How to Use the CallRail MCP in Windsurf

Pull marketing attribution data into Windsurf and let Cascade run your entire analysis without manual steps.

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Connect CallRail MCP to Windsurf

Create your Vinkius account to connect CallRail 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 CallRail with Windsurf

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Perplexity

Windsurf automation for call tracking

Cascade pulls your live marketing data directly from your account. Use `list_calls` or `list_trackers` to feed raw metrics into your active workspace. Your agent parses this data to build reports or debug conversion paths. It handles the heavy lifting of mapping numbers to sources automatically.

Lead monitoring inside your IDE

Keep an eye on incoming business through your interface. Trigger `list_form_submissions` to see exactly what leads are hitting your pipeline in real-time. Windsurf takes this list and correlates it with your existing code logic. You get immediate visibility into how form activity affects your backend services.

Account configuration management

Pull user permissions and company details to audit your setup. The `list_users` and `get_company_details` tools give your agent a clear view of your organization structure. Cascade uses this context to suggest improvements to your tracking strategy. You save time by letting the IDE handle the retrieval of internal account settings.

Setup guide

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

mcp_config.json

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

Get your connection token →

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

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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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Common questions about CallRail MCP in Windsurf

Open your Windsurf settings and locate the MCP Servers panel. Add the server configuration there, click refresh, and your agent will detect the tools immediately.

Yes, it can. Once connected, your agent uses the tools to pull form submissions and call details, allowing it to summarize your marketing performance within your project files.

Your data stays within the encrypted tunnel between the host and your editor. This MCP Server only accesses the specific records you ask it to retrieve.

You need an active subscription to access the API endpoints. Check your account settings to ensure your API keys are ready for use.

The server only reads call logs when your agent requests them via `list_calls`. No data is stored on our servers, and the connection remains ephemeral for every session.

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