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How to Use the Moneypenny MCP in Windsurf

Stop switching tabs to check messages. Let Windsurf pull your Moneypenny call logs and chat history directly into your editor.

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Works with every AI agent you already use

…and any MCP-compatible client

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Windsurf

Connect Moneypenny MCP to Windsurf

Create your Vinkius account to connect Moneypenny 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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Windsurf automates your lead tracking

Cascade doesn't just watch your inbox. It uses `get_today_calls` and `get_today_chats` to pull active inquiries directly into your current workspace. When a prospect reaches out, your agent processes the latest data without manual intervention. You see who called and what they said, allowing you to prioritize outreach based on real-time business activity.

Historical analysis in Windsurf

Need to look back at the week? Use `get_this_week_calls` or `get_this_week_chats` to gather performance data for your team. Windsurf chains these calls to build a complete picture of your communication volume. You get clear, actionable logs without ever leaving your IDE.

Deep diving with Moneypenny MCP server

Use `list_call_messages` and `list_chat_logs` when you need to audit specific interaction dates. This MCP server gives your agent the ability to filter and sort through your entire history. You get precise answers to client questions by querying the exact records stored in your account.

Setup guide

Set up Moneypenny MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the Moneypenny 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. 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. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my Moneypenny payment history." If connected, Cascade will call the Moneypenny tools directly. You will see a green dot next to the server name in the MCP panel.

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

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Moneypenny. 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Moneypenny MCP in Windsurf

Open your MCP settings in Windsurf and add the server details. Once you refresh the panel, Cascade will auto-discover the tools and start pulling your data.
Yes, but only what you explicitly allow. The connection uses your unique endpoint token, and your agent only accesses call or chat logs when you trigger a specific tool.
Absolutely. You can run `get_activity_summary` to get a snapshot of your day. It’s the fastest way to see if your team is hitting their targets.
No. Your data remains on the server. Windsurf only requests the information needed to answer your current prompt.
Just run `check_moneypenny_status` to verify the connection. If the link is live, your agent will immediately fetch the latest logs from the API.

Start using the Moneypenny MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 10 tools

We've already built the connector for Moneypenny. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 10 tools are live and waiting. You're up and running in seconds.

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