3,400+ MCP servers ready to use
Vinkius

Agile CRM MCP Server for WindsurfGive Windsurf instant access to 12 tools to Create Contact, Create Deal, Delete Contact, and more

Built by Vinkius GDPR 12 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect Agile CRM through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

Open in ChatGPT Open in Claude Open in Perplexity

The Agile CRM app connector for Windsurf is a standout in the Marketing Automation category — giving your AI agent 12 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Agile CRM and 3,400+ MCP Servers from a single visual interface.

Vinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop InterfaceVinkius Desktop Interface
Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "agile-crm-alternative": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Agile CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Agile CRM MCP Server

Connect your Agile CRM account to any AI agent and take full control of your sales, marketing, and service automation workflows through natural conversation.

Windsurf's Cascade agent chains multiple Agile CRM tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

What you can do

  • Contact & Relationship Orchestration — List and manage your entire high-fidelity contact directory programmatically, retrieving detailed profile metadata and interaction notes
  • Deal Lifecycle Management — Monitor your sales pipeline in real-time, create new high-fidelity opportunities, and track deal probability and values directly through your agent
  • Task & Event Intelligence — Programmatically organize your daily workflow by creating tasks and calendar events to maintain a perfectly coordinated team schedule
  • Customer Discovery — Access complete profile properties including custom tags and high-fidelity contact history to oversee your organizational relationship ecosystem
  • Operational Monitoring — Access account-level configuration and verify API connectivity directly through your agent for instant performance reporting

The Agile CRM MCP Server exposes 12 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 12 Agile CRM tools available for Windsurf

When Windsurf connects to Agile CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning contact-management, deal-tracking, pipeline-management, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

create_contact

Create a new contact

create_deal

Create a new deal

delete_contact

Delete a contact

list_contact_notes

List notes for a specific contact

list_contacts

List all contacts in Agile CRM

list_deals

List all deals (opportunities)

list_events

List all calendar events

list_tasks

List all tasks

retrieve_contact

Get details of a specific contact

retrieve_deal

Get details of a specific deal

retrieve_task

Get details of a specific task

update_contact

Update an existing contact

Connect Agile CRM to Windsurf via MCP

Follow these steps to wire Agile CRM into Windsurf. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
02

Add the server

Paste the JSON configuration above into mcp_config.json
03

Save and reload

Windsurf will detect the new server automatically
04

Start using Agile CRM

Open Cascade and ask: "Using Agile CRM, help me...". 12 tools available

Why Use Windsurf with the Agile CRM MCP Server

Windsurf provides unique advantages when paired with Agile CRM through the Model Context Protocol.

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

Agile CRM + Windsurf Use Cases

Practical scenarios where Windsurf combined with the Agile CRM MCP Server delivers measurable value.

01

Automated code generation: ask Cascade to fetch data from Agile CRM and generate models, types, or handlers based on real API responses

02

Live debugging: query Agile CRM tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from Agile CRM and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine Agile CRM data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for Agile CRM in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with Agile CRM immediately.

01

"List all active sales deals in my Agile CRM pipeline."

02

"Create a new contact 'John Doe' (john@example.com) and add a note about our last meeting."

03

"What are my pending tasks and events for today?"

Troubleshooting Agile CRM MCP Server with Windsurf

Common issues when connecting Agile CRM to Windsurf through the Vinkius, and how to resolve them.

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

Agile CRM + Windsurf FAQ

Common questions about integrating Agile CRM MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.