Agile CRM MCP Server for Windsurf 4 tools — connect in under 2 minutes
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.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Agile CRM and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"agile-crm": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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 your AI agent to unlock powerful CRM and marketing automation. From creating and managing contact profiles to auditing your sales pipeline and orchestrating task workflows, your agent handles your business interactions 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 4 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Unified Contact Management — Create, update, and search for contacts, including managing custom properties and tags
- Pipeline Orchestration — List and audit sales deals, check pipeline stages, and retrieve technical metadata for opportunities
- Task & Activity Tracking — List and create tasks to ensure your team stays on top of follow-ups and client meetings
- Account Intelligence — Search for contacts by email and retrieve historical interaction logs to support sales outreach
- Workflow Monitoring — Quickly identify high-value deals or overdue tasks directly from your chat interface
The Agile CRM MCP Server exposes 4 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.
How to Connect Agile CRM to Windsurf via MCP
Follow these steps to integrate the Agile CRM MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using Agile CRM
Open Cascade and ask: "Using Agile CRM, help me...". 4 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.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 4 tools are immediately available
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.
Automated code generation: ask Cascade to fetch data from Agile CRM and generate models, types, or handlers based on real API responses
Live debugging: query Agile CRM tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Agile CRM and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Agile CRM data with Cascade's code generation to scaffold entire features in minutes
Agile CRM MCP Tools for Windsurf (4)
These 4 tools become available when you connect Agile CRM to Windsurf via MCP:
list_contacts
List CRM contacts
list_deals
List sales opportunities
list_tasks
List CRM tasks
search_contact_by_email
Search contact by email
Example Prompts for Agile CRM in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Agile CRM immediately.
"List the last 5 contacts created in Agile CRM."
"Show me all deals worth more than $5,000."
"Search for contact 'jane.doe@example.com' and show recent tasks."
Troubleshooting Agile CRM MCP Server with Windsurf
Common issues when connecting Agile CRM to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Agile CRM + Windsurf FAQ
Common questions about integrating Agile CRM MCP Server with Windsurf.
How does Windsurf discover MCP tools?
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.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect Agile CRM with your favorite client
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Connect Agile CRM to Windsurf
Get your token, paste the configuration, and start using 4 tools in under 2 minutes. No API key management needed.