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How to Use the Yida MCP in Windsurf

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Windsurf

Connect Yida MCP to Windsurf

Create your Vinkius account to connect Yida 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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Manage forms and records via Yida MCP Server.

You can create new form records using the `create_record` tool. Cascade handles the full cycle—you set a goal, and it executes the necessary steps to get that data into your workflow. Need to change existing information? Use `update_record`. This lets Windsurf write back to Yida's system after gathering all the required details.

Understand application structure with Yida MCP Server.

Start by seeing what forms are available across the whole app using `list_forms`. If you need to check specific data, the `get_form_schema` tool provides the exact field types and required inputs. Beyond forms, Cascade can list all active workflows (`list_workflows`) or even find out who's using the platform with `list_users`.

Track data changes and instances in Yida MCP Server.

When something happens inside Yida, you need to know when. The `get_instance_timeline` tool pulls a full history of the workflow instance. This gives context on how far along an approval process is. If you only have a piece of data, use `get_record_details` or `list_data_ids`. These tools pull specific records and allow Windsurf to build its next action around that confirmed data.

Setup guide

Set up Yida MCP in Windsurf

Prerequisites

  • Windsurf IDE installed (macOS, Windows, or Linux)
  • Active Vinkius subscription with a valid endpoint token
  1. 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. 2

    Add the Yida 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. 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. 4

    Verify in Cascade

    Start a new Cascade conversation and ask something like "Show my Yida payment history." If connected, Cascade will call the Yida tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json
{
  "mcpServers": {
    "yida-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Yida. 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 Yida MCP in Windsurf

Windsurf uses the `list_forms` tool first, giving you a rundown of every form available. Then, it can use `get_form_schema` to make sure any new records you create via `create_record` are structured perfectly.
Yeah, the `list_users` tool lets your agent pull a list of all registered application users. This is useful for running reports or checking permissions before updating any records with `update_record`.
You can't just guess what's there. First, use `list_data_ids` to get a list of the IDs you want gone. Then, your agent executes `delete_record` on those specific identifiers.
Always check the workflow history first. The `get_instance_timeline` tool shows exactly what steps were taken and when, helping you narrow down where the process stalled or went wrong.
This server primarily deals with structured form records and their associated metadata. You interact with data instances, user lists (`list_users`), and the content pulled via `get_record_details`.

Start using the Yida MCP today

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