How to Use the Pennylane MCP in Windsurf

Let Windsurf drive your French accounting tasks by chaining Pennylane invoice and customer updates automatically.

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Connect Pennylane MCP to Windsurf

Create your Vinkius account to connect Pennylane to Windsurf — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Pennylane with Windsurf

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Automated Client and Product Provisioning

This integration triggers `create_customer` and `create_product` to set up new accounts automatically in Pennylane when Cascade detects a closed deal in your Windsurf workspace. You get a clean catalog in Pennylane without manual data entry because Cascade chains these tools and verifies the output dynamically within Windsurf.

Multi-Step Reconciliation with Windsurf MCP Server

This MCP Server uses `list_customer_invoices` and `list_estimates` to cross-reference your billings directly inside your Windsurf editor. Because Cascade can chain these tools without asking for permission at every step, it builds a complete picture of your outstanding balance in Pennylane.

Deep Supplier Expense Auditing

The MCP Server exposes `list_suppliers` and `list_supplier_invoices` to let Cascade audit your incoming vendor bills inside your Windsurf environment. If it finds an anomaly, Cascade runs `get_supplier_details` to verify the tax registration and legal identity in Pennylane.

Setup guide

Set up Pennylane 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 Pennylane 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 Pennylane payment history." If connected, Cascade will call the Pennylane tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Pennylane. 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.

Why Choose Vinkius

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Common questions about Pennylane MCP in Windsurf

You add the server configuration to your local config file. From there, Windsurf detects the tools and lets Cascade run operations like `list_customers` and `create_customer` during your coding sessions.

Yes, Cascade is built for multi-step tasks. You can ask it to verify an estimate and generate a customer profile, and it will execute `get_estimate_details` and `create_customer` in sequence without stopping.

You only need to supply your Pennylane API key once in the configuration file. Windsurf handles the connection, exposing all thirteen tools to Cascade instantly.

Cascade reads the error output returned by the server. It will automatically adjust the payload or prompt you to supply the missing customer details before retrying the call.

Your financial data, customer lists, and supplier invoices remain strictly in your local environment. Vinkius runs the server inside an isolated sandbox, meaning your raw Pennylane credentials and ledger entries never leak to external databases.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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