How to Use the Housecall Pro MCP in Windsurf

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

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. You can also use the Settings UI under Cascade to add the endpoint, then hit refresh to let Cascade auto-discover MCP tools like getcompany.

Q: Can Windsurf Cascade update Housecall Pro jobs automatically?

Yes, Cascade uses tools like getjob and listjobs to pull live data and plan updates. It chains these tool calls to find specific service records and prepare changes without requiring you to write individual API scripts.

Q: How does this MCP Server handle large Housecall Pro price lists in Windsurf?

The server uses listpricelistitems to feed your service catalog directly to Cascade. Windsurf processes this raw data in the background, allowing the agent to reference exact line items when analyzing your estimates or jobs.

Q: Can I monitor real-time changes using Windsurf?

You can run listwebhooks to inspect your active event listeners. Cascade checks these configurations to ensure your IDE stays in sync with real-time updates happening on the job site.

Let Windsurf Cascade autonomously pull your Housecall Pro schedule, match jobs to techs, and draft invoices without manual clicks.

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Connect Housecall Pro MCP to Windsurf

Create your Vinkius account to connect Housecall Pro 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 Housecall Pro with Windsurf

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Automated dispatching via Windsurf Cascade

The `list_jobs` tool lets Cascade pull your entire active job queue to see what needs attention. Cascade doesn't stop there; it automatically runs `list_technicians` to check who is free and assigns the work without you prompting every single step. Alright, let's say a job wraps up. Cascade notices the status change, pulls customer details with `get_customer`, and prepares the next step in your dispatch flow. The key here is letting the agent handle the boring coordination steps while you focus on the actual field work.

Instant invoice reconciliation in your IDE

You can run `list_invoices` to pull unpaid bills directly into your Windsurf workspace. Cascade analyzes these open balances against your price catalog using `list_price_list_items` to spot pricing discrepancies instantly. If it finds an error, Cascade writes a fix and queues up `get_job` to verify the original service call details. It chains these actions in the background, showing you a completed audit log instead of asking for permission at every turn.

Autonomous customer history lookup

This MCP Server lets your agent run `list_customers` to scan your entire Housecall Pro database for matching profiles. When Cascade finds a match, it immediately triggers `get_customer` and `list_estimates` to build a complete profile of past work and pending quotes. You don't have to copy-paste IDs between tabs or write custom search scripts. Cascade handles the multi-tool lookup sequence on its own and presents a clean summary right inside your editor.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "housecall-pro-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 Housecall Pro. 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 Housecall Pro MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. You can also use the Settings UI under Cascade to add the endpoint, then hit refresh to let Cascade auto-discover MCP tools like `get_company`.

Yes, Cascade uses tools like `get_job` and `list_jobs` to pull live data and plan updates. It chains these tool calls to find specific service records and prepare changes without requiring you to write individual API scripts.

The server uses `list_price_list_items` to feed your service catalog directly to Cascade. Windsurf processes this raw data in the background, allowing the agent to reference exact line items when analyzing your estimates or jobs.

You can run `list_webhooks` to inspect your active event listeners. Cascade checks these configurations to ensure your IDE stays in sync with real-time updates happening on the job site.

Your customer names, phone numbers, and addresses accessed via `list_customers` remain inside the secure V8 sandbox. This configuration ensures that sensitive client records are never stored or exposed to external servers during execution.

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