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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.

Server URL: https://app.orla.finance/api/mcp/personal

Setup

One file under your home directory,
and serverUrl

The MCP panel in Cascade and the file are the same thing, so edit whichever is nearer.

Consent page, in Claude

You tick which spaces the client may reach, and one row in the app revokes it later. Card numbers and IBANs stay masked unless you switch that on.

  1. Open the file~/.codeium/windsurf/mcp_config.json, or the MCP panel in Cascade, which edits the same file. It sits in your home directory, so every workspace gets the server.
  2. Add the serverUnder mcpServers, with serverUrl.
  3. ApproveOrla's consent page opens on the first call.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "orla": {
      "serverUrl": "https://app.orla.finance/api/mcp/personal"
    }
  }
}

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

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

What to ask

Ask Cascade about your own numbers

Every figure comes from your own books, and is recomputed each time you ask.

  • What did the API bill come to last month?
  • Am I inside the tooling budget?
  • What are clients expected to pay this month?
  • Book the 12 USD domain to Software.

The boundary

It reads and records.
It does not pay

An agent that pays is a different connection, with its own wallet and its own limits.

  • What it cannot doPay anyone. The payment tools are not in the list it is given, and are refused by name if asked.
  • What it costsNothing, and it takes none of the agent seats in your plan. Reading is unmetered; what it records comes out of your plan's monthly allowance of agent writes, and the free plan has a small one.

Write your first mandate
on a thirty minute call

On your own books: one position, one rule, and the first bill waiting for your button.