How to Use the Confido Legal MCP in Windsurf

Q: How do I connect Confido Legal to Windsurf Cascade?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the MCP block. Refresh the Cascade panel, and your agent will instantly discover the MCP tools.

Q: Can Windsurf handle trust account splits via Confido Legal?

Yes, it does. When Cascade calls createpaymentlink, it inputs the exact amounts designated for trust and operating accounts to keep your legal accounting separated from day-one revenue.

Q: Does the Confido Legal MCP Server support matter-specific billing in Windsurf?

Yes, it does. Cascade queries listmatters with specific client IDs to isolate billing records, ensuring payment links are generated only for active, verified cases.

Q: What happens if a subscription payment fails?

You can prompt Cascade to run listsubscriptions daily. If a payment fails, the agent flags the client record and can draft an email with a new payment link.

Cascade chains legal billing tasks directly in Windsurf, moving money between trust and operating accounts without manual intervention.

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Connect Confido Legal MCP to Windsurf

Create your Vinkius account to connect Confido 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 Confido Legal with Windsurf

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Automated billing runs with Windsurf and Confido Legal

Let Cascade handle your invoice cycles. When your client requests payment links, Windsurf pulls client records using `list_clients` and matches them against active matters via `list_matters` to build accurate payment requests without you writing code. The agent then executes `create_payment_link` to split retainer deposits between trust and operating accounts. You get a fully prepared billing sequence ready for review in your workspace panel.

Real-time trust account reconciliation

Keeping trust accounts compliant is a nightmare if you do it manually. This MCP Server lets your Cascade agent pull firm ledger details using `get_firm_details` to verify bank accounts against active client files. The agent instantly cross-references these details with `list_payment_links` to flag unresolved retainers. You see exact dollar amounts and account mismatches directly in your IDE terminal.

Self-correcting subscription billing

When legal clients miss retainer top-offs, Cascade doesn't wait for you to search through files. It runs `list_subscriptions` to identify accounts falling below their required minimum thresholds. Once it spots a deficit, Cascade initiates a fix by calling `create_client` for new co-signers or generating fresh payment links to keep the firm compliant with state bar rules.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "confido-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 Confido 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 Confido Legal MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the MCP block. Refresh the Cascade panel, and your agent will instantly discover the MCP tools.

Yes, it does. When Cascade calls `create_payment_link`, it inputs the exact amounts designated for trust and operating accounts to keep your legal accounting separated from day-one revenue.

Yes, it does. Cascade queries `list_matters` with specific client IDs to isolate billing records, ensuring payment links are generated only for active, verified cases.

You can prompt Cascade to run `list_subscriptions` daily. If a payment fails, the agent flags the client record and can draft an email with a new payment link.

Your bank routing numbers and client escrow balances never leave the secure Vinkius sandbox. Windsurf accesses Confido Legal via tokenized endpoints, meaning local logs never store actual financial credentials.

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