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Windsurf

Windsurf.

Windsurf MCP documentation

Windsurf MCP tutorial

Interaction

My interaction history:

  1. get planexe example prompts
  2. I want you to suggest 5 prompts, based on the example prompts
  3. suggest something that fixes real world problems
  4. 5 more
  5. I'm in europe. make 5 suggestions that fixes serious issues in europe
  6. I like your Heatwave mortality reduction idea. I want you to make a full prompt ala the planexe example prompts, and show me the prompt
  7. remove the heading "Full PlanExe-style prompt: Heatwave mortality reduction (Europe)". what do you think about the prompt?
  8. go ahead create this plan
  9. status
  10. status Here windsurf went ahead and downloaded the created HTML report
  11. compare the created plan with the prompt you formulated
  12. also download the zip

I had to manually ask about check status to get details how the plan creation was going. It's not something that Windsurf can do.

Prerequisites

A working installation of PlanExe.

  • The recommended way is to install PlanExe by following the Getting Started instructions. Make sure that docker compose up is running, in order to connect to PlanExe.
  • Alternatively: Run PlanExe on another server and port.
  • Alternatively: If you are a developer run PlanExe inside a python virtual environment.

Double check that PlanExe can take a prompt and create a plan. Since it doesn't make sense to start configuring Windsurf if the PlanExe installation is incomplete.

Configuring Windsurf

To configure Windsurf to use PlanExe, you need to add the MCP server configuration.

Instructions for opening Windsurf's MCP config file

  1. Open Windsurf
  2. Click the "..." icon at the top of the Agent panel, this opens a menu.
  3. Click the "Open MCP Config File" icon at the bottom of the menu.
  4. This opens the mcp_config.json file.

Add the following planexe dictionary to your mcpServers configuration:

{
  "mcpServers": {
    "planexe": {
      "command": "uv",
      "args": [
        "run",
        "--with",
        "mcp",
        "/path/to/PlanExe/mcp_local/planexe_mcp_local.py"
      ],
      "env": {
        "PLANEXE_URL": "http://localhost:8001/mcp",
        "PLANEXE_PATH": "/Users/your-name/Desktop"
      }
    }
  }
}

Make these adjustments to the planexe snippet:

  • Make adjustments to /path/to/PlanExe so it points to where PlanExe is located on your computer.
  • Make adjustments to /Users/your-name/Desktop so it points to the directory where PlanExe is allowed to write to, so the plan can be downloaded.
  • Optional: Make adjustments to http://localhost:8001/mcp if you have PlanExe running on another port.

Once you have saved the mcp_config.json. Then go to the Manage MCP Servers and click the refresh icon.

If it doesn't work then ask on the PlanExe Discord for help.