How to Use the Simplicate MCP in Windsurf

Build complex workflows that manage Simplicate's data autonomously with Windsurf.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers — Included with Plan

Connect Simplicate MCP to Windsurf

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

GDPR Included with Plan

Setup Simplicate with Windsurf

Ask AI about this MCP

ChatGPT

Claude

Perplexity Vinkius runs on Gemini

Gemini

Grok

Automate Client Directory Sync

Setting a goal to 'Sync all active clients' triggers `list_crm_organizations`. The agent then figures out the next step: pulling contacts using `list_crm_persons` for each organization. It writes code that handles the data structure changes and updates internal records. This entire sequence runs without you telling it what to do next, making sure your local system stays synchronized with Simplicate's master client list.

Process Full Project Lifecycle Audits

You can tell Windsurf: 'Check all projects for billing gaps.' It starts by calling `list_projects`, then iteratively calls `get_project_details` on each one. If a project is nearing completion, it automatically queues up the necessary steps to check associated invoices via `list_invoices`. This autonomous process builds a report showing which projects need manual attention and why.

Log Time and Validate Billing Triggers

A common workflow is logging time. You set the goal: 'Record hours for John Doe.' The agent uses `log_time_registration` with the correct parameters. It then follows up by listing all project services using `list_project_services` to ensure the logged time maps correctly to billable items. It doesn't stop there; it can even check if any invoices are pending based on that recorded time.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "simplicate-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 Simplicate. 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

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Simplicate now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Simplicate MCP in Windsurf

You simply tell the agent, 'List all current companies.' The `list_crm_organizations` tool runs automatically. It returns a clean list that you can then use as input for subsequent multi-step actions.

Yes, the agent handles this flow. After listing projects via `list_projects`, it grabs detailed information using `get_project_details` and cross-references those needs against available items in `list_project_services`.

Just tell it your goal. For example: 'Check last month's logged hours.' The agent executes `list_time_registrations`, filters the results, and presents a summary without any manual scripting required.

Absolutely. You can set a goal to 'Review Q3 pipeline.' The agent will automatically call `list_sales_opportunities` and then use `get_sales_details` on high-priority deals, compiling everything into one report.

It handles diverse structured data: text strings for names and descriptions, dates/timestamps for tracking activity, and numeric values for project budgets and hourly rates. The agent manages the type conversion for you.

Use it with your favorite AI tools

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

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript