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.

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.

The steps

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.
Add the server: Under mcpServers, with serverUrl.
Approve: Orla'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

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

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.

The boundary

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

What it cannot do: Pay anyone. The payment tools are not in the list it is given, and are refused by name if asked.
What it costs: Nothing, 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.

Other clients

Claude →: A custom connector in Settings, nothing to install.
Claude Code →: One command in the terminal, then /mcp to sign in.
Cursor →: One entry in mcp.json, globally or in the repository.
VS Code →: One entry under servers, or one code --add-mcp line.
Zed →: One entry under context_servers in settings.json.
Terminal →: The CLI itself, and a stdio bridge for clients without HTTP.
Any agent →: A skill file the agent reads itself: one install, every client.

Thirty minutes: we connect an account, drop a real bill in, and close a month together.