How to Use the Mercury MCP in Windsurf

Q: How do I configure the Mercury MCP Server in Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers block. Alternatively, use the Settings UI under Cascade to add the endpoint, then hit refresh to let Cascade auto-discover the banking tools.

Q: How does Windsurf Cascade use Mercury to track historical cash flow?

Cascade chains the liststatements and listpayments tools to pull raw financial history directly into your workspace. It then parses these files to build local cash flow reports without exporting CSVs manually.

Let Windsurf audit your runway, track cash flow, and pull Mercury bank details without leaving Cascade.

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Connect Mercury MCP to Windsurf

Create your Vinkius account to connect Mercury 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 Mercury with Windsurf

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Automated Runway Audits in Windsurf

Cascade can chain multiple calls to map out your entire financial state in one go. Instead of manually checking each portal, you tell Windsurf to calculate your burn rate, and it runs `list_accounts` before pulling details with `get_treasury_balance` in a single execution loop. This setup means your editor parses raw banking figures directly into your local workspace. Cascade handles the heavy lifting, matching actual bank balances against your codebase configuration files to flag discrepancies instantly.

Instant Transaction Reconciliation

Windsurf reads your code context to match local invoices against real-time banking records. It calls `list_transactions` to fetch your latest history, then feeds that data to Cascade so it can reconcile pending payments against database records. You get a clear picture of cleared transactions without jumping between browser tabs. Cascade maps specific IDs using `get_transaction` and writes the reconciliation report directly into your project directory.

Draft Payment Recipients via Cascade

Setting up new vendors shouldn't require manual data entry across three different apps. Windsurf uses this MCP Server to query your active vendor list using `list_recipients` and flag missing profiles in your codebase. When you need to add a contractor, Cascade invokes `create_recipient` to stage the details directly in your Mercury dashboard. This keeps your financial pipeline updated while maintaining a strict human approval step before any cash actually moves.

Setup guide

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

mcp_config.json

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

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Common questions about Mercury MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` block. Alternatively, use the Settings UI under Cascade to add the endpoint, then hit refresh to let Cascade auto-discover the banking tools.

No, Cascade cannot move funds on its own. While the toolset includes `create_recipient` to prepare vendor profiles, actual payment execution requires you to log into your dashboard and manually approve the transfer.

Cascade chains the `list_statements` and `list_payments` tools to pull raw financial history directly into your workspace. It then parses these files to build local cash flow reports without exporting CSVs manually.

Yes, you control this via the API token permissions you provision in your dashboard before connecting to Windsurf. The `list_accounts` tool will only return the specific bank accounts you explicitly authorize.

Yes, completely. Your sensitive transaction records and account balances never touch third-party databases because Vinkius runs this MCP Server in an isolated, zero-trust sandbox. All API calls execute locally between your editor and the endpoint, keeping your financial credentials fully encrypted.

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