How to Use the PreciseFP MCP in Windsurf

Q: Can Windsurf automate PreciseFP form sending?

Yes, you can instruct Cascade to trigger createformengagement for specific prospects. It maps the data from your current session to the form fields automatically.

Q: Does Windsurf support filtering PreciseFP accounts?

Absolutely. You can use listaccounts with specific filters to narrow down the results. It saves time when you are working with large client lists.

Windsurf connects directly to your PreciseFP data to automate client onboarding without you needing to switch tabs.

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Connect PreciseFP MCP to Windsurf

Create your Vinkius account to connect PreciseFP 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 PreciseFP with Windsurf

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Chain PreciseFP intake tasks in Windsurf

Cascade can string together `create_person` and `create_form_engagement` to handle new client setups automatically. You define the goal, and the agent identifies the necessary account IDs before executing the calls. This removes the manual work of jumping between your CRM and your form builder. It handles the sequence entirely within your workspace.

Query PreciseFP client details inside Windsurf

Use `get_account` and `get_person` to pull live data directly into your editor context. You get instant access to client records without leaving your active file. This keeps your technical work grounded in real client data. You don't waste time checking external dashboards when the info is already in your IDE.

Manage form templates via Windsurf

Use `list_form_templates` and `list_pdf_templates` to see exactly what you have available for your next engagement. It helps you pick the right document format for every client interaction. Cascade reads these lists and selects the correct ID for you. You spend less time hunting for document references.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "precisefp-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 PreciseFP. 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 PreciseFP MCP in Windsurf

Open your MCP settings in Windsurf and add the server configuration. Once you refresh the panel, Cascade recognizes the tools and starts working immediately.

Yes, you can instruct Cascade to trigger `create_form_engagement` for specific prospects. It maps the data from your current session to the form fields automatically.

Your data remains local to your authenticated session. This MCP server acts as a secure bridge, ensuring no unauthorized access occurs during your workflow.

Absolutely. You can use `list_accounts` with specific filters to narrow down the results. It saves time when you are working with large client lists.

The server handles account profiles, person records, and engagement objects. It only touches the data required to complete the specific tasks you assign to your agent.

Use it with your favorite AI tools

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