How to Use the Dynamo Software MCP in Windsurf

Q: Where do I store my credentials for the Dynamo Software integration in Windsurf?

You save your API token in the mcpconfig.json file under the environment variables block. This keeps your secrets secure while giving the Windsurf agent the access it needs.

Q: What happens if my Dynamo Software API call hits a rate limit?

The getdynamoaccountmetadata tool tracks your current usage limits. Your AI client reads these metadata headers to pause or throttle its requests before hitting hard platform limits.

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Connect Dynamo Software MCP to Windsurf

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

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Automated Portfolio Audits in Windsurf

`quick_portfolio_valuation_audit` runs automatically whenever Cascade detects a change in your fund valuation files. You set the goal of checking your numbers, and the agent initiates the process by pulling the latest metrics directly from your accounts. Instead of running manual calculations, Cascade chains this audit tool with `get_dynamo_account_metadata` to verify your API limits using our MCP server before pulling the data. The agent flags discrepancies on your screen so you can catch issues before they hit investor statements.

Identify High-Valuation Asset Outliers

`list_high_valuation_funds` isolates specific investment pools that cross your custom thresholds so Cascade can investigate further. The agent reads the results, notices which funds need eyes on them, and immediately schedules follow-up actions. Once these outlier funds are flagged, Windsurf uses `get_fund_details` to pull the exact settings and structures of each fund. You get a clear, structured view of your fund metrics without clicking through multiple web portals.

Track Active Investor Relationships

`list_active_investors_only` filters your contact records to show only individuals with funded or active status. Cascade uses this tool to cross-reference active accounts against new fund documents you are working on. If you need a broader view, the agent calls `list_dynamo_investors` to compare active players against your complete database. This keeps your investor lists clean and ensures your communications target the right capital partners.

Setup guide

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

mcp_config.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 Windsurf

Windsurf Cascade connects to this Dynamo Software MCP server using your local JSON settings file. Once added, Cascade automatically discovers the fund management tools and calls them during your active coding sessions.

Yes, Cascade excels at this. You can ask it to check your active accounts, and it will chain `list_dynamo_portfolios` with `quick_portfolio_valuation_audit` to present a full status report.

You save your API token in the `mcp_config.json` file under the environment variables block. This keeps your secrets secure while giving the Windsurf agent the access it needs.

The `get_dynamo_account_metadata` tool tracks your current usage limits. Your AI client reads these metadata headers to pause or throttle its requests before hitting hard platform limits.

Vinkius runs the Dynamo Software server in an isolated V8 sandbox, ensuring your private alternative investment valuations and investor lists never leak to external LLMs.

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