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How to Use the DottedSign MCP in Windsurf

Windsurf executes your DottedSign document workflows by chaining tasks without constant manual prompts.

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Windsurf

Connect DottedSign MCP to Windsurf

Create your Vinkius account to connect DottedSign 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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Automate document signing in Windsurf

Cascade reads your local project context and triggers `create_task_from_template` to prepare contracts instantly. It handles the full sequence of document creation while you stay focused on higher-level logic. Since Windsurf chains actions autonomously, the agent identifies the correct template and initiates the flow. You provide the intent and the agent manages the specific API calls required to move the process forward.

Manage DottedSign tasks directly

Use `list_tasks` and `retrieve_task` to pull current status updates into your editor. You get a clear view of where every document stands without leaving your workspace. When a signature is pending, `update_task` lets you adjust parameters on the fly. Cascade keeps the state synced so you never lose track of active agreements.

Verify audit trails via MCP Server

The MCP Server grants Cascade access to `get_audit_trail` for any document. You can check compliance logs or verify signer history in seconds. This visibility ensures that your signing records remain accurate and accessible. If you need to confirm a signature event, the agent retrieves the data logs directly from your account.

Setup guide

Set up DottedSign MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the DottedSign 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. 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. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my DottedSign payment history." If connected, Cascade will call the DottedSign tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json
{
  "mcpServers": {
    "dottedsign-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by DottedSign. 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.

Why Choose Vinkius

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

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lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about DottedSign MCP in Windsurf

Add the server configuration under mcpServers in your settings file or use the built-in MCP Marketplace. Once you refresh the panel, Windsurf auto-discovers the tools for immediate use.
Yes, Cascade sequences multiple `create_task` calls to process batches. It handles the logic of iterating through your list while you define the goal.
You can use the `get_audit_trail` tool to fetch logs for any task. Cascade displays these details directly in your chat context.
Your integration uses an endpoint token to communicate with the server. All data stays ephemeral and is handled only through authorized MCP communication.
The server only touches document metadata, task status, and audit logs. Your private signing keys remain outside the scope of this connection.

Start using the DottedSign MCP today

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