Windsurf trial balance Prompt/close_the_month
How to: Windsurf trial balance close_the_month
Add trial balance to Windsurf
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01
Open ~/.codeium/windsurf/mcp_config.json and merge this in. Keep any servers already there.
{
"mcpServers": {
"trial-balance": {
"serverUrl": "https://mcp.zovo.one/mcp/trial-balance"
}
}
}-
02
Save the file and restart Windsurf.
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03
close_the_month is surfaced in the client's prompt or command menu. Unlike a tool, you invoke it deliberately — Windsurf will not call it for you.
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04
If it does not appear, check that trial balance is connected and that you are looking at its prompts rather than its tools.
Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs
Set these first
trial balance will not start until these are set, so it never reaches Windsurf.
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MCP_LICENSE_KEY
Same prompt, other clients
Read from the server itself, by connecting to it and calling prompts/list on 24 September 2026.
A listing does not declare its prompts, so asking is the only way to know them, and this
is what the server actually offers rather than what its listing claims. Names only are
stored; connect the server for each prompt's arguments.