial queries right in your editor. You ask for a portfolio breakdown, and it fires off `list_chatham_portfolios` followed by `get_trade_valuations` to build a complete picture of your current positions. Exporting CSVs from the web portal is a waste of time. Your agent grabs benchmark rates using `get_chatham_market_data` and compares them against your historical trade data in a single autonomous sweep.

Automate hedge effectiveness testing

Staying compliant requires constant monitoring of your derivatives. Windsurf handles this by calling `get_hedge_effectiveness` and `get_trade_accounting` to pull the exact journal entries and test results you need for month-end close. You just tell Cascade to verify a specific transaction. It finds the trade ID via `list_chatham_transactions`, extracts the accounting details, and formats the output directly into your audit documentation.

Track entity payments and schedules

Managing cash flow across multiple subsidiaries gets messy fast. Your AI client maps out your corporate structure using `list_chatham_entities` before diving into the specific cash obligations. Once it knows the entities, Cascade runs `list_trade_payments` to map out upcoming settlements. You get a clean schedule of what is due, when, and by which legal entity, all generated without leaving your IDE.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "chatham-financial-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 Chatham Financial. 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 Chatham Financial MCP in Windsurf

Open Settings, navigate to Cascade, and open the MCP Servers UI. Add the server details and click Refresh to connect.

Yes. Cascade auto-discovers tools like `get_trade_valuations` and runs them sequentially to build complete reports.

No. The MCP handles the connection natively while Cascade executes the operations autonomously.

You access benchmark rates and forward curves instantly using the built-in market data tool.

Your hedge effectiveness results and transaction histories stay secure. Vinkius runs this connection in an ephemeral V8 Isolate sandbox, meaning your sensitive financial records are never stored.

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