Bring Small Business Management
to Windsurf
Learn how to connect vCita 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 vCita MCP Server?
Connect your vCita business management account to any AI agent and simplify how you coordinate your schedule, client records, and billing through natural conversation.
What you can do
- Client Management — List, search, and create new client records in your CRM with full metadata support.
- Appointment Scheduling — Book new services, list upcoming appointments, and cancel existing bookings instantly via AI.
- Service Catalog — Query your offered services and prices to understand your bookable offering.
- Financial Tracking — Monitor your cash flow by listing invoices, payments, and price estimates sent to clients.
- Team Coordination — List staff members and their roles to manage your business directory.
- Operational Visibility — Check account status and connection health to ensure your business engine is running smoothly.
How it works
1. Subscribe to this server
2. Enter your vCita API Token (found in your developer portal or settings)
3. Start managing your business operations from Claude, Cursor, or any MCP client
Who is this for?
- Service Providers & Freelancers — quickly book appointments and check client payment statuses via simple AI commands.
- Small Business Owners — monitor invoices and manage the client directory directly from the workspace.
- Operations Managers — coordinate staff availability and track billing history via the AI assistant.
Built-in capabilities (12)
Cancel booking
Add new customer
Schedule a service
Get account status
Get client info
List all invoices
List CRM customers
List bookable services
List client estimates
List transactions
List bookings
List team users
Why Windsurf?
Windsurf's Cascade agent chains multiple vCita 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
vCita in Windsurf
vCita and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect vCita 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 vCita in Windsurf
The vCita 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
vCita for Windsurf
Every tool call from Windsurf to the vCita MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I search for a client by their email address?
Yes! Use the list_crm_clients tool and provide the optional email parameter. The agent will return the specific record for that client if it exists in your CRM.
How do I book a new service for an existing client?
Use the create_new_booking action. You'll need to provide the Client ID, the Service ID, and the start time in ISO 8601 format (e.g., 2024-12-01T10:00:00Z).
Is it possible to list all unpaid invoices via AI?
Absolutely. Use the list_client_invoices query. The agent will retrieve all your billing documents, and you can then ask the AI to filter or identify those with a 'pending' or 'overdue' status.
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.