Bring Digital Vault
to Windsurf
Create your Vinkius account to connect FutureVault to Windsurf and start using all 12 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 FutureVault MCP Server?
Connect your FutureVault account to any AI agent to automate your document management and digital vault workflows through the Model Context Protocol (MCP). FutureVault is a secure, high-compliance digital vault platform designed for financial services, wealth management, and high-net-worth individuals. This MCP server enables you to manage your vault directory, retrieve document metadata, and participate in collaborative workflows directly through natural conversation.
Key Features
- Vault Orchestration — List all accessible digital vaults and fetch detailed configuration metadata for each.
- Directory Structure — Access and navigate complex folder hierarchies within your vaults to organize sensitive data.
- Document Oversight — List documents within specific folders and retrieve complete metadata (owner, tags, status) for individual files.
- Team & Member Management — Access vault membership lists and detailed profile information for all users with access.
- Role Discovery — List all system roles and permissions to audit your security and access control model.
- Powerful Search — Execute global searches across all vaults for specific documents or folders by name or keyword.
- Real-time Synchronization — Keep your fiduciary document repository accessible to your AI assistant without leaving your primary workspace.
How it works
- Subscribe to this server through the Vinkius Marketplace
- Enter your FutureVault API Token (found in your Developer Settings)
- Start managing your digital vaults from Claude, Cursor, or any MCP client
Who is this for?
- Wealth Advisors & Fiduciaries — quickly check if a client has uploaded a document or verify vault permissions without manual dashboard navigation.
- Operations Teams — automate the retrieval of document metadata or audit vault membership via simple AI commands.
- Financial Planners — get a real-time overview of folder structures and document statuses for audit readiness.
Built-in capabilities (12)
Get document details
Get folder metadata
Get member metadata
Get current user profile
Get vault metadata
List all accessible vaults
List documents in folder
List accessible roles
List folders in a vault
List vault members
Search documents/folders
Check connection
Why Windsurf?
Windsurf's Cascade agent chains multiple FutureVault 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
FutureVault in Windsurf
Why run FutureVault with Vinkius?
The FutureVault 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 12 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 FutureVault using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
FutureVault and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect FutureVault 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
FutureVault for Windsurf
Every request between Windsurf and FutureVault 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 an API Token for FutureVault?
Log in to your FutureVault Developer Portal or contact your account administrator to generate a new API Access Token.
What is a 'Digital Vault' in this context?
A Digital Vault is a secure organizational space where documents and folders are stored, typically assigned to a specific entity or client.
Can I search for documents across all my vaults?
Yes! The 'search_vault_content' tool allows you to perform a global keyword search for documents or folders across every vault you have access to.
How do I see the folders inside a vault?
Use the 'list_vault_folders' tool and provide the specific Vault ID. The agent will return the top-level directory structure for that vault.
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.
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