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Windsurf

fincontext for Windsurf

ai.fincontext/fincontext

Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.

client:Windsurf transport:streamable-http

Install fincontext in Windsurf

~/.codeium/windsurf/mcp_config.json · windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json

{
  "mcpServers": {
    "fincontext": {
      "serverUrl": "https://fincontext.ai/mcp"
    }
  }
}

Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs

fincontext in other clients