How to Use the Forecast MCP in Windsurf

Q: Can Windsurf Cascade read my Forecast tasks automatically?

Yes. Cascade uses the listtasks tool to pull your open assignments. It chains this with other tools to execute the work without asking for permission at every step.

Q: How does the Forecast MCP integration work with Windsurf for milestone planning?

The agent reads the listmilestones endpoint to understand project deadlines. It uses those dates to prioritize which files and features to edit first.

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Connect Forecast MCP to Windsurf

Create your Vinkius account to connect Forecast 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 Forecast with Windsurf

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Windsurf MCP Server for Forecast

Using `list_projects` and `get_project`, Cascade pulls live project details directly into your IDE. You give Windsurf a goal, and it figures out the rest. It reads the current project state, checks requirements, and stages the data without you prompting every step. The agent chains these operations naturally. If you need a status report, Cascade pulls the active projects, then iterates through them to fetch specific details. You just watch the output generate in real time.

Automate milestone tracking

Tracking delivery dates happens through the `list_milestones` tool. Cascade reads this timeline to cross-reference against your codebase progress. It checks what is due next and matches it to your current working branch. You do not have to copy-paste deadlines from a browser anymore. The MCP agent pulls the schedule, sees the upcoming milestone, and adjusts its task execution plan accordingly. It is just faster.

Resource and task allocation

The `list_people`, `list_clients`, and `list_tasks` tools give your agent complete visibility into team capacity and workload. Windsurf uses this data to figure out who is assigned to what. If a task needs a specific developer, Cascade knows their current availability. This stops you from assigning work to someone already buried in tickets. The agent checks the task list, cross-references the people directory, and proposes a realistic schedule based on actual capacity numbers.

Setup guide

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

mcp_config.json

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

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Common questions about Forecast MCP in Windsurf

Open your MCP Servers UI under Settings, then Cascade. Add the server details to your configuration and hit Refresh. You can also edit `~/.codeium/windsurf/mcp_config.json` directly.

Yes. Cascade uses the `list_tasks` tool to pull your open assignments. It chains this with other tools to execute the work without asking for permission at every step.

No. The current tools only read data. You pull assignments using `list_tasks` and check availability with `list_people`, but you cannot create new records yet.

The agent reads the `list_milestones` endpoint to understand project deadlines. It uses those dates to prioritize which files and features to edit first.

Your client directory and team availability stay local to your machine. The agent only reads `list_people` and `list_clients` data in memory during the active session. Nothing gets stored permanently or sent to third-party training pipelines.

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