Codeium · Agentic IDE

Connect Helm to Windsurf.

Your business data, right next to your codebase.

Connect Helm to Windsurf over MCP and the agentic IDE works your business alongside your code. Windsurf can open tasks, check what is assigned to you, log time, and update accounts as it works. Add the helm server to the Windsurf MCP config and authenticate with a workspace API key.

Setup docs

Setup

Connect in three steps.

Generate a key, add the config to Windsurf, and start working your business from your agent.

1
Generate an API key
In Helm, go to Settings → API Keys and create a workspace-scoped key (starts with helm_sk_).
2
Add the config to Windsurf
Paste the block on the right into ~/.codeium/windsurf/mcp_config.json and drop in your key.
3
Start working
Restart Windsurf and ask it to read or update your Helm workspace in plain language.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "helm": {
      "command": "npx",
      "args": ["-y", "@helm-ai/mcp-server@latest"],
      "env": { "HELM_API_KEY": "helm_sk_..." }
    }
  }
}

Once connected

Windsurf works your whole business.

One API key opens 84 tools across every Helm app. Same data your team edits by hand.

Projects & tasks

List, create, update, and comment on tasks across every project.

Time tracking

Log hours against projects and roll them into invoices.

CRM

Read and write accounts, contacts, and pipeline deals.

Invoices & estimates

Draft, read, and update invoices and line-item quotes.

Documents

Create and edit docs, pages, and folders in your workspace.

Calendar & schedules

Manage events and set up recurring agent runs.

Try it

Things to ask Windsurf.

“Open a task for this TODO and link it to the project.”

“Show me overdue invoices and who to chase.”

“Log 90 minutes to the migration project.”

“Create a deal for the new lead and set it to qualified.”

FAQ

Windsurf and Helm.

How do I add Helm to Windsurf?

Open Windsurf → MCP settings (or edit ~/.codeium/windsurf/mcp_config.json), add the helm server block, and set HELM_API_KEY to a key from Settings → API Keys. Windsurf loads it as an MCP tool.

Is my data safe?

The key is scoped to your workspace and only grants the tools your plan supports. Rotate or revoke it anytime from Settings → API Keys, and every tool call is logged in your workspace audit trail.

Which plans include this?

The CLI and MCP server are included on every Helm plan. See the Pricing page for current plan limits.

Is it secure?

You authenticate with a workspace-scoped API key (HELM_API_KEY). It only grants the tools your plan supports, every call is logged in your audit trail, and you can rotate or revoke it anytime from Settings → API Keys.

Other clients