How to Use the Agile CRM MCP in Windsurf

Let Windsurf's Cascade agent manage your Agile CRM pipeline while you focus on closing deals.

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Connect Agile CRM MCP to Windsurf

Create your Vinkius account to connect Agile CRM 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 Agile CRM with Windsurf

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Automate Your Sales Follow-ups

This server connects Agile CRM directly to Windsurf. Give Cascade a goal, like 'Check on all my deals closing this month.' It will figure out the steps on its own, no hand-holding required. Cascade chains the tools together automatically. It can run `list_deals` to find opportunities, use `retrieve_contact` to get the decision-maker's info, check past interactions with `list_contact_notes`, and then create a follow-up reminder for you using `create_task`. You just get the notification that the work is done.

Clean Up Your CRM Data with Windsurf

Your CRM data gets messy. Instead of doing manual cleanup, just tell Cascade what you want. A simple prompt like 'Find all contacts with no deals and delete them' is all it takes. Behind the scenes, Cascade will execute a plan. It will run `list_contacts`, loop through them, check for associated deals using `list_deals`, and then call `delete_contact` on the ones that match your criteria. It's a powerful way to maintain a clean contact list without tedious clicking.

Manage Your Pipeline from Your IDE

Stop switching between your code and your CRM tab. With this MCP Server, you can manage contacts and deals right inside your editor. Highlight a name in your code and ask Windsurf to 'create a new contact in Agile CRM for this person.' It works for your whole pipeline. You can ask for a summary of your day by having Cascade run `list_tasks` and `list_events`. When a deal moves forward, just tell your agent to update it. The `update_contact` and `create_deal` tools are ready for any command you give.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "agile-crm-alternative-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 Agile CRM. 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 Agile CRM MCP in Windsurf

You just tell Windsurf's Cascade agent what you want, like 'Create a new deal for Project Phoenix with Acme Corp.' Cascade will use the `create_deal` tool on the Agile CRM MCP Server to add it to your pipeline.

Yes. Just ask Windsurf to 'show me all my contacts in Agile CRM.' It will use the `list_contacts` tool to get the full list and display it for you right in the chat.

Simply state the change you want to make. For example: 'Update Jane Doe's phone number in Agile CRM to 555-1234.' Windsurf will use the `update_contact` tool to make the change instantly.

You can use the built-in MCP Marketplace in Windsurf for a one-click install. Alternatively, add the server URL in your `mcp_config.json` file or through the Cascade settings UI.

This server only touches the Agile CRM data you authorize, like contacts, deals, tasks, and notes. All requests are proxied through Vinkius's ephemeral sandboxes. Your credentials never leave the Vinkius vault, and Windsurf connects using a temporary token.

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