How to Use the Evoliz MCP in Windsurf

Q: What happens if I ask Windsurf to create an Evoliz client that already exists?

Cascade is smart enough to check first. Before running createclient, it will use listclients with a search query to see if a client with that name already exists in Evoliz, preventing duplicates.

Let Windsurf's Cascade agent manage your French invoicing in Evoliz, from creating clients to pulling full invoice histories automatically.

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Connect Evoliz MCP to Windsurf

Create your Vinkius account to connect Evoliz 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 Evoliz with Windsurf

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Turn Goals into Invoices

Give Cascade a goal like, "Draft an invoice for ClientCorp's new setup fee." It gets to work immediately. Cascade uses `create_client` if they're new, finds the right service with `list_articles`, and then assembles a draft invoice for your review. This isn't just a command runner. Cascade understands the context of your work. It checks for existing records with `get_client` before creating duplicates and can find related quotes using `list_quotes` to make sure your invoice is accurate. You set the destination, it charts the course.

Autonomous Accounting Reports

Forget exporting CSVs and messing with spreadsheets. Just ask Cascade, "Show me last quarter's revenue from our top five clients in Evoliz." It figures out the steps on its own. Cascade will chain together `list_clients` and `list_invoices`, cross-reference the data, and pull individual details with `get_invoice` to build the report. You get a clean summary right in your IDE, without writing a single line of script.

Your Evoliz MCP Server for Windsurf

Connect Windsurf to Evoliz and watch Cascade discover what it can do. It automatically finds all available tools—from `list_articles` to `create_client`—and adds them to its playbook. There's no manual configuration of individual actions. This is what an MCP connection is for: turning high-level goals into finished work. Whether you're managing clients, creating quotes, or checking on invoices, Cascade now has the direct access it needs to get things done in your Evoliz account.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "evoliz-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 Evoliz. 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 Evoliz MCP in Windsurf

Just tell Cascade to do it, like "Create a new professional client named 'NewCo'." It will execute the `create_client` tool with the `name` and `type` parameters. If any other required information is missing, Cascade will prompt you for it.

Yes. Ask Cascade to find it, for example: "Find the article for 'Standard Consulting Hour' in Evoliz." It will use the `list_articles` tool with a search filter to locate the exact item you need.

Cascade is smart enough to check first. Before running `create_client`, it will use `list_clients` with a search query to see if a client with that name already exists in Evoliz, preventing duplicates.

The easiest way is through Windsurf's built-in MCP Marketplace; just find Evoliz and click install. You can also add it manually in your settings by pointing to the Vinkius server URL. Cascade discovers the tools automatically once connected.

Yes. The server only handles your Evoliz client, invoice, and quote data for the duration of a request. All traffic is encrypted, and Vinkius processes each operation in an isolated, ephemeral sandbox that doesn't store your information.

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