How to Use the Expensya MCP in Windsurf

Q: How do I configure the Expensya MCP Server in Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file or use the Windsurf Settings UI under Cascade MCP Servers. Add the server entry under the mcpServers key, then click Refresh in the MCP panel.

Q: Can Windsurf chain Expensya tools to build a full expense report?

Yes, Cascade autonomously links tools like listexpensereports and createnewexpense. You tell it to file a receipt, and it finds the right folder, checks the currency, and posts the expense.

Q: How does Windsurf handle currency conversions for global Expensya claims?

Windsurf queries listsupportedcurrencies to identify valid currency codes before running createnewexpense. This ensures your agent never submits a record with an unsupported currency format.

Q: What is the fastest way to export Expensya data using Windsurf?

Ask Cascade to export your records, and it will trigger exportexpensedata to generate the file in your preferred format. You can then ask Cascade to save the output directly to your workspace.

Tell Windsurf to handle your expense reporting end-to-end, letting Cascade chain approvals and log receipts without manual prompts.

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Connect Expensya MCP to Windsurf

Create your Vinkius account to connect Expensya 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 Expensya with Windsurf

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Run multi-step expense logging autonomously

The `create_new_expense` tool lets your Windsurf agent add transactions to your profile instantly. Cascade reads your receipts, matches them against categories from `list_expense_categories`, and files the expense without waiting for your permission at every step. You specify the target budget and Cascade handles the rest. It queries `list_supported_currencies` to handle conversions, then writes the record directly to your account.

Reconcile project budgets in Windsurf

The `list_analytical_projects` tool pulls project identifiers directly into your active Cascade session. Windsurf uses this data to map expenses back to specific client accounts or internal cost centers. Cascade chains this search with `list_expenses` to verify which team members have submitted claims against specific project codes. You get a clean breakdown of project spending directly in your chat interface.

Validate team mileage and payments via this MCP Server

The `list_mileage_vehicles` tool exposes registered corporate vehicles to Windsurf so Cascade can calculate accurate travel reimbursements. By combining this with `list_payment_methods`, the agent verifies whether a trip was paid with a company card or requires manual cash reimbursement. This MCP Server connection removes the guesswork from travel audits. Cascade flags transactions that do not match configured corporate vehicles, keeping your travel ledger clean before final submission.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "expensya-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 Expensya. 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 Expensya MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file or use the Windsurf Settings UI under Cascade MCP Servers. Add the server entry under the `mcpServers` key, then click Refresh in the MCP panel.

Yes, Cascade autonomously links tools like `list_expense_reports` and `create_new_expense`. You tell it to file a receipt, and it finds the right folder, checks the currency, and posts the expense.

Windsurf queries `list_supported_currencies` to identify valid currency codes before running `create_new_expense`. This ensures your agent never submits a record with an unsupported currency format.

Ask Cascade to export your records, and it will trigger `export_expense_data` to generate the file in your preferred format. You can then ask Cascade to save the output directly to your workspace.

This server transmits transaction amounts, currency codes, and user profiles through a secure V8 sandbox. Your credentials stay isolated inside Windsurf, and Vinkius handles the underlying token exchange so your raw credentials are never exposed to the LLM.

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