Financial context inside Windsurf
Connect Windsurf to your financial accounts through Era Context. Query transactions, check balances, and manage automations from your AI-native editor.
Set up in 3 steps
Create your Era account
Connect your banks, cards, and investment accounts. Takes about 2 minutes.
Add the MCP server to Windsurf
Add the MCP server to Windsurf's AI agent configuration.
Ask Windsurf anything
Your financial data is now available. Ask questions, get real answers.
What you can ask Windsurf
Show me my account balances
Windsurf fetches a real-time snapshot of all your connected accounts without leaving the editor.
Build a spending report for this month
Windsurf generates a category breakdown and formats it for quick review.
What's my runway look like?
Windsurf analyzes your income, expenses, and savings rate to project how long your funds last.
Works with every MCP-compatible client
What you get with Era Context
Real-time financial data
Account balances, transactions, spending breakdowns, and cash flow -- all accessible through natural language.
Cross-agent memory
Set a preference in one agent and every connected agent respects it. No repeated context, no silos.
Smart automations
Create rules for transfers, savings round-ups, and balance maintenance -- all controllable by your AI agent.
Give Windsurf access to your finances
Connect your accounts, enrich your data, and let your AI agent help you manage your money. Free to start.