How to Use the WorkflowMax MCP in Windsurf

Q: If I need an overview of my current projects in WorkflowMax with Windsurf, what should I run?

Just use the listjobs tool. It provides a clean list of all your active projects and their essential details right from within your agent's context.

Q: What is the best way to audit time logs using WorkflowMax with Windsurf?

You should use listtimesheets. This function pulls a complete log of all recorded work, making it easy to check progress and verify hours worked across multiple jobs.

Q: Does the MCP Server support updating job details for WorkflowMax with Windsurf?

Yes. The updatejob tool lets you change existing project information without needing manual backend access, keeping your data accurate and up to date.

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Connect WorkflowMax MCP to Windsurf

Create your Vinkius account to connect WorkflowMax 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 WorkflowMax with Windsurf

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Build Client Records and Contacts

Need to start working with a new company? Your agent runs `create_client` using just the name. It handles setting up both corporate accounts and individual contacts via `create_client_contact`. This gives you a full view of who's paying for what. You can also pull existing data anytime by calling `get_client` or listing everything with `list_clients`. The whole process happens without manual prompting; Windsurf just figures out the sequence.

Track Jobs and Assignments

The agent makes tracking projects simple. You use `create_job` to log a new engagement, specifying the client ID and start date. If details change, you don't need to manually update files—just call `update_job`. Better yet, run `list_jobs` anytime for a quick overview of active work. Need to know what tasks are even available? Running `list_tasks` shows all the service units that can be attached to any job.

Time Logging and Auditing

Keeping time logs doesn't have to be painful. To log work, your agent calls `create_timesheet`, specifying the job UUID, task UUID, and hours worked. For compliance or review, `list_timesheets` pulls a full history of all logged time. You can also get granular details using `get_job` for project context or run `list_tasks` to ensure you're assigning time against valid service units.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "workflowmax-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 WorkflowMax. 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 WorkflowMax MCP in Windsurf

Windsurf can map out the whole process for you. Start by using `list_clients` to find the ID, then call `create_job`, and finally log time via `create_timesheet`. Your agent chains these steps automatically.

Just use the `list_jobs` tool. It provides a clean list of all your active projects and their essential details right from within your agent's context.

You should use `list_timesheets`. This function pulls a complete log of all recorded work, making it easy to check progress and verify hours worked across multiple jobs.

Yes. The `update_job` tool lets you change existing project information without needing manual backend access, keeping your data accurate and up to date.

This server handles client details, including corporate or individual names (`create_client`), contact information (`get_client_contact`), and job assignments.

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