How to Use the FutureVault MCP in Windsurf

Q: How does Windsurf connect to my FutureVault account?

You add the server configuration to your mcpconfig.json file under the mcpServers key. Once saved, Windsurf auto-discovers the 12 tools, allowing Cascade to start querying your digital vaults.

Q: Can Cascade edit my files using the FutureVault MCP Server in Windsurf?

No, this integration is read-only. Tools like listfolderdocuments and getdocumentmetadata only retrieve folder structures and file details. Your actual vault files remain secure and unaltered.

Securely manage your client digital vaults and track critical documents autonomously using Cascade in Windsurf.

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Setup FutureVault with Windsurf

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Map Vault Hierarchies Autonomously with Windsurf

The `list_digital_vaults` tool lets this MCP Server instantly catalog every vault you have access to without manual searching. When you ask Cascade to find a specific client file, it queries this tool first to establish the baseline workspace and then chains the next steps. From there, the agent uses `list_vault_folders` and `list_folder_documents` to trace the directory path. It builds a complete mental map of the folder structures, finding nested trust agreements or tax records without you having to click through a single UI folder.

Audit Vault Members and Roles in Cascade

The `list_vault_members` tool exposes user access lists and permissions across your digital vaults directly to Cascade. If you need to verify who has access to a sensitive estate planning folder, your agent runs this query to pull active member records immediately. Cascade combines this with `get_member_details` and `list_system_roles` to flag any unauthorized users. It verifies compliance policies in real-time, giving you a clear view of security privileges without leaving your active Windsurf workspace.

Deep Document Search via FutureVault MCP Server

The `search_vault_content` tool executes targeted queries across all your documents and folders using Cascade's planning engine. Instead of guessing where an old tax return lives, you tell your agent what you need, and it searches the entire vault structure in seconds. Once found, Cascade calls `get_document_metadata` to retrieve file properties, creation dates, and storage locations. You get the exact file details you need right in your editor, ready for your next workflow step.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "futurevault-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 FutureVault. 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 FutureVault MCP in Windsurf

You add the server configuration to your `mcp_config.json` file under the `mcpServers` key. Once saved, Windsurf auto-discovers the 12 tools, allowing Cascade to start querying your digital vaults.

No, this integration is read-only. Tools like `list_folder_documents` and `get_document_metadata` only retrieve folder structures and file details. Your actual vault files remain secure and unaltered.

Cascade manages execution pacing when running multi-tool chains like `list_vault_folders` followed by `search_vault_content`. If you hit platform thresholds, the agent pauses and retries the connection automatically.

Run a simple prompt asking Cascade to check your status. It will invoke `verify_api_connection` and `get_my_identity` to confirm your credentials and active profile.

Your document metadata, folder names, and member profiles are processed locally within your Windsurf session. No raw vault data is transmitted to third-party LLM providers; the agent only reads the structural metadata returned by `get_document_metadata` to help you navigate.

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