How to Use the Zerion (DeFi Portfolio) MCP in Windsurf

Q: How can I get a full overview of my assets using Zerion (DeFi Portfolio) and Windsurf?

You start by giving Windsurf the list of wallets. It runs getwalletsetportfolio to give you the total value, then uses getwalletsetpositions for a detailed breakdown of every asset.

Q: Does Zerion (DeFi Portfolio) and Windsurf handle gas price estimates?

Yes. It runs listgasprices to pull real-time cost estimates across supported blockchains, so you know what it costs before executing a transaction.

Q: What if I need to compare NFT holdings across several wallets using Zerion (DeFi Portfolio) and Windsurf?

Simply tell Cascade the wallet set. It uses getwalletsetnftportfolio to summarize the total value of NFTs, giving you a quick comparative report.

Q: Can Zerion (DeFi Portfolio) and Windsurf pull NFT metadata?

Absolutely. You can use getfungible alongside getnft to get detailed token metadata, pricing information, and even charts for specific assets.

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Connect Zerion (DeFi Portfolio) MCP to Windsurf

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Setup Zerion (DeFi Portfolio) with Windsurf

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Aggregate Portfolio Status Across Wallets

Need to know the total value across a set of wallets? Windsurf runs `get_wallet_set_portfolio` and `get_wallet_set_positions`. This lets you get an aggregated view, figuring out total value and distribution for multiple addresses in one go. It's perfect for auditing. You can track total holdings and individual DeFi positions using `get_wallet_set_transactions` and `get_wallet_set_positions`, making multi-wallet analysis simple.

Automate Cross-Chain Market Checks

Don't manually check gas fees before deploying. Windsurf can fetch real-time estimates using `list_gas_prices`. You can also plan swaps by checking available quotes for cross-chain bridges via `get_swap_quotes`. This capability means you don't need to jump between different explorers. The agent pulls together the required market data, giving you a full picture of what's possible on any connected chain.

Trace Full Transaction History for Multiple Addresses

Tracking activity across multiple wallets can be a nightmare. Windsurf handles this by running `get_wallet_set_transactions`. It gathers the human-readable transaction history from all specified addresses. Furthermore, if you only care about NFT movements, it aggregates that data for you using `get_wallet_set_nft_transactions`, letting you see exactly what happened without writing complex loops.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "zerion-defi-portfolio-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Zerion (DeFi Portfolio) MCP in Windsurf

You start by giving Windsurf the list of wallets. It runs `get_wallet_set_portfolio` to give you the total value, then uses `get_wallet_set_positions` for a detailed breakdown of every asset.

Yes. It runs `list_gas_prices` to pull real-time cost estimates across supported blockchains, so you know what it costs before executing a transaction.

Simply tell Cascade the wallet set. It uses `get_wallet_set_nft_portfolio` to summarize the total value of NFTs, giving you a quick comparative report.

Absolutely. You can use `get_fungible` alongside `get_nft` to get detailed token metadata, pricing information, and even charts for specific assets.

This MCP Server handles wallet portfolio data, including total value summaries (`get_wallet_portfolio`) and the underlying token metadata associated with those holdings.

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