Windsurf

Cascade, with your own numbers in reach.

Windsurf keeps its servers in one file under your home directory. The remote address goes in serverUrl, not url.

The MCP panel in Cascade edits the same file, if you would rather click.

Connecting Windsurf

One. Open the file~/.codeium/windsurf/mcp_config.jsonone file

Two. Add the serverUnder mcpServers, with serverUrlone entry

Three. ApproveOrla's consent page opens on the first callonce

What you approve on Orla's pageWhich spaces this client reaches, and nothing else to fill in

The configuration

// ~/.codeium/windsurf/mcp_config.json { "mcpServers": { "orla": { "serverUrl": "https://app.orla.finance/api/mcp" } } }

For a local bridge, swap serverUrl for "command": "npx", "args": ["-y", "orla-cli", "mcp"].

If the menus have moved, Windsurf's MCP documentation is the version that is current for the client itself.

The boundary

It reads and records. It does not pay.

An agent that pays is a different connection.

What it readsEverything you can read in the spaces you ticked, and nothing outside themyour rows

What it writesTransactions, categories, payees and notes, straight away rather than into a queueyour books

What it cannot doPay anyone. The payment tools are not in the list it is given, and are refused by namenever

What it costsNothing, and it takes none of the connected agent seats in your planfree plan too

How it endsAgents, then revoke. Every client connected this way stops at onceone click

Other clients

A second client joins the same connection, not another one.

A custom connector in Settings, nothing to install.

One command in the terminal, then /mcp to sign in.

One entry in mcp.json, globally or in the repository.

One entry under servers, or one code --add-mcp line.

One entry under context_servers in settings.json.

The CLI itself, and a stdio bridge for clients without HTTP.

Start

The client is open source and reads what it is given: github.com/cheetah-trade/orla-cli.