How to Use the Octoboard MCP in Windsurf

Q: How do I connect the Octoboard MCP Server to Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server configuration under the mcpServers key. You can also use the Settings UI under Cascade to add the connection token provided by Vinkius. Once added, click refresh in the MCP panel to let Cascade discover the tools.

Q: Can Windsurf use Octoboard to update multiple client dashboards at once?

Yes. Cascade chains calls by first running listagencyclients to find the correct accounts, then executing pushvariationmetric or pushnumericmetric for each client. You just set the goal, and Windsurf handles the loop.

Q: How does the Octoboard MCP Server handle API rate limits in Windsurf?

The server includes the checkapiusage tool which Cascade calls to monitor your remaining data limits. This prevents your autonomous workflows from hitting API blocks during heavy dashboard update runs.

Q: Can I verify my API credentials directly inside Windsurf?

Yes, you can ask Cascade to run testoctoboardauth to check your credentials. It returns a direct status response so you know if your token is valid before starting a reporting run.

Let Cascade update your marketing dashboards and run agency client reports directly inside Windsurf without writing api boilerplate.

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Setup Octoboard with Windsurf

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Autonomous Windsurf dashboard updates with Cascade.

The `push_numeric_metric` tool lets Cascade push live marketing updates directly to your Octoboard widgets. Instead of manual exports, Cascade runs a sequence of steps to fetch your internal data and send it right to your active dashboards. You tell Cascade to update a metric, and it uses `get_api_status` to verify the connection before pushing values. It handles the API handshake behind the scenes so your active client views stay current.

Managed client reporting sequences.

The `list_agency_clients` tool pulls your entire roster of managed accounts so Cascade can map metrics to the right dashboards. It handles the multi-step process of identifying the client, finding their active views with `list_active_dashboards`, and updating their specific widgets. Cascade handles this loop on its own using the MCP protocol. It matches the client IDs, checks your data limits via `check_api_usage`, and updates tables or charts without requiring step-by-step prompts.

Live visual metric pushes.

The `push_bar_chart` tool sends complex structured datasets straight to your visual widgets from the Windsurf editor. Cascade formats raw arrays into clean data structures and calls `push_data_table` to update client-facing tables instantly. This setup turns your IDE into a control center for marketing reporting. Cascade reads your local data files, converts them, and updates the external widgets in one clean run.

Setup guide

Set up Octoboard MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Octoboard MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Octoboard payment history." If connected, Cascade will call the Octoboard tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "octoboard-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Octoboard. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Octoboard MCP in Windsurf

Open your `~/.codeium/windsurf/mcp_config.json` file and add the server configuration under the `mcpServers` key. You can also use the Settings UI under Cascade to add the connection token provided by Vinkius. Once added, click refresh in the MCP panel to let Cascade discover the tools.

Yes. Cascade chains calls by first running `list_agency_clients` to find the correct accounts, then executing `push_variation_metric` or `push_numeric_metric` for each client. You just set the goal, and Windsurf handles the loop.

The server includes the `check_api_usage` tool which Cascade calls to monitor your remaining data limits. This prevents your autonomous workflows from hitting API blocks during heavy dashboard update runs.

Yes, you can ask Cascade to run `test_octoboard_auth` to check your credentials. It returns a direct status response so you know if your token is valid before starting a reporting run.

Vinkius runs the server inside an isolated V8 sandbox, meaning your raw API keys and client dashboard metrics never persist on any external disk. The connection is ephemeral, and the data is transmitted directly to Octoboard endpoints securely.

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