Does Windsurf see my banking login?

No. You log in at your bank in its own web form. BankingMCP never receives your PIN or password, and neither does Windsurf.

Can Windsurf move money?

No. This connection is read-only: listing accounts, balances and transactions. There is no payment tool. Payments are planned as a separate, explicitly approved step.

What happens if I want to cut off access?

Each assistant has its own address. Deactivate or remove the one you gave Windsurf and it stops working immediately, without touching your other assistants.

Setup guide

Connect Windsurf to your bank accounts

Windsurf, now Devin Desktop, loads MCP servers from its own config file. Add BankingMCP there and reload the agent.

Before you start

01Create a BankingMCP account. The first 7 days are free and need no payment details.
02Connect your bank through its own PSD2 web form. Your banking login stays with your bank.
03Add Windsurf as an assistant to get a personal MCP address for it.

Add BankingMCP to Windsurf

Windsurf

now Devin Desktop

01Copy your personal MCP address from BankingMCP.
02Add the entry shown here to ~/.config/devin/mcp_config.json, or run devin mcp add bankingmcp followed by your address.
03Reload the agent and ask about your accounts.

Still on the older Cascade agent? Add the same address as serverUrl in ~/.codeium/windsurf/mcp_config.json.

~/.config/devin/mcp_config.json

{
  "mcpServers": {
    "bankingmcp": {
      "url": "https://banking-mcp.com/api/mcp/<your-token>",
      "transport": "http"
    }
  }
}

This address is an example. You get your own after signing up, and it works like a password.

What Windsurf can do once it's connected

list_accounts: Lists your connected accounts with bank, IBAN and balance.
get_balances: Totals across all accounts, per currency, plus each account's balance.
search_transactions: Finds transactions by account, date range, merchant or purpose, income or spending and amount, with totals.
list_transactions: Loads all transactions page by page, optionally per account and date range, so your assistant can sort through them itself, e.g. for rent payments.
refresh_accounts: Fetches current data from your banks before answering.

These tools only read. Nothing can move money, and payments are not part of this connection.

Does your bank work?

Thousands of banks in Germany, Austria and across Europe. Search for yours before you sign up.

Check your bank →

Questions about Windsurf and BankingMCP

Does Windsurf see my banking login?: No. You log in at your bank in its own web form. BankingMCP never receives your PIN or password, and neither does Windsurf.
Can Windsurf move money?: No. This connection is read-only: listing accounts, balances and transactions. There is no payment tool. Payments are planned as a separate, explicitly approved step.
What happens if I want to cut off access?: Each assistant has its own address. Deactivate or remove the one you gave Windsurf and it stops working immediately, without touching your other assistants.

Guides for other assistants

Try it with Windsurf

7 days free, no payment details. Then €5 a month, cancel anytime.

Get started →