Karbon MCP Server for Windsurf 12 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Karbon through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Karbon and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"karbon": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Karbon MCP Server
Connect your Karbon account to any AI agent to streamline your accounting firm's operations. This MCP server allows your agent to interact with Karbon's powerful workflow and practice management features.
Windsurf's Cascade agent chains multiple Karbon tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Contact Management — List, retrieve, and create contacts (both People and Organizations) to maintain a clean CRM
- Workflow Automation — List and create work items, projects, and tasks to keep track of every engagement
- Staff Visibility — Query users and firm members to identify assignees and team availability
- Note Inspection — Access historical notes and comments recorded against any contact profile
- Work Progress — Get detailed status updates and metadata for specific work items and associated tasks
The Karbon MCP Server exposes 12 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Karbon to Windsurf via MCP
Follow these steps to integrate the Karbon MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Karbon
Open Cascade and ask: "Using Karbon, help me...". 12 tools available
Why Use Windsurf with the Karbon MCP Server
Windsurf provides unique advantages when paired with Karbon through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Karbon + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Karbon MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Karbon and generate models, types, or handlers based on real API responses
Live debugging: query Karbon tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Karbon and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Karbon data with Cascade's code generation to scaffold entire features in minutes
Karbon MCP Tools for Windsurf (12)
These 12 tools become available when you connect Karbon to Windsurf via MCP:
create_contact
Requires a name and contact type (Person or Organization). Create a new contact in Karbon
create_work_item
Requires a title and a work type. Create a new work item (project)
get_contact
Get detailed information for a specific contact
get_work_item
Get details for a specific work item
list_contact_notes
List notes for a specific contact
list_contacts
Useful for a broad overview of clients and associates. List all contacts (Organizations and People)
list_organizations
). List only organizational contacts
list_people
). List only individual people contacts
list_users
Use this to identify assignees or firm members. List all users in the Karbon firm
list_work_items
Use this to track firm workflows and engagements. List all work items (workflows)
list_work_tasks
List tasks for a specific work item
update_work_item
Update an existing work item
Example Prompts for Karbon in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Karbon immediately.
"List all my organizational contacts in Karbon."
"Show me the tasks for the work item with key 'WORK_123'."
"Create a new organization contact named 'Tech Pioneers'."
Troubleshooting Karbon MCP Server with Windsurf
Common issues when connecting Karbon to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Karbon + Windsurf FAQ
Common questions about integrating Karbon MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Karbon with your favorite client
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Connect Karbon to Windsurf
Get your token, paste the configuration, and start using 12 tools in under 2 minutes. No API key management needed.