How to Use the Dynamo Software MCP in Cline

Build custom dashboard components and pull live Dynamo Software portfolio data directly inside your Cline workspace.

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Connect Dynamo Software MCP to Cline

Create your Vinkius account to connect Dynamo Software to Cline 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 Dynamo Software with Cline

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Generate Live Investment Portfolios in Cline

`list_dynamo_portfolios` fetches your active investment structures so Cline can render live UI components right in your editor. You tell the agent to build a React table, and it pulls the raw portfolio data to populate the columns. Cline writes the code, handles the state, and populates the fields with actual data from your Dynamo account. This cuts out the manual work of writing mock data when building investment tracking tools.

Audit Asset Valuations in Real Time

`quick_portfolio_valuation_audit` pulls high-level performance metrics to let Cline verify the math behind your asset calculations. The agent runs this tool, checks the output against your local files, and points out any discrepancies. If a number looks off, the agent triggers `list_latest_dynamo_activities` to see who modified the record last. You get a clean audit trail generated inside your VS Code terminal via our MCP integration.

Search and Track Managed Funds

`search_investment_funds` finds specific funds using name keywords or categories directly from your workspace. Cline uses this tool to locate the exact assets you need to reference in your code or documentation. The agent then runs `list_investment_funds` to verify the complete list of managed assets against your database. This ensures your local code always references valid, active fund IDs.

Setup guide

Set up Dynamo Software MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type dynamo-software-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Dynamo Software refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

{
  "mcpServers": {
    "dynamo-software-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 Dynamo Software. 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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Common questions about Dynamo Software MCP in Cline

Open the Cline sidebar and click the MCP icon to add the server. You can also edit your `cline_mcp_settings.json` file directly to insert your API key and the server URL.

Absolutely. You can instruct Cline to pull your active portfolios and write them into a local CSV or JSON file for your team to review.

When a tool call fails, Cline reads the error response directly. It will modify its parameters or ask you for clarification if an asset ID is missing.

Yes, you control tool access through your configuration. The MCP protocol ensures Cline only runs the specific tools you enable, keeping your sensitive accounts safe.

Yes. Vinkius executes the Dynamo Software server within a zero-trust, ephemeral sandbox environment, keeping your private fund records and investor details secure while Cline builds your UI.

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