How to Use the iLEVEL (S&P Global) MCP in Windsurf

Q: How does Windsurf authenticate with the iLEVEL (S&P Global) MCP Server?

You provide your API token in the mcpconfig.json file inside Windsurf. Cascade reads this configuration on startup to sign every request sent to S&P Global.

Run complex private equity portfolio audits directly inside Windsurf using our live connection to your iLEVEL (S&P Global) data.

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Connect iLEVEL (S&P Global) MCP to Windsurf

Create your Vinkius account to connect iLEVEL (S&P Global) 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 iLEVEL (S&P Global) with Windsurf

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Claude

Perplexity

Auto-reconcile fund data in Windsurf Cascade

Let's check the source. Cascade can chain a sequence to pull your entire private equity fund list using `list_funds` and immediately cross-reference those records with your local database files. You don't need to manually trigger separate scripts or copy-paste JSON payloads. Once Cascade identifies a mismatch, it invokes `list_portfolios` to narrow down the specific entity at fault. It works through the data hierarchy on its own, leaving you with a clean diff of what needs updating. This is how you run deep audits without leaving your IDE.

Trace investments with this Windsurf MCP Server

Run the query. This toolset lets your agent inspect specific asset metrics by calling `get_investment` the moment you highlight an asset ID in your workspace. Cascade analyzes the raw API response and maps out the ownership structure without manual prompting. Instead of writing custom API wrappers, you let the agent query `list_assets` to verify the asset's current state. It maps your local schema to the S&P Global data structure instantly.

Map entity relationships autonomously via MCP

Cascade drills into complex legal structures by linking `list_entities` with `list_contacts` in a single execution plan. It maps which directors are tied to which legal structures based on your workspace context. You get a clean visual of your fund contacts without clicking through the iLEVEL web UI. The agent pulls the exact contact list you need and writes it directly to your project files.

Setup guide

Set up iLEVEL (S&P Global) 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 iLEVEL (S&P Global) 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 iLEVEL (S&P Global) payment history." If connected, Cascade will call the iLEVEL (S&P Global) tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by iLEVEL. 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 iLEVEL (S&P Global) MCP in Windsurf

You provide your API token in the `mcp_config.json` file inside Windsurf. Cascade reads this configuration on startup to sign every request sent to S&P Global.

Yes. You tell Cascade to audit a fund, and it chains calls to `list_funds` and `list_investments` to spot discrepancies. It handles the entire sequence without asking you to run individual tools.

Cascade receives the rate limit error from the server and halts the execution chain. You will see the raw error in the Cascade output panel, allowing you to resume once the window resets.

No. Windsurf parses the tool schema directly. Cascade understands the fields returned by `list_users` and formats them into clean markdown tables in your chat sidebar.

Your private equity portfolio data never touches external third-party logging servers. The connection runs through Vinkius's isolated V8 sandbox, sending queries directly to S&P Global using TLS 1.3 encryption.

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