How to Use the Loopio MCP in Windsurf

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

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. Alternatively, use the Settings UI under Cascade to add the server URL. Windsurf will instantly discover the tools.

Q: How does Windsurf handle team assignments for Loopio projects?

It calls listteammembers to get active user IDs from your workspace. From there, Windsurf can assign ownership to the right person when initiating a new project.

Q: How do I track which RFP questions are still unanswered?

The agent uses listquestionnaires to pull a list of all entries in a project. It then filters them to show you exactly which questions need attention.

Feed Loopio RFP project data directly into Windsurf to let Cascade draft compliance answers and manage submissions.

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Connect Loopio MCP to Windsurf

Create your Vinkius account to connect Loopio 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 Loopio with Windsurf

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Auto-draft security questionnaires in Windsurf

The Loopio MCP Server exposes `search_library` to let Cascade pull approved company answers without manual copy-pasting. Cascade queries your library, grabs matching entries, and handles the search work. Once Cascade finds the right matches, it uses `get_questionnaire_responses` to pinpoint which questions in your current project still need work. This means you stop wasting hours hunting down security policies in spreadsheets.

Kick off new RFP responses from your code editor

You can launch new RFP projects directly inside Windsurf using the `create_submission` tool via this MCP integration. Just feed Cascade a project name and a due date, and it handles the workspace setup instantly. Cascade then maps out the scope by running `list_questionnaires` to inspect every question that needs an answer. You get a clean list of requirements without ever leaving your IDE.

Assign tasks and track project status

Keep tabs on who is doing what by letting Cascade run `list_team_members` to match tasks with your actual Loopio users. This gives Cascade the exact user IDs needed to hand off ownership cleanly. To keep your team updated, Cascade uses `get_project` to fetch status updates and post them directly in your workspace. You see exactly what is pending and what is done.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "loopio-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 Loopio. 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 Loopio MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. Alternatively, use the Settings UI under Cascade to add the server URL. Windsurf will instantly discover the tools.

Yes, Cascade chains tool calls on its own. When you ask it to answer a questionnaire, it runs `search_library` to find matching answers and inserts them directly. You do not have to prompt it for each step.

It calls `list_team_members` to get active user IDs from your workspace. From there, Windsurf can assign ownership to the right person when initiating a new project.

The agent uses `list_questionnaires` to pull a list of all entries in a project. It then filters them to show you exactly which questions need attention.

Your sensitive Q&A data never touches external training sets. Vinkius runs the server in an isolated V8 sandbox, handling authentication via a single secure token. Your library content stays strictly within your workspace.

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