All clients

MCP Server

Windsurf

Financial data in Windsurf

Connect CashPanel to Windsurf and query your transactions, invoices, and reports directly from your AI IDE. Authentication is handled automatically via OAuth.

Setup steps

  1. 1Open Windsurf and go to Settings → MCP Marketplace (or edit mcp_config.json)
  2. 2Add a new server with URL: https://api.cashpanel.io/mcp
  3. 3When prompted, sign in to CashPanel in your browser and select a team