How to Use the vCita MCP in Windsurf

Q: Can vCita help with billing processes using Windsurf?

Absolutely. You can run listclientinvoices and listrecordedpayments together. This gives you a complete picture of what was owed versus what was actually paid for the client.

Q: What is the scope of service scheduling with vCita and Windsurf?

You can see exactly what services are available by running listofferedservices. This ensures that when Cascade creates a booking, it chooses from the currently bookable list.

Q: Does this MCP Server support team management with Windsurf?

Yes. You can use liststaffmembers to see who is on the team and what roles they hold within the system. It keeps everyone's credentials visible.

Schedule services and manage clients with Windsurf. Get your entire business running from the IDE.

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Connect vCita MCP to Windsurf

Create your Vinkius account to connect vCita 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 vCita with Windsurf

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Automate Client Management in Windsurf

The `create_crm_client` tool lets you add a new customer record directly from your goal statement. You just tell Cascade who needs to be tracked, and it handles the initial setup. You can also use `list_client_invoices` to pull up every invoice associated with that client. This means you never lose track of billing history; Windsurf keeps everything connected.

Scheduling Appointments via MCP Server

Need to book someone? The `create_new_booking` tool schedules a service immediately when Cascade runs the steps. It’s built for multi-step flows, so it figures out availability and books the slot in one go. Furthermore, if plans change, you use `cancel_appointment`. This cleanly removes old bookings, keeping your schedule accurate and up to date.

Financial Tracking with vCita

Track all money movement using the payment tools. The `list_recorded_payments` tool shows you every transaction that has gone through the system. It gives a quick look at cash flow history. Pairing this with `list_price_estimates`, you can see exactly what was agreed upon before the service even started, giving full visibility into potential revenue.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "vcita-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 vCita. 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 vCita MCP in Windsurf

Windsurf reads context to pull detailed client info. You can use `get_client_details` anytime to confirm the latest contact information or service history before running any multi-step actions.

Absolutely. You can run `list_client_invoices` and `list_recorded_payments` together. This gives you a complete picture of what was owed versus what was actually paid for the client.

You can see exactly what services are available by running `list_offered_services`. This ensures that when Cascade creates a booking, it chooses from the currently bookable list.

Yes. You can use `list_staff_members` to see who is on the team and what roles they hold within the system. It keeps everyone's credentials visible.

This MCP Server primarily handles client demographic information, including names and contact details.

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