How to Use the Attio MCP in Windsurf

Q: Does Windsurf support Attio record updates?

Absolutely. You can trigger updaterecord through Cascade to modify attributes. It handles the API calls while you focus on the code.

Manage your CRM data directly inside Windsurf. Cascade reads your Attio records to plan and execute multi-step sales tasks.

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Connect Attio MCP to Windsurf

Create your Vinkius account to connect Attio 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 Attio with Windsurf

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Windsurf manages Attio records

Cascade uses `list_records` and `get_record` to pull your sales data into the IDE. It tracks deal progress without you leaving the editor. You can call `update_record` to push changes back to your CRM instantly. Cascade handles the JSON mapping so you don't break your data schema.

Automate Attio notes with Cascade

When you finish a client call, tell Cascade to run `create_note`. It attaches the summary to the correct record in your CRM. `list_notes` lets the agent review past interactions before starting new work. It keeps your history clean and searchable.

Full CRM control in Windsurf

Use `create_task` and `list_tasks` to track follow-ups directly in your workflow. Cascade keeps your to-do list synced with your deal pipeline. If you need to clean up, `delete_record` removes old entries. Always verify the ID before running this tool to avoid losing data.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "attio-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Attio. 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 Attio MCP in Windsurf

Open your Windsurf settings and locate the Cascade MCP panel. Add the server configuration to your JSON file or use the built-in marketplace for a quick install.

Yes, it reads the data you explicitly request through the tools. Your CRM information stays within the secure sandbox established by the MCP server connection.

Absolutely. You can trigger `update_record` through Cascade to modify attributes. It handles the API calls while you focus on the code.

The server uses ephemeral sessions and zero-trust principles. Only the specific record attributes you target are processed during your active session.

We keep your CRM contact and deal details isolated. The server only transmits the specific fields required for your current task, ensuring no extra data exposure.

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