How to Use the Affinity MCP in Windsurf

Let Windsurf Cascade autonomously pull Affinity CRM data, map relationships, and update your pipeline context.

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Connect Affinity MCP to Windsurf

Create your Vinkius account to connect Affinity to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Affinity with Windsurf

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Map out pipelines inside Windsurf Cascade

The `list_smart_lists` tool exposes your custom pipelines directly to Cascade so your agent knows exactly where your deals stand. Connecting this MCP server to Windsurf gives Cascade immediate access to your sales funnels. Cascade then chains this information with `list_list_entries` to pull the specific people and companies tied to those deals. You get a complete picture of your sales pipeline without clicking through a single browser tab.

Track every email and meeting automatically

The `list_interactions` tool pulls chronological logs of your team's emails, phone calls, and meetings directly into your workspace. Windsurf uses this timeline to understand who spoke to whom, when it happened, and what the next step should be. Instead of manual digging, your agent scans these records to build context for your next outreach. It spots stalled conversations and flags them before they hurt your deal flow.

Link people and organizations with this MCP Server

The `list_persons` and `list_organizations` tools allow your agent to resolve contacts and company profiles instantly. Cascade queries these endpoints to find contact details, funding stages, and institutional relationships on the fly. If you ask Windsurf to draft an intro email, it pulls the target's history and company background first. The result is highly tailored copy that actually sounds like you wrote it.

Setup guide

Set up Affinity MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the Affinity MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my Affinity payment history." If connected, Cascade will call the Affinity tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "affinity-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Affinity. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

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Common questions about Affinity MCP in Windsurf

Windsurf reads your pipeline structure and interaction history to build a complete context map. Cascade then uses this data to answer complex relationship questions or draft personalized emails instantly.

Yes, Cascade uses the available tools to query specific lists and filter entries. You just ask for what you need in plain English, and the agent handles the multi-step API queries.

No, Windsurf never stores your raw API keys. Vinkius handles the underlying authentication and provides a secure, single-endpoint connection to your agent.

This MCP server exposes five tools to manage your network. These include list retrieval, contact lookups, company profile mapping, and interaction history tracking.

Your emails, meetings, and CRM contact lists are strictly run through a zero-trust V8 sandbox on Vinkius. No data is stored or used to train public models, keeping your relationship history entirely private.

Use it with your favorite AI tools

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