Bring Practice Management
to Windsurf
Learn how to connect Aero Workflow to Windsurf and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Aero Workflow MCP Server?
Connect your Aero Workflow account to any AI agent and take full control of your accounting practice management and automated firm operations through natural conversation.
What you can do
- Workflow & Task Orchestration — List and manage your entire practice hierarchy programmatically, retrieving detailed checklists and high-fidelity technical instructions in real-time
- Time Tracking Intelligence — Monitor billable hour records and retrieve detailed historical time logs to maintain a perfectly coordinated overview of staff productivity
- Customer Lifecycle Management — Access complete directories of firm customers and business entities to coordinate your organizational relationship ecosystem programmatically
- Communication Architecture — Access and monitor workflow-linked emails and message threads to maintain high-fidelity oversight of client interactions
- Infrastructure Monitoring — Retrieve checklist templates and verify account-level settings directly through your agent for instant operational reporting
How it works
1. Subscribe to this server
2. Retrieve your Account ID (from your URL) and API Key from your Aero Workflow admin settings
3. Start orchestrating your firm's productivity from Claude, Cursor, or any MCP client
No more manual status checking of individual tasks or digging through complex time sheets. Your AI acts as your dedicated practice coordinator and operations analyst.
Who is this for?
- Accountants & Bookkeepers — instantly retrieve task summaries and log billable hours using natural language commands
- Firm Owners & Managers — monitor staff capacity and track client workflow health without leaving your workspace
- Operations Leads — automate the management of reusable checklist templates through simple AI queries
Built-in capabilities (12)
Verify Aero Workflow API status
Requires name and contact information. Add a new client to Aero
Requires a subject and assigned user. Add a new task to Aero
Get account metadata
Get details for a specific task
List reusable workflow templates
List active webhooks
List all client accounts
List firm users and staff
List time entries for tasks
List communication emails
List workflow tasks and checklists
Why Windsurf?
Windsurf's Cascade agent chains multiple Aero Workflow tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Aero Workflow in Windsurf
Aero Workflow and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Aero Workflow to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Aero Workflow in Windsurf
The Aero Workflow MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Aero Workflow for Windsurf
Every tool call from Windsurf to the Aero Workflow MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Aero Account ID and API Key?
Log in as an Admin, navigate to Admin > Aero API to generate your key. Your Account ID is the unique identifier in your browser's URL.
Can I record time logs via AI?
Yes! The create_new_workflow_task tool allows you to include time metadata when creating or updating tasks to maintain accurate high-fidelity billing records.
How do I retrieve client directories?
Use the list_firm_customers tool to retrieve your complete directory of managed business entities and individual client accounts programmatically.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.