How to Use the CloudLex Legal MCP in Windsurf

Q: How do I install this CloudLex Legal MCP Server in Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. Alternatively, use the Cascade MCP Servers UI in your settings to paste the connection URL and click refresh.

Q: Can Windsurf edit my case details directly?

Yes, Cascade uses the updatecloudlexcase tool to modify case files based on your chat instructions. If you tell the agent to change a case status from pending to open, it executes the change instantly.

Q: Does the CloudLex Legal integration with Windsurf support filtering?

Absolutely. Cascade calls listcloudlexcases with specific parameters like practice area or status to narrow down your firm's docket. You don't have to scroll through endless lists to find your personal injury files.

Run complex legal case setups autonomously using Windsurf and Cascade to handle your entire CloudLex intake.

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Connect CloudLex Legal MCP to Windsurf

Create your Vinkius account to connect CloudLex Legal 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 CloudLex Legal with Windsurf

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Perplexity

Cascade chains CloudLex Legal client intake

When a new personal injury client calls, Cascade doesn't just sit there waiting for your next instruction. It takes the raw notes you drop into the IDE, parses the details, and automatically invokes `create_cloudlex_client` via this MCP connection to create the contact record. Right after that, Cascade links the fresh contact to a new matter by calling `create_cloudlex_case` without needing a second prompt. This autonomous behavior lets you move from a messy phone transcript to a structured case file in one single thought.

Autonomous case audits and lien tracking

Keeping up with medical liens can bog down your litigation schedule if you do it manually. Windsurf reads your active case context and immediately triggers `list_cloudlex_liens` to pull outstanding balances. Cascade inspects those lien amounts against the case expenses retrieved by `list_cloudlex_expenses` to spot settlement discrepancies. You get a clear, compiled financial summary of the matter directly in your workspace panel.

Self-directed task and document lookup

Tracking down missing medical records before a deposition usually requires opening three different browser tabs. This MCP Server lets Cascade search your files by triggering `list_cloudlex_medical_records` as soon as you ask about a client's treatment status. Cascade then references those files against pending deadlines from `list_cloudlex_tasks` to tell you exactly what's missing. The agent builds your daily checklist while you focus on the actual legal strategy.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "cloudlex-legal-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 CloudLex Legal. 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 CloudLex Legal MCP in Windsurf

Open your ~/.codeium/windsurf/mcp_config.json file and add the server configuration under the mcpServers key. Alternatively, use the Cascade MCP Servers UI in your settings to paste the connection URL and click refresh.

Yes, Cascade uses the `update_cloudlex_case` tool to modify case files based on your chat instructions. If you tell the agent to change a case status from pending to open, it executes the change instantly.

Absolutely. Cascade calls `list_cloudlex_cases` with specific parameters like practice area or status to narrow down your firm's docket. You don't have to scroll through endless lists to find your personal injury files.

Cascade reads the error message returned by the server, adjusts its parameters, and retries the action. If `get_cloudlex_client` fails due to a missing ID, the agent will search for the contact first.

Your firm's medical records, client communications, and case files stay protected inside Vinkius's zero-trust sandboxed environment. Windsurf accesses the server through an encrypted connection, meaning your client data is never exposed to external training models.

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