How to Use the Fulcrum MCP in Windsurf

Q: How do I connect the Fulcrum MCP Server to Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. Alternatively, use the Settings UI under Cascade to add the endpoint, then click Refresh.

Q: Can Cascade chain tools for Fulcrum inside Windsurf?

Yes, Cascade chains listfieldrecords and createrecord autonomously to inspect existing mobile entries and generate new ones based on that context. You set the goal, and the agent determines the sequence of reads and writes.

Q: How does Windsurf handle schema validation for Fulcrum forms?

The agent calls getformschema to inspect the structure of your mobile forms before submitting data. This prevents bad payloads and keeps your database clean.

Q: Can I query custom fields using SQL inside Windsurf?

You run queryrecordssql directly through Cascade to filter and join custom fields. The agent writes the SQL based on the active schema it pulls from your account.

Run multi-step field data workflows in Windsurf by letting Cascade chain Fulcrum queries and record updates.

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Connect Fulcrum MCP to Windsurf

Create your Vinkius account to connect Fulcrum 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 Fulcrum with Windsurf

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Run SQL queries on Fulcrum data directly inside Windsurf

`query_records_sql` runs raw queries against your field datasets directly from the Cascade panel. Your agent writes the SQL, extracts the exact rows, and formats the output without you copying back and forth. Cascade uses this database access to cross-reference incoming data points against your existing schema. It pulls structural details using `get_form_schema` so your queries match the exact field types without guessing.

Build field workflows with the Fulcrum MCP Server

`create_record` inserts new field data points directly into your active forms. Windsurf chains this with other tools to sync mobile logs, update statuses, or log dispatch events in real time. The agent verifies form availability with `list_data_forms` before attempting any inserts. This prevents validation errors by matching field inputs to active, published schemas first.

Audit team roles and webhooks autonomously in Windsurf

`list_member_roles` lets Cascade audit access levels across your organization to verify permissions before executing bulk updates. It checks who is assigned to each form and maps permissions directly. Cascade tracks live data routing by running `list_webhooks` to see where your field events go. It identifies broken endpoints and traces data flow without leaving the IDE.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "fulcrum-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 Fulcrum. 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 Fulcrum MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. Alternatively, use the Settings UI under Cascade to add the endpoint, then click Refresh.

Yes, Cascade chains `list_field_records` and `create_record` autonomously to inspect existing mobile entries and generate new ones based on that context. You set the goal, and the agent determines the sequence of reads and writes.

The agent calls `get_form_schema` to inspect the structure of your mobile forms before submitting data. This prevents bad payloads and keeps your database clean.

You run `query_records_sql` directly through Cascade to filter and join custom fields. The agent writes the SQL based on the active schema it pulls from your account.

Your field records, form schemas, and webhook configurations remain secure because Vinkius runs the MCP server in an isolated sandbox. Windsurf communicates directly with this secure endpoint using your private API token.

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