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Equibles
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Windsurf

Connect Windsurf

Choose another client
  1. Sign in or create a free account — we'll bring you back to this Windsurf guide.
  2. Follow the Windsurf connection steps below. Use the authentication method in this guide; OAuth does not need an API key.

  3. Enable Equibles in your AI conversation, then try:

    Using Equibles, who are NVIDIA's top institutional holders? Include the reporting period and source links.

  4. Confirm your AI shows an Equibles tool call and an answer with sources, not a connection or quota error.

    Troubleshoot a missing or failed request

Windsurf connects to the Equibles MCP server from Cascade, configured in mcp_config.json.

1. Install Windsurf

Download Windsurf and open the Cascade panel.

2. Add the Equibles server

Create an API key at /dashboard/apikeys (it starts with eq_ and is shown once), then add Equibles to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "equibles": {
      "serverUrl": "https://mcp.equibles.com/mcp",
      "headers": { "Authorization": "Bearer eq_your_api_key" }
    }
  }
}

Windsurf is the odd one out — remote servers use the serverUrl key, not url. Open the file via Cascade's Plugins → View raw config if you'd rather not edit it by hand.

3. Test it

In the Cascade panel, ask any of these, and it should call an Equibles tool. Name Equibles in the prompt, "using Equibles, ...", or the model may answer from memory or from a web search instead of the sourced data:

› Using Equibles, compare NVDA's latest earnings call with the previous quarter. Build a management accountability scorecard showing what was promised, delivered, missed, or is too early to judge; compare prior guidance with filed results; flag achievements that exceeded or were not foreshadowed by management's prior outlook; explain changes in tone and priorities; and cite every conclusion. Earnings
› Who are NVIDIA's top institutional holders this quarter? 13F
› Summarize Microsoft's most recent earnings call. Earnings

Troubleshooting

Connected but requests fail? See shared connection troubleshooting for OAuth sign-in and API-key errors. Keep the setup URL above if your connection works.

Server not appearing?

After editing mcp_config.json, click Refresh in Cascade's MCP list (or fully restart Windsurf), and confirm Equibles is enabled.

Model answers without Equibles data?

It answered from memory or from a web search. Start the prompt with "using Equibles, ..." so it calls the tools.

401 / access denied?

Your key is missing or wrong. Put the full key in the Authorization header: the one you copied when you created it, not the shortened prefix the dashboard lists later. If you no longer have it, create a new one at /dashboard/apikeys. If you're over your daily limit, see Plans & limits.

Need a hand? Contact support. Connect your AI