How to Use the freee MCP in Windsurf

Use Windsurf to automate your Japanese accounting by connecting directly to your freee financial data for instant reconciliation.

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Connect freee MCP to Windsurf

Create your Vinkius account to connect freee 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 freee with Windsurf

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Claude

Perplexity

Chain accounting tasks in Windsurf

Cascade reads your local codebase while calling `list_deals` and `list_invoices` to map transactions against your actual project files. You tell the agent what needs balancing, and it sequences the logic without you needing to manually trigger every step. It connects your IDE directly to your ledger data. By using `list_accounts` and `list_taxes`, the agent verifies your entries against local Japanese tax codes in real-time.

Real-time ledger access for freee

Stop switching between your browser and your editor. You can pull live data using `list_walletables` to confirm your bank balances before pushing new entries to your books. This MCP Server provides the raw data your agent needs to draft accurate financial reports. It removes the friction of manual data entry by exposing your entire transaction history.

Automated partner and deal tracking

Managing business relationships is easier when your IDE knows your partners. Cascade can invoke `list_partners` and `get_deal` to pull contact info and contract details directly into your workspace. Everything happens inside your editor. Your agent keeps the records clean by checking `list_expenses` and cross-referencing them with current deals.

Setup guide

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

mcp_config.json

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

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

Open your MCP settings menu and add the server configuration. Once you click refresh, Windsurf detects all nine accounting tools automatically.

Your financial data stays local to your agent's context. The server only handles specific requests like `list_invoices` and never stores your credentials.

Yes, you can use the agent to pull tax codes and expense reports. It helps you identify discrepancies before you finalize your filings.

Just ask your agent to show the latest transactions. It will invoke `list_deals` and present the data right in your chat panel.

It accesses your business transaction logs and partner records. This includes sensitive items like invoice amounts, bank balances, and tax categorizations.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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