Connect Windsurf to Crane Ledger

Windsurf’s Cascade agent supports MCP. Connect Crane Ledger as a remote HTTP server.

Prerequisites

1. Windsurf with Cascade MCP enabled (Teams/Enterprise may require admin).
2. A Crane Ledger API key (ha_live_…).

MCP endpoint

Organization scope comes from your OAuth token or API key — you do not pass organization_id separately.

Scopes: ledger:read, ledger:write, and optionally ledger:admin.

See Authentication and MCP tools.

Configure MCP

Edit mcp_config.json (macOS/Linux: ~/.codeium/windsurf/mcp_config.json, or use Cascade → Manage MCPs → View Raw Config):

{
  "mcpServers": {
    "crane-ledger": {
      "serverUrl": "https://api.craneledger.ai/mcp",
      "headers": {
        "Authorization": "Bearer ha_live_your_key_here"
      }
    }
  }
}

Windsurf commonly uses serverUrl (not url) for remote servers. Save, then click Refresh in Manage MCPs.

Example prompts

Once connected, try:

• "Set up a basic chart of accounts for a small service business"
• "Create an invoice for $2,500 to Acme Corp for consulting"
• "What's our cash position right now?"
• "Show me profit and loss for last quarter"
• "How many credits do I have left?"

Troubleshooting

Related

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