Bring Marketing Analytics
to Windsurf
Learn how to connect Octoboard 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 Octoboard MCP Server?
Connect your Octoboard account to any AI agent and take full control of your marketing business intelligence and reporting orchestration through natural conversation. Octoboard provides a powerful data visualization platform, and this integration allows you to retrieve dashboard metadata, push custom metrics to widgets, and monitor automated reports directly from your chat interface.
What you can do
- Dashboard & Report Orchestration — List all active dashboards and retrieve detailed report metadata programmatically to ensure your team's visual insights are always synchronized.
- Custom Data Intelligence — Push numeric, text, or status metrics directly into Octoboard widgets from the AI interface to maintain real-time tracking of proprietary data.
- Visual Data Control — Send bar chart arrays, data tables, and variation metrics via natural language to drive better data transparency across your organization.
- Agency & Client Oversight — List managed clients and monitor account usage using simple AI commands to maintain a clear overview of your digital agency operations.
- Operational Monitoring — Track system responses and manage API health to ensure your reporting pipelines are always optimized.
How it works
1. Subscribe to this server
2. Enter your Octoboard API Key from your account settings
3. Start managing your marketing metrics from Claude, Cursor, or any MCP-compatible client
No more manual data entry into reporting tools. Your AI acts as a dedicated data analyst or business intelligence coordinator.
Who is this for?
- Marketing Agencies — quickly update custom client metrics and monitor dashboard health without switching apps.
- Data Analysts — automate the pushing of proprietary business data and track report delivery via natural conversation.
- Business Owners — streamline the retrieval of high-level revenue metrics and monitor organizational growth directly within the chat.
Built-in capabilities (12)
Check data limits
Check connection
List dashboards
List managed clients
List reports
Update bar chart
Update data table
Update widget number
Update status indicator
Update widget text
g. 10.5) to a widget. Update value + change
Verify credentials
Why Windsurf?
Windsurf's Cascade agent chains multiple Octoboard 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
Octoboard in Windsurf
Octoboard and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Octoboard 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 Octoboard in Windsurf
The Octoboard 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
Octoboard for Windsurf
Every tool call from Windsurf to the Octoboard MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can my AI automatically find the Widget ID for a custom data widget?
The Widget ID is found in the Octoboard dashboard settings for any 'Custom Data' widget. You must provide this ID when using the send_numeric_metric or similar tools.
How do I find my Octoboard API Key?
Log in to Octoboard, navigate to your Account Settings > API, and you will find your unique secret token there.
Can I push table data to Octoboard using the AI?
Yes! Use the send_table_data tool. Provide the Widget ID, headers, and a 2D array of rows, and your agent will update the corresponding data table widget instantly.
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.