How to Use the Unanet MCP in Windsurf

Q: How does Unanet integrate with Windsurf for project data?

Windsurf uses the projects tool to pull real-time client lists. Since it's an autonomous agent, you just set the scope—for example, 'Show me all projects in Texas'—and the MCP Server handles the filtering and retrieval.

Q: If I use Unanet with Windsurf, can it list all employees?

Absolutely. The users tool lets Cascade pull a full directory of employee and contractor records in one go. This is critical for any multi-agent workflow you build.

Goal-driven Unanet operations for Windsurf.

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Connect Unanet MCP to Windsurf

Create your Vinkius account to connect Unanet 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 Unanet with Windsurf

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Automated Employee and Project Data Retrieval with MCP Server

Need to know what a specific contractor is working on? Set the goal, and Cascade handles the rest. It can automatically cross-reference an employee name via `users` against all active projects listed by the `projects` tool. It then figures out which time periods need attention, gathering timesheet details using the `timesheets` function. This means you don't have to manually prompt for every step; Windsurf runs the full sequence autonomously.

Finding Expense Reports by User

Got a list of contractors and need their spending history? Simply ask Cascade to pull reports based on user IDs. It calls the `users` tool first, then passes those resulting identifiers directly into the `expenses` function. This saves you time because Windsurf doesn't wait for confirmation between steps. If your goal is 'Check contractor expenses,' it executes the entire chain immediately.

Viewing Current Client Projects

The `projects` tool gives you a clean, up-to-date list of all active Unanet client projects. You can ask Cascade to filter this list down based on criteria like status or department. If the goal is 'Find all Q3 government contracts,' Windsurf runs the query using the `projects` MCP Server and presents only the relevant data set, keeping your workflow moving.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "unanet-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 Unanet. 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 Unanet MCP in Windsurf

Windsurf uses the `projects` tool to pull real-time client lists. Since it's an autonomous agent, you just set the scope—for example, 'Show me all projects in Texas'—and the MCP Server handles the filtering and retrieval.

Yes. You can ask Windsurf to find expenses by linking user IDs pulled from `users` into the `expenses` tool. The agent manages this multi-step process without you needing to write explicit code.

This MCP Server touches core employee records, including user identities from `users`, time tracking details in `timesheets`, and financial reports stored in the `expenses` tool. All actions are managed through your AI client.

Absolutely. The `users` tool lets Cascade pull a full directory of employee and contractor records in one go. This is critical for any multi-agent workflow you build.

Yep. You can tell Windsurf to pull timecards by a user's name, and it uses the `timesheets` tool to get those specific records into your workspace for review.

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