How to Use the Dynamo Software MCP in VS Code Copilot

Standardize your team's investment data workflow by adding the Dynamo Software MCP Server to VS Code Copilot.

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Connect Dynamo Software MCP to VS Code Copilot

Create your Vinkius account to connect Dynamo Software to VS Code Copilot 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 VS Code Copilot

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Scale investment tracking in VS Code Copilot

Commit your .vscode/mcp.json file to the repo to give every engineer access to `list_investment_funds`. It keeps the entire team working from the same source of truth. Use `search_investment_funds` to quickly find specific assets across your managed portfolios. It prevents duplicate work and keeps development moving.

Audit portfolios with VS Code Copilot

Run `quick_portfolio_valuation_audit` as part of your CI/CD feedback loop. You can catch discrepancies in your valuation reports before they ever leave the dev environment. Identify high-risk funds with `list_high_valuation_funds`. This tool allows your team to build automated checks directly into your internal tooling.

Sync activities with VS Code Copilot

Call `list_latest_dynamo_activities` to keep your team aware of recent platform notes. It ensures your documentation stays in sync with your actual investment activity. Retrieve your account limits with `get_dynamo_account_metadata`. It helps your team manage API usage effectively across the entire organization.

Setup guide

Set up Dynamo Software MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Dynamo Software MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Dynamo Software tools listed. Try asking: "List my recent Dynamo Software transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "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.

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Common questions about Dynamo Software MCP in VS Code Copilot

Add the server configuration to a .vscode/mcp.json file in your repository. Once committed, every team member can use the tools immediately.

Yes. The setup supports organization-wide rollout and adheres to standard security practices for managing sensitive investment information.

No. The server processes requests and returns data to your chat. No sensitive investment information is stored by the client itself.

Access is controlled via your API tokens. Ensure your tokens have the necessary read permissions, and manage repository access through your standard Git controls.

The connection is strictly authenticated via your endpoint token. All communications are isolated, and no data is cached permanently on your local machine.

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