How to Use the Agency Elephant MCP in Windsurf

Q: Can Windsurf and the Agency Elephant MCP build custom lead reports?

Yes, Cascade can pull raw data and format it. It runs listleads to grab your entire pipeline, then writes a markdown or CSV summary right in your workspace. You just have to tell it what metrics matter.

Q: Does Agency Elephant let Windsurf trigger emails?

Your agent can start pre-built sequences using the triggerdripcampaign function. It cannot write raw, one-off emails from scratch through this specific integration. The tool relies on campaigns you already created.

Connect Agency Elephant to Windsurf to let Cascade manage your insurance leads and trigger drip campaigns autonomously.

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Connect Agency Elephant MCP to Windsurf

Create your Vinkius account to connect Agency Elephant 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 Agency Elephant with Windsurf

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Autonomous Lead Routing in Windsurf

Cascade uses `create_lead` to pull new prospect data straight from your open files and push it into Agency Elephant. You don't have to switch tabs to log a new policy inquiry. The agent grabs the name, contact info, and notes, then fires off the API call in the background. Grouping happens automatically right after creation. By chaining `list_lead_groups` with `add_lead_to_group`, your IDE sorts that new contact into the correct bucket immediately. Just tell Cascade to organize your recent imports, and it handles the entire sequence without asking for permission.

Trigger Marketing from Your Editor

Triggering a drip sequence requires zero context switching when you run this MCP Server. Cascade reads your current workspace, identifies the target prospect, and calls `list_campaigns` to find the right messaging track. The agent reads the available options and selects the one that matches your goal. Execution is instant via the `trigger_drip_campaign` tool. You just write a comment asking to hit a specific client with the renewal sequence. Windsurf parses the intent, finds the matching ID, and starts the drip campaign before you finish typing your next line of code.

Deep Pipeline Context on Demand

Pulling up a client's history via `list_leads` brings that exact data directly into your editor pane. Ask your agent who handled the Smith account last year, and it grabs the full timeline. It formats the raw JSON into a readable summary right beside your code. Cross-referencing accounts against your staff takes one step. Using `list_workspace_users`, Cascade maps specific policies to individual team members. You get a complete picture of who owns which prospect without ever leaving your IDE environment.

Setup guide

Set up Agency Elephant 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 Agency Elephant 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 Agency Elephant payment history." If connected, Cascade will call the Agency Elephant tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "agency-elephant-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 Agency Elephant. 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.

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Common questions about Agency Elephant MCP in Windsurf

Open your Settings and navigate to the Cascade MCP Servers UI. Add the Vinkius endpoint URL under your configuration, then click Refresh in the panel. Cascade will auto-discover the lead management tools immediately.

Yes, Cascade can pull raw data and format it. It runs `list_leads` to grab your entire pipeline, then writes a markdown or CSV summary right in your workspace. You just have to tell it what metrics matter.

Your agent can start pre-built sequences using the `trigger_drip_campaign` function. It cannot write raw, one-off emails from scratch through this specific integration. The tool relies on campaigns you already created.

Cascade always reads the available options first via the list tool. If you want strict control, ask it to show you the campaign IDs before it executes the trigger. That extra step prevents accidental spam.

The Vinkius V8 Isolate Sandbox processes your client names, contact info, and policy notes in an ephemeral environment. Zero trust means nothing is stored after the execution finishes. Your proprietary prospect lists remain entirely private.

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