How to Use the Agile CRM MCP in Windsurf
Cascade handles your Agile CRM sales pipeline directly within Windsurf.
Works with every AI agent you already use
…and any MCP-compatible client
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.
Cascade manages your CRM data in Windsurf
Cascade pulls your current sales pipeline into your workspace. It uses `list_deals` to grab active opportunities so you can reference them while editing code. Your agent checks specific client details using `search_contact_by_email` without leaving the editor. This keeps your focus on the codebase instead of flipping between tabs.
Automate your daily Agile CRM workflow
You can have Cascade run `list_tasks` to see what needs attention today. It maps these items to your current sprint progress automatically. This MCP Server provides the raw data your agent needs to build features. It translates CRM signals into actionable code updates.
Sync your contacts through this MCP Server
Running `list_contacts` gives Cascade a full view of your customer database. It processes these records to identify key accounts for your next commit. You avoid manual entry by letting the agent query your sales data directly. It saves minutes every time you need to verify a client profile.
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
mcpServersobject. 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.
{
"mcpServers": {
"agile-crm-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}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.
Why Choose Vinkius
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about Agile CRM MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the Agile CRM MCP today
We host it, we monitor it, we maintain it. You just paste one token.
