How to Use the Cora Bank MCP in Windsurf

Let Windsurf handle your Cora Bank accounting by executing multi-step invoice and payment workflows directly inside your IDE.

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Connect Cora Bank MCP to Windsurf

Create your Vinkius account to connect Cora Bank 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 Cora Bank with Windsurf

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Claude

Perplexity

Automate billing with Windsurf

Cascade reads your codebase to trigger `cora_create_invoice` the moment a client request hits your repo. It generates the Pix code and bank slip without you leaving the editor. Windsurf chains this with `cora_list_invoices` to confirm payment status, updating your records in real-time. You skip the manual dashboard entry entirely.

Real-time cash flow monitoring

Have Cascade run `cora_get_balance` to pull your current liquidity stats into your terminal output. It keeps your financial context current while you write business logic. This MCP Server provides the raw data `cora_get_statement` needs to build automated reconciliation reports. Cascade handles the planning and execution of these queries.

Execute payments via agent tasks

Instruct Cascade to use `cora_send_pix` when a vendor invoice is approved in your project folders. It handles the transfer logic while you focus on shipping features. Verification happens immediately through `cora_list_payments`. Windsurf monitors the transaction output to ensure your ledger matches the bank records.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "cora-bank-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 Cora Bank. 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 Cora Bank MCP in Windsurf

You connect the server via the MCP panel, allowing Cascade to access your financial tools directly. It treats your bank account as just another API to query during development.

Yes, Cascade can call the creation and cancellation tools to manage your billing cycle. It automates the administrative overhead of handling boletos and Pix keys.

Vinkius manages the secure connection, so your credentials never touch your local environment. Only the specific invoice, balance, and transaction data you authorize is accessed by your agent.

You just add the server URL to your configuration file. Once added, the tools are available for Cascade to invoke whenever you need financial data.

The server only touches your specific bank statement and payment history when you request it. No sensitive financial data is stored long-term by the agent or the IDE.

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