How to Use the Fee Navigator MCP in Windsurf

Q: How do I install the Fee Navigator MCP Server in Windsurf?

Open your user settings and edit your mcpconfig.json file to add the server configuration. Alternatively, use the Windsurf settings UI under Cascade to add the server URL. Once added, Cascade automatically discovers the 12 tools.

Q: How does Windsurf Cascade use Fee Navigator to find hidden merchant fees?

Cascade calls getindustrystats to pull current processing benchmarks. It then compares those benchmarks against the parsed data from analyzestatement to isolate markups. You get a clear breakdown of excessive fees without manual math.

Q: Can I manage multiple client files using Fee Navigator in Windsurf?

Yes, Cascade handles multiple files easily. It can query listmerchants to find the right client profile, then upload and link the statement. You can manage your entire portfolio of audits from the Cascade chat panel.

Let Windsurf Cascade pull merchant statements, audit the fees, and build savings proposals in a single autonomous run.

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Create your Vinkius account to connect Fee Navigator 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 Fee Navigator with Windsurf

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Run multi-step statement audits with Cascade

This Fee Navigator MCP Server lets Windsurf run multi-step audits on merchant statements without manual intervention. Give Cascade a file path, and it will use `upload_statement` to send it to the platform, then chain `analyze_statement` to run the numbers. You don't have to prompt it for every step. Cascade handles the sequence on its own. Once the analysis finishes, the agent pulls the results via `get_audit` to show you exactly where the merchant is getting ripped off. It compares the raw data against real-world benchmarks using `get_industry_stats` to prove the overcharges.

Build client proposals autonomously in Windsurf

Generating client proposals is fully automated with this tool set inside Windsurf. Cascade searches your records with `list_merchants`, selects the target, and spins up a fresh comparison table. The agent calls `list_proposals` to find similar setups and crafts a tailored savings plan. You don't have to write the proposal text yourself. Cascade pulls the exact pricing discrepancies via `get_proposal` and formats the entire document. It's a fast way to turn a raw processing statement into a signed contract.

Track merchant activity with this MCP Server

Monitoring merchant activity is handled directly in your IDE with this Fee Navigator integration. This MCP Server lets Cascade monitor your portfolio by querying `list_recent_activities` in the background. If a new statement upload finishes, your agent alerts you instantly. If you need to check account limits, Cascade calls `get_account_info` and `get_me` to verify your API status. You get a live feed of your auditing pipeline directly inside the Windsurf interface.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "fee-navigator-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 Fee Navigator. 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 Fee Navigator MCP in Windsurf

Open your user settings and edit your `mcp_config.json` file to add the server configuration. Alternatively, use the Windsurf settings UI under Cascade to add the server URL. Once added, Cascade automatically discovers the 12 tools.

Yes, that is the main benefit of Cascade's autonomous engine. You simply point it to a statement file, and it chains `upload_statement`, `analyze_statement`, and `get_audit` in a single run. It presents the final savings report when done.

Cascade calls `get_industry_stats` to pull current processing benchmarks. It then compares those benchmarks against the parsed data from `analyze_statement` to isolate markups. You get a clear breakdown of excessive fees without manual math.

Yes, Cascade handles multiple files easily. It can query `list_merchants` to find the right client profile, then upload and link the statement. You can manage your entire portfolio of audits from the Cascade chat panel.

All merchant statement PDFs and processing data are transmitted securely to the Fee Navigator API over HTTPS. Your API token is isolated in your local Windsurf environment. Vinkius runs the server in an ephemeral sandbox to ensure your client credentials never leak.

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