How to Use the Mambu MCP in Windsurf

Connect the Mambu MCP Server to Windsurf and let Cascade autonomously query banking ledgers and loan accounts.

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Connect Mambu MCP to Windsurf

Create your Vinkius account to connect Mambu 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 Mambu with Windsurf

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Perplexity

Autonomous MCP Server queries

The `list_clients` tool exposes your core banking data directly to Windsurf. You just ask Cascade to find high-risk accounts, and it figures out the rest without needing step-by-step prompts. It chains `get_client` with `list_loan_accounts` to map borrowers to their current debt obligations. The agent reads the context, pulls the exact JSON payloads, and formats the results right in your editor.

Audit transactions automatically

The `list_transactions` tool lets Cascade audit payment histories instantly. Tracking down missing payments usually means digging through database replicas. If a specific transfer looks wrong, the agent automatically fires off `get_deposit_account` to check the current balance. It builds a complete audit trail in seconds.

Manage banking tasks inline

Running `list_tasks` pulls active banking workflows directly into your IDE. Support tickets often require checking back-office queues. When you need specifics on a pending approval, Cascade triggers `get_task` to grab the details. You never have to switch tabs to the Mambu dashboard.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "mambu-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 Mambu. 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 Mambu MCP in Windsurf

Open Settings, go to Cascade, and find the MCP Servers UI. You can also edit your config file directly. Click Refresh in the panel once you add the configuration.

Yes. Give the agent a broad goal like auditing a borrower. It will run the client lookup and then feed that ID into the loan query without asking for permission.

The API returns an HTTP 429 error. Cascade reads the error message and can pause before retrying the query.

No. Every time you ask for history, the client hits the live endpoint. You always get real-time balances.

Your loan balances and transaction histories stay secure. The V8 Isolate Sandbox ensures that memory is wiped after the session ends. No client records bleed into other workspaces.

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