Fortunest for Windsurf

ai.fortunest/portfolio

Ask about your real portfolio: holdings, risk, tax lots and trades across brokers and exchanges.

client:Windsurf transport:streamable-http

Install Fortunest in Windsurf

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

{
  "mcpServers": {
    "portfolio": {
      "serverUrl": "https://app.fortunest.ai/mcp"
    }
  }
}

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