How to Use the Fieldfolio MCP in Windsurf

Q: Can Windsurf update my Fieldfolio stock levels?

Yes. You can instruct Cascade to run updateinventory whenever your code logic determines a stock adjustment is necessary. It handles the write request directly.

Q: Does Windsurf show my wholesale order history?

Yes, use the listorders tool to fetch your history. Cascade will display the output in the terminal or chat pane for quick review.

Q: How are Fieldfolio customer records protected?

Customer records are accessed only when your agent invokes getcustomer. All data is handled in memory via an ephemeral connection that clears once your Windsurf session ends.

Windsurf connects directly to your Fieldfolio wholesale data, letting your agent handle inventory updates and order tracking autonomously.

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Connect Fieldfolio MCP to Windsurf

Create your Vinkius account to connect Fieldfolio 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 Fieldfolio with Windsurf

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Full catalog control in Windsurf

Cascade pulls your entire wholesale catalog directly into your IDE context. You can run `list_products` to get a snapshot or use `search_catalog` to find specific SKUs without leaving your current file. Windsurf reads these results to build out new features or fix bugs based on live product data. It saves you from manual lookups by keeping the schema right in front of you.

Automated inventory management

Your agent uses `list_inventory` to check stock levels across all items in real time. When you need to adjust counts, it executes `update_inventory` to push those changes back to your store database. This keeps your warehouse data accurate without you having to touch the dashboard. Cascade handles the API calls while you focus on higher-level shipping or supply chain logic.

Wholesale order processing

When a new order comes in, Cascade uses `list_orders` and `get_order` to parse the requirements. It maps these details to your internal code structures automatically. This workflow turns raw order data into actionable code blocks instantly. You get a clear view of your sales volume and customer needs without manual transcription errors.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "fieldfolio-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Fieldfolio MCP in Windsurf

Open your Windsurf MCP settings panel and add the Fieldfolio server endpoint. Once you refresh the panel, Cascade detects the available tools and connects to your account.

Yes. You can instruct Cascade to run `update_inventory` whenever your code logic determines a stock adjustment is necessary. It handles the write request directly.

The connection uses an encrypted endpoint token managed by your local environment. Fieldfolio data remains scoped to your specific session and is never shared outside your local machine.

Yes, use the `list_orders` tool to fetch your history. Cascade will display the output in the terminal or chat pane for quick review.

Customer records are accessed only when your agent invokes `get_customer`. All data is handled in memory via an ephemeral connection that clears once your Windsurf session ends.

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