How to Use the TOTVS MCP in Windsurf

Q: Does Windsurf support querying RM DataServer records?

Yep. You can run specific queries against your data using getrmdata. This lets you pull any record from an RM DataServer once you know what you're looking for.

Q: Can Windsurf list available company branches?

Absolutely. Use listcompanies. It pulls all branch and company records from the Protheus environment, giving you a full directory of where your business operates.

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Connect TOTVS MCP to Windsurf

Create your Vinkius account to connect TOTVS 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 TOTVS with Windsurf

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Manage Workflows with the MCP Server

Windsurf's Cascade can automatically move processes forward. Just tell it to advance a request, and it uses `move_process_request` to change the status in Fluig. It also tracks all existing workflows for you. You get a full overview by calling `list_processes`, so you know exactly where every document stands.

Query Financial Records via Windsurf

Need to reconcile accounts? Cascade handles the money stuff. It can pull lists of both incoming and outgoing funds using tools like `list_receipts` and `list_payments`. Plus, you can check which companies are involved in the system by running `list_companies`. This gives a good view of the entire Protheus setup.

Get Employee Details using Windsurf

Instead of manually looking up HR data, Cascade pulls employee info directly. It runs `get_employee_details` to get deep records or simply uses `list_employees` for a roster. If you need to find specific documents linked to staff, the agent can search both general files (`list_documents`) and check out every available service with `get_available_services`.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "totvs-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 TOTVS. 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 TOTVS MCP in Windsurf

Windsurf's Cascade figures it out. You set the goal—like 'Find all pending payments for Company X.' The agent then autonomously calls tools like `list_payments` and filters the results, showing you a complete answer without needing multiple prompts.

Yep. You can run specific queries against your data using `get_rm_data`. This lets you pull any record from an RM DataServer once you know what you're looking for.

The MCP Server acts as the bridge. It exposes all the necessary services—HR, Finance, BPM—as tools that your AI client can use in a multi-step sequence. You just define the desired outcome.

Absolutely. Use `list_companies`. It pulls all branch and company records from the Protheus environment, giving you a full directory of where your business operates.

This server touches employee details, payment accounts (both payable and receivable), BPM process requests, and company/branch names. It handles the core operational records.

Use it with your favorite AI tools

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