How to Use the FreeAgent MCP in Windsurf
Use the FreeAgent MCP Server to let Windsurf manage your accounting data, reconcile bank transactions, and track invoices automatically.
Works with every AI agent you already use
…and any MCP-compatible client
Connect FreeAgent MCP to Windsurf
Create your Vinkius account to connect FreeAgent 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.
Windsurf executes multi-step financial workflows
Cascade doesn't just read data; it chains actions to solve complex tasks. You can tell it to pull your latest P&L and reconcile bank transactions in one go. By calling `get_profit_and_loss` followed by `list_bank_transactions`, your agent gathers the context needed to spot discrepancies without you manually switching tabs.
Automated invoice tracking for Windsurf users
You can offload the grunt work of tracking unpaid bills. Just ask your agent to find overdue invoices and it handles the lookup. Windsurf uses `list_invoices` and `get_invoice_details` to pull specific statuses. It then summarizes the cash flow impact for your current project context.
Direct access to FreeAgent account data
Your IDE now has a direct line to your company financial records. You don't need to leave your code editor to check contact info or project billings. Tools like `list_contacts` and `list_projects` bridge the gap between your development environment and your business operations. It keeps your financial data right where you write your code.
Set up FreeAgent 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 FreeAgent MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. 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 FreeAgent payment history." If connected, Cascade will call the FreeAgent tools directly. You will see a green dot next to the server name in the MCP panel.
{
"mcpServers": {
"freeagent-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 FreeAgent. 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.
Why Choose Vinkius
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about FreeAgent MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the FreeAgent MCP today
We host it, we monitor it, we maintain it. You just paste one token.
