How to Use the Intrinio MCP in Windsurf

Q: How do I add the Intrinio MCP Server to Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. Once saved, click the Refresh icon in your Windsurf MCP panel to let Cascade auto-discover the new financial tools.

Q: Can Windsurf use Intrinio tools to write financial code?

Yes, Cascade uses getfinancials to pull raw statement data and immediately writes Python or TypeScript scripts to analyze those numbers. It chains the data retrieval with its own code generation capabilities to build tools on the fly.

Run multi-step financial research and market analysis directly inside Windsurf using Cascade's autonomous agent.

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Connect Intrinio MCP to Windsurf

Create your Vinkius account to connect Intrinio 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 Intrinio with Windsurf

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Build deep financial profiles autonomously in Windsurf

`get_company` pulls deep profile metadata like headquarters and employee counts straight into your open workspace. You don't have to copy-paste ticker symbols or manually search SEC filings when Cascade handles the lookup for you. Cascade reads your active file, notices a missing corporate profile, and triggers `search_companies` to resolve the correct ticker. It then chains those results to fetch complete corporate data without you writing a single line of boilerplate.

Run historical market analysis using this MCP Server

`get_stock_prices` fetches historical pricing data directly into your Cascade terminal session for immediate mathematical analysis. You get raw price arrays over specific intervals instead of dealing with manual CSV downloads. Cascade takes those raw price feeds and writes custom calculation scripts to plot moving averages on the fly. It combines this with `list_indices` to compare specific equity performance against broader market benchmarks in seconds.

Track market-moving events inside your IDE

`get_earnings_releases` grabs upcoming and past reporting dates directly into your active workspace. This tool gives Cascade the timeline it needs to build automated trading calendars or plan risk assessments before high-volatility events. Cascade cross-references these dates with `list_news` to pull the latest headlines for those specific tickers. Running this server as an MCP connection keeps your workflow fast.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "intrinio-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 Intrinio. 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 Intrinio MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. Once saved, click the Refresh icon in your Windsurf MCP panel to let Cascade auto-discover the new financial tools.

Yes, Cascade uses `get_financials` to pull raw statement data and immediately writes Python or TypeScript scripts to analyze those numbers. It chains the data retrieval with its own code generation capabilities to build tools on the fly.

Windsurf passes your queries directly to the Intrinio endpoints, meaning you are bound by your specific API plan limits. To avoid hitting caps, write prompts that instruct Cascade to search for specific tickers using `search_companies` before pulling massive price histories.

No, the connection handles everything automatically. As soon as you add the server, Windsurf reads the schema definitions for tools like `get_security` and `get_ipo_calendar` so Cascade knows exactly what parameters to pass.

Yes, your API keys and financial queries remain local to your Windsurf environment. Vinkius runs the server in an isolated V8 sandbox, ensuring that your ticker searches and financial statement requests are never exposed or logged outside your session.

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