Capsule CRM MCP Server for Windsurf 11 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect Capsule 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 Capsule CRM and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"capsule-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 Capsule CRM MCP Server
Connect your Capsule CRM account to any AI agent and orchestrate your sales pipelines, contact management, and task automation through natural conversation.
Windsurf's Cascade agent chains multiple Capsule CRM tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 11 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Contact Oversight — List all your parties (people and organizations) and retrieve detailed profiles, including emails and tags.
- Opportunity Coordination — List all sales opportunities and retrieve detailed metadata, including milestones and values.
- Task Management — Create, update, and monitor tasks and reminders to ensure your sales process stays on track.
- Project Tracking — Access and list your projects managed within the platform to maintain visibility across your team.
- CRM Automation — Create new person profiles and tasks directly from your workspace using natural language.
- Deep Dives — Get detailed data for specific party, opportunity, or task IDs straight from your workspace.
The Capsule CRM MCP Server exposes 11 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 Capsule CRM to Windsurf via MCP
Follow these steps to integrate the Capsule 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 Capsule CRM
Open Cascade and ask: "Using Capsule CRM, help me...". 11 tools available
Why Use Windsurf with the Capsule CRM MCP Server
Windsurf provides unique advantages when paired with Capsule 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 11 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Capsule CRM + Windsurf Use Cases
Practical scenarios where Windsurf combined with the Capsule CRM MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from Capsule CRM and generate models, types, or handlers based on real API responses
Live debugging: query Capsule CRM tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from Capsule CRM and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine Capsule CRM data with Cascade's code generation to scaffold entire features in minutes
Capsule CRM MCP Tools for Windsurf (11)
These 11 tools become available when you connect Capsule CRM to Windsurf via MCP:
create_person
Add a new person to Capsule CRM
create_task
Create a new task
get_account_info
Retrieve core account/user information
get_contact_details
Get details of a specific contact or organization
get_opportunity_details
Get details of a specific opportunity
get_project_details
Get details of a specific project
get_task_details
Get details of a specific task
list_contacts
List all contacts and organizations (parties)
list_opportunities
List all sales opportunities
list_projects
List all projects
list_tasks
List all tasks and reminders
Example Prompts for Capsule CRM in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with Capsule CRM immediately.
"List my last 5 contacts in Capsule CRM."
"Show my open sales opportunities."
"Create a task 'Follow up with John Doe' due tomorrow."
Troubleshooting Capsule CRM MCP Server with Windsurf
Common issues when connecting Capsule CRM to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
Capsule CRM + Windsurf FAQ
Common questions about integrating Capsule 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 Capsule CRM with your favorite client
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Connect Capsule CRM to Windsurf
Get your token, paste the configuration, and start using 11 tools in under 2 minutes. No API key management needed.