How to Use the Better Proposals MCP in Windsurf

Q: Can Windsurf draft a new pitch using Better Proposals?

Yes. Cascade uses listtemplates to find your base layout, then calls createproposal with the prospect's details. It handles the entire sequence without asking for permission at every step.

Q: What analytics can Better Proposals pull into Windsurf?

You get direct access to interaction data. The agent runs getanalytics to show you exactly when a client opened the document and how long they spent reading it.

Let Windsurf draft pitches and pull analytics automatically right inside your editor.

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Connect Better Proposals MCP to Windsurf

Create your Vinkius account to connect Better Proposals 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 Better Proposals with Windsurf

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Cascade Chains Proposal Generation

Tell Cascade you need a pitch for a new lead. It grabs the right format using `list_templates` and immediately fires off a `create_proposal` request. You skip the browser entirely. The agent pulls the fresh document details via `get_proposal` and drops the draft link directly into your workspace.

Better Proposals MCP Server Integration

Managing your sales pipeline shouldn't mean leaving your code. Hook up this MCP Server and Windsurf can instantly pull client records with `list_companies` and `list_contacts`. Need a specific person's details? The AI runs `get_contact` to grab their email and phone number before drafting an outreach script.

Track Client Analytics Autonomously

Stop guessing if a prospect opened your deck. Cascade runs `get_analytics` in the background to check view times and interaction rates. The agent can even summarize these metrics into a daily markdown report right in your project folder. No manual dashboard checks required.

Setup guide

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

mcp_config.json

{
  "mcpServers": {
    "better-proposals-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 Better Proposals. 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 Better Proposals MCP in Windsurf

Open your MCP panel and click the Marketplace icon for a one-click install. You can also edit `~/.codeium/windsurf/mcp_config.json` manually by adding the endpoint URL. Hit refresh and Cascade will auto-discover the tools.

Yes. Cascade uses `list_templates` to find your base layout, then calls `create_proposal` with the prospect's details. It handles the entire sequence without asking for permission at every step.

You get direct access to interaction data. The agent runs `get_analytics` to show you exactly when a client opened the document and how long they spent reading it.

Yes, it does. Just tell the agent to add a new lead. It executes `create_contact` and links them to the right company record automatically.

Your client emails, pitch drafts, and view metrics stay secure. Vinkius runs the MCP Server in an ephemeral V8 Isolate Sandbox. The connection closes immediately after the agent finishes pulling your contact records or analytics.

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