How to Use the ComplyAdvantage MCP in Windsurf

Q: Can I flag false positives using ComplyAdvantage and Windsurf?

You can. Use the updatesearchentities tool to adjust risk levels or whitelist entities directly through your chat interface.

Cascade chains ComplyAdvantage tools to automate your KYC screening and risk monitoring directly inside Windsurf.

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Connect ComplyAdvantage MCP to Windsurf

Create your Vinkius account to connect ComplyAdvantage 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 ComplyAdvantage with Windsurf

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Autonomous AML screening in Windsurf

Cascade uses `create_search` to initiate screening the moment you paste an entity name. It handles the request and waits for the server to return the initial risk profile without you needing to trigger manual steps. Once the search is active, Cascade inspects the results. It automatically calls `get_search_details` to pull in the full report, giving you the context you need to decide if an entity requires further investigation.

Continuous entity monitoring

You can task your agent to keep tabs on high-risk individuals. By running `update_search_monitors`, Cascade establishes a watch on specific entities, ensuring that any changes to their status trigger an immediate update in your workspace. When risk data changes, the agent uses `acknowledge_monitor` to clear the alert. This keeps your compliance queue clean and ensures you only spend time on new, actionable warnings.

Organized compliance history

Keep your audit trail tidy by using `create_comment` to document your reasoning behind a risk decision. Cascade attaches these notes directly to the search, so your rationale stays with the entity record for future reviews. If you need to clean up your workspace, the agent uses `delete_search_tag` to remove obsolete labels. This keeps your search history focused on current, active investigations rather than clutter.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "complyadvantage-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 ComplyAdvantage. 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 ComplyAdvantage MCP in Windsurf

Yes. Cascade chains the tools to handle the entire flow. You provide the name, and the agent executes the search and retrieves the findings.

The server processes entity names and risk profiles locally to your session. Your sensitive KYC data never leaves the encrypted tunnel between the server and your IDE.

Absolutely. You can request a search and a monitor update in one prompt. The agent figures out the correct order to call the tools.

All logs stay within your ComplyAdvantage account. The IDE simply acts as a terminal for you to view and interact with that data.

You can. Use the `update_search_entities` tool to adjust risk levels or whitelist entities directly through your chat interface.

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