Dynamo Software MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Dynamo Software through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Dynamo Software and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"dynamo-software": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Dynamo Software MCP Server
Integrate Dynamo Software, the industry-leading platform for alternative investment management, directly into your AI workflow. Manage your investment funds and strategies, track investor profiles and commitment statuses, monitor portfolio valuations and activity logs, and oversee your entire investment lifecycle using natural language.
Windsurf's Cascade agent chains multiple Dynamo Software tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste 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
- Fund Oversight — List and retrieve detailed information, strategies, and performance metrics for all your investment funds.
- Investor Intelligence — Monitor registered investor profiles, unique identifiers, and current account statuses across your organization.
- Portfolio Management — Track investment portfolios, including associated asset counts and real-time valuation updates.
- Activity Auditing — Retrieve high-level summaries of recent activities, research notes, and engagement results instantly via chat.
The Dynamo Software 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 Dynamo Software to Windsurf via MCP
Follow these steps to integrate the Dynamo Software MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Dynamo Software
Open Cascade and ask: "Using Dynamo Software, help me...". 10 tools available
Why Use Windsurf with the Dynamo Software MCP Server
Windsurf provides unique advantages when paired with Dynamo Software through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Dynamo Software + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Dynamo Software MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Dynamo Software and generate models, types, or handlers based on real API responses
Live debugging: query Dynamo Software tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Dynamo Software and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Dynamo Software data with Cascade's code generation to scaffold entire features in minutes
Dynamo Software MCP Tools for Windsurf (10)
These 10 tools become available when you connect Dynamo Software to Windsurf via MCP:
get_dynamo_account_metadata
Retrieve metadata and usage limits for your Dynamo Software account
get_fund_details
Get detailed settings and information for a specific investment fund
list_active_investors_only
Identify investors that are currently in an "Active" or "Funded" status
list_dynamo_investors
List all investors registered in your Dynamo Software account
list_dynamo_portfolios
List all investment portfolios configured in your account
list_high_valuation_funds
Identify funds with a valuation above a certain threshold (mock logic)
list_investment_funds
List all investment funds managed in Dynamo
list_latest_dynamo_activities
Identify the most recently recorded activities and notes across the platform
quick_portfolio_valuation_audit
Retrieve a high-level summary of portfolio valuations and activity
search_investment_funds
Search for funds using a name keyword or category
Example Prompts for Dynamo Software in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Dynamo Software immediately.
"List all active investors in our platform."
"Show me the top high-valuation investment funds."
"What are the most recent activities recorded in Dynamo?"
Troubleshooting Dynamo Software MCP Server with Windsurf
Common issues when connecting Dynamo Software to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Dynamo Software + Windsurf FAQ
Common questions about integrating Dynamo Software MCP Server with Windsurf.
How does Windsurf discover MCP tools?
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.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
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 Dynamo Software with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Connect Dynamo Software to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.