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Dext MCP Server for Windsurf 10 tools — connect in under 2 minutes

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Windsurf brings agentic AI coding to a purpose-built IDE. Connect Dext through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.

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Classic Setup·json
{
  "mcpServers": {
    "dext": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
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About Dext MCP Server

Integrate Dext (formerly Receipt Bank), the leading bookkeeping and accounting automation platform, directly into your AI workflow. Manage your digital inbox of receipts and invoices, track supplier extraction data, and monitor accounting categories and client accounts using natural language.

Windsurf's Cascade agent chains multiple Dext tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

  • Inbox Oversight — List and retrieve detailed information for all items in your Dext inbox, including processing status.
  • Data Extraction — Access granular technical metadata for extracted receipts, including tax details and supplier info.
  • Client Management — List and review accounting clients and their integration settings in your partner account.
  • Account Intelligence — Monitor connected bank accounts and accounting categories available for classification.

The Dext MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Dext to Windsurf via MCP

Follow these steps to integrate the Dext MCP Server with Windsurf.

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

02

Add the server

Paste the JSON configuration above into mcp_config.json

03

Save and reload

Windsurf will detect the new server automatically

04

Start using Dext

Open Cascade and ask: "Using Dext, help me..."10 tools available

Why Use Windsurf with the Dext MCP Server

Windsurf provides unique advantages when paired with Dext through the Model Context Protocol.

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Dext + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Dext MCP Server delivers measurable value.

01

Automated code generation: ask Cascade to fetch data from Dext and generate models, types, or handlers based on real API responses

02

Live debugging: query Dext tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Dext and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Dext data with Cascade's code generation to scaffold entire features in minutes

Dext MCP Tools for Windsurf (10)

These 10 tools become available when you connect Dext to Windsurf via MCP:

01

get_account_metadata

Retrieve metadata and usage limits for your Dext account

02

get_item_details

Get detailed information for a specific inbox item

03

list_account_users

List all users with access to the current Dext account

04

list_accounting_categories

List the chart of accounts or categories available for classification

05

list_accounting_clients

List all clients associated with your Dext partner account

06

list_connected_bank_accounts

List all bank accounts configured for statement extraction

07

list_extracted_suppliers

List all suppliers automatically extracted from your documents

08

list_inbox_items

List all pending and processed items (receipts, invoices) in your Dext inbox

09

list_items_pending_review

Identify inbox items that are currently in the "Review" status

10

search_inbox_by_keyword

Search for receipts or invoices by supplier name or description

Example Prompts for Dext in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Dext immediately.

01

"List all items in my inbox that need review."

02

"Show me the details for the item from 'Starbucks' on June 12th."

03

"Search my inbox for 'office supplies'."

Troubleshooting Dext MCP Server with Windsurf

Common issues when connecting Dext to Windsurf through the Vinkius, and how to resolve them.

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Dext + Windsurf FAQ

Common questions about integrating Dext MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system — it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.

Connect Dext to Windsurf

Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.