Bring Investment Management
to Windsurf
Create your Vinkius account to connect Dynamo Software to Windsurf and start using all 10 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Dynamo Software MCP Server?
Integrate Dynamo Software, the industry-leading platform for alternative investment management, directly into your AI workflow. Manage your investment funds and strategies, track investor profiles and commitment statuses, monitor portfolio valuations and activity logs, and oversee your entire investment lifecycle using natural language.
What you can do
- Fund Oversight — List and retrieve detailed information, strategies, and performance metrics for all your investment funds.
- Investor Intelligence — Monitor registered investor profiles, unique identifiers, and current account statuses across your organization.
- Portfolio Management — Track investment portfolios, including associated asset counts and real-time valuation updates.
- Activity Auditing — Retrieve high-level summaries of recent activities, research notes, and engagement results instantly via chat.
How it works
- Connect the Dynamo Software integration to your AI assistant.
- Authorize using your Dynamo API Key and Instance URL.
- Orchestrate your investment management and portfolio optimization through intuitive conversation.
Who is this for?
- Investment Analysts — Quickly check fund valuations and recent activity notes on the go.
- Investor Relations — Research investor profiles and commitment history via chat during outreach.
- Portfolio Managers — Monitor asset counts and organizational investment metadata instantly.
Built-in capabilities (10)
Retrieve metadata and usage limits for your Dynamo Software account
Get detailed settings and information for a specific investment fund
Identify investors that are currently in an "Active" or "Funded" status
List all investors registered in your Dynamo Software account
List all investment portfolios configured in your account
Identify funds with a valuation above a certain threshold (mock logic)
List all investment funds managed in Dynamo
Identify the most recently recorded activities and notes across the platform
Retrieve a high-level summary of portfolio valuations and activity
Search for funds using a name keyword or category
Why Windsurf?
Windsurf's Cascade agent chains multiple Dynamo Software tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 10 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 10 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
Dynamo Software in Windsurf
Why run Dynamo Software with Vinkius?
The Dynamo Software connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 10 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Dynamo Software using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Dynamo Software and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Dynamo Software to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Dynamo Software for Windsurf
Every request between Windsurf and Dynamo Software is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
How do I get a Dynamo Software API Key?
Log in to your Dynamo Software instance, navigate to User Settings or API Management, and you can generate or retrieve your unique API Key from there. You will also need your specific Instance URL.
Can the agent update fund valuations?
This integration currently focuses on listing and auditing investment data. Updating valuations or committed capital should be managed via the Dynamo Software web client or specific data import tools.
Does the integration support custom entities?
Yes, while the core tools focus on investors and funds, the underlying engine is built to query common Dynamo entities. Custom entity support may vary based on your API configuration.
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.
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