How to Use the TaskForce MCP in Windsurf

Q: How does Windsurf manage TaskForce lead data?

The agent uses listtaskforceleads to pull the entire pool of leads. If a new lead comes in, you can use createtaskforcelead to log it immediately. Cascade handles this sequence without you needing to prompt for each step.

Q: What happens if I need to list multiple TaskForce cases in Windsurf?

You just call listtaskforcecases. The result gives you a clean breakdown of all open and closed tickets. You can then use the case ID to run other tools, like getting customer details with gettaskforcecustomer.

Q: Does the MCP Server handle complex financial reporting for TaskForce and Windsurf?

Yes. It lets you list invoices using listtaskforceinvoices, which is crucial for finance teams. You can also pull historical quotes via listtaskforcequotes to track pricing changes over time.

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Connect TaskForce MCP to Windsurf

Create your Vinkius account to connect TaskForce 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 TaskForce with Windsurf

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Build out Lead and Customer Profiles

Need a new customer record? You can use `create_taskforce_lead` or `get_taskforce_customer` to build out detailed profiles. Cascade handles the sequence: it first checks for existing records, then runs `list_taskforce_leads` so you don't double up. It’s perfect when your agent needs to run a full cycle—say, generating a lead and immediately getting their contact details via `get_taskforce_lead`. You just set the goal; Windsurf figures out all the steps.

Track Support Cases and Interactions

When an issue pops up, your agent can create a formal record using `create_taskforce_case`. This tool immediately logs the interaction against a client's account. Want to see everything that’s open right now? Just run `list_taskforce_cases`. Because Windsurf's Cascade is autonomous, it doesn't stop after listing; it can automatically pull all associated customer data too.

Manage Financial Documentation

Handling the money side of things? You can list records for quotes (`list_taskforce_quotes`) and invoices (`list_taskforce_invoices`). This is critical when your agent needs to confirm pricing or check payment history. Since Windsurf lets Cascade chain actions, you can make it fetch customer details using `list_taskforce_customers` right before listing the associated financial documents. It's a single flow for complex business tasks.

Setup guide

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

mcp_config.json

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

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Common questions about TaskForce MCP in Windsurf

The agent uses `list_taskforce_leads` to pull the entire pool of leads. If a new lead comes in, you can use `create_taskforce_lead` to log it immediately. Cascade handles this sequence without you needing to prompt for each step.

You just call `list_taskforce_cases`. The result gives you a clean breakdown of all open and closed tickets. You can then use the case ID to run other tools, like getting customer details with `get_taskforce_customer`.

Yes. It lets you list invoices using `list_taskforce_invoices`, which is crucial for finance teams. You can also pull historical quotes via `list_taskforce_quotes` to track pricing changes over time.

The system requires you to specify the necessary inputs for creation tools, like using `create_taskforce_case`. Cascade's strength is that it validates and passes all required parameters automatically in its multi-step chain.

This MCP Server touches Customer, Lead, Case, Invoice, and Quote data. When setting up permissions, you'll be managing records relating to those core customer and financial account types.

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