How to Use the SuiteDash MCP in Windsurf

Q: What tools are available in SuiteDash for Windsurf?

The server exposes everything from managing people with createcontact to listing work items. You'll find tools for contacts, companies, projects, and deals right out of the box.

Q: If I need to know about billing data, which SuiteDash tool should I use with Windsurf?

You'll want to use tools like listinvoices. This lets your AI client check financial history and link it back to specific clients or projects. It keeps the whole picture intact.

Automate cross-functional reporting across SuiteDash using Windsurf's Cascade agent.

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Connect SuiteDash MCP to Windsurf

Create your Vinkius account to connect SuiteDash 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 SuiteDash with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Automated Sales to Project Scoping

Tell Cascade the goal—say, 'Figure out if Deal X can become a project.' It doesn't ask you for steps. Instead, it automatically calls `list_deals` first, then uses `get_company_details` from that deal to pull in relevant client metadata. It even checks existing work by running `list_projects` and comparing the scope metadata (`get_project_details`) against the initial sale criteria. This chains everything together so you get a single answer showing misalignment.

Full Client Data Aggregation

Need a 360-degree view of a customer? Set the goal, and Cascade runs it. It grabs all associated contacts via `list_contacts`, then pulls deep details for every person using `get_contact_details`. Finally, it can list any open financial items with `list_invoices`. The result is one cohesive report that doesn't require you to manually jump between the CRM and accounting modules. It just works.

Project Task Dependency Mapping

This tool figures out where your projects are failing due to scope issues. You can tell it to list all active work using `list_projects` and then drill down into every pending item with `list_tasks`. Cascade sees which tasks might relate back to a specific deal by checking the metadata. It doesn't just show you the task count; it maps the dependency chain, letting you see exactly where scope creep is happening relative to the original client agreement.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "suitedash-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 SuiteDash. 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 SuiteDash MCP in Windsurf

Windsurf lets your AI agent manage multiple tools at once. You just state the goal—like 'Check project status for Acme Corp.' Cascade handles calling `list_companies`, then getting details using `get_company_details` automatically.

Yeah, absolutely. You can ask it to list all open invoices or even check the status of deals (`list_deals`). It pulls this financial context alongside project metadata so you don't have to switch screens.

The server exposes everything from managing people with `create_contact` to listing work items. You'll find tools for contacts, companies, projects, and deals right out of the box.

Nah. That’s the point of Cascade. It sees the overall goal you set—even if it spans multiple tools like `list_contacts` and `get_project_details`—and runs all the necessary steps sequentially without prompting you for each one.

You'll want to use tools like `list_invoices`. This lets your AI client check financial history and link it back to specific clients or projects. It keeps the whole picture intact.

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