How to Use the Knackly MCP in Windsurf

Q: How does Windsurf Cascade run Knackly document workflows using this MCP Server?

Cascade reads your local context and chains calls to createdatarecord and listgenerateddocuments in sequence. You provide the raw data, and the agent handles the API calls and verification.

Q: Can I use this MCP Server to inspect Knackly schemas in Windsurf?

Yes. Cascade queries listdatamodels to inspect the legal fields and logic blocks inside your active templates. It then uses this schema to map data variables automatically.

Q: How do I resolve template data mismatches using Knackly on Windsurf?

Cascade calls getrecorddetails to locate missing variables in your generation payload. It then modifies the input JSON to match the Knackly schema and runs the generation tool again.

Q: Can Cascade manage multiple document workspaces?

Yes. The agent uses listworkspaces to identify active environments and switches contexts depending on your current project. You do not need to manually configure separate API tokens for each workspace.

Windsurf's Cascade agent chains Knackly tools to build, populate, and audit complex legal document pipelines without manual steps.

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Connect Knackly MCP to Windsurf

Create your Vinkius account to connect Knackly 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 Knackly with Windsurf

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Automate legal template mapping with Cascade

The `list_data_models` tool exposes the exact fields and logic required to generate documents within your workspace. Cascade reads these structures to map incoming application data directly to your Knackly templates. Instead of writing translation code, you tell the agent to match your database schema to the model. It checks active catalogs using `list_catalogs` and writes clean parser scripts in one go.

Chain document generation runs using this MCP Server

The `create_data_record` tool initiates the entire document creation lifecycle from a single prompt. Cascade triggers this tool with the required parameters to generate your files. Once triggered, Cascade monitors the output by checking `list_generated_documents` to verify the final PDF is ready. It handles the entire sequence without asking you to trigger each step.

Monitor pipeline failures in real time

The `list_webhooks` tool exposes active integration endpoints to keep your document pipeline synchronized. Cascade analyzes these endpoints to find why a legal generation event failed to fire. When a webhook fails, Cascade queries `get_record_details` to isolate the missing data point. The agent then fixes the payload and retries the execution instantly.

Setup guide

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

mcp_config.json

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

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Common questions about Knackly MCP in Windsurf

Cascade reads your local context and chains calls to `create_data_record` and `list_generated_documents` in sequence. You provide the raw data, and the agent handles the API calls and verification.

Yes. Cascade queries `list_data_models` to inspect the legal fields and logic blocks inside your active templates. It then uses this schema to map data variables automatically.

Cascade calls `get_record_details` to locate missing variables in your generation payload. It then modifies the input JSON to match the Knackly schema and runs the generation tool again.

Yes. The agent uses `list_workspaces` to identify active environments and switches contexts depending on your current project. You do not need to manually configure separate API tokens for each workspace.

All communication runs through a zero-trust V8 sandbox that isolates your contract data models from external access. Windsurf passes requests through a single-token endpoint, meaning your raw database credentials never touch the client via our secure MCP gateway.

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