Bring Trust Accounting
to Windsurf
Learn how to connect Confido Legal to Windsurf and start using 8 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Confido Legal MCP Server?
Connect your Confido Legal account to any AI agent and take full control of your law firm's financial operations and trust-compliant payment workflows through natural conversation.
What you can do
- Payment Orchestration — Create and manage professional payment links programmatically, including splitting funds between trust and operating accounts in a single transaction
- Matter & Client Lifecycle — List and manage legal matters and client profiles programmatically to maintain a high-fidelity record of your firm's caseload and relationships
- Trust Compliance Intelligence — Access information about your firm's connected bank accounts to ensure processing fees are never deducted from trust funds
- Billing Automation — Programmatically create and retrieve payment link details and monitor recurring subscription plans to streamline your law firm's revenue cycle
- Account Visibility — Access high-level firm metadata and transaction histories directly through your agent for instant operational reporting
How it works
1. Subscribe to this server
2. Retrieve your API Key and Base URL from your Confido Legal (Gravity Legal) dashboard
3. Start managing your legal payments and matters from Claude, Cursor, or any MCP client
No more manual entry into split-payment spreadsheets. Your AI acts as your dedicated legal billing coordinator and financial analyst.
Who is this for?
- Law Firm Administrators — instantly retrieve payment link statuses and update client records using natural language commands
- Attorneys — generate trust-compliant payment requests for matters without leaving your workspace
- Legal Tech Developers — automate billing workflows and monitor transaction histories through simple AI queries
Built-in capabilities (8)
Create a new client
Can split between trust and operating amounts. Create a new payment link
Get firm details and bank accounts
Get payment link details
List all clients
Optionally filter by client ID. List matters
List all payment links
List all payment subscriptions
Why Windsurf?
Windsurf's Cascade agent chains multiple Confido Legal tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 8 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
- —
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
- —
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
- —
JSON-based configuration means zero code changes: paste a URL, reload, and all 8 tools are immediately available
- —
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Confido Legal in Windsurf
Confido Legal and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Confido Legal 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 Confido Legal in Windsurf
The Confido Legal 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 8 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
Confido Legal for Windsurf
Every tool call from Windsurf to the Confido Legal 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 Confido Legal API credentials?
Log in to the Confido Legal (Gravity Legal) portal, navigate to your Account Settings, and you will find your API Key and Base URL.
What is a split payment in Confido?
It allows you to specify distinct amounts for your 'Trust' and 'Operating' accounts in a single payment link to maintain compliance.
Is it compliant with IOLTA rules?
Yes, Confido Legal is designed to ensure processing fees are never deducted from trust accounts, maintaining strict regulatory compliance.
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.