Windsurf · MCP setup

How to Connect TradeJournal MCP in Windsurf

Windsurf uses the same MCP JSON pattern as Cursor—gateway URL plus Bearer token.

Connect AI Tools reference MCP hub

Windsurf MCP

Same remote-server pattern as Cursor—mcp.json with URL and token.

  • Connect AI token first
  • Reload MCP servers
  • get_runtime_context first
Windsurf guide

Quick summary

  1. Token: Connect AI → personal MCP token (your account only).
  2. Configure client: Follow steps below for MCP config reference (Cursor-style).
  3. Tools: Call get_runtime_context first — full list on the MCP tools reference page.

Key takeaway

TradeJournal.co MCP in Windsurf is configured like Cursor: Connect AI token, mcp.json entry with gateway URL, then get_runtime_context and trade tools for user-scoped journal queries.

Step-by-step

Setup steps

  1. 1. Generate a personal MCP token

    Log in → Account Settings → Connect AI → Generate token. Copy once; store only in your AI client config.

  2. 2. Add mcp.json entry

    Use the same remote server JSON as Cursor with your gateway URL and token.

  3. 3. Reload MCP in Windsurf

    Restart or refresh MCP servers in the IDE.

Example mcp.json

{
  "mcpServers": {
    "tradejournal": {
      "url": "http://localhost:3333/mcp",
      "headers": {
        "Authorization": "Bearer tj_mcp_u_<YOUR_TOKEN>"
      }
    }
  }
}

Gateway (dev): http://localhost:3333/mcp · Token: tj_mcp_u_<YOUR_TOKEN>

Official client docs: MCP config reference (Cursor-style) · MCP specification

TradeJournal MCP tools (summary)

Full parameters on the MCP tools reference page.

Tool Purpose
get_runtime_context User portfolios, active portfolio, plan flags, privacy rules. Call this first in every session.
list_portfolios Portfolio id and name list for disambiguation.
list_trades Filtered trade list (portfolio, symbol, status, asset, limit, order_by). Open rows include plan targets and nudges.
list_open_trades_by_target_priority Open trades sorted by price/stop target priority with nudge summary.
get_trade Single trade by id with entries, sizing, option context, and plan levels.
update_trade Set or clear price_target / stop_target on a trade (validated).
get_trade_stats Aggregate win rate, profit, and related stats for the user.
get_dashboard_stats High-level public/private trade and post rollups.
list_posts Published posts metadata for the user.
get_post One published post by id.
get_portfolio_stats Per-portfolio performance rollup.
list_media_assets User media library with attribution metadata.
get_media_asset Single media asset by id.
update_media_asset Update media attribution fields (narrow write).
delete_media_asset Delete unreferenced media assets.
audit_portfolio_import_health Read-only import/portfolio health audit.
repair_portfolio_import_health Allowlisted import repairs (confirm required for apply).

Frequently asked questions

Add TradeJournal to Windsurf MCP config with your token and gateway URL, reload MCP, and call get_runtime_context first.

Always get_runtime_context, then use list_trades or get_trade_stats. See the full MCP tools reference for parameters.

Tools reference · Security & privacy · MCP hub · Onboarding call

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