FreeAgent MCP Server for Windsurf 12 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect FreeAgent through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install FreeAgent and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"freeagent": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About FreeAgent MCP Server
Connect your FreeAgent account to any AI agent to automate your accounting and financial oversight through the Model Context Protocol (MCP). FreeAgent is an award-winning accounting software designed for freelancers and small businesses. This MCP server enables you to manage your invoices, track bank transactions, and retrieve real-time Profit and Loss summaries directly through natural conversation.
Windsurf's Cascade agent chains multiple FreeAgent tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
Key Features
- Invoice Management — List all sales invoices, fetch detailed metadata, and monitor overdue payments instantly.
- Contact Oversight — Access your database of customers and suppliers to maintain full context of your business relationships.
- Banking Integration — List configured bank accounts and retrieve transaction history for reconciliation and auditing.
- Expense & Bill Tracking — Monitor employee out-of-pocket expenses and supplier bills to keep your costs under control.
- Project Coordination — Access and list projects managed in FreeAgent to see how they impact your finances.
- Financial Reporting — Retrieve high-level Profit and Loss summaries to understand your business performance in real-time.
- Organization Metadata — Access company settings and chart of accounts categories for consistent financial reporting.
The FreeAgent MCP Server exposes 12 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect FreeAgent to Windsurf via MCP
Follow these steps to integrate the FreeAgent MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using FreeAgent
Open Cascade and ask: "Using FreeAgent, help me...". 12 tools available
Why Use Windsurf with the FreeAgent MCP Server
Windsurf provides unique advantages when paired with FreeAgent through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
FreeAgent + Windsurf Use Cases
Practical scenarios where Windsurf combined with the FreeAgent MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from FreeAgent and generate models, types, or handlers based on real API responses
Live debugging: query FreeAgent tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from FreeAgent and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine FreeAgent data with Cascade's code generation to scaffold entire features in minutes
FreeAgent MCP Tools for Windsurf (12)
These 12 tools become available when you connect FreeAgent to Windsurf via MCP:
get_company_details
Get company metadata
get_contact_details
Get contact metadata
get_invoice_details
Get invoice metadata
get_profit_and_loss
Get P&L summary
list_bank_accounts
List bank accounts
list_bank_transactions
List transactions for an account
list_chart_of_accounts
List accounting categories
list_contacts
List customers and suppliers
list_invoices
List sales invoices
list_out_of_pocket_expenses
List employee expenses
list_projects
List active projects
list_purchase_bills
List purchase invoices (bills)
Example Prompts for FreeAgent in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with FreeAgent immediately.
"Show me my 5 most recent sales invoices and their status."
"List all bank accounts and their current balances."
"Get my Profit and Loss summary for the last month."
Troubleshooting FreeAgent MCP Server with Windsurf
Common issues when connecting FreeAgent to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
FreeAgent + Windsurf FAQ
Common questions about integrating FreeAgent MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect FreeAgent with your favorite client
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Connect FreeAgent to Windsurf
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.