How to Use the Evolio MCP in Windsurf

Q: How do I connect the Evolio MCP Server to Windsurf?

Edit your /.codeium/windsurf/mcpconfig.json file. Add the server details under the mcpServers key, then click Refresh in the MCP panel. You can also use the built-in marketplace for a faster setup.

Q: Can Windsurf create new coaching cases in Evolio?

Yes. Cascade uses the createcase tool to generate new records. You just provide the client details in your prompt.

Q: What happens if Cascade creates duplicate tasks?

You control the execution. Tell Cascade to run listtasksbycase before it calls createtask to verify what already exists.

Manage your coaching data directly from Windsurf. Cascade reads your client files and updates cases without leaving the editor.

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Connect Evolio MCP to Windsurf

Create your Vinkius account to connect Evolio 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 Evolio with Windsurf

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Read Client Data with Windsurf

Evolio exposes your coaching roster to Windsurf through tools like `get_client` and `list_cases`. You ask Cascade to pull up a specific person, and it grabs their history instantly. No switching to a web browser to check notes. Cascade reads the context and pulls the exact records you need. If you want to see who is active, it runs `list_cases_by_status` and formats the output right in your terminal. You get raw data formatted exactly how you want it.

Update Cases Automatically

This MCP Server lets your agent modify case details directly using `update_case`. Tell Windsurf you just finished a session, and Cascade logs the notes and updates the status. It chains actions together. Cascade might create a follow-up action via `create_task` and immediately pull the updated list with `list_tasks_by_case`. You just watch the logs roll by while the agent handles the administration.

Browse Coaching Files

You can index attached documents using `list_client_files` and `list_case_files`. Your AI client scans the file tree for a specific case and retrieves the URLs or paths. This means you never hunt for a session PDF again. Cascade checks the case ID, lists the associated files, and drops the links into your active workspace.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "evolio-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 Evolio. 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 Evolio MCP in Windsurf

Edit your `~/.codeium/windsurf/mcp_config.json` file. Add the server details under the `mcpServers` key, then click Refresh in the MCP panel. You can also use the built-in marketplace for a faster setup.

Yes. Cascade uses the `create_case` tool to generate new records. You just provide the client details in your prompt.

Your authentication token is likely missing or expired. Check your configuration file and ensure the environment variables are set correctly before restarting the editor.

You control the execution. Tell Cascade to run `list_tasks_by_case` before it calls `create_task` to verify what already exists.

The server accesses specific session notes and client IDs. Vinkius runs this connection inside an ephemeral V8 Isolate Sandbox. Your authentication token stays local to your machine, and the zero-trust architecture means data only moves between your editor and the API endpoint.

Use it with your favorite AI tools

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