Bring Case Tracking
to Windsurf
Learn how to connect Evolio to Windsurf and start using 14 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Evolio MCP Server?
Connect your Evolio account to any AI agent and manage your law firm operations through natural conversation.
What you can do
- Case Management — Create, update, list, and inspect cases with status, assigned attorneys, deadlines, and milestones
- Status Filtering — Filter cases by status (active, pending, closed, archived) to focus on what needs attention
- Task Tracking — Create tasks linked to cases, list all tasks with due dates and assignees, and inspect individual task details
- Client Profiles — Browse all clients with contact information and associated case counts, and inspect full client profiles
- Document Access — List all documents uploaded per client or per case for easy reference during consultations
How it works
1. Subscribe to this server
2. Enter your Evolio API Key from your administration settings
3. Start managing your cases from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Attorneys — check case status, review deadlines, and create tasks without switching to the Evolio dashboard
- Paralegals — access client documents and case files during research through conversational AI
- Law Firm Administrators — monitor caseloads, track pending tasks, and manage client profiles
Built-in capabilities (14)
Verify connectivity
Create a case
Create a task
Get case details
Get client details
Get task details
List case files
List cases
List cases by status
List client files
List clients
List all tasks
List tasks by case
Update a case
Why Windsurf?
Windsurf's Cascade agent chains multiple Evolio tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 14 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 14 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
Evolio in Windsurf
Evolio and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Evolio 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 Evolio in Windsurf
The Evolio 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 14 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
Evolio for Windsurf
Every tool call from Windsurf to the Evolio MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I create new cases and tasks directly through the AI agent?
Yes! The create_case action accepts a JSON payload with client, case type, and initial status. The create_task action creates tasks linked to specific cases with description, due date, and assignee. Use update_case to modify case status, notes, or attorney assignments as the case progresses.
Can I filter cases by their current status?
Yes. The list_cases_by_status tool accepts a status parameter — 'active', 'pending', 'closed', or 'archived'. This lets you quickly focus on active matters requiring attention, review pending cases awaiting decisions, or audit closed cases for reporting.
Can I access client documents and case files through the AI agent?
Yes. Use list_client_files with a Client ID to retrieve all documents uploaded for that client. Use list_case_files with a Case ID to see all documents associated with a specific case. Both tools return file names, upload dates, and file types for easy reference.
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.