How to Use the Berg System CRM MCP in Windsurf

Q: How does Windsurf use Berg System CRM to track client meetings?

Cascade reads your Windsurf workspace and uses listcrmtasks to pull upcoming meetings. It then runs getcustomerdetails to summarize past Berg System CRM interactions right before your call starts.

Q: Can Windsurf Cascade write custom fields back to Berg System CRM?

Yes, Cascade queries getsalescustomfields to find your custom Berg System CRM metrics. It then formats new deal data in Windsurf to match those exact parameters.

Q: How do I install the Berg System CRM MCP Server in Windsurf?

Open your /.codeium/windsurf/mcpconfig.json file and add the server under the mcpServers key. Once added, the Windsurf GUI registers the connection so Cascade can discover the Berg System CRM tools.

Q: What happens if a Berg System CRM API call fails in Windsurf?

Cascade immediately runs checkapihealth to diagnose the connection. If the Berg System CRM API is down, Windsurf alerts you with the exact error code.

Let Cascade run your financial advisory pipeline inside Windsurf, managing clients and insurance policies without manual clicks.

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Connect Berg System CRM MCP to Windsurf

Create your Vinkius account to connect Berg System 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 Berg System CRM with Windsurf

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Automate policy tracking in Windsurf

The `list_insurance_policies` tool lets Cascade scan your active financial coverage records inside Windsurf without you having to click through browser tabs. Cascade takes this Berg System CRM data, cross-references it with your active editor files, and flags policy renewals that need immediate attention. Because Windsurf handles multi-step tasks, Cascade automatically triggers `list_crm_tasks` right after checking those policy records. This saves you from writing repetitive Cascade prompts just to keep your Berg System CRM book of business updated.

Onboard new financial clients instantly

The `create_new_customer` tool handles duplicate checks automatically via forceAdd when you tell Cascade to register a new Berg System CRM lead. Cascade spots contact info in your open Windsurf files, sets up the profile, and ensures you don't clutter your financial database. Once the profile is live, Windsurf can immediately call `create_new_company` to link the new customer to their employer. You get a fully mapped client profile in Berg System CRM without typing a single field inside your Windsurf terminal.

Check pipeline health using this MCP Server

The `list_sales_opportunities` tool exposes your entire advisory pipeline directly to Windsurf's active workspace. When you ask Cascade how your financial quarter is looking, this MCP Server feeds live deal values directly into Windsurf's planning engine. If deals look slow, Cascade pulls `list_crm_tasks` to identify forgotten Berg System CRM follow-ups and draft email templates tailored to each prospect's financial goals. It executes the entire workflow in one Windsurf session, keeping your database fresh.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "berg-system-crm-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 Berg System. 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 Berg System CRM MCP in Windsurf

Cascade reads your Windsurf workspace and uses `list_crm_tasks` to pull upcoming meetings. It then runs `get_customer_details` to summarize past Berg System CRM interactions right before your call starts.

Yes, Cascade queries `get_sales_custom_fields` to find your custom Berg System CRM metrics. It then formats new deal data in Windsurf to match those exact parameters.

Open your ~/.codeium/windsurf/mcp_config.json file and add the server under the mcpServers key. Once added, the Windsurf GUI registers the connection so Cascade can discover the Berg System CRM tools.

Cascade immediately runs `check_api_health` to diagnose the connection. If the Berg System CRM API is down, Windsurf alerts you with the exact error code.

Your Berg System CRM data remains local because the Vinkius MCP Server runs in a secure sandbox. No raw customer details or insurance policies are cached; Windsurf only accesses them during active Cascade sessions.

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