How to Use the Dext MCP in Windsurf

Q: How do I install the Dext MCP server in Windsurf?

Use the MCP Servers UI under Settings, or edit /.codeium/windsurf/mcpconfig.json. Add the server details and click Refresh in the MCP panel. Cascade auto-discovers the accounting tools immediately.

Q: Can Windsurf approve Dext invoices automatically?

No. The tools expose read-only data like listinboxitems and listitemspendingreview. You can build dashboards to review them, but the final approval happens in the main application.

Q: Why is Cascade failing to find my Dext accounting clients?

Your API token likely lacks partner-level permissions. The listaccountingclients tool requires a partner account to return the client roster.

Let Windsurf Cascade pull Dext receipts, map accounting categories, and build financial dashboards without asking for permission.

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Connect Dext MCP to Windsurf

Create your Vinkius account to connect Dext 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 Dext with Windsurf

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Windsurf audits your pending receipts autonomously

`list_items_pending_review` feeds your agent the exact invoices stuck in the approval queue. This MCP integration lets Windsurf read this list, cross-reference the vendors against `list_extracted_suppliers`, and flag discrepancies before your accountant yells at you. You don't have to prompt it for every step. Cascade pulls the data, notices a missing tax code in `list_accounting_categories`, and writes a script to alert the responsible users found via `list_account_users`.

Search and extract deep inbox data

`search_inbox_by_keyword` is how your AI client hunts down specific vendor invoices from last quarter. If you need a breakdown of AWS charges, Cascade runs the search and pulls the matching records instantly. Once it finds the target receipts, it hits `get_item_details` to extract the line items. It then formats that raw financial data into a clean React table right in your workspace.

Map bank feeds to client accounts

`list_connected_bank_accounts` exposes the statement extraction endpoints to this MCP Server. Cascade uses this to verify which accounts are actively syncing data. It can then iterate through `list_accounting_clients` to generate a coverage report. You instantly see which partner accounts have broken bank feeds without logging into the web dashboard.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "dext-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 Dext. 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 Dext MCP in Windsurf

Use the MCP Servers UI under Settings, or edit `~/.codeium/windsurf/mcp_config.json`. Add the server details and click Refresh in the MCP panel. Cascade auto-discovers the accounting tools immediately.

No. The tools expose read-only data like `list_inbox_items` and `list_items_pending_review`. You can build dashboards to review them, but the final approval happens in the main application.

Your API token likely lacks partner-level permissions. The `list_accounting_clients` tool requires a partner account to return the client roster.

Run a prompt asking for your account status. The agent will call `get_account_metadata` to return your exact usage limits and subscription constraints.

No data persists on the server. When Windsurf pulls receipt line items or bank account details, the information routes through an isolated, ephemeral V8 sandbox. The connection terminates the moment the request finishes.

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