How to Use the McLeod Software MCP in Windsurf

Q: Can Windsurf handle complex dispatch matching using McLeod Software?

Yes. Cascade chains listdrivers with listmovements to find available operators and match them to open loads. It handles the logic and presents you with the final route match.

Q: How do I debug failing McLeod Software load assignments in Windsurf?

Ask Cascade to run getdispatchdetails on the problem ID. It will pull the exact error state from McLeod Software and show you where the assignment broke.

Q: Can I search for historical customer orders using this MCP Server?

Yes. You can query searchorders or list everything with listorders directly from your chat sidebar.

Get real-time dispatch and load tracking directly inside Windsurf Cascade without jumping between tabs.

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Connect McLeod Software MCP to Windsurf

Create your Vinkius account to connect McLeod Software 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 McLeod Software with Windsurf

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Speed up dispatch planning in Windsurf

The `list_drivers` tool pulls your current active fleet roster directly into your workspace. Cascade uses this list to match available drivers with active loads from `list_orders` without you needing to copy-paste data between screens. By combining these calls, your Cascade agent identifies driver availability, checks historical routes via `list_dispatches`, and prepares assignments. You get a clear picture of who is ready for the next haul in seconds.

Track complex movements with this MCP Server

This MCP Server exposes `list_movements` to let your agent inspect current active truckload routes. Cascade chains this with `list_stops` to map out every single drop-off point for a specific trailer. Instead of clicking through a slow web UI, you ask Cascade to map the route. It reads the stop sequences, checks customer details using `list_customers`, and flags potential delays before they hit your drivers.

Search McLeod order data using Cascade

Finding specific load details happens instantly when you run `search_orders` inside Windsurf using this MCP Server. Cascade scans your system, locates the exact order record, and pulls the full details via `get_order`. If you need to assign an outside fleet, Cascade queries `list_carriers` to find approved partners. You get the rate, contact info, and status without leaving your active coding session.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "mcleod-software-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 McLeod Software. 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 McLeod Software MCP in Windsurf

You add the server to your Windsurf MCP configuration file. Cascade automatically registers the tools like `list_orders` and can run multi-step dispatch lookups on its own.

Yes. Cascade chains `list_drivers` with `list_movements` to find available operators and match them to open loads. It handles the logic and presents you with the final route match.

Ask Cascade to run `get_dispatch_details` on the problem ID. It will pull the exact error state from McLeod Software and show you where the assignment broke.

Yes. You can query `search_orders` or list everything with `list_orders` directly from your chat sidebar.

Absolutely. Your carrier records, driver logs, and customer details never touch external servers. All connection tokens are stored locally on your machine in the Windsurf configuration file.

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