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How to Use the Finance Toolkit MCP in Windsurf

Let Cascade handle your financial math. Finance Toolkit connects directly to Windsurf for instant, accurate calculations.

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Windsurf

Connect Finance Toolkit MCP to Windsurf

Create your Vinkius account to connect Finance Toolkit 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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Automated amortization schedules in Windsurf

Cascade uses `calculate_amortization` to build your payment tables without manual spreadsheet work. You just specify the rate and table type, and the agent generates the schedule. This MCP Server handles both SAC and PRICE methods automatically. Windsurf reads the data, formats the output, and keeps your project docs updated as you iterate.

Compound interest projections for your code

Run `calculate_compound_interest` directly from your IDE terminal. The agent takes your principal and frequency inputs to determine future value immediately. It removes the need for external calculators. Windsurf processes the growth figures, allowing you to focus on the logic behind your financial models.

Direct ROI and simple interest analysis

Execute `calculate_roi` or `calculate_simple_interest` whenever you need a quick sanity check on a trade or loan. The agent returns the raw percentages for your review. Finance Toolkit provides the exact numbers your code requires. You get the math done without leaving your active coding session.

Setup guide

Set up Finance Toolkit MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the Finance Toolkit 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. 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. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my Finance Toolkit payment history." If connected, Cascade will call the Finance Toolkit tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json
{
  "mcpServers": {
    "finance-toolkit-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by finance-toolkit. 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 Finance Toolkit MCP in Windsurf

You add the server configuration to your MCP settings file. Once connected, Cascade automatically picks up the tools and displays them in your command palette.
Yes. The `calculate_amortization` tool processes SAC and PRICE tables instantly. It maps these results directly into your Windsurf workspace files.
The server performs math on your local machine with high precision. It provides the exact output requested by your agent for every financial operation.
Just define the server endpoint in your config. After a quick refresh, the tools are ready for use inside your IDE.
Your financial figures stay on your machine. The server only processes the decimal values and amortization tables you provide, ensuring no sensitive data leaves your environment.

Start using the Finance Toolkit MCP today

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