How to Use the Middesk MCP in Windsurf

Q: How does Windsurf use Middesk to verify a new business?

Windsurf calls createbusiness over the MCP Server using the legal name provided during signup. Cascade then monitors the response and automatically triggers secondary checks if the state registry returns a pending status.

Q: Can I prefill onboarding forms using Middesk in Windsurf?

Yes, you can instruct Cascade to run the prefillbusiness tool using a website URL. Windsurf extracts the legal name, address, and executive names to populate your form fields instantly.

Q: Does Windsurf support fetching tax documents via Middesk?

Absolutely, Windsurf executes listtaxregistrations to pull active tax accounts. Cascade parses the state-level tax data and maps it to your internal database schema without manual coding.

Q: How does the MCP autocomplete tool handle multiple business results?

The autocompleteidentity tool returns a list of matching entities. Windsurf displays these candidates in your workspace, allowing you to select the correct entity or let Cascade choose the highest-confidence match.

Let Windsurf autonomously verify business identities, fetch tax registrations, and pull Secretary of State records in real-time.

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Connect Middesk MCP to Windsurf

Create your Vinkius account to connect Middesk 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 Middesk with Windsurf

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Automate KYB checks directly inside Windsurf

Verify legal entities using the `create_business` tool to run instant Secretary of State checks without leaving your workspace. This MCP Server lets your Cascade agent intercept merchant sign-up logs, extract registration details, and submit the payload directly to Middesk for validation. Cascade handles the entire validation pipeline by chaining your verification requests. If the initial check fails, the agent calls `prefill_business` to resolve spelling discrepancies or missing trade names using public web footprints.

Resolve tax registration issues with Cascade

Pull state-level tax records instantly using the `get_tax_registration` tool when onboarding new merchants. Windsurf monitors database insertion errors, notices missing tax IDs, and queries the state registry to fill the gaps. The agent automates the tedious back-and-forth by running `list_tax_registrations` to match historical filings. This keeps your onboarding pipeline moving without manual developer intervention.

Inspect corporate filings and legal documents

Retrieve official state filings using the `get_document` tool to audit business standing during compliance reviews. Windsurf reads the document metadata, flags inactive statuses, and updates your internal admin dashboard. Instead of downloading files manually, you let the agent invoke `list_documents` to assemble a complete audit trail. This MCP integration ensures compliance teams have immediate access to raw state data.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "middesk-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 Middesk. 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 Middesk MCP in Windsurf

Windsurf calls `create_business` over the MCP Server using the legal name provided during signup. Cascade then monitors the response and automatically triggers secondary checks if the state registry returns a pending status.

Yes, you can instruct Cascade to run the `prefill_business` tool using a website URL. Windsurf extracts the legal name, address, and executive names to populate your form fields instantly.

Absolutely, Windsurf executes `list_tax_registrations` to pull active tax accounts. Cascade parses the state-level tax data and maps it to your internal database schema without manual coding.

The `autocomplete_identity` tool returns a list of matching entities. Windsurf displays these candidates in your workspace, allowing you to select the correct entity or let Cascade choose the highest-confidence match.

Your tax registrations and EINs never touch local logs. Windsurf routes these sensitive payloads through the MCP Server hosted on Vinkius's isolated sandbox, which uses ephemeral execution environments to ensure no data is cached or stored after the tool run completes.

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